Uddrag fra Goldman, Factset og Koryfin
AI adoption still low
Adoption rates remain low, suggesting that significant impacts on overall labor productivity are still several years off.
Source: Goldman
In AI we trust
The AI investment cycle is well underway…but the growth runway is long….
Source: FactSet
More of the (AI) same
Wedbush analyst Dan Ives: “We expect tech stocks to be up 25% in 2025”
Source: Wedbush
Nvidia at the Center
Nvidia’s data center business, which includes sales of GPUs, tripled its revenue to almost $100 billion in the 12 months ended in October—eight times its closest competitor.
Source: The Information
One more high…?
The one and only. How will this story develop in 2025…and more importantly, will we see both a new price high AND a valuation high next year…?
Source: Koryfin
Extra Expenditures
Tech companies are spending record amounts on buildings and equipment, as they seek advantages in artificial intelligence. Chart shows quarterly capital expenditures.
Source: Clark Miller
More for Less
The cost to run 1 million input and output tokens for a GPT-4 level AI model from industry leader OpenAI has dropped more than 85% since its debut in early 2023.
Source: Shane Burke
Doubling Down on AI
Startups working on artificial intelligence or machine learning captured a majority of U.S. venture investment in the fourth quarter.
Source: PitchBook
