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AI/ML are some of the greatest productivity tools ever created, but not being used to a fraction of their potential by most companies. What companies are masters at integrating AI/ML into their operations? Also, what companies will be best at integrating and building AI/ML ecosystems for other companies. On the hardware end it definitely looks like a contest between AMD and NVIDIA. Any thoughts and comments in this area would be appreciated.
EDA vendors Cadence (Cerebrus offering) and Synopsis (DSO.ai). Unsure if they are able to monetise it.
AI uses cases lends itself to System Integrators (like Accenture, Indian IT companies). One can expect growing AI biz for these companies. Plus these vendors have lots of anonymized customer data from their clients - more than any of the individual clients themselves have. I hope it is ok to bring up Services/ Software cos on this semi focused website.
