已要 关注公众号:水木纪要 (1-212) 622-5990 brian.essex@jpmchase.com North America Equity Research 06 October 2026 2026 Software Forum Takeaways AI: A Generational Demand Catalyst We hosted our annual J.P. Morgan Software Forum in Napa last week, bringing together management teams from across cybersecurity, data and cloud infrastructure, vertical, design, and front-office software. Not surprisingly, a common thread during most sessions was the impact of AI as the most substantial demand catalyst we have seen in our life ...