Analysts Point to Broadening AI Adoption Beyond Hardware into Software Sector

Lei Qiu Says AI Is Moving Into Adoption Phase

AllianceBernstein's Thematic Innovation Equities Chief investment Officer Lei Qiu says the latest earnings reports point to strong and persistent AI demand. He argues there is clear evidence of AI adoption broadening beyond hardware into select software and the infrastructure layer, showing that AI is becoming more integrated into business models. In Qiu's view, AI is solidly moving into the adoption phase, with no sign of a slowdown. (Source: Bloomberg)