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Rise of AI means companies could pass on SaaS

The Register articles about Servicenow · Feb 04, 2026 · article

#### The writing is on the wall as AI companies race to add vertical functionality

Software stocks have taken a beating over the last month as investors grow concerned that AI could put vertical SaaS vendors out of business.

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https://go.theregister.com/i/cfa/https://www.theregister.com/2026/02/04/ai_replace_saas/