有分析认为,企业不会完全推翻数百亿美元的先前软件基础设施投资,转而迁移到Anthropic、OpenAI等公司。大型企业花费数十年积累了数万亿个数据点,这些数据现已深深嵌入其软件基础设施中。同时也有其他分析师预见到更持久的压力,抛售反映出对AI可能压缩利润并限制软件公司定价能力的担忧。Anthropic本周发布的新AI工具引发软件股大规模抛售,投资者正在重新评估哪些软件公司能够在AI时代生存。...
Source Link有分析认为,企业不会完全推翻数百亿美元的先前软件基础设施投资,转而迁移到Anthropic、OpenAI等公司。大型企业花费数十年积累了数万亿个数据点,这些数据现已深深嵌入其软件基础设施中。同时也有其他分析师预见到更持久的压力,抛售反映出对AI可能压缩利润并限制软件公司定价能力的担忧。Anthropic本周发布的新AI工具引发软件股大规模抛售,投资者正在重新评估哪些软件公司能够在AI时代生存。...
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