Hugging artificial intelligence has become an inevitable choice for technology giants.

At present, the "AI content" has profoundly affected the ranking of science and technology giants. Microsoft's market value surpassed Apple as the US stock king. Nvidia surpassed Google and Amazon to become the market value list of the US stock market.The valuation has doubled in nine months.

The "AI selling shovel" is particularly eye -catching. Last week, Nvidia's stock price reached a record high, with a market value of 1.8 trillion US dollars, becoming the fourth -highest market value company in the world, second only to Microsoft, Apple and Saudi Arabia.In 2023, Nvidia was arrogant with a 239.02%annual increase, and it rose 36.25%again in 2024 (as of February 21).After the performance of the expected performance on February 21, Nvidia, the US stock market on February 22, once again soared by more than 10%.

On the other hand, the huge influence of AI has just begun. In addition to a few giants such as Nvidia and Microsoft, most companies are still in the huge investment stage of "burning money to buy the future".Lu Yanxia, ​​a research director of IDC India, analyzed the 21st Century Business Herald that the impact of AI on corporate performance is not significant, and the application of large models is currently immature.Some applications that can be applied are definitely helpful for improving corporate performance.In the end, AI will definitely be reflected in the revenue of some companies, which is reflected in the performance of the capital market.

The science and technology giant AI hegemony has just begun, and it is still full of suspense in the future. Who is the winner and who is the loser is not yet settled, but it is foreseeable that AI will reshape the entire world.

Someone is happy and someone is worried

As the AI ​​boom is all over the world, some of the technology giants are happy and worried.

The "AI Tide" is unlimited, and the latest financial report beyond expected.Under the needs of artificial intelligence, the data center is the biggest driving force for promoting Nvidia's soaring performance. In the fourth quarter of last year, revenue reached a record 18.4 billion US dollars, which was stronger than the analysts' expected $ 17.2 billion.83%.

In contrast, traditional chip giants Intel have continued to the wind in recent years. In the AI ​​Revolution, I was thrown behind by Nvidia. In the past, Intel's market value was only about one -tenth of Nivine.Intel is also pursuing, Intel CEO Pat Gelsingg said that in the current wave he calls the "Siliconomy", he will use the market's enthusiastic demand for AI chips to recapture againIntel's market leader.

Gelsinger predicts that by 2030, Intel will mainly meet the demand for artificial intelligence chips to reach its foundry business in the world's second largest scale, which may be second only to the current leader TSMC."To some extent, the space competition is ongoing, and the overall demand for artificial intelligence chips seems to be unsatisfactory in the next few years."

As the "detonator" of the generated artificial intelligence boom, Openai is also a huge winner.OpenAI was established in 2015. At the end of 2022, the artificial intelligence chat tool ChatGPT was released, which detonated the global wave of artificial intelligence.

In February of this year, as OpenAI and venture capital company Thrive Capital basically reached a stock sales agreement, OpenAI's valuation has increased to about $ 80 billion.In contrast, when Openai completed a $ 300 million stock sales nine months ago, the company's valuation was about $ 27 billion.

According to CB Insights data, the value of 80 billion US dollars means that OpenAI has become the third highest technology startup in global market value, second only to byte jumps ($ 225 billion) and SpaceX ($ 150 billion).

The development of artificial intelligence is changing with each passing day, and Openai continues to siege the city.On February 15th, OpenAI released the latest video generation model Sora, which can generate high -quality videos with a resolution of 1920 × 1080 for one minuteJaipur Wealth Management. In terms of generating duration and generating quality, it has achieved significant breakthroughs than other existing models and products.Sora achieved a breakthrough in the effect of AI+video scenarios, showing excellent extensibility by using the Transformer architecture.

In the AI ​​boom, some companies are temporarily leading, and some companies have lagged behind.As the company's importance of AI is getting higher and higher, can the latter catch up in the future?Professor Yang Hanfang, a professor of Renmin University of India, told the 21st Century Business Herald that AI is an industry with dense capital, talent, data, and computing power. Enterprises with related advantages hope to catch up.In addition, the commercialization of the AI ​​field is bound to face the restrictions on traditional market access, and companies that can respond and grasp the unique channels in traditional industries can also catch up in the vertical field.

"AI content" determines success or failureKanpur Stock

In the past year, the interchange between Apple and Microsoft has also showed the huge influence of the "AI content" on the ranking of science and technology giants.

As the "Gold Lord" of OpenAI, Microsoft has invested at OPENAI $ 13 billion, and has also become a big winner of the AI ​​boom.In the fourth quarter of 2023, Microsoft's intelligent cloud business (including Azure service) revenue under the AI ​​-driven revenue was $ 25.8 billion, exceeding the analysts expected to $ 25.3 billion.In November 2023, Microsoft began to officially sell Microsoft 365 Copilot services to enterprise users. The charging standard was $ 30/month, but it did not disclose the specific income of Copilot.

In contrast, Apple's "AI content" is currently much less.Apple CEO Cook said in February this year that Apple spent a lot of time and energy in AI, but specific progress will be shared later.

At present, Apple seems to have a slow response in the AI ​​boom, facing many challenges.Yang Hanfang analyzed reporters that Apple is a leading company in the field of physical electronic products. The technical disclosure and release methods are different from several other technology stocks.With Apple's talent reserves and strong capital strength in terms of products, technology and other aspects, its internal response to AI must be very fast.However, Apple's challenges come from the software part. The operating system and ecosystem that have been built for a long time are facing new challenges. The current AI products of some technology giants have the ability to break the traditional operating system and ecosystem of Apple.Advantages of physical electronic products.

But at present, it is too early to assert that "who is dead" is still too early.In terms of hardware, in June last year, Apple announced the first hybrid reality (MR) head display device Vision PRO. This is also the first new product category since Apple since 2015. The Vision PRO starts at $ 3499 (about 25,000 yuan).EssenceAlthough VISION Pro is facing a series of challenges such as excessive costs and imperfect application ecology, it is still being improved and has become an important part of promoting future growth.

In terms of software, well -known technology broke the newsman Mark Gulman that Apple is preparing to add AI functions in the next large version update of the iOS platform programming software Xcode.Big model.

For the upcoming iOS 18, Apple plans to call it "one of the most significant updates in the 16 -year history of the iPhone", and the new system of iPad and Mac will also usher in a series of AI features.The AI ​​features that Apple is exploring include automatic generating music playlists, AI production slides, switching different functions in specific applications, and supporting Siri answering some complex questions through large language models.

Who will stand out in the future?

In the AI ​​boom, investors still need to maintain a trace of rationality, and the current impact of AI on corporate performance is not significant.

In Yang Hanfang's view, usually scientific and technological innovation requires a lot of investment in the early period, and the market can usually accept that scientific and technological enterprises have not outstanding performance.In addition, the Internet -related industries usually believe in the first advantage of starting, and continuously expand the market size and user groups, which can produce a significant proportion network effect and scale effect.Therefore, the market usually pays more attention to the market size of science and technology enterprises, rather than short -term operating performance. When the technical pattern and user habits are stable, they are commercialized to commercialize technical products and fulfill their performance.

Yang Hanfang reminded whether the AI ​​business model can copy the Internet model and whether there are higher user scale effects and user network effects. These issues still need to be further observed.At present, it is the initial stage of fierce competition. The market's recognition of technology support valuations, but in about one year after the technical stagnation, the market usually lacks patience and urgently pays attention to short -term performance.

After the enthusiasm, will the AI ​​boom cool in the future?Lu Yanxia believes that this depends on whether the large model AI can be widely used.If it is not widely used, it may be cooled.

At present, only a few companies such as "AI selling shovels" have gained real gold and silver.Nvidia Chief Financial Officer Colette Kress said at the call meeting after the performance announced that the current market demand for advanced artificial intelligence chips has continued to "exceed supply", "constructing and deploying artificial intelligence solutions has almost already been almost alreadyTouch each industry ".

OPENAI CEO Sam Ultraman said that AI computing is more like energy. He believes that many people underestimate the demand for a large number of AI computing. This will be a very important thing in the future and very exciting.The world will need more chips for artificial intelligence computing, which will require global investment in many aspects to exceed our imagination.

In addition to the "AI selling shovel" Nvidia, which companies are expected to benefit from the AI ​​boom?Lu Yanxia said that AI computing power manufacturers must be the first and biggest benefit. In the next step, manufacturers who train large models, as well as manufacturers based on large model development AI applications, will also benefit from the track.

Yang Hanfang analyzed reporters that the development of the AI ​​industry has strengthened people's consensus on the realization of computing power, and its long -term and scale are gradually recognized by the market.With the leading position in the field of computing power, Nvidia has been fully recognized by the market. In the next stage, the same type of competing companies are looking forward to occupying a place in the expanding market.In addition to the fierce competition in the server field, such enterprises will pay close attention to the expansion of the application field of AI, and strive to form a unique advantage in many subdivided tracks in the future, and launch lightweight, strong and safe, high -durable products.Agra Stock

Looking forward to the future, Yang Hanfang said that the AI ​​boom will affect the upstream industries of the finished chip finished product, which needs to drive relevant enterprise performance by demand.With the expansion of data and computing power, the downstream of the AI ​​industry has also formed a technical breakthrough expectation, promoting related intelligent technology to commercial use from the laboratory.To some extent, the market will link the semiconductor industry, artificial intelligence industry, intelligent manufacturing, and robotic industry with the perspective of the industry chain. Related companies may benefit from the AI ​​boom in the future.