AI Compute Rationing Boosts Traditional Software Market, Analyst Says

An analyst suggests that the rationing of AI compute resources is benefiting traditional software companies, with a major software ETF experiencing its best week in 25 years amid shifting AI sentiment.

18 Apr, 11:00 — 18 Apr, 11:00

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marketwatchMostly Factual6h ago

AI companies are rationing compute. That’s a boon for traditional software, one analyst says.

A closely followed iShares software ETF just had its best week in 25 years, as some believe the sentiment around AI may be changing — at least for now.

By Hannah Pedone

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AI Compute Rationing Boosts Traditional Software Market, Analyst Says

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AI companies are rationing compute. That’s a boon for traditional software, one analyst says.

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