{"id":212299,"date":"2024-09-25T09:45:00","date_gmt":"2024-09-25T13:45:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=212299"},"modified":"2025-03-21T15:35:37","modified_gmt":"2025-03-21T19:35:37","slug":"two-ends-of-the-data-spectrum","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/stocks\/two-ends-of-the-data-spectrum\/","title":{"rendered":"Two ends of the data spectrum"},"content":{"rendered":"\n<p>Last week was a busy one for your author. Notwithstanding moving house, he had the opportunity to attend&nbsp;<a href=\"https:\/\/www.bigdataldn.com\/en-gb.html\">Big Data LDN<\/a>&nbsp;as well as joining a small group meeting with Rene Haas, the Chief Executive of&nbsp;<a href=\"https:\/\/www.arm.com\/\">ARM Holdings<\/a>, a key player within the digital ecosystem. The key message from both events: you\u2019ve guessed it\u2026&nbsp;<strong>AI is \u2013 still \u2013 front and centre of all discussions<\/strong>.<\/p>\n\n\n\n<p>Begin with Big Data LDN, which is billed as the UK\u2019s leading data, analytics and AI event. Perhaps the clue is partly in the name, but in contrast to prior years when your author has attended (see&nbsp;<a href=\"https:\/\/www.heptagon-capital.com\/post-86-all-about-data\/\">here<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.heptagon-capital.com\/season-4-post-38-mission-to-the-dataverse\/\">here<\/a>), the ubiquity of all things AI-related was plain to see. Some of the presentations in the dedicated \u2018generative AI\u2019 theatre were standing room only and, as one attendee remarked to your author,&nbsp;<strong>there \u201cwasn\u2019t a single talk that didn\u2019t mention AI ten times over.\u201d<\/strong>&nbsp;Everything, it seems, has become prefixed by the term \u2018AI\u2019 or \u2018AI powered\u2019. Another attendee felt that&nbsp;<strong>the term was being \u201cweaponised\u201d in attempts to demonstrate strategic differentiation.<\/strong><\/p>\n\n\n\n<p>It is sometimes hard to disentangle superficiality versus substance at an event such as this, particularly when executives from major UK corporates such as Aviva, Boots, Lloyds, Morrison and Vodafone are discussing the topic. Sure, there is a certain vested interest, in seeking to demonstrate being ahead of the competition, but talking about strategy is very different to implementing it.&nbsp;<strong>Many companies continue to conflate big data analysis with generative AI<\/strong>, in our view. The first does what it says, while the latter is specifically engineered to drive unprompted insights. Anecdotally, many were also of the opinion that&nbsp;<strong>initial Copilot trials have not lived up to expectations<\/strong>.<\/p>\n\n\n\n<p>In any outcome, the amount of data produced and consumed looks only to be heading one way, an insight we first posited&nbsp;<a href=\"https:\/\/www.heptagon-capital.com\/the-data-deluge\/\">over a decade ago<\/a>. This is clearly beneficial for a business such as ARM, the world leader in semiconductor compute architectures. Its CEO was of the view that there is&nbsp;<strong>an \u201cincreased desire\u201d on the part of its customers to add more compute capacity<\/strong>. Much of this, of course, is being driven by AI. When asked what might prove to be the killer app arising from this new technology, the answer was a surprising mundane but highly valid one: where&nbsp;<strong>AI can add value is through more inferencing<\/strong>. Imagine the better organisation (access, retrieval, suggestions etc) of your photos, healthcare patterns or even your corporate data. This could be enough to drive a hardware upgrade cycle.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted September 24, 2024 &#8211; <a href=\"https:\/\/www.heptagon-capital.com\/season-6-post-37-two-ends-of-the-data-spectrum\/\">Two ends of the data spectrum<\/a><\/p>\n\n\n\n<p><em><strong>The above does not constitute investment advice and is the sole opinion of the author at the time of publication. Heptagon Capital is an investor in ARM Holdings. The author of this piece has no personal direct investment in the business. Past performance is no guide to future performance and the value of investments and income from them can fall as well as rise.<\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Last week was a busy one for your author. Notwithstanding moving house, he had the opportunity to attend\u00a0Big Data LDN\u00a0as well as joining a small group meeting with Rene Haas, the Chief Executive of\u00a0ARM Holdings, a key player within the digital ecosystem. The key message from both events: you\u2019ve guessed it\u2026\u00a0AI is \u2013 still \u2013 front and centre of all discussions.<\/p>\n","protected":false},"author":597,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"footnotes":""},"categories":[6,8,9,22,26,3],"tags":[],"contributors-categories":[13720],"class_list":{"0":"post-212299","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-north-america","7":"category-region","8":"category-securities","9":"category-stocks","10":"category-text-articles","11":"category-traders-insight","12":"contributors-categories-heptagon-capital"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Two ends of the data spectrum | Traders&#039; Insight<\/title>\n<meta name=\"description\" content=\"Last week was a busy one for your author. 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