Americas Technology_ Software_ 2025 Outlook_ Gen-AI Moving up from Infrastructure to the Platform and Application Layer

2025 Outlook: Gen-AI Moving up from Infrastructure to the Platform and Application Layer 9 January 2025 | 11:56PM PST Americas Technology: Software Selina Zhang We believe the CY25 playbook is to own high-quality franchises that can deliver modest upside to Street expectations while building solid foundations for Gen-AI, which we believe can support durable seat-based and consumption growth over the next 3-5 years with OpM leverage. We don't place much confidence in the old tech cycle coming back as custome ...