Tag: Deep Learning

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Our view is that the U.S. Government will eventually become the largest customer for all three major cloud platform providers (AWS, Azure, GCP). Without a public-private partnership, the U.S. will fall behind China in the race for all things AI. What are some of the near-term military use cases related to AI? I spoke at … Continue reading Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Google Is Having A Heck of A Year

Google Is Having A Heck of A Year

GOOG shares are up 40% YTD. The anti-trust overhang that we were concerned about for Google entering 2021 may not be much of an issue as it appears western Europe simply wants to levy a fine rather than make on the ground changes to the AI leader. A video summary of Google I/O is below. … Continue reading Google Is Having A Heck of A Year

The AI CEO vs. The Cyborg CEO

The AI CEO vs. The Cyborg CEO

Sophisticated Quant models run billion-dollar portfolios. Autonomous vehicles are on the road. AIs write music. AIs read maps and satellite images for the military. So when may an AI realistically lead a company as CEO? If one considers a large company such as Microsoft (tkr: MSFT), CEO Satya Nadella does not spend his days writing … Continue reading The AI CEO vs. The Cyborg CEO

AI-Powered Decision Support Capability Is Only Scratching The Surface

AI-Powered Decision Support Capability Is Only Scratching The Surface

Enterprise Software applications will increasingly incorporate AI to guide users by providing them with real-time actionable information. Such applications will generate enormous value assuming they are able to effectively inform users without becoming an overly-used crutch. Think of the benefit such applications may provide employees that lack customer-specific knowledge, process knowledge, domain expertise and/or general … Continue reading AI-Powered Decision Support Capability Is Only Scratching The Surface

Google Will Run This Media Playbook Again

Google Will Run This Media Playbook Again

The combination of Google Cloud Platform ("GCP"), YouTube, Google Ads and Search is a powerful bundle for other cloud platform services (AWS and Azure) to compete with in the Media space - particularly as it relates to streaming services. Yesterday Google signed a deal with Univision as the latter transitions to an AVOD (Ad-supported Video … Continue reading Google Will Run This Media Playbook Again

Apple’s New North Carolina Campus Key In AI Race

Apple’s New North Carolina Campus Key In AI Race

Apple's new Raleigh, NC-area campus announcement is the type of corporate announcement that often flies under the radar. The Raleigh / Research Triangle area is home to many technology companies notably SAS of Cary, NC. The Raleigh-area is home to a highly educated workforce with deep Software experience (not to mention it is a relatively … Continue reading Apple’s New North Carolina Campus Key In AI Race

A Cheaper Way To Play RPA

A Cheaper Way To Play RPA

With RPA pure play UiPath's (tkr: PATH) recent IPO and lofty valuation we suggest investors consider less expensive Enterprise Software companies that incorporate Robotic Process Automation ("RPA"), into their broader offerings. Pegasystems (tkr: PEGA) and SS&C Technologies (tkr: SSNC) come to mind. See below for links to additional TEK2day articles that cover RPA, IPA ("Intelligent … Continue reading A Cheaper Way To Play RPA

Alphabet Is The AI Alpha Dog

Alphabet Is The AI Alpha Dog

Amazon, Apple and Microsoft will never catch the AI leader. Google's AI capability will become increasingly sophisticated (we use "AI" as a catch-all for artificial intelligence, machine learning, deep learning and related disciplines), with time and will evolve at a faster rate than Amazon, Microsoft and certainly Apple. Google on-device applications such as Google Assistant, … Continue reading Alphabet Is The AI Alpha Dog

AWS, Azure & GCP Have Democratized AI

AWS, Azure & GCP Have Democratized AI

Core AI services (machine learning, deep learning, NLP and more) provided by the three cloud infrastructure giants (AWS, Azure, GCP), enable technology companies of all sizes and companies in general to build powerful AI-powered applications and services that previously were the exclusive domain of large Enterprise Technology companies. That paradigm has changed forever. Today, companies … Continue reading AWS, Azure & GCP Have Democratized AI

Artificial Intelligence Is Electricity 2.0

Artificial Intelligence Is Electricity 2.0

AWS, Azure and GCP are to thank in large part for the proliferation of applications powered by broadly-defined AI. The big three remote server platforms have made it increasingly easy for companies of all sizes from all industries to build applications that incorporate core AI, machine learning, deep learning and related capabilities. A wide variety … Continue reading Artificial Intelligence Is Electricity 2.0