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The article discusses the rapid growth of AI across various sectors, emphasizing its transformative impact on data management and efficiency. Analyst Thomas Blakey from Cantor highlights the increasing value of infrastructure software driven by AI advancements. Two companies, Oracle and monday.com, are identified as top investment picks in the AI software space.
Oracle, a leader in cloud computing, is noted for its robust AI infrastructure and diverse software solutions. Meanwhile, monday.com is recognized for its innovative work management platform that leverages AI to enhance workflow efficiency. Both companies are positioned for significant growth as AI continues to reshape the computing landscape.
• AI is transforming data management across various business sectors.
• Oracle and monday.com are recommended as top AI software stocks.
AI infrastructure refers to the foundational technology that supports AI applications, enhancing performance and efficiency.
Generative AI involves algorithms that can create new content or data, significantly impacting software solutions.
Cloud computing provides on-demand access to computing resources, essential for deploying AI applications effectively.
Oracle is a major player in cloud computing, offering AI-driven solutions for various business needs.
com specializes in cloud-based work management software, utilizing AI to optimize business workflows.
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