AI的发展扔在持续
AI Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says
The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world.The impressive results from tech giants such as Microsoft Corp. , Alphabet Inc. and Amazon.com Inc. underscored this transition, according to Daniel Ives, an equity analyst at Wedbush.These companies have reported “eye-popping capital expenditure numbers,” initiating an “AI tidal wave” in software and cloud development driven by generative AI.The expert said companies were “laser-focused on deploying generative AI” across various sectors. Additionally, major players such as Meta and Apple were diving deep into AI, heralding a consumer AI cycle that promised significant spending in the coming years.Ives projected AI and related purchases will account for 8%-10% of IT budgets in 2024, a stark increase from less than 1% in 2023. This surge represented a “massive growth catalyst” in what he referred to as the “initial wave of AI softwar
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
点赞
举报
登录后可参与评论
暂无评论