The AI revolution will heavily demand energy and hardware, making enterprise infrastructure crucial again.

Gen AI is not just another technology layer; it has the potential to eat the entire software industry from the inside-out.

1 Software Stock on Our Watchlist and 2 to Turn Down Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with ...

Over a decade ago, Internet and tech entrepreneur Marc Andreesen penned a prescient article for The Wall Street Journal, Why Software is Eating the World. His thesis, that software allowed for ...

1 Software Stock to Own for Decades and 2 to Brush Off Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with ...

British Prime Minister Keir Starmer summed up the new approach in January: “In a world of fierce competition ... the electrical grid infrastructure, software layers on top… A lot of pieces ...