Nvidia (NVDA) is trading at all-time highs and shows little sign of slowing down. But are there opportunities for other companies to intervene in this space?
R “Ray” Wang, founder and analyst at Constellation Research, and John Blackledge, managing director and senior equity research analyst at TD Cowen, join the live show to discuss the future of the Magnificent Seven tech stocks and their investments. We discuss the many possibilities that homes should keep in mind. sector.
Apple (AAPL) is making inroads into generative AI, but investors say they want more demand. But Wang sees existing possibilities, such as his Apple Ferret, an open source machine learning model, and expansions of his Apple chips with built-in AI. He hinted that recent regulations imposed on Apple within the European Union could impact AI stocks going forward: “The challenge for AI and regulators is that this is an ambitious “It's an opportunity for politicians to save the world, protect privacy, and stop big tech.” You're going to see a lot more regulatory pressure and headwinds that are going to impact a lot of these technology companies if they want to get involved. This is because technology is one of the few industries that is very laxly regulated compared to other industries. ”
Blackledge details the nature of competition among tech companies in the pursuit of generative AI. “Microsoft (MSFT) and OpenAI definitely won the battle for headlines last year. As far as I've been tracking, Alphabet (GOOG, GOOGL), well, maybe in February or March, more It's going to start moving fast. There were some good announcements last year at IO last May. Obviously, we're talking about the Gemini launch and it's going to be a little uneven, but I think it's As I said earlier, they can do well and benefit from cloud business for enterprises and small businesses, and the Gemini suite of products for consumers. I agree. All We're hearing from companies. “They're all using generative AI across the company for internal functions and things like that. We think Alphabet is going to help with that. The pressure is definitely on. Masu.”
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Editor's note: This article was written by Nicholas Jacobino
