According to investment bank Wedbush Securities, concerns about the monetization of artificial intelligence by a few companies should be alleviated based on the performance of companies such as Microsoft and AMD. Analyst Dan Ives said, "In the past few weeks, we have also seen enterprises and chief information officers accelerate their journey towards an artificial intelligence strategy through our customer/partner dialogue, which all comes down to the use cases and return on investment of these budgets." Ives added that the performance of Microsoft and AMD "further convinces people of the monetization phase of artificial intelligence." He urged investors to pay attention to remarks from Apple, Amazon, Alphabet, ServiceNow, Palantir and Microsoft, and to consider these companies "as core barometers."
投行Wedbush:微软和AMD业绩平息AI货币化疑虑,投资者应关注行业领头羊
Investment bank Wedbush: Microsoft and AMD's performance calms doubts about the monetization of AI currency, investors should pay attention to industry leaders.
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