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AI Crisis: $2 Trillion Loss Hits Software Sector

2/14/2026

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Story summary
  • In February 2026, Eoghan McCabe, CEO of Intercom, warned the November 2022 launch of ChatGPT could trigger a crisis for customer service software.
  • This has pushed many firms to rebrand as AI companies to avoid obsolescence.
  • The software sector lost $2 trillion in market capitalization over the past year ending February 2026, the largest decline in 30 years.
  • Salesforce and ServiceNow saw their shares decline by more than 40%.