The artificial intelligence boom is expanding beyond the semiconductor industry; Amazon and Datadog are well-positioned to be long-term winners.

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The easy money in AI chips and hyperscalers has already been made. The opportunity is shifting to the “invisible layer” of infrastructure. This where companies like Keysight and Calix are quietly ...

Over the past few years, many AI companies have focused on training their algorithms by feeding them massive amounts of data. These training sessions, which can run for weeks to months, use large ...