Constellation Research的Ray Wang看好AI热潮，称随着“SaaS末日”的幸存者通过代理式AI适应变化，软件行业正在回暖。
Ray Wang of Constellation Research is bullish on the AI boom, saying software is picking up as survivors of the "SaaS apocalypse" adapt with agentic AI. He says huge AI capex commitments are conservative, and debt financing is a smart move for the biggest AI players.
他表示，巨额AI资本支出承诺偏保守，债务融资对最大的AI参与者来说是明智之举。
11 minutes ago