Large U.S. corporations are delaying the replacement of core business software with nascent AI technologies. Tech leaders are instead directing teams to build small, custom AI applications to address specific needs. This practice, known as vibe-coding, allows companies to test AI capabilities without disrupting critical operations.
The shift pressures established vendors including Salesforce, Oracle, and SAP in two ways. In-house AI tools reduce immediate demand for expensive, all-in-one platforms. Corporate clients are leveraging AI hype to negotiate better terms and demand improved integration from existing providers.