Kai Riemer’s Post

https://lnkd.in/gb3rhd5z Gen AI advancements would continue to deliver competitive edge for Big Tech. But for enterprise customers these are still early days. Many of them are still in search for specific use-cases that would deliver that expected productivity boost.

Nvidia lacks possible positive catalysts, Evercore WM says : chipmaker’s earnings, which failed to live up to lofty expectations : notes of caution on companies’ spending on artificial intelligence : renewed worries about the staying power of big spending on AI artificial intelligence — are being echoed now : Concerns about the relatively small returns on the tens of billions of dollars being spent by Nvidia’s biggest customers were the focus of the research reports : Nvidia Rout Has Traders Watching $100-Share Level Amid ‘Vacuum’---- generative artificial intelligence ---

Is the AI Bubble Really Bursting? Nvidia’s 15% stock drop on August 5th and a $650 billion loss among top AI companies sparked fears of an AI bubble. But is it really bursting? In his latest article, Professor Anton van den Hengel, Chief Scientist at the Australian Institute for Machine Learning (AIML), argues that the recent market volatility doesn’t reflect AI's true economic value. AI stocks have driven much of the global economic growth this year, and with AI expected to add $15.7 trillion to the economy by 2030, the long-term impact is far from overhyped. Read more on Medium ➡ https://lnkd.in/gaVUqgQi #ArtificialIntelligence #AI #StockMarket #Economy

𝐍𝐕𝐈𝐃𝐈𝐀 𝐒𝐓𝐎𝐂𝐊 - 𝐋𝐄𝐓𝐒 𝐓𝐀𝐋𝐊 𝐀𝐁𝐎𝐔𝐓 𝐈𝐓 As of 2/12/2024 the market cap for this company has a net worth of $1.78 trillion dollars! Its market cap has increased by 234.15% in just one year. Nvidia is now worth the same as the whole Chinese stock market, just to put that into perspective. 𝗪𝗵𝘆 𝗱𝗶𝗱 𝘁𝗵𝗶𝘀 𝗵𝗮𝗽𝗽𝗲𝗻? NVIDIA has a great future ahead for whats to come, and that is AI (Artificial Intelligence). They are supplying and creating key components for businesses to progress into the future by building AI-related graphic components. Being in the business world makes you constantly research and learn into what's coming these years. AI is becoming more prominent and as companies utilize and grow they are also needing to use products to help elevate their game. As more companies invest and supply in more products from NVIDIA the price for the company is worth more. Understanding the motion behind this stock and price shows that AI is becoming more and more into our day-to-day lives.

We are in the middle of an AI investment bubble. But for enterprise leaders, it's not the time to 'wait and see'. Identifying - quickly and rigorously - where to place your bets is key. New tools we are working with at AI Risk allow companies to quantify productivity opportunities in days...and realize high value benefits in months.

AI bubble risk: it seems evident that we are in an AI bubble right now, given the share prices of some companies. 'When will it pop?' and 'who will ensure?' are the key questions, according to Scott Galloway. "AI’s economic promise feels real, obvious even. And that is what makes a bubble inevitable.... ...NVIDIA, to justify its valuation, will need not only to continue to dominate the market for AI chips, forecasted to grow aggressively, but also to dominate another market of similar scale. ...Think about this: Built into the price of Nvidia is the expectation the company will find another market as big as AI, and achieve similar dominance." For enterprises, the imperative is to be really clear where the benefits from AI can be accrued and place bets very carefully. This doesn't mean 'wait and see' - because your competitors are not doing that. It means quickly and dispassionately undertake a rigorous quantitative analysis, across the whole business to understand where to allocate resources for the best return... Good news: at AI Risk we have a tool that can provide this insight in days... #airisk #aisafety #responsibleai #aistrategy #aibubble

The opportunity AI presents small businesses is huge. What's clear from this article is that businesses know AI capabilities will make them more efficient. The secret sauce is understanding which processes will benefit the most. Want to understand how AI could benefit your organisation? Click here: https://lnkd.in/eJJAiWbd If anyone needed any further proof that AI capabilities are in demand: https://lnkd.in/ei3kYzsd

NVIDIA’s soaring stock performance late last week reminds us of the hype, ubiquity, and impact surrounding #AI. Yet, what is often missing from the narrative is AI adoption, change management approaches, and having the right team, resources, and infrastructure in place to fully optimize the technology. We at PRophet understand that technology is only as good as the team’s readiness to harness and implement AI in ways that add to workflow efficiency and make people’s lives EASIER, not more difficult. It’s important to replace hype with plain spoken language and incremental examples that SHOW, not tell, how AI can be used to drive better outcomes. Over the coming weeks, we will release tips and insights on ways to break down the barriers to learning, adopting, and embracing AI platforms that are straightforward, hype-free, and no nonsense. #PRophetPOV https://lnkd.in/eX_97B4D

𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐏𝐨𝐢𝐬𝐞𝐝 𝐭𝐨 𝐒𝐨𝐚𝐫 𝐰𝐢𝐭𝐡 𝐭𝐡𝐞 𝐀𝐈 𝐁𝐨𝐨𝐦 In today's rapidly evolving tech landscape, it's essential to identify companies that will benefit from AI in the near future. Businesses with solid research and development capabilities and a focus on leveraging AI for improved performance will likely emerge as leaders. Recognizing these forward-thinking companies is crucial for investors and industry professionals, as it underscores the strategic advantage of early adoption and staying ahead in this dynamic market. AI stocks such as NVIDIA, Google, and Microsoft have thrived due to their unique contributions to the AI landscape. Nvidia's GPUs, crucial for AI and deep learning tasks, have set them apart. Similarly, Google and Microsoft's heavy investments in AI research and development, and their successful integration of AI into their products and services, have been key to their growth. These companies have established themselves as leaders in the AI space, thanks to their distinct approaches. As AI continues to expand across industries, it's worth considering which other companies might follow suit and benefit from the AI boom. Corning Incorporated, a leading advanced glass and materials supplier, is a hidden gem in the expanding AI market. With its robust expertise in specialty glass and optical physics, Corning is well-positioned to deliver top-notch materials for AI hardware. Its diverse range of advanced materials and proficiency in fiber optics allow the company to offer solutions that enhance data transmission, connectivity, and visual display requirements for AI technologies. This positions Corning at the forefront of driving the next wave of AI-enabled innovations, making it a company worth exploring further. To delve deeper, explore the Corning Article below. https://lnkd.in/eY9emDxm

Just in case anyone was in any doubt about the staggering growth and impact potential of AI, the revenue figures announced today from Nvidia will be informative, if not...err...eye-watering: 265% revenue surge; turnover doubling to $60bn 🔥 🔥 "Demand is surging worldwide across companies, industries and nations..." Beautifully understated. #ai #artificialintelligence #digitalhealthcare #digitalinnovation