Scotland is a perennial favourite when it comes to travel. From its rugged and dramatic highlands to its vibrant cities and festivals. Considering its relatively small size, scotland really does punch above its weight when it comes to tourism. And this week were looking back at some of our favourite travel show adventures there, kicking off with the time i headed to shetland to experience something thats firmly based in the islands viking past, although a big change is under way. Sitting halfway between the scottish mainland and norway, the Shetland Islands have a unique combination of cultures. And today the sleepy town of lerwick is facing an invasion from a long dormant foe. Men shout the vikings. Cheering and shouting so this is up helly aa. Its one of a number of viking festivals that take place in shetland every year. This one in lerwick is the biggest. Up helly aa is best known for its night time procession. Almost 1,000 people carry flaming torches through the streets, then set
if you look at the headline numbers. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing cloud revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for and i we still think is intact. we think that any excess correction in as a buying opportunity. what is the implication buying opportunity. what is the implication of buying opportunity. what is the implication of these buying opportunity. what is the implication of these big - buying opportunity. what is the implication of these big tech i implication of these big tech compan
on the technology. so, is all that investment starting to pay off? i spoke to ubs tech equity strategist sundeep gantori a little earlier. if you look at the headline numbers, it suggests that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, a, monetisation and b, capital expense. they look at monetisation, for example, across the board, we are seeing revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al, we still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the im
if you look at the headline numbers. is suggest that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing cloud revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al is still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the implications for us as consumers? i think at the end of the day, we think that given how intensive it is, we believe that it is getting bigger,
if you look at the headline numbers. it suggests that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al is still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the implications for us as consumers? i think at the end of the day, we think that given how intensive it is, we believe that it is getting bigger, so we