Bernstein analyst Richard Nguyen says AI is already a game‑changer for software, labeling it a “Sooner” impact.
The firm notes AI shifts software from applications to AI control planes, driving growth via premium bundles, agents, and consumption pricing.
Yuki CEO Ido Arieli Noga argues agents increase infrastructure demand, generating continuous queries and a consumption spike enterprises aren’t prepared for.
Bernstein adds AI will reshape rather than eliminate IT services demand, re‑pricing it without eroding overall consumption.