Bridgewater Sells Salesforce And Workday, Shifts T..

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Bridgewater Sells Salesforce And Workday, Shifts To AI Chips

Bridgewater Sells Salesforce And Workday, Shifts To AI Chips

news.spreely.com

Bridgewater Sells Salesforce And Workday, Shifts To AI Chips

Bridgewater Associates has quietly trimmed big SaaS bets and shifted capital toward AI infrastructure, a move that raises fresh questions about the future of enterprise software. The firm sold stakes in several headline names while boosting exposure to chips and systems that power generative AI, prompting investors to rethink whether subscription-software’s golden age is over....

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