The PE CxO AI Report
The sectors AI is repricing.
Your sector's AI exposure is now a board-level data point.
AI is rewriting the sector sort, and the capital flow is the leading indicator. Ropes & Gray's U.S. PE Market Recap documented the pattern: software underwriting has reset as sponsors reassess the AI premium SaaS used to carry, while capital rotates toward assets tied to AI deployment rather than AI itself — data centers, power, semiconductors, connectivity, and related infrastructure.
PitchBook's coverage points the same direction: AI is changing software valuations, investor access, and the logic of where PE capital wants exposure.
The CEO check: name your AI exposure. Is AI a tailwind, a threat, or a forced redesign for your business? Your board wants the answer in one sentence.