TRENDING · US
AI buildout is not a zero-sum game, earnings show
Salesforce, CrowdStrike, and Nvidia all beat investor expectations this week, signaling that AI infrastructure spending is expanding the market rather than cannibalizing existing software and hardware revenue streams.
WHY IT MATTERS
BFSI firms betting on AI infrastructure spend don't face a binary choice between incumbents and new players—ecosystem expansion means capital allocation to both, reducing execution risk for enterprise AI deployment.
Source: CNBC · 2026-08-29