In the era of AI explosion, where is the next breakthrough? Barclays has provided a clear "AI roadmap".
Barclays expects that with the popularization of AI applications, the demand for inference computing is expected to exceed 70% by 2026. By then, it may require four times more chip capital expenditure than expected to meet all demands.
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Where has overseas AI trading reached? Goldman Sachs: Profit rather than valuation is driving the market, platform-type companies need to focus on the future.
Goldman Sachs divides AI-related investments into four main stages, and believes that AI trading has now entered the second stage, where the company's profitability will gradually become the main driver of stock price increases. In the third stage, AI-driven revenue growth may be difficult to achieve in the short term, but platform stocks may stand out.
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Public utility sector: The unexpected winner in the new era of artificial intelligence.
Driven by the surge in electrical demand and the wave of ai, the utilities industry is facing unprecedented opportunities.
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While financing news is frequent, OpenAI's organizational restructuring and senior personnel changes are also ongoing.
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China International Capital Corporation: AI+ code is a practical and commercially leading AI application scenario.
China International Capital Corporation believes that the improvement of AI application capabilities relies on both the enhancement of model capacity and the deep understanding of application scenarios and accurate grasp of customer needs.
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Bank of America's sharp commentary on the AI boom: Just getting started, equivalent to the "early days of the internet in 1996"!
① Bank of America Merrill Lynch said that the AI boom is still in its early stages, much like the development of the internet in the 1990s. ② The bank said that the impact of AI will be felt earlier than previous technology booms.