Morgan Stanley's top tech banker: It's ‘wartime, not peacetime' for software [CNBC]
Morgan Stanley (MS)
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Source: CNBC
middle of the Pentagon drama ) Jensen Huang, Satya Nadella, and dozens of enterprise software CEOs trying to convince investors they'll survive the AI reckoning. I spent a day on the ground covering it, and then sat down with David Chen, Morgan Stanley's head of global technology investment banking, to unpack what he heard. Chen said the biggest change from last year was the nature of the questions. In 2025, companies were talking about using artificial intelligence to trim expenses, like shaving a few points off operating costs with copilots and automation tools. Chen said that's now table stakes. “I don't think investors really wanted to hear about how people are being more efficient with AI,” he told us. “They really, really wanted to hear, are you a beneficiary, or does AI threaten your overall business?“ And to their credit, companies were more direct about answering that question this year. Particularly the enterprise software companies , which have watched a trillion do
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