Infrastructure Software is 'Place to Be' Amid AI Trade, Says Fatima Boolani
TL;DR
Citi analyst Fatima Boolani told Bloomberg that infrastructure software is the key place to be in the current AI trade. Her argument: even after the tech selloff, cloud, data, platform and operational software remain essential because AI needs that layer to scale in companies. The segment is market commentary rather than hard new data. The thesis is clear, but light on company-specific proof or fresh metrics.
Nauti's Take
Treat this as a thesis, not a fresh data signal. Teams building AI workflows should first check which platform actually gives them control over data, permissions, logs, and costs.
Only then does it make sense to look at vendors being pulled up by the AI infrastructure narrative.
Briefingshow
The AI trade is usually framed around chips, data centers and major model providers. Boolani’s point puts the persistent software layer back in focus: data pipelines, cloud management, security, automation and monitoring. If enterprises deploy AI seriously, value accrues not only to the model, but to the infrastructure that makes it reliable inside workflows.
Sources