Artificial intelligence (AI) has created a strange moment for the technology sector.
On one hand, it could unlock enormous productivity gains and new revenue opportunities. On the other, it has raised serious questions about which software businesses are genuinely durable.
If AI can complete more work with fewer human users, then traditional seat-based software models may face pressure.
That is one reason investors have become more selective with technology shares.
But not every ASX tech share is equally exposed. Some companies provide mission-critical systems, operate in specialist markets, or have the data and workflows needed to make AI an advantage rather than a threat.
Two names that stand out are listed below.
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Pro Medicus Ltd (ASX: PME)
Pro Medicus is one ASX tech share that looks well placed in an AI-driven world.
The company provides medical imaging software through its Visage platform. Its customers include large hospitals, radiology groups, and healthcare networks, particularly in the United States.
This is not software that sits on the edge of a business. It is used in critical clinical workflows where speed, reliability, and image quality matter. Medical teams need to view, manage, and interpret large volumes of imaging data efficiently.
That gives Pro Medicus a strong position. Healthcare systems are producing more imaging data, not less. AI may help with parts of diagnosis, workflow prioritisation, and productivity, but that still increases the need for powerful platforms that can handle the data and integrate into hospital systems.
In other words, AI could make the imaging ecosystem more demanding, not simpler.
Pro Medicus also benefits from long contracts and high switching costs. Once a major healthcare network adopts its platform, moving away is not a quick or low-risk decision.
The share price often trades on high expectations, so volatility is always possible. But as healthcare becomes more digital and data-intensive, Pro Medicus looks like the type of software business that could become more important over time.
TechnologyOne Ltd (ASX: TNE)
TechnologyOne is another ASX tech share that could be better positioned than many in the AI shakeout.
The company provides enterprise software to customers such as councils, universities, government agencies, and large organisations. These customers use its systems to manage core functions across finance, payroll, assets, students, property, and other essential workflows.
Essentially, this means TechnologyOne is not selling a lightweight productivity tool that can be easily swapped out. Its software is deeply embedded in complex organisations where reliability, compliance, and accountability matter.
The company also appears to be leaning into AI rather than waiting to be disrupted by it. Its SaaS+ model is designed to take more responsibility for customer outcomes, while its AI products aim to simplify processes and make enterprise data more useful.
That could be important as organisations look for technology partners that can help them do more with less.
The risk for software companies is that AI turns some products into commodities. TechnologyOne's defence is its sector focus, long customer relationships, and ownership of critical workflows.
Its shares are rarely cheap, and expectations are high. But if AI becomes a tool that strengthens essential enterprise platforms, TechnologyOne could remain one of the ASX's more resilient technology names.
