Google Has The Ability To Scale AI By Leveraging Its Global User Base: Analyst
Google Has The Ability To Scale AI By Leveraging Its Global User Base: Analyst
Alongside the launch, Alphabet showcased a wider array of capabilities powered by the new AI model.Goldman Sachs analyst Eric Sheridan reiterated Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) with a Buy rating and a $210 price target.
高盛分析師Eric Sheridan重申對Alphabet Inc (納斯達克:GOOG) (納斯達克:GOOGL)的買入評級，目標價格爲210美元。
On Wednesday, Alphabet unveiled the latest version of its flagship multimodal AI model, Gemini 2.0. With Gemini 2.0, Alphabet has achieved a step-function improvement in model performance, the analyst says.
在週三，Alphabet發佈了其旗艦多模態人工智能模型的新版本，Gemini 2.0。分析師表示，通過Gemini 2.0，Alphabet在模型性能方面實現了飛躍式的改進。
Also Read: Google Quantum AI's New Willow Chip Can Do in Minutes That Supercomputers Would Take 10 Septillion Years
另請閱讀：谷歌量子人工智能的新Willow芯片可以在幾分鐘內完成超級計算機需10萬億年的工作。
Alongside the launch, Alphabet showcased a wider array of capabilities powered by the new AI model.
在發佈的同時，Alphabet展示了一系列由新人工智能模型驅動的更強大功能。
In addition to applying Gemini 2.0 to improve existing AI applications and use cases, several new announcements move Alphabet closer to its vision of offering agent-based systems.
除了應用Gemini 2.0來改進現有的人工智能應用和用例外，幾項新公告使Alphabet更加接近實現其基於代理系統的願景。
According to the analyst, these systems would able to fulfill a wider variety of tasks on a user's behalf, which the company first laid out with Google Duplex at Google I/O 2018 and has iterated on in subsequent years.
分析師指出，這些系統將能夠爲用戶履行更廣泛的任務，這是該公司在2018年Google I/O上首次通過Google Duplex提出的，並在隨後幾年中進行了迭代。
In addition, and while its potential impact is longer-lasting, earlier this week, Alphabet announced Willow, its new quantum computing chip that shows a significant improvement in performance and error rates while lacking economies of scale and well-defined consumer use cases at present.
此外，儘管其潛在影響更持久，但本週早些時候，Alphabet宣佈了其新的量子計算芯片Willow，該芯片在性能和錯誤率方面顯示出顯著的改進，但目前缺乏規模經濟和明確的消費用例。
Willow represents a potential dramatic computing shift that will evolve in tandem with AI but over a long-term timeframe, the analyst writes.
分析師寫道，Willow代表了一種可能的計算革命，將在與人工智能共同發展的長期時間框架內演變。
Sheridan came away from this series of announcements increasingly convinced that Alphabet is well positioned longer-term against the rise of AI across various aspects of the enterprise and consumer computing landscape.
謝里丹從這一系列公告中越來越確信，Alphabet在企業和消費計算領域針對人工智能的崛起具備良好的長期定位。
It remains at the forefront of all aspects of forward computing innovation. Gemini 2.0 showcases Google's market leadership position as one of only a few large-scale LLMs with advanced multimodal capabilities.
它仍然位於所有前沿計算創新的最前沿。Gemini 2.0展示了谷歌作爲僅有的幾款具備先進多模態能力的大規模LLM的市場領導地位。
Despite some "commoditization" within the AI large language model layer, implementing and integrating AI into consumer-facing and enterprise-facing applications will be crucial for generating wide-scale adoption.
儘管在人工智能大型語言模型層面存在一些"商品化"現象，但將人工智能實施並整合到面向消費和企業的應用中對於實現廣泛的採用至關重要。
Sheridan is positive on Google's ability to capitalize on this theme longer-term and expects new AI developments to rapidly gain scale of adoption by leveraging its global user base and suite of apps and services.
謝里丹對谷歌在這一主題上長期能夠抓住機遇持積極態度，並預計新的人智能發展將通過利用其全球用戶基礎及應用與服務套件迅速獲得規模化採納。
Sheridan projected fiscal 2024 revenue of $295.25 billion and EPS of $8.
謝里丹預計2024財年的營業收入爲2952.5億， 每股收益爲8美元。
Price Action: GOOGL stock is down 0.44% at $194.45 at last check Thursday.
價格動態：GOOGL股票在上週四最新交易中下跌0.44%，報194.45美元。
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Photo courtesy: Google
圖片由谷歌提供
譯文內容由第三人軟體翻譯。