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Workday (NASDAQ:WDAY) runs the human-resources and finance systems of many of the world's largest companies, and it is now weaving artificial intelligence into that essential software. Whether big organisations adopt and pay for those AI features makes Workday a crucial test of enterprise AI …
CoreWeave (NASDAQ:CRWV) has become one of the purest bets on the artificial-intelligence boom: a company that rents out enormous amounts of AI computing power and is spending vast sums to build more. That combination of explosive growth and heavyCapitalspending makes CoreWeave a genuine pressure …
Cisco Systems (NASDAQ:CSCO), long seen as a mature and steady technology company, has found itself back in a growth conversation thanks to artificial intelligence. The reason is simple: the vast data centres being built to train and run AI need enormous amounts of networking …
As companies move their operations to the cloud and build ever more complex software, they need tools to see what is happening inside their sprawling systems. Datadog (NASDAQ:DDOG) provides exactly that, and the rise of artificial intelligence is making those systems more complicated still, …
Intuit (NASDAQ:INTU) is quietly conducting one of the most consequential experiments in applied artificial intelligence: using it to do the fiddly, high-stakes work of preparing taxes and running small-business accounts. Whether customers trust AI with their money and their tax returns makes Intuit a …
The chips that power artificial intelligence consume staggering amounts of electricity, and getting that power to them cleanly and efficiently is a serious engineering challenge. Monolithic Power Systems (NASDAQ:MPWR) specialises in solving it, which has made power efficiency a crucial and lucrative part of …
Adobe (NASDAQ:ADBE) faces a defining challenge of the artificial-intelligence era: proving that it can make money from AI faster than AI threatens its business. As tools that generate images and video proliferate, Adobe must show that its own AI features add enough value to …
As artificial-intelligence systems grow to connect thousands of chips, the links between those chips have become a critical bottleneck, and Astera Labs (NASDAQ:ALAB) specialises in solving it. That focus on data-centre connectivity puts the company at the heart of theNasdaq100 AI story, even though …
Advanced Micro Devices (NASDAQ:AMD) has become the clearest test of a simple question: can anyone challenge the company that dominates artificial-intelligence chips? ForNasdaq100 investors, AMD's progress in the data centre is the story of whether AI spending will flow to a single supplier or …
AppLovin (NASDAQ:APP) has transformed itself from a maker of mobile games into an advertising technology company, and its remarkable growth rests almost entirely on how well its artificial-intelligence advertising engine performs. ForNasdaq100 investors, the effectiveness of that engine, and how far it can extend …
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