NVIDIA Corporation

Advanced Micro Devices, Inc.

Jacobs Solutions Inc.

Eaton Corporation plc

Vertiv Holdings Co

WESCO International, Inc.

Bentley Systems, Incorporated

Avnet, Inc.

Arrow Electronics, Inc.

The Timken Company

TE Connectivity plc

In February, software vendors' shares collapsed due to investors' fears that AI was threatening their business. Now the SaaS sector has almost recovered from the "software apocalypse". And Nvidia CEO Jensen Huang said that SaaS companies will eventually become AaaS - and sell AI agents. Vladimir Tsuprov, an investor and author of the <a href="http://t.me/v_tsuprov">Telegram channel VTs</a>, wrote what this means for Nvidia itself and how to invest in the growing AI-agent sector.

Nvidia CEO Jensen Huang believes that SaaS companies will sell AI agents and become AaaS. How can an investor make money from this?

Vladimir Tsuprov

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Nvidia CEO: SaaS companies will sell AI agents. What does this mean for the investor?