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News Analysis: Only A Few Companies Will Win In Fueling The Age of AI
AI Begins And Ends With Nvidia
Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry. In fact, only a few vendors have shown significant profits in AI:
Monday's Musing: When The Hunters Become The Hunted
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth
Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
New Analysis: Nvidia GTC 2024 Is The Davos of AI
New Chips, New Business Models Ahead In Accelerated Computing
Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose. The key things to look for in the keynote:
News Analysis: Finance In The Age Of AI - Microsoft Copilot for Finance
The Leap Year Brings A New Copilot - Finance
Microsoft announced the public preview of Copilot for Finance. With tools such as Copilot, the user experience begins and ends with generative AI. In conversations with Vice President of Business Applications Engineering - Charles Lamanna, Corporate Vice President of Business Applications Marketing - Emily He, Vice President of AI-led ERP Engineering - Georg Glantshnig, users can now apply geneative AI across departments such as sales, service, finance, and IT with Copilot for M365, Copilot for Sales, Copilot for Service, Copilot for Finance, and Copilot Studio.
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