Guarded scepticism is very well put Rajesh. We believe there is a lot of opportunity in being the infra player, but that is an oligopoly at best, in all probability, a big boys game. And positions seemingly are taken. Infra in Niche areas might be interesting. (LLM in healthcare for eg). Tooling also will evolve in our view
Glad that you share my guarded skepticism on AI opportunities.
It's the data that's going to ultimately be most critical. Tools will, eventually, be just that - tools.
Guarded scepticism is very well put Rajesh. We believe there is a lot of opportunity in being the infra player, but that is an oligopoly at best, in all probability, a big boys game. And positions seemingly are taken. Infra in Niche areas might be interesting. (LLM in healthcare for eg). Tooling also will evolve in our view