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  5. CSU: My question is really about CSU vs NVDA & how do you believe the accessibility of AI becoming more common for people & also for companies will effect CSU. [Constellation Software Inc.]
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Q: My question is really about CSU vs NVDA & how do you believe the accessibility of AI becoming more common for people & also for companies will effect CSU. Will the products and services CSU is selling become obsolete with AI ? Thanks!
Asked by Mate on May 30, 2024
5i Research Answer:

We do not think CSU's services will become obsolete altogether. Due to CSU's acqusitive nature the company will likely add AI companies to it's portfolio of business. AI should complement CSU's current offerings. In it's most recent analyst/shareholder call, CSU's CEO stated, "And so if it starts to be important in our world, we're going to be very aware of it and we're going to respond very quickly. And we're already clearly dabbling all over the place and have a number of businesses that the bulk of their revenues comes from AI-driven products, not because we saw it coming, but because we happen to acquire businesses that we're already in that space." This highlights the company's already involved with AI businesses and will acquire more in the future as customers demand it. AI should be a tailwind for CSU. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA.