1、Barclays Capital Inc.and/or one of its affiliates does and seeks to do business with companiescovered in its research reports.As a result,investors should be aware that the firm may have aconflict of interest that could affect the objectivity of this report.Investors should consider thisreport as on

2、ly a single factor in making their investment decision.Please see analyst certifications and important disclosures beginning on page 13.U.S.SoftwarerAImos AI Newsletter#76:AI VARSurvey Shows QuickeningTimeline of Adoption,Especiallyon Application LayerOur AI VAR Survey this quarter continues to show

3、 the timelinefor AI applications quickening,with VARs noting thecontinued skill gap for rolling out AI on the infrastructurelayer.CRM screens positively,as do analytical databases onthe infrastructure side.Our biggest takeaway this quarter continues to be that customers show the most interest in AIa

4、pplications and AI Cloud Services,with timeline around adoption on the application layerquickening.From our survey,the biggest roadblock for broad-based adoption remains the lackof necessary skills to deploy and utilize AI properly,not surprising to us as this has been apersistent issue with workfor

5、ces not yet fully skilled to handle the new technology.We continueto see customers preferring to adopt applications through existing vendors,rather than buildtheir own through fine-tuning or prompt-engineering.Overall,our survey polled 12 vendors withcombined software revenue of around$12bn.Amongst

6、our vendors,an estimated 4.7%of salescomes from AI solutions,a slight increase from last quarters levels(4.6%of sales).With respect to our vendor-specific questions,Azure remains the leader for deploying AIworkloads,though we note progress in interest for GCP,and OCI was mentioned for the firsttime