The growing complexity and breadth of the technology sector is reflected in research reports dominated by a mishmash of unfamiliar acronyms that make investing in related individual stocks a frustrating experience. Thankfully, Citi analysts led by Atif Malik recently published a report helping simplify the considerable investment opportunities available in artificial intelligence infrastructure.
Things are cooler so far in the second segment: networking. Mr. Malik writes that networking is divided into switching and transceivers. Switches are situated on top of AI servers to direct information traffic and transceivers accelerate the movement of data between servers. The transceivers facilitate AI clustering, “a machine learning process to organize datasets with similar attributes into subgroups.