In the past month, U.S. AI startup Anthropic has frequently updated its AI product Claude, triggering significant fluctuations in U.S. software stocks. Investors are concerned that its AI models will replace traditional software and erode the market share of software giants. In response, analysts at Deutsche Bank believe that AI models will not replace software companies but will instead act as coordinators for existing systems. The Deutsche Bank team noted that AI technology will enhance the performance of software makers, particularly benefiting the infrastructure and computing layers.
