저자: DanIves · 외국인
요약 보기
AI 투자 흐름이 하드웨어(칩)에서 소프트웨어 단계로 넘어가고 있으며, 실제 기업 도입과 수익화가 본격화된다는 주장. 이 관점에서 Oracle, Salesforce, Snowflake를 유망 AI 소프트웨어주로 제시. 근거로 Oracle의 잔여 성과의무(RPO) 41% 증가, Salesforce의 AI·데이터 클라우드 매출 120% 증가 및 잉여현금흐름 63억 달러, Snowflake의 매출 약 26%·RPO 34% 증가 등을 언급.
다듬은 글
So for us it's really it's our research. It's what it's what we spend and my team spends all of our time doing trying to understand who is driving the use cases. Where is the technology going? But most importantly what are the second third fourth beneficiary then the derivatives of AI. I think right now we're in the software phase.
I think software is going to be driving really a lot of the use cases and I think we've seen that with Oracle and others right because to me that's really going to be the epicenter of the AI theme over the next 6 9 12 months terms of software but it's trying to understand who within software just cuz they say AI on a conference call doesn't make them an AI player the world of artificial intelligence is experiencing a thrilling transformation it's not just growing it's evolving and according to Dan Ies a highly respected tech analyst on Wall Street.
We've officially stepped into the second even more exciting phase of this monumental shift. Ives boldly declared, "We're now in the software phase. This is where the real use cases and monetization of AI will explode." While the initial burst of AI was powered by chipmaking giants like Nvidia, this new chapter is all about the sophisticated platforms and software systems that can actually put AI into action, expand its reach, and turn it into a commercial success across various industries.
This insight arrives at a crucial moment in the market. Inflation is easing, interest rate cuts are becoming a real possibility, and tech stocks are once again leading the way. But amidst the numerous companies claiming to be AIdriven, only a select few are genuinely poised to lead this softwarepowered revolution, IV's message to investors is straightforward.
Don't chase the hype. Follow the real enterprise adoption. The winners in this next phase won't just be those providing the hardware, but the companies constructing the very framework of intelligence itself. Think cloudnative platforms, AI modeling tools, and enterprise software that weaves AI directly into daily operations and decision-making.
In today's deep dive, we're going to explore three explosive AI software stocks that perfectly align with Dan Ives's vision. These aren't just risky guesses. They're supported by tangible revenue, strong demand, and undeniable momentum in this new era of AI. If you're looking to stay ahead of the curve as AI enters its most profitable phase yet, then this is a video you won't want to miss.
First on our radar is Oracle Corporation, ticker symbol OCL, a name that's been around for decades, but is now reinventing itself as the essential foundation of the AI era. Oracle is no longer just a traditional database company. Under the visionary leadership of Larry Ellison, it's rapidly becoming the go-to infrastructure provider for enterprise AI, what some are calling the brand in store of this modern gold rush.
What truly makes Oracle stand out in this next phase of AI is its unique position. While other companies are busy building AI models, Oracle is providing the crucial tools and infrastructure to actually deploy those models using real business data. In Dan Ies's own words, we're entering the software phase of AI.
And that's exactly where Oracle shines. Instead of competing in the crowded space of model development, Oracle focuses on empowering businesses to run powerful models like Chat, GPT, Grock, or Gemini on their own data securely, efficiently, and at massive scale. Recent financial results strongly support this idea.
Oracle reported impressive double-digit revenue growth and a staggering 41% year-over-year increase in remaining performance obligations, a key indicator of future revenue that's already secured. Demand is so intense that Ellison himself described it as insatiable, revealing plans to significantly boost spending just to keep up with incoming AI infrastructure orders.
There's even a secretive and potentially game-changing AI training initiative in the works called Project Stargate, which could propel that demand to unprecedented levels. An interesting fact about Oracle, the company's first ever customer was the Central Intelligence Agency for whom they developed their initial database system, which was cenamed Oracle.
But what truly makes Oracle so compelling is the powerful cycle it's building. Its cloud infrastructure seamlessly integrates with its unique autonomous database, allowing businesses to easily prepare and analyze data for AI applications. In a world where data is the new gold, Oracle is effectively handing out the shovels.
With soaring demand for private AI clouds, strategic partnerships with major cloud providers, and a surge in businesses moving to its platforms, Oracle is no longer playing catch-up. It's quietly becoming absolutely indispensable. If you're seeking a fundamental investment in the softwaredriven AI boom, Oracle deserves a serious look.
up, we have Salesforce Inc., ticker symbol CRM, a company that has long been at the heart of cloud software and is now emerging as a formidable force in the AI software surge. Despite a recent dip in its stock price, Salesforce's core strengths have only grown and the company is making a powerful case for being one of the top beneficiaries in Dan Ives' software phase of AI.
Salesforce has always been about managing customer relationships and automating tasks. But with the introduction of Einstein Copilot, its AI powered assistant platform, Salesforce is now embedding intelligent automation directly into workflows across sales, service, and marketing. While the company hasn't revealed exact sales figures for Einstein C-Pilot, its explosive growth in AI and data cloud revenue, up a remarkable 120% year-over-year clearly indicates that this new offering is gaining serious momentum.
Some investors might be concerned about slowing overall revenue growth. But that's only part of the story. Free cash flow remains robust at $6.3 billion last quarter, and operating margins are expanding, projected to hit a record 21.6% 6% for fiscal year 2026. Even with its substantial $8 billion acquisition of Informatica, Salesforce's financial health remains strong, and the move strategically aligns with its broader AI ambitions, providing customers with superior tools to manage, analyze, and activate their data across various platforms.
An interesting fact about Salesforce. The company's iconic Salesforce tower in San Francisco features one of the largest on-site water recycling systems in a commercial high-rise in the United States. A testament to its commitment to sustainability. What's truly important to grasp is this. Salesforce doesn't need to invent new AI models.
Its strength lies in seamlessly integrating the best-in-class AI tools like Chat GPT or Gemini into a unified platform for an unparalleled customer experience. As businesses increasingly embrace AI to boost productivity, Salesforce naturally becomes the bridge between data and decisions, between automation and real action.
With aggressive share buybacks, growing dividends, and a forward-thinking approach to AI, Salesforce is positioning itself as a long-term winner. Dan Ies is right. The real opportunity lies within the software stack and Salesforce is already deeply integrated into the fabric of enterprise operations.
For investors looking to ride the AI wave through real world applications, Salesforce is a stock worth watching closely. Rounding out our list is Snowflake Inc. ticker symbol Snow. A company that has rapidly transformed from a data warehousing innovator into a next generation AI platform. In this new softwaredriven phase of artificial intelligence, Snowflake is no longer just storing data.
It's powering the intelligence that transforms it. Under the leadership of CEO Shridhar Raaswami, the company is making bold moves that place it squarely at the center of AI's adoption within businesses. Snowflake's most recent quarter provides clear evidence that this strategic pivot is working. Revenue grew by nearly 26% yearover-year and remaining performance obligations surged by 34%.
a strong signal that customers are committing to multi-year deals for Snowflake's evolving platform. The company also welcomed 451 new customers, including dozens of global Fortune 2000 clients with over 600 customers now generating more than $1 million in product revenue annually. That's not just growth.
It's a testament to elite level enterprise validation. What's fueling this demand is Snowflake's dedication to embedding AI across the entire data life cycle from the moment data is brought in to when insights are generated. Snowflake's ecosystem now includes Cortex AI which is being utilized by over 5,000 customers to build intelligent internal assistants such as the one recently deployed by CraftHines.
Its new adaptive compute engine, currently in private preview, automatically optimizes resource usage, providing customers with not just faster performance, but smarter performance. And with the acquisition of crunchy data, Snowflake is also equipping developers with PostgresQL, the world's most popular open-source database to build AI agents at scale.
An interesting fact about Snowflake, the company was founded by three data warehousing experts who previously worked at Oracle, demonstrating a deep understanding of the challenges and opportunities in managing large-scale data. Yes, Snowflake isn't profitable under GAP accounting yet, but the story here is all about powerful momentum and leadership.
Adjusted operating margins are improving, cash flow is growing, and the company is clearly focused on execution. In the bustling world of AI software, Snowflake is carving out a role not just as a participant, but as a crucial enabler. Dan Ies hit the nail on the head. AI is shifting from chips to software.
And with Snowflake's unparalleled ability to handle structured and unstructured data at scale, intelligent automation, and robust developer tools, the company is poised to be one of the biggest winners in this next phase of AI. As we step into the softwaredriven phase of the AI revolution, one thing is abundantly clear.
Companies like Oracle, Salesforce, and Snowflake aren't merely riding the wave. They are actively building the very infrastructure that powers it. From enabling seamless enterprise data integration to automating complex workflows and delivering intelligent insights, these are the platforms at the heart of real world AI adoption.
Dan Ives got it right. The future of AI isn't just about the underlying hardware. It's about who controls the data, streamlines the workflows, and empowers better decision-making. If you're looking for long-term exposure to the next significant leg of AI growth, these are names worth examining closely. .
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