AI agents get to work

Enterprise work will increasingly flow through AI.

What’s inside

NOW ServiceNow: Workflow platform positioning itself as the place enterprise agents actually execute tasks
CRM Salesforce: Enterprise workflows and AI agents sold as a layer over customer-facing work
SAP SAP SE: Joule pitched as running the autonomous enterprise, with business context as the differentiator
MSFT Microsoft: Cloud infrastructure and enterprise AI; main channel for workplace agents into large firms
GOOGL Alphabet: Gemini Enterprise agents given objectives, not just instructions, across most of the Fortune 100
AMZN Amazon: Warehouses, robotics deployment, and cloud; hyperscale capex aimed at agent workloads
ORCL Oracle: Cloud computing and database infrastructure carrying enterprise AI workloads
PLTR Palantir Technologies: Sold as the deployment and control layer where enterprise agent projects otherwise stall
IBM IBM: Enterprise software and infrastructure plus hands-on agent integration work
CRWD CrowdStrike: Agents with their own workplace identities widen the attack surface firms must secure

Why it could work

Enterprise work will increasingly flow through AI. The basket combines direct participants and broader suppliers.

What could break it

Adoption could disappoint, competition could weaken margins, or high valuations could already price in the trend. Some holdings are broad, indirect proxies.

For learning only. Not investment advice.