SAP: Why the Sell-off Presents a Opportunity . NVIDIA CEO Huang Does Not See the Software Industry Being Disrupted!
SAP is deeply embedded as an operating system within customers. Access to vast amounts of data enables the provision of useful AI features!
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Software stocks have been flying out of investors' portfolios for weeks due to AI concerns. For example, Anthropic released AI tools and plugins for its Claude coworking agent. These include automation features that can take over tasks that previously required traditional software applications or human labor, such as automatically searching and evaluating legal contracts, compliance workflows, and data analysis. Software companies without a moat are likely to experience more competition. However, NVIDIA CEO Huang considers it illogical that AI will...
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