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    How data transformation is shaping the future of AI: analyst insights from Howie Xu

    The data transformation sweeping through the artificial intelligence industry marks a significant shift toward integrated, user-friendly platforms and innovative growth strategies. Spearheaded by companies such as Databricks Inc., this evolution is characterized by rapid expansion and strategic acquisitions designed to bolster capabilities. This transformative period is driven by the increasing ...


      CLOUD

      AI servers are on fire, but cloud continues to win the day

      Earnings prints from the likes of Dell Technologies Inc., Super Micro Computer Inc. and more recently Hewlett Packard Enterprise Co. have shown the artificial intelligence server trend is not just benefiting cloud hyperscalers but also firms with large on-premises installed bases. Oracle Corp. as well is trading at an all-time ...