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Analyze AI infrastructure companies
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Module 1
AI Infrastructure Landscape and Value Chain
1
AI Infrastructure Value Chain
Map the AI infrastructure value chain from chips to end-user applications.
AI Infrastructure Essentials
Identify the major segments within AI infrastructure (compute, networking, storage, cloud platforms).
AI Training vs. Inference: Workloads and Infrastructure
Distinguish between AI training and inference workloads and their infrastructure requirements.
4
Mapping the AI Infrastructure Landscape
Categorize key players by segment and business model (e.g., NVIDIA, hyperscalers, data center operators).
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