2026年,随着价格转向人工智能驱动型号,生成性AI将导致SaaS市场下降1万亿美元. 投资者更倾向于基础设施而不是传统软件公司. In 2026, generative AI causes a $1 trillion SaaS market drop as pricing shifts to AI-driven models, with investors favoring infrastructure over traditional software firms.

2026年,SaaS行业将面临重大变革:生成性AI会破坏传统的定价和估值模式,导致市场价值下降1万亿美元. In 2026, the SaaS industry faces a major transformation as generative AI disrupts traditional pricing and valuation models, leading to a $1 trillion market value drop. 投资者正在转向像NVIDIA和Broadcom这样的AI基础设施提供商, 而Salesforce和Adobe等SaaS公司尽管收入增长但股价仍在下跌. Investors are shifting toward AI infrastructure providers like NVIDIA and Broadcom, while SaaS firms like Salesforce and Adobe see stock declines despite revenue growth. 转变正在加速, 以使用为基础的和结果驱动的定价方式出现. 如ServiceNow和Workday等公司通过将人工智能整合到可信赖的记录系统中来适应这一趋势. The shift is accelerating toward usage-based and outcome-driven pricing, with companies like ServiceNow and Workday adapting by integrating AI into trusted systems of record. 企业对"影子代码"和计算成本上升的担忧正在导致AI投资延迟, 但领导者认为人工智能正在改变 - 而不是取代 - SaaS, 41% 的公司现在采用混合定价. Concerns over "Shadow Code" and rising compute costs are causing enterprises to delay AI investments, but leaders argue AI is transforming—not replacing—SaaS, with hybrid pricing now adopted by 41% of firms.