Jaiveer Shekhawat
1 min read
Investing.com — Deutsche Bank said rising artificial intelligence token usage is creating new growth opportunities across technology, with infrastructure and cybersecurity companies best positioned to benefit as AI adoption accelerates.
Snowflake, CrowdStrike and Palo Alto Networks stand out among the potential beneficiaries, as companies closest to the AI token stream capture the greatest incremental gains and expanding data flows, digital identities and attack surfaces support demand for cybersecurity solutions, Deutsche Bank said following meetings with technology companies and industry participants in the San Francisco Bay Area.
Application software vendors are also adapting their strategies, including through headless architectures, to participate more directly in AI-driven workflows. However, the benefits of these developments are already reflected to varying degrees in company valuations, the bank noted.
The assessment follows a two-and-a-half-day investor trip involving meetings with a dozen public and private companies, as well as venture capitalists, chief information security officers and consultants.
Discussions covered Adobe, Autodesk, CrowdStrike, Intuit, Netskope, Okta, Palo Alto Networks, Rubrik, Salesforce, Snowflake, Vercel and Zscaler, with a focus on how AI-driven token growth is reshaping opportunities across infrastructure, cybersecurity and application software, the brokerage firm said.
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