tech
Where you want to invest in tech for the second half, according to one top analyst
Frontier models need access to increasing volumes of maneuverable data. Software companies that can supply it will be crucial in the entire ecosystem.
TL;DR
- The data layer, where data is prepared for AI, is seen as the next major investment area in the AI race.
- Companies like Snowflake and Datadog, which facilitate consumption-driven AI models, are well-positioned for growth.
- The "agentic" phase of AI and the importance of model routing for efficient AI adoption are creating new opportunities in the software sector.
- Cost efficiency is becoming a major concern in AI development, driving demand for solutions that optimize model usage.
- Investor confidence in the software sector is improving after a period of devaluation.