๐๐ซ๐ญ๐ข๐๐ข๐๐ข๐๐ฅ ๐๐ง๐ญ๐๐ฅ๐ฅ๐ข๐ ๐๐ง๐๐ (๐๐) ๐๐ญ๐จ๐๐ค๐ฌ ๐ข๐ง ๐๐ง๐๐ข๐
๐ ๐ฅ๐๐ง๐ ๐ญ๐ก๐ฒ ๐ฉ๐จ๐ฌ๐ญ ๐๐ฎ๐ญ ๐ข๐ง๐ญ๐๐ซ๐๐ฌ๐ญ๐ข๐ง๐ ๐ญ๐จ ๐ซ๐๐๐ ๐
๐ค๐ค๐ค๐๐ฎ๐ซ๐ซ๐๐ง๐ญ ๐๐๐๐ง๐๐ซ๐ข๐จ:
Every company is trying to take the tag of Artificial Intelligence (AI) including non-IT companies, portraying as AI-based companies.
Indian companies are not doing that great to count it as Artificial Intelligence (AI) Companies.
99% of the Indian companies are built around services, integration and backend only.
Most of the Indian IT companies are in a Weak AI zone and these companies may progress or get benefits in future.
So before investing in any AI-related company, understand the real scenario and identify the company where it falls in the value chain of Artificial Intelligence (AI).
๐ค๐ค๐ค๐๐ก๐๐ญ ๐ข๐ฌ ๐๐ซ๐ญ๐ข๐๐ข๐๐ข๐๐ฅ ๐๐ง๐ญ๐๐ฅ๐ฅ๐ข๐ ๐๐ง๐๐ (๐๐)?
In simple words, artificial intelligence (AI) is the science of making machines to think like humans.
Remember that Artificial Intelligence (AI) is not a separate sector, it is nothing but a component or extension of the existing IT Sector.
๐ค๐ค๐ค๐๐ ๐๐๐ญ๐ ๐๐๐ญ๐ฌ / ๐๐๐ญ๐ ๐๐ข๐๐ซ๐๐ซ๐ข๐๐ฌ ๐๐จ๐ฆ๐ฉ๐๐ง๐ข๐๐ฌ (Strong AI / Moat)
These companies are in Strong AI zone and work based on the feeding of huge data and provides cognitive abilities to predict, for example, search engines.
A dataset acts as a teacher to teach the machine learning algorithm to make the predictions.
๐ท๐๐ญ๐จ๐๐ค๐ฌ – ๐๐๐
๐ฃApple – Safari
๐ฃAmazon – AWS
๐ฃFacebook – META
๐ฃOpen AI – Chat GPT
๐ฃMicrosoft – Bing (Copilot AI)
๐ฃGoogle – Google Search (Gemini AI)
๐ท๐๐ญ๐จ๐๐ค๐ฌ – ๐๐ง๐๐ข๐
๐ฃPersistent Systems Ltd – GenAI
It provides Generative AI solutions (GenAI) and results.
It has partnerships with AWS, IBM, Google, Microsoft, Salesforce etc.
๐ค๐ค๐ค๐๐ ๐๐จ๐๐ญ๐ฐ๐๐ซ๐ ๐๐ซ๐ข๐ฏ๐๐ง ๐๐จ๐ฆ๐ฉ๐๐ง๐ข๐๐ฌ (Competition space)
These companies develop customised software services so that clients can leverage Artificial Intelligence (AI) solutions.
These companies working on AI technologies to drive AI Growth such as - Machine learning (ML), Natural Language Processing (NLP), Robotic Process Automation (RPA), Computer Vision, Cognitive Computing, Predictive Analytics etc.
๐ท๐๐ญ๐จ๐๐ค๐ฌ – ๐๐๐
๐ฃAccenture
๐ฃIBM
๐ฃSalesforce
๐ท๐๐ญ๐จ๐๐ค๐ฌ – ๐๐ง๐๐ข๐ (๐๐ฎ๐ฟ๐ด๐ฒ ๐๐ฎ๐๐ฒ)
๐ฃHCL Technologies Ltd
๐ฃInfosys Ltd
๐ฃLTIMindtree Ltd
๐ฃTata Consultancy Service (TCS)
๐ฃTech Mahindra Ltd
๐ฃWipro Ltd
๐ท๐๐ญ๐จ๐๐ค๐ฌ – ๐๐ง๐๐ข๐ (๐ ๐ถ๐ฑ / ๐ฆ๐บ๐ฎ๐น๐น ๐๐ฎ๐๐ฒ)
๐ฃCyient Ltd
๐ฃHappiest Minds Technologies
๐ฃIntellect Design Arena Ltd
๐ฃMphasis Ltd
๐ค๐ค๐ค๐๐ ๐๐๐ซ๐๐ฐ๐๐ซ๐ ๐๐ซ๐ข๐ฏ๐๐ง ๐๐จ๐ฆ๐ฉ๐๐ง๐ข๐๐ฌ (Strong Moat)
Artificial Intelligence (AI) requires lot of computational power/abilities, and it can be provided by Graphic Processing Units (GPUs) and AI Nano-chips.
๐ท๐๐ญ๐จ๐๐ค๐ฌ – ๐๐๐
๐ฃAMD
๐ฃIBM
๐ฃIntel
๐ฃNVIDIA
๐ฃSMCI
๐ฃTSMC
๐ท๐๐ญ๐จ๐๐ค๐ฌ – ๐๐ง๐๐ข๐
๐ฃNetweb Technologies India Ltd
Netweb is the potential and only OEM from India in tie-up with NVIDIA for GPU servers.