NV NVDA NVIDIA Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Two of the world's biggest AI research teams (likely hyperscaler labs) have chosen Datadog for training workload monitoring, marking a shift from inferencing to training as a viable market for observability. — As AI training becomes more democratized and heterogeneous across silicon vendors, demand for GPU monitoring and observability tools will rise, potentially increasing operational efficiency and changing the competitive landscape.