AI
TLDR: NEW YORKâThe article argues beaten down SaaS stocks could lead in agentic AI, spotlighting ServiceNow for its IT central system.
Key Takeaways:
- SaaS investors remain cautious because AI could disrupt software workflows and margins.
- ServiceNow is framed as an IT central nervous system, while Nvidia powers the AI infrastructure.
- If organizations adopt agentic AI via existing workflows, embedded systems like ServiceNow may gain staying power.
Investors hate anything that sounds like a new software wave, even when the wave runs through old enterprise systems. If agentic AI plugs into existing workflows, the quiet infrastructure winners could look surprisingly obvious.
Investors hate anything that sounds like a new software wave, even when the wave runs through old enterprise systems. If agentic AI plugs into existing workflows, the quiet infrastructure winners could look surprisingly obvious.
Q&A
What has to be true for agentic AI to strengthen, not replace, enterprise SaaS?
Organizations need agentic AI to operate as an orchestration layer inside current IT workflows, not as a standalone replacement that breaks integrations and data lineage.
Why does a company like ServiceNow benefit from being deeply embedded rather than trying to reinvent IT systems?
Embedding reduces switching friction and gives agents more immediate access to context, approvals, tickets, and operational history already wired into the platform.
If Nvidia stays âinfrastructure,â what changes for investors when AI demand rises through enterprise software?
The revenue upside shifts from chips to software rollouts, where enterprises translate AI capability into paid automation and workflow execution inside their own environments.
What would disprove the thesis that ServiceNow can avoid disruption from AI?
A credible scenario where enterprises standardize on entirely new AI workflow stacks that bypass ServiceNow integrations and diminish its role as system of action.
How could 2026 reward SaaS investors who bought during the AI hesitation phase?
As pilots become deployments, ânervousâ capital often rotates toward companies with proven enterprise distribution and data access, turning early adoption into recurring expansion.
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