At the much-anticipated Goldman Sachs Communacopia+ Technology Conference, software industry executives focusing on B-side and C-side AI applications presented their latest predictions on future growth prospects at the conference. According to a recent report released by Goldman Sachs analysts, Ali Ghodsi, CEO of Databricks, which focuses on big data analysis and artificial intelligence project engineering, said that the competitive focus in the field of AI application software is expanding to actual enterprise deployment, and software platforms that can efficiently and accurately transform model capabilities into reliable business results will gain new room for growth. Goldman Sachs analysts also said that as global capital is spreading from the GPU/HBM/AI data center core hardware bottleneck in the first phase of AI investment linked to AI computing power infrastructure to second-stage application winners that can transform tokens into stronger enterprise-side productivity, revenue, and cash flow. In the future, valuation differentiation is likely to be even more intense: software companies with exclusive data, complex workflow advantages between enterprise and individual users, closed loop execution of agent agent workflows, and clear ROI are being re-evaluated, while traditional SaaS, which is easy to commercialize a single function of the basic model, may continue to be pressured.

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