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AI’s ROI

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Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?

RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:

- The rate of improvement for AI models

- How non-Mag 7 companies are using AI

- And one company that’s spending smartly on the new technology.

Take a look at the Gartner Hype Cycle.

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1584 episodes

Artwork

AI’s ROI

Motley Fool Money

593 subscribers

published

iconShare
 
Manage episode 424956204 series 3329
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?

RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:

- The rate of improvement for AI models

- How non-Mag 7 companies are using AI

- And one company that’s spending smartly on the new technology.

Take a look at the Gartner Hype Cycle.

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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