저자: ChamathPalihapitiya · 외국인
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엔비디아 실적은 기대치를 상회했으나 상승폭이 줄어 주가가 하락했다. 시장의 AI 무용론에 맞서 발언자는 AI 인프라 투자와 기업 활용 사례(세일즈포스 에이전트포스, 윈덤 호텔, 아마존 코드 위스퍼러 등 연 2억6천만 달러 효율 개선)를 근거로 AI가 실제 효과를 내고 있다고 주장한다. 엔비디아는 트레이딩보다 보유 관점을 권했다.
다듬은 글
finally like I mentioned at the beginning of the program VI let me down not quite they completely outperformed the analyst's projections but their upside surprise is getting smaller Traders were unhappy by this and the new chip iterations delay which led them to sell the shares today although it's not as strong as it was yesterday still up more than 137% for the year people of all stripes are now emerging and they're not just criticizing Vidia they're saying that the AI concept is dead Okay pay attention I'm making time on my calendar to speak with you oneon-one about your financial future as well as to visit CNBC Studios there are just a few seats left so click the link below to book yours before they disappear 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 money managers were anticipating again another crazy beat and rais quarter from this Corporation as I have been warning you all week however I believe that in the end it was probably a respectable result considering the extremely high whisper numbers the ones that portfolio managers were secretly hoping for and the fact that the entire Market seemed to be treating this quarter as make or break the other AI players 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 purchased the company on a downturn as we advised 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 Vidia rather than trade it naturally a lot of people traded it just have a look at the amount of money lost having said that I feel obliged to address a persistent issue that has been simmering beneath the surface for months the persistent notion that artificial intelligence is a hoax with no practical applications Jensen hang frequently mentions two themes that some people still find difficult to imagine what companies can achieve with rapid Computing and generative AI 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 showed strong statistics tonight the so-called hyperscalers such as Amazon Microsoft alphabet and meta have contacted them tens of billions of dollars have been discussed by all of them as an investment in AI infrastructure they may have even employed generative AI tools like Google's jeany anthropics Claude I like that one open A's chat upt that's theirs and meta AI from meta it's funny ironic and really awesome in my opinion however most individuals find it extremely difficult to understand why these large corporations are investing so much money in artificial intelligence it's nearly fatuous seems crazy for any of the internet Giants to spend tens of billions of dollars on something like that regardless of how much fun you have with chat GPT many people have specifically inquired as to whether anyone is actually reaping the benefits of investing in AI has this increased anyone's gross margin the most convincing AI use cases have been slow to emerge to be fair to the Skeptics a large portion of this initial investment is used to train AI models that's the crucial term 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 will never be aware of these models ability to create code as a consumer remember the word Enterprise since it indicates that it's 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 chat GPT is available for free open a generates income from $20/month chat GPT plus memberships and more expensive options for business clients once more the word Enterprise Gemini and Claud options at higher tiers are about the same price additionally since late last year adobe's firl tools and Microsoft's copet functionality have been incorporated into larger product Suites 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 told us about last night during his appearance on the show last night Salesforce CEO mark benof discussed the growing popularity of their agent force AI technology agent force assists businesses in developing AI Sales and Service agents that are Benny off discussed some of the businesses that have already implemented agent force and saw notable outcomes on last night's show Windam Hotels and Resorts the biggest hotel chain Wy the college Textbook Company the restaurant reservation tool of pental a subsidiary of booking Holdings a very successful company and the top payroll processor are all included in this with the help of agent force these businesses can now manage seasonal demand patterns that previously required them to engage in a lot of seasonal surge recruiting which is costly and detrimental to their profit margins with agent force they are no longer required to do that benof stated it like way let me give you another excellent example the textbook publisher Wy also uses agent force they can directly increase their customer support capacity by using agent force and they are now seeing amazing seasonal demand as children return to school they can now simply employ agent force take on that additional capacity rather than hiring or attempting to expand their customer service business and educate 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 case that Nvidia brought up during the conference call last night these are businesses that are now utilizing Ai and experiencing success if you need the remainder formatted let me know of course the continuation is as follows what about the use cases that Invidia brought up during the conference call last night these businesses are now utilizing Ai and seeing Success software providers like amox service now whose connection with Nvidia ensures that they have a really good product sap a massive corporation that assists with Enterprise level technology coordination cessity and snowflake are a few examples they have appeared on the show a few times two companies that help businesses figure out how to incorporate technology include wisten a manufacturer of electronics and Accenture an i consultant additionally Nvidia criticized every automaker developing autonomous vehicle technology to use their own words that's significant by the way as there have only been a few automakers mentioned previously additionally clients may run AI models on vidia's top tier CPUs thanks to Nemo the company's inference microservices using this platform Los Uber and Saudi orano the world's largest oil firm reportedly saw cost Savings of 70% and an 8-fold reduction in latency which means it speeds things up considerably on the call CFO Colette Crest now went over each of these scenarios we're discussing generative ai co-pilots ai powered chatbots which Mark benof was also discussing an agents that support the development of new applications and increased worker productivity AMD for instance saw a 30% reduction in customer service expenses by utilizing viia technology to better organize their operations Wern the electronics business I mentioned is utilizing viia AI on Omniverse by altering the Omniverse to simulate real world scenarios they are able to cut down on waste and End to End Cycle durations by 50% I have already discussed the idea of a digital twin because autonomous driving necessitates enormous amounts of processing power and learning capacity automakers are huge fans of AI as an additional example last week Andy jasse the CEO of Amazon wrote on LinkedIn that Amazon code Whisperer the company's generative AI assistant for software development can assist software Engineers by performing the most laborious yet necessary tasks such as updating foundational 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 apparently already been saved by Amazon jasse adds that the improvements made to Amazon Cody Whisperer have quote enhanced security and reduced infrastructure costs resulting in an expected yearly efficiency gain of $260 million bingo 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 and trust me when I tell that this is only the start of what I anticipate to be a very lengthy list this isn't chical so listen carefully this is real let's switch now
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