As economic recovery feels the opposing forces of new Covid variants and vaccination programmes, Walter Price talks to Cherry Reynard about how he sees the technology sector is placed for the future, both in the shorter- and longer-term. The latest earnings season, US-China relations, key themes in the portfolio and trends likely to dominate the next decade all come under the spotlight.
Summary
Walter Price turns his attention to application of AI to data, how this can make processes more efficient and in turn companies more profitable. To participate cost-effectively though requires data to be in the cloud, further driving adoption of cloud infrastructure and services.