Edge computing is the practice of processing data near the logical extremes (edge) of the network (i.e., near the source where data is generated). It depends on distributed computing device nodes for data processing and analysis instead of a centralized data-processing warehouse in a cloud computing environment.

Edtech or educational technology comprises the use of elements like hardware, software, and services, such as online educational services, to facilitate and enhance learning. Major end-users that use these technologies for teaching and training purposes include businesses and academic organizations. The global Edtech market is growing as a result of the expansion of these end-user facilities along with the rising adoption of cutting-edge educational technologies.

An electric satellite propulsion system employs electrical energy to change the velocity of a spacecraft. Most all-electric propulsion satellites function by electrically ejecting propellant at high speed. Hybrid propulsion satellites involve both electrical and chemical propulsion technologies. Unlike conventional chemical propulsion satellite, electric propulsion satellite employs electrical energy streams to change the velocity of a spacecraft.

Enterprise data storage is a repository for storing business information or data for a specified period of time, depending on the needs of end-users. Data center SSD and HDD devices are commonly used in Network Attached Storage (NAS) and Direct Attached Storage (DAS), and storage area networks (SAN).

ERP system helps organizations to manage several aspects of the business process. Firms can collect critical insight and information from different departments of their business by integrating different processes, systems, and enterprises.

Environmental, social, and governance (ESG) reporting software is defined as a comprehensive solution that includes many modules used for environment, health, and safety (EHS), risk management, regulatory compliance, and sustainability management. ESG reporting software is often used for sustainable, financial, and investment recommendations. Investors are majorly focusing on investments and transparency connected to ESG.

Strong infrastructure with numerous professional teams, leagues, and tournaments. Prominent organizations such as Riot Games and Blizzard Entertainment are based here. • With high internet penetration and a strong digital culture, countries such as the US and Canada have seen a surge in online gaming and esports viewership. The convenience and accessibility of digital platforms contribute significantly to the demand for esports.

Field service management software helps organizations deliver effective on-site services by tracking requests, managing personnel, and maintaining visibility into operations. Some of the main features of field service management software include work order management, inventory, fleet tracking, and reporting.

Fintech refers to businesses that use innovative technologies to compete with conventional financial processes in the provision of financial services.

复盘的质量，取决于对产业链公司的全面梳理、科学分类与准确定位，我们将美股AI板块分为四大类：(A)互联网平台：占据 数字世界的“核心地段”，在数据与资金两大生产要素上均具备显著优势，AIDC的源头之水，包括亚马逊、微软、谷歌、 META四家公司。（B）AI硬件：链接物理世界与数字世界的桥梁，数据离散在端侧而非集中在云端，资本开支明显更少且 需解决软硬融合的问题，以APPLE、Tesla为代表。（C）算力基础设施：AIDC的硬件部分，包括芯片（设计、代工、设备） 与其他硬件（服务器、网络、传输、能源设备）两子类，包括英伟达在内的18家公司。（D）AI应用：按商业模式、付费群 体细分为C端生产力工具、B端生产力工具、垂直应用、云安全四子类，共计17家公司。在梳理中，我们聚焦业务与AI强相关 +市值大于200亿美元的企业，力求绘制美股专业投资者眼中的AI地图。