Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

Nvidia CEO Jensen Huang says AI will boost software firms' productivity with tools like ServiceNow and SAP, not replace them.

AI coding tools have enabled a flood of bad code that threatens to overwhelm many projects. Building new features is easier ...

Just hours after Nvidia posted another blockbuster quarter, Huang pushed back against the idea that so-called agentic AI will cannibalise the software industry. Instead, he said, AI agents will rely ...

Nvidia CEO Jensen Huang asserts that AI agents will enhance, not replace, existing software. He believes these intelligent layers will leverage tools like spreadsheets and enterprise platforms, ...

IBM shares plummeted after AI startup Anthropic announced its tool can automate COBOL modernization, threatening IBM's core ...

Anthropic's new suite of tools uses its AI models to automate several tasks currently handled by IT services firms in India.

The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market ...

Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence.

Rocket Software’s new report reveals why IT leaders are losing sleep, from AI pressure and legacy tech debt to rising cyber ...

Indian IT stocks have seen a sharp downturn in February, with the Nifty IT index dropping 21%. This decline was triggered by new AI launches and capabilities from startup Anthropic, raising investor ...

Anthropic's Claude Cowork rattled stock markets a few days ago, raising fears that AI could soon replace software companies. However, Nvidia CEO Jensen Huang says that the market got it wrong and ...