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Enterprise Software

All articles tagged with #enterprise software

technology2 days ago

Huang: AI agents will amplify software firms instead of cannibalizing them

Nvidia CEO Jensen Huang argues that markets misread AI’s impact, contending that AI agents will augment rather than cannibalize enterprise software by using existing tools to boost productivity. Nvidia posted a 73% rise in quarterly revenue to $68.13 billion and issued an upbeat Q1 forecast around $78 billion, as investors weigh AI hardware spend against long‑term adoption, with analysts divided on which software players will win or lose.

via CNBC|
#ai#earnings#enterprise-software
Dan Ives Bets AI Will Elevate Enterprise Software, Calling It a Generational Buy
business12 days ago

Dan Ives Bets AI Will Elevate Enterprise Software, Calling It a Generational Buy

Dan Ives argues the AI shift will augment, not displace, enterprise software, making the current selloff in software stocks (e.g., Salesforce down ~28% YTD with AI ARR at $900M, ServiceNow down ~30%, Microsoft down ~17%) a potential mispricing. He cites Morgan Stanley and Goldman Sachs supporting the AI growth thesis and notes Salesforce trades around 14x forward earnings with strong AI momentum; the bear case is AI could commoditize software, while the bull case depends on AI expanding the software TAM. Ives says he’s a buyer but would become more aggressive if MSFT falls into the low- to mid-$300s (forward P/E mid-teens).

via 24/7 Wall St.|
#ai#business#enterprise-software
AI managers rise: firms push for supervising agent teams over single chatbots
technology21 days ago

AI managers rise: firms push for supervising agent teams over single chatbots

Anthropic's Claude Opus 4.6 with 'agent teams' and OpenAI's Frontier push a model where users supervise multiple AI agents that split tasks and connect to business systems, signaling a shift from chat-based assistants to an AI-enabled workforce. The rollout, plus a Codex desktop app and GPT-5.3-Codex, enables parallel agent work, but experts warn humans are still needed for oversight and benchmarks show mixed results; the launches also coincided with notable swings in software stock prices.

via Ars Technica|
#artificial-intelligence#automation#enterprise-software
business24 days ago

AI Could Erode Software Moats, Repricing SaaS Stocks

The piece argues that AI tools may let companies build much of their software in-house, slashing development costs and lowering switching costs, which could compress the valuations of traditional enterprise-software players (e.g., ServiceNow, SAP, Salesforce, Workday) and help explain recent stock declines. But commentators caution that AI won’t instantly replace complex, mission-critical systems; integration, data access, and governance remain costly, and many firms will still rely on established SaaS vendors for scale and reliability. The debate spans ROI examples of AI-generated tooling to concerns about edge cases, security, and long-term moat erosion, leaving the market in a state of uncertain re-pricing of software assets.

via Hacker News|
#ai#business#enterprise-software
CISA warns four enterprise flaws actively exploited across Versa, Zimbra, Vite, and Prettier
cybersecurity1 month ago

CISA warns four enterprise flaws actively exploited across Versa, Zimbra, Vite, and Prettier

CISA has added four actively exploited vulnerabilities to its Known Exploited Vulnerabilities catalog: CVE-2025-31125 and CVE-2025-34026 affecting Versa software (including the Concerto SD-WAN) via dev-exposure and Traefik misconfig, CVE-2025-68645 in Zimbra Webmail Classic UI (local file inclusion), and a supply-chain issue in eslint-config-prettier (CVE-2025-54313) tied to Prettier. Patches or mitigations exist for affected products; US federal agencies must apply updates or stop using the products by February 12, 2026. The status of ransomware-related exploitation remains unknown.

via BleepingComputer|
#cisa#cybersecurity#enterprise-software
Enterprise Software Giants Prepare for Agentic AI Competition at Dreamforce 2025
technology4 months ago

Enterprise Software Giants Prepare for Agentic AI Competition at Dreamforce 2025

A competitive battle is emerging between Salesforce and ServiceNow in the enterprise software market, focusing on AI and automation. Salesforce is expanding its AI capabilities with new platforms like Agentforce 360, Slack integrations, and partnerships with OpenAI, aiming to reaccelerate growth and position as an AI orchestration layer. Despite stock fluctuations, Salesforce is investing heavily in autonomous AI agents and related tools, intensifying the rivalry with ServiceNow in workflow automation and enterprise AI solutions.

via Investor's Business Daily|
#ai-agents#ai-battle#enterprise-software
IBM and Anthropic Collaborate to Boost AI Enterprise Solutions
technology4 months ago

IBM and Anthropic Collaborate to Boost AI Enterprise Solutions

IBM and Anthropic have partnered to integrate Anthropic's Claude language model into IBM's software products, starting with an AI-driven IDE that enhances productivity by 45%, while emphasizing security, governance, and cost controls for enterprise AI deployment. The collaboration aims to streamline the software development lifecycle, improve security, and establish open standards for enterprise AI agents, ultimately shaping the future of AI in business environments.

via IBM Newsroom|
#ai#anthropic#claude
Amazon accelerates AI agent development with new tools and services
technology5 months ago

Amazon accelerates AI agent development with new tools and services

Amazon is developing a new AI-powered workspace software called Quick Suite, aimed at enhancing decision-making and automation for businesses. The platform, which integrates existing AWS products and introduces new features like Quick Flows, is currently in beta testing with early users including BMW, Intuit, and Koch Industries. This move marks Amazon's strategic push into the enterprise AI and SaaS markets, competing with other tech giants in the agent-driven automation space.

via Business Insider|
#ai#amazon#beta-testing
Mistral Launches Vibe Coding Client, Mistral Code
technology8 months ago

Mistral Launches Vibe Coding Client, Mistral Code

French AI startup Mistral has launched Mistral Code, an AI-powered coding client for enterprise developers, supporting over 80 programming languages and integrating various models for code autocomplete, search, and chat assistance. It aims to compete with existing tools like GitHub Copilot and is currently in private beta for JetBrains and VS Code, with customers including Capgemini and SNCF. Mistral plans ongoing improvements and contributions to open source.

via TechCrunch|
#ai-coding-assistant#ai-models#enterprise-software
MicroStrategy's Bitcoin Bet Propels Market Value Beyond $100 Billion
finance1 year ago

MicroStrategy's Bitcoin Bet Propels Market Value Beyond $100 Billion

MicroStrategy, led by billionaire Michael Saylor, has significantly increased its Bitcoin holdings, now owning 279,420 Bitcoins valued at $24.5 billion. Despite Bitcoin's price surge, Saylor remains bullish, predicting it could reach $100,000 by 2024 and $13 million in 21 years. MicroStrategy's pivot to Bitcoin has overshadowed its struggling software business, leading to increased debt and share issuance to fund further Bitcoin purchases. This strategy is risky, hinging on Bitcoin's future performance against the U.S. dollar.

via The Motley Fool|
#bitcoin#cryptocurrency-investment#enterprise-software