If clients are yanking budgets from software to buy scarce GPUs, servers, and memory, that’s a real rotation. In early AI cycles hardware gets funded first, software monetizes later. IBM’s drop is the canary. I’m shifting toward semi and server names and cutting software exposure until revenue shows up.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.