Amid rapid advancements in artificial intelligence technology, concerns are mounting about a potential downturn for the software industry. However, U.S. software giant Oracle has clearly stated in its latest earnings call that the company will not be disrupted by AI but is instead positioned to benefit from this technological wave. Oracle management addressed market fears about AI's impact on the software sector multiple times during Tuesday evening's earnings call. Co-CEO Mike Sicilia responded to a popular view that emerging companies might challenge traditional SaaS firms as AI helps developers write code faster, but he expressed disagreement with this notion. "Many have heard the theory that new companies using AI to rapidly develop software will lead to the end of the SaaS model," Sicilia said during the call. "I completely disagree with that perspective." Oracle's leadership believes the company's enterprise-level software systems are highly complex and cannot be replaced by simple AI tools or fragmented functions. Instead, the company is quickly integrating AI tools into its own software development and product ecosystem to enhance efficiency and functionality. Sicilia noted, "These systems cannot be replaced by a collection of small functions pieced together by AI." Beyond applying AI technology within its software products, Oracle is strengthening its competitiveness in the AI era through another key avenue: building AI infrastructure. Unlike many traditional software companies, Oracle not only provides enterprise software services but is also undertaking large-scale construction of data centers to support AI computing, offering server and storage resources to clients for computational power. This strategy requires significant investment. The company expects capital expenditures to reach approximately $50 billion in fiscal year 2026, primarily for expanding data centers and cloud infrastructure. However, this also enables Oracle to directly benefit from the rapid global growth in demand for AI computing power. Industry analysts point out that besides Oracle, other technology firms like Microsoft and SAP SE also possess a dual business model combining software and infrastructure, positioning them for growth in the AI era. Meanwhile, some traditional software companies are responding to industry changes by launching new AI platforms. For example, Salesforce is aggressively developing its AI platform, Agentforce. Data shows the platform achieved $800 million in annual recurring revenue in the fourth quarter, a 169% year-over-year increase. Although this figure remains significantly smaller than Salesforce's total quarterly revenue of $11.2 billion, the growth indicates that customers are still willing to pay for its products rather than switching to other solutions due to the rise of AI technology.