US business investment in software remains robust.

In Q1 2026, US businesses invested an annualized $797.6 billion in software. That is nearly 2x the pace seen a decade ago and one of the highest levels on record. As AI adoption accelerates, software is increasingly becoming core infrastructure rather than a discretionary expense. In our view, this reflects the next phase of the AI boom. It will no longer be about simply building new AI models. Rather, it will be about companies investing trillions of dollars to deploy these models across various industries.

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