Software Under Siege: Enterprise AI Report Card

Artificial intelligence has loomed large over the software sector, with fears of AI disruption battering the stocks of legacy enterprise software giants. Beyond the investor panic and Silicon Valley hype, what is actually happening inside big companies that spend money on software?

An analysis by The Information’s Deep Research suggests an early shift: companies are moving beyond AI pilot projects and beginning to rethink their existing software usage and budgets. The analysis identified nine recent examples of companies deploying AI to cut costs, though the impact remains uneven.