---
title: "Infrastructure Software is 'Place to Be' Amid AI Trade, Says Fatima Boolani"
slug: "infrastructure-software-is-place-to-be-amid-ai-trade-says-fatima-boolani"
date: 2026-07-08
category: business
tags: []
language: en
sources_count: 1
featured: false
publisher: AInauten News
url: https://news.ainauten.com/en/story/infrastructure-software-is-place-to-be-amid-ai-trade-says-fatima-boolani
---

# Infrastructure Software is 'Place to Be' Amid AI Trade, Says Fatima Boolani

**Published**: 2026-07-08 | **Category**: business | **Sources**: 1

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## TL;DR

- Fatima Boolani, Co-Head of US Software Equity Research at Citi, argues that infrastructure software is one of the strongest areas within the current AI trade.

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## Summary

- Fatima Boolani, Co-Head of US Software Equity Research at Citi, argues that infrastructure software is one of the strongest areas within the current AI trade.
- In the Bloomberg Technology segment, she discusses the tech selloff and separates short-term market pressure from the longer-term demand for AI infrastructure.
- Her point: AI exposure is not only about models or chips. Cloud, data, security and operations software remain central picks-and-shovels layers.

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## Why it matters

Fatima Boolani, Co-Head of US Software Equity Research at Citi, argues that infrastructure software is one of the strongest areas within the current AI trade.

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## Key Points

- Fatima Boolani, Co-Head of US Software Equity Research at Citi, argues that infrastructure software is one of the strongest areas within the current AI trade.
- In the Bloomberg Technology segment, she discusses the tech selloff and separates short-term market pressure from the longer-term demand for AI infrastructure.
- Her point: AI exposure is not only about models or chips. Cloud, data, security and operations software remain central picks-and-shovels layers.

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## Nauti's Take

This is the sober AI bet: less spectacle, more operating layer. If companies roll out AI seriously, they need data pipelines, governance, security, monitoring and cost control. That is where infrastructure software sits. Still, the thesis is not immune to market cycles: if the AI trade unwinds, even solid software names can get hit.

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## FAQ

**Q:** What is Infrastructure Software is 'Place to Be' Amid AI Trade, Says Fatima Boolani about?

**A:** - Fatima Boolani, Co-Head of US Software Equity Research at Citi, argues that infrastructure software is one of the strongest areas within the current AI trade.

**Q:** Why does it matter?

**A:** Fatima Boolani, Co-Head of US Software Equity Research at Citi, argues that infrastructure software is one of the strongest areas within the current AI trade.

**Q:** What are the key takeaways?

**A:** Fatima Boolani, Co-Head of US Software Equity Research at Citi, argues that infrastructure software is one of the strongest areas within the current AI trade.. In the Bloomberg Technology segment, she discusses the tech selloff and separates short-term market pressure from the longer-term demand for AI infrastructure.. Her point: AI exposure is not only about models or chips. Cloud, data, security and operations software remain central picks-and-shovels layers.

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## Related Topics

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## Sources

- [Infrastructure Software is 'Place to Be' Amid AI Trade, Says Fatima Boolani](https://www.bloomberg.com/news/videos/2026-07-08/infrastructure-software-is-place-to-be-says-boolani-video) - Bloomberg Technology

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## About This Article

This article is a synthesis of 1 sources, curated and summarized by AInauten News. We aggregate AI news from trusted sources and provide bilingual (German/English) coverage.

**Publisher**: [AInauten](https://www.ainauten.com) | **Site**: [news.ainauten.com](https://news.ainauten.com)

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*Last Updated: 2026-07-08*