저자: JimCramer · 외국인
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AI는 실제 기업 효율화 사례(Salesforce agentforce, Amazon Q 등)로 수익을 내고 있어 허구가 아니다. 엔비디아는 실적이 기대를 웃돌았지만 주가는 칩 출시 지연 우려로 하락했고, 이는 과열된 기대치 때문이었다. 엔비디아는 대형 하락 시 매수를 고려하라는 조언을 했으나 기존 투자 논리는 유지된다고 주장했다. 과거 CNBC 투자클럽 조언과 AI 활용 사례를 정리하는 연속 코너를 예고했다.
다듬은 글
do you believe that he is more of a Visionary than Elon Musk indeed the stock has undoubtedly supplanted Tesla and I believe musk has a Clear Vision for the future but I believe Jensen is considering a legacy of completely altering the way the world operates by himself Jensen is bringing about an industrial revolution while musk is inventing a method of delivery without a question those are both outstanding accomplishments however yesterday night Jensen was more Stravinsky than Taylor Swift when it came to starting an industrial revolution on his own creating the loom the train and the steamboat he may be the world's brightest guy thus he can be anyone he wants to be he has been Da Vinci and Stravinsky as I mentioned at the beginning of the episode Nvidia let me down not quite that is although their positive surprises getting smaller they still blew past the analyst assessments Traders were unhappy by this and the new chip iterations delay which led them to sell the shares today although it's not as good as it was yesterday it's still above 137% for the year people of all stripes are now emerging and they're not only disparaging video but also asserting that the entire AI concept is flawed of course when I think about it that's not how I perceive it despite the extremely high expectations Nvidia posted a very strong quarter that prevented the price from plunging as I've been telling you all week money managers were anticipating another crazy beat in raay quarter from this firm but portfolio managers were secretly hoping for these given the extremely high whisper figures which are the ones they were actually anticipating behind the scenes considering that the entire Market appeared to be depending on this quarter I believe the final result was likely a respectable one the other AI plays suffered little collateral damage but Nvidia took a beating I believe you should wait for some of the hot money to leave Nvidia before attempting to purchase the company on a downturn as we advise members of the CNBC investing club last night however I didn't hear anything last night about the thesis being changed to put it another way AI is the thesis nothing convinced me to rethink my opinion that you should just own viia rather than trade it you could see how much money was lost because so many individuals traded it having stated that I feel obliged to address a persistent notion that artificial intelligence is a hoax with no practical applications that has been simmering beneath the surface for months some people still find it difficult to imagine what companies could achieve with faster Computing or generative AI Jensen consistently mentions those two patterns they have witnessed the profits made by Nvidia and other AI related Hardware companies from the sale of the required infrastructure Dell and Marvel technology both had strong results tonight Amazon Amazon Microsoft alphabet meta and other so-called hyperscalers have all spoken to them about spending tens of billions of dollars on AI infrastructure they may have even employed generative AI tools like Google's geminy anthropics Claude I like that one open A's chat GPT that's theirs and meta AI in my opinion it's also hilarious ironic and really awesome however the majority of people still find it difficult to understand why all these large corporations are investing so much money in artificial intelligence no matter how much you enjoy chap gbt it almost seems ridiculous that any of the digital Giants would spend tens of billions of dollars on something like that many people have specifically inquired as to whether anyone is actually seeing a return on their investment in AI has this increased anyone's gross margins the most convincing AI use cases have been delayed to emerge to be fair to the Skeptics training the essential phrase here is training AI models receives a large portion of the initial investment artificial intelligence that can genuinely assist users is only possible if that procedure is completed Additionally the majority of the domains in which AI is genuinely beneficial are focused on Enterprises you never know how well these models can write code as a consumer remember the word Enterprise since it indicates that it is is not you I'm going to start something new tonight because of this a rolling list of some of the most impressive AI application cases that we have heard about will be maintained by me some of these like the large generative AI platforms have been available for some time although there is a free version of chap GPT open a generates income from $20/month chap GPT plus subscriptions and more and expensive options for Enterprise clients there you have it hire TI giny and Claude products are about the same price and since late last year adobe's Firefly capabilities and Microsoft's cup pilot features have been included in the larger product Suite both of those generate Revenue however as more interesting applications of AI begin to emerge I want to go over the ones that Nvidia and Salesforce just shared with us last night during his appearance on the show last night Salesforce CEO Mark benof discussed the growing popularity of his a agent force AI technology agent force assists businesses in developing AI Sales and Service agents that are completely self-sufficient ven off discussed some of the businesses who've already used agent force and experienced significant outcomes on last night's show which is actually sort of an exciting thing this includes ADP the top payroll processor and OpenTable a restaurant reservation tool owned by booking Holdings a highly profitable business however Mark gave two very strong examples Wy the company that makes college textbooks and Windam Hotels and Resorts the biggest chain in the past these businesses would have had to engage in a lot of seasonal surge recruiting which is costly and detrimental to their gross margins however they can now address seasonal demand Trends with agent force with agent force they are no longer required to do it let me give you another great example with Wy The Textbook Company which is also using agent force this is how benof stated it they can directly increase their customer service capacity by using agent force and they are now seeing amazing seasonal demand as children return to school they can now simply employ agent forc take on that extra capacity rather than hiring or attempting to expand their customer service organization and train all these people which is incidentally what they have done in the past excellent exposition of a topic we will discuss extensively when we visit dreamforce on September 17 what about the use cases that Nvidia discussed during the conference call last night all of these businesses are utilizing Ai and are now experiencing positive outcomes here are a few software providers we've worked with AMD service now we know they have a great product with their partnership with Nvidia safp a huge organization that helps coordinate technology at the Enterprise level cohesity and snowflake we've worked with them a little an Electronics manufacturer named Werner and an i consultant named Accenture who helps businesses figure out how to integrate technology additionally Nvidia criticized all automakers which are developing autonomous vehicle technology it's significant because up until now there have only been a few automakers additionally Saudia ramco Uber and Lowe's employ nvidia's Nemo inference microservices which let users execute AI models on the company's top tier CPUs by employing this technology the latter the biggest oil firm in the world reportedly achieved an 8X reduction in latency and 70% cost savings on the call CFO Colette Crest now went over each of these scenarios in addition to being the agent power Mark benof said we are discussing AI powered chatbots which are generative AI C pallots and agents that Aid in the development of new apps and boost worker productivity amdoc for instance saw a 30% reduction in customer service expenses by utilizing Nvidia technology the electronics manufacturer Werner talks about how they can better plan out their operations by utilizing vidia's AI Omniverse in order to evaluate what will occur in the actual world you make changes in the Omniverse this helps them remove a lot of waste and lower endtoend cycle durations by 50% I spoke with you about that digital twin stuff because autonomous driving necessitates enormous amounts of processing power and learning capacity automakers are huge fans of AI another example is that last week Andy jasse the CEO of Amazon wrote on LinkedIn that Amazon te the company's generative AI assistant for software development can Aid software Engineers with the most vital but laborious activities such as updating basic software in particular software developers can complete a project that typically takes 50 developer days in a matter of hours with Amazon's in-house generative AI helper there's something concrete now the equivalent of 4,500 developer years not hours but years of Labor have apparently already been saved by Amazon additionally according to jasse improvements made to Amazon te have enhanced security and reduced infrastructure costs resulting in an expect a yearly efficiency gain of $260 million in summary the next time someone inquires about the true applications of artificial intelligence you can respond that large well-established businesses are already saving a significant amount of money by implementing this technology in some areas of their operations
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