AudioCodes reports strong Q4 earnings and targets AI growth
AudioCodes Ltd. (AUDC) reported better-than-expected earnings for the fourth quarter. The company is focusing on growth in its AI business, which is shifting towards more efficient and accessible models. The AI market is moving away from large, resource-heavy models to smaller, compact alternatives. This change is expected to increase demand for GPUs, as companies like Sakana AI develop models that can operate on smartphones and web browsers. Industry experts believe that the future of AI will feature multiple specialized models rather than a single dominant player. This trend may lead to broader GPU usage, particularly for inference tasks, benefiting companies involved in AI computing.