New Delhi, July 30 -- Enterprise software companies are likely to emerge stronger rather than be displaced in the artificial intelligence (AI) era, as the growing adoption of AI is expected to increase the value of enterprise data systems and the contextual intelligence built around them, according to a Goldman Sachs report.

The report said concerns that AI agents could replace enterprise software vendors are overstated, arguing that systems of record remain essential because AI applications rely on them for training, grounding, permissioning and contextual execution.

Highlighting the changing role of enterprise software, the report said, "Systems of action, the applications that execute tasks and drive workflows, depend on systems of r...