AI and the Data Deluge: Understanding the Digital Infrastructure Theme
Date:聽December 4, 2023
Moderator: Davis Hebert, CFA – Head of Telecom/Media, 乱伦短视频
Panelists: Jordan Chalfin – Head of Technology, 乱伦短视频
Andy Li, CFA – Senior Technology Analyst, 乱伦短视频
Hunter Martin, CFA – Head of Media/Cable, 乱伦短视频
Erick Vega, CFA – Senior Telecom Infrastructure Analyst, 乱伦短视频
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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