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AI and the Data Deluge: Understanding the Digital Infrastructure Theme

Date:聽December 4, 2023
Moderator: Davis Hebert, CFA – Head of Telecom/Media, 草莓流氓视频
Panelists: Jordan Chalfin – Head of Technology, 草莓流氓视频
Andy Li, CFA – Senior Technology Analyst, 草莓流氓视频
Hunter Martin, CFA – Head of Media/Cable, 草莓流氓视频
Erick Vega, CFA – Senior Telecom Infrastructure Analyst, 草莓流氓视频

Summary:

  • This panel focuses on the 鈥渒iller app鈥 of generative AI and how investors should position for massive ramp in computing power and data intensity for the better part of this decade.
  • Our well-rounded TMT team focuses on winners and losers across a variety of sectors, including data centers, hardware, chips, equipment, service providers, and media companies.

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