By Hamiz Mushtaq Awan
This blog post is the third in a four-part series on AI Investment Themes. The first post explained Core AI, and the second post explored AI Hardware. In this post, we delve into AI Infrastructure, examining the backend technologies that support AI systems. The final post will cover Applied AI.
In my analysis, I categorize the main AI investment themes into four distinct yet interconnected categories:
This crucial category underpins the entire AI ecosystem, providing the necessary backend technologies and platforms that enable AI systems to operate efficiently and effectively.
AI Infrastructure is fundamental to scaling and executing the opportunity of AI technologies:
This infrastructure provides the frameworks and systems necessary for AI applications to function, from data analytics to machine learning models.
Investing in AI Infrastructure is about enabling the foundation upon which all AI technologies are built and operated. It presents unique opportunities for growth and innovation in the AI sector. While it carries its set of challenges, its fundamental role in the AI ecosystem makes it an integral part of the AI investment landscape.
In our next edition, we explore Applied AI, delving into the practical application of AI technologies across various industries and their transformative impact on businesses and society.