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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