As artificial intelligence (AI) continues its meteoric rise, the demand for faster, smarter, and more integrated infrastructure is reaching critical levels. Companies focused on data-centric connectivity solutions, high-speed data infrastructure, and advanced semiconductor and IoT technologies are at the forefront, providing the backbone for AI’s explosive growth.
Last week, research firm Needham attended the Open Compute Project Summit, and came away bullish on semiconductors and AI. Analyst N. Quinn Bolton identified semiconductor companies helping drive advancements in the industry, particularly in areas critical to AI and high-speed data infrastructure.
