Lumentum: The Market Is Counting Lasers While The Business Model Changes Underneath It

Lumentum (LITE) buy thesis: moving up the optical stack to full systems, driving fast sales CAGR and margin expansion with 15 ...

Why Your Data Foundation Must Evolve In The Era Of Agentic AI

The AI initiatives that are stalling right now are failing because of what sits beneath the AI, and that's a problem leaders ...
IEEE

Data Generation Approach Based on Data Model Fusion: An Application for Rolling Bearings Fault Diagnosis With Small Samples

Abstract: Utilizing fake data (simulated based on mechanism models or generated through data-driven models) for data enhancement is a popular approach to solve the problem of fault diagnosis with ...
IEEE

Resilient Test-Time Adaptation by Mitigating Batch-Normalization Overfitting

Abstract: Test-time domain adaptation adjusts a source domain model to accommodate previously unseen domain shifts in a target domain during inference. In real-world scenarios, domain shifts ...

Why The 'Last Mile' Of AI In Finance Is An Infrastructure Problem, Not A Model Problem

Your AI system's ceiling is set by your data infrastructure quality. No model architecture improvement can break through that ...

Liquid AI's smallest model yet LFM2.5-230M beats models 4X its size at data extraction, can run 'anywhere'

LFM2.5-230M proves that while 3-billion-parameter models like VibeThinker are solving advanced calculus, a ...
MIT Technology Review

The emergence of the web data infrastructure layer for AI

As AI continues to advance, infrastructure must evolve to enable access and delivery of real-time information at scale.