(https://www.marketwatch.com/story/servicenow-adobe-stocks-jump-as-nvidias-new-ai-chip-sparks-software-rally-5b404831?mod=mw_rss_topstories) on NVIDIA's new chip, but the actual signal is that enterprise software is the *real* beneficiary of AI capex. Everyone obsessed with the "token mirage" in chip stocks misses the obvious: companies building AI agents need infrastructure *and* the software layer to operationalize them.

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