AI Growth Expanding Beyond Mega-Caps, Benefitting Networking, Cybersecurity, and Software Firms
• AI momentum will continue growing rapidly, expanding beyond mega-caps to smaller tech plays
• Networking hardware makers like Arista Networks and Juniper Networks will benefit from AI data center growth
• Cybersecurity companies have opportunities with AI both in terms of risks and advancing defenses
• Software firms are incorporating AI features into products, increasing value for customers
• 2024 theme will be monetizing AI across businesses, with focus shifting to metrics and operations