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Preparing for New Tide of Artificial Intelligence: Initiate with Positive View

 Rex Wu
  29th-Dec-2017
Description: We believe the tech world is shifting from a "Mobile" to an "Artificial Intelligence" era, driven by deep learning, Big Data and GPU accelerated computing. The migration will benefit 1) cloud computing and GPU/FPGA, which power AI, and 2) sensors, for increased AI data collection and preprocessing. We prefer stocks with near-term AI catalysts: Sunny Optical and SMIC in sensor and semi, Hikvision and iFlytek in deep learning algorithm and cloud computing.
Views: 735
Domain: Electronics
Category: IT
Contributing Organization: Jefferies LLC.
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Contents:
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China | Technology

6 February 2017

EQUITY RESEARCH CHINA

Technology
Preparing for New Tide of Artificial
Intelligence: Initiate with Positive View
Key Takeaway
We believe the tech world is shifting from a "Mobile" to an "Artificial
Intelligence" era, driven by deep learning, Big Data and GPU accelerated
computing. The migration will benefit 1) cloud computing and GPU/FPGA,
w ... See more

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