Group Deputy CIO Jitania Kandhari explains the framework investors can use to identify AI opportunities across the technology stack.
Posts published in “Data Centers”
Mandeep Singh sees cloud providers as big beneficiaries in the AI boom while SaaS, IT and business services will feel pressure.
BofA analyst Vivek Arya says the bigger competitive risk is to AI model companies rather than AI infrastructure stocks.
An opinion piece by the president of Cerabyte
Leaders at SAP, Siemens, Volvo and Mistral see Europe's trove of industrial data as a way to get ahead in AI globally.