Topic：Software

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

AI adoption accelerates, but software budgets remain cautious: Saiyi Information’s computing-power business begins contributing profit

GF Securities believes downstream IT budgets are more likely to turn positive in the first quarter of 2027; Sealand Securities is focused on the recovery of Saiyi Information’s core business and the commercialization of its computing-power projects, with subsequent growth dependent on conditions including new-business expansion and cash flow.

GF Securities and Sealand Securities · 2026.10.30 02:43

BofA software survey: AI’s share of budgets rises to 9.4%; returns and costs determine the pace of expansion

Software budgets are expected to grow 5.3% in 2027, with AI receiving both new funding and money reallocated from existing budgets. But only 17.2% of respondents have achieved measurable enterprise-wide returns; how much revenue cloud, security and application vendors capture depends on deployment costs and actual benefits.

Bank of America · 2026.10.30 02:44