2026年初，全球软件股正经历一场罕见的熔断。从硅谷到班加罗尔，投资者在恐慌性抛售曾经被视为“数字基建”的软件公司股票。市场逻辑出奇一致：AI能写代码了，软件公司的护城河塌了。

在2026年初，全球软件股经历了一场罕见的熔断，从硅谷到班加罗尔，投资者们在恐慌中纷纷抛售曾经被视为“数字基建”的软件公司股票。这一切的背后，市场逻辑出奇一致：AI能够写代码，软件公司的护城河正在坍塌。就在市场情绪滑向“软件已死”的深渊时，英伟达CEO黄仁勋在旧金山的一场AI峰会上发表了掷地有声的言论：“认为AI会让软件公司失去意义，是世界上最不合逻辑的事情。”这句话迅速被媒体引用，仿佛为软件行业 ...

The company disclosed today that its AI products’ annualized recurring revenue has increased from $1 billion in early December to $1.4 billion. Databricks’ overall run rate stands at $5.4 billion, a ...

Attackers could even have used one vulnerable Lookout user to gain access to other Google Cloud tenants' environments.

My client based in Cape Town is currently looking for an Oracle Developer to join their team on a contract basis. IT / FINANCE Qualifications & Experience Relevant 3-year tertiary qualification in ...

Right then, let’s have a look at Amazon Web Services software. It’s a bit of a giant in the cloud world, isn’t it? Loads of ...

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