Wells Fargo Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $515
Loop Capital Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $500
TD Cowen Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $475
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This interview addresses all the key issues surrounding AI! He is a co-author of the most important papers on AI.
Aidan Gomez believes that the development of LLMs has entered a plateau, with the marginal benefits of simply scaling up model size diminishing. The inference capability will become the breakthrough point in the future, bringing new business models and market opportunities—shifting from "buying larger computing power" to "giving AI a little more time to think."
Barclays Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $475