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AI’s ROI

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Kandungan disediakan oleh The Motley Fool. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Motley Fool atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?

RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:

- The rate of improvement for AI models

- How non-Mag 7 companies are using AI

- And one company that’s spending smartly on the new technology.

Take a look at the Gartner Hype Cycle.

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1565 episod

Artwork

AI’s ROI

Motley Fool Money

1,059 subscribers

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Manage episode 424956209 series 2500334
Kandungan disediakan oleh The Motley Fool. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Motley Fool atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?

RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:

- The rate of improvement for AI models

- How non-Mag 7 companies are using AI

- And one company that’s spending smartly on the new technology.

Take a look at the Gartner Hype Cycle.

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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