OpenAI's Latest 'Eye-Popping' Valuation Ignites Analyst Expectations For 'Tidal Wave' Of AI Spending
OpenAI's Latest 'Eye-Popping' Valuation Ignites Analyst Expectations For 'Tidal Wave' Of AI Spending
AI starts with Nvidia, but the transformation is taking place across the broader tech space, Ives said. OpenAI's latest valuation of more than $150 billion, plus Nvidia Corp's (NASDAQ:NVDA) "watershed" partnership with Accenture Plc (NYSE:ACN), indicates that the "AI tidal wave" of spending is hitting its next growth stage, according to a research note from Wedbush analyst Dan Ives.
OpenAI最新估值超過1500億美元，再加上英偉達公司(NASDAQ:NVDA)與埃森哲公司(NYSE:ACN)的「具有里程碑意義的」合作伙伴關係，表明「AI的浪潮」支出正進入下一個增長階段，根據Wedbush分析師丹·艾夫斯的研究報告。
Nvidia and Accenture announced an expanded partnership on Wednesday to help enterprises rapidly scale AI adoption.
英偉達和埃森哲週三宣佈擴大合作伙伴關係，幫助企業快速擴大人工智能採用。
"Accenture will be a key player on the AI Revolution and this is a smart strategic partnership in our view that is the tip of the iceberg on the broader AI Revolution and demand adoption into 2025 and beyond," Ives said.
「埃森哲將成爲人工智能革命的關鍵參與者，我們認爲這是一項明智的戰略合作伙伴關係，只是更廣泛的人工智能革命和需求採用的冰山一角，遠至2025年及以後，」 艾夫斯說。
AI starts with Nvidia, but the transformation is taking place across the broader tech space, Ives said.
艾夫斯表示，人工智能始於英偉達，但轉型正在擴展至更廣泛的技術領域。
For every $1 spent on an Nvidia GPU, there is an $8 to $10 multiplier across the tech sector, he adds. This reinforces Wedbush's bullish view for tech stocks over the next year, especially when coupled with the news out of OpenAI this week.
對於每花費1美元在英偉達gpu芯片-雲計算上，跨技術領域就有8到10倍的乘數，他補充說。這強化了Wedbush對未來一年中科技股看好的觀點，尤其是結合本週OpenAI的消息。
OpenAI announced Wednesday that it secured $6.6 billion in new funding at a valuation of $157 billion. Ives called it "eye popping."
OpenAI週三宣佈以1570億美元的估值獲得66億美元的新融資。艾夫斯稱之爲「令人瞠目結舌」。
The company plans to use the funding to accelerate AI research, increase compute capacity and continue building tools to solve complex problems.
該公司計劃利用該資金加速人工智能研究，增加計算能力，並繼續構建解決複雜問題的工具。
Ives called OpenAI a "key foundational linchpin" of the AI thesis given that the company's ChatGPT product acted as the world's "iPhone moment" in terms of generative AI.
艾夫斯稱OpenAI是人工智能論點的「關鍵基石」，因爲該公司的ChatGPt產品在生成式人工智能方面扮演了世界的「iPhone時刻」。
"Now we are seeing a $1 trillion of AI Capex over the next three years as OpenAI has been the linchpin to AI success and adoption we are seeing at Nvidia, Microsoft, Google, and across the tech world," Ives said.
「隨着埃森哲已經成爲英偉達、微軟、谷歌等科技巨頭的人工智能成功和採用的關鍵，未來三年人工智能資本支出預計將達到1萬億美元，」艾夫斯表示。
Ives noted that there is essentially a fourth Industrial Revolution taking place across semiconductors, software, infrastructure, smartphones and internet. He anticipates a tidal wave of AI spending on the buildout over the next 12 to 18 months.
艾夫斯指出，半導體、軟件、基礎設施、智能手機和互聯網正在發生基本上第四次工業革命。他預計在未來12至18個月內，將出現人工智能支出的一場海嘯。
"We also believe OpenAI now has a much more functional corporate structure which is a positive for the broader tech industry given how important Altman & Co. have become to the AI Revolution," Ives said.
「我們還認爲，現在埃森哲已經有了更加有效的企業架構，對於更廣泛的科技行業來說是一個積極因素，因爲奧爾特曼及其公司已經變得對人工智能革命至關重要，」 艾夫斯表示。
OpenAI is restructuring its core business into a for-profit corporation that won't be controlled by its non-profit board. The OpenAI non-profit will reportedly remain in place and take a minority stake in the for-profit company, per Reuters.
OpenAI正在將其核心業務重組爲一家不受其非盈利董事會控制的營利性公司。據路透社報道，OpenAI非營利組織將繼續存在，並持有營利性公司的少數股份。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。