结论:半导体层目前占据了 Gen AI 堆栈的约 83%(900 亿美元收入中的 750 亿美元)。这比半导体目前在云堆栈中占据的约 10% 要高得多! #2 到目前为止,Gen AI 的利润来自哪里? 我们也得到了盈利能力的倒置堆栈,其中半导体占据了当今最高的份额[3]: ...
The second wave is theML/AIcycle, which started in earnest with Generative AI. As we are in the early innings of this cycle, and most companies are very young, we have been liberal in including young startups (a good number of which are seed stage still) in the landscape. Note: thos...
The economics of Generative AI So why are we all here? This wave is very, very different. You have a model and that model will take in a natural language, like English, and will output something. It can be a conversation, an image—it can use whatever. As we know, this has been ...
This post explores the economics of traditional AI and why it’s typically been difficult to reach escape velocity for startups using AI as a core differentiator (somethingwe’ve written about in the past). It then covers why generative AI applications and large foundation-model companies look ...
Generative AI has hit the ground running—so fast that it can feel hard to keep up. Here’s a quick take pulled from our top articles and reports on the subject.
IBM Institute for Business Value | Research Insights The ingenuity of generative AI Unlock productivity and innovation at scale How IBM can help Clients can realize the potential of AI, analytics, and data using IBM's deep industry, functional, and technical expertise; enterprise-grade technology ...
Gen AI demand scenarios As organizations navigate the complexities of adopting gen AI, strategic utilization of these archetypes becomes imperative. Factors such as the economics of gen AI adoption, algorithm efficiency, and continual hardware advancements at both component and system...
Generative AI (Gen AI) is shaping the future of marketing. In the next decade, Gen AI will influence how marketers interact and communicate with customers,
Not only is Oracle delivering an integrated, seamless AI experience, but we’re also delivering it where you need it. You can useOracle Cloud Infrastructure (OCI) Generative AIin the Oracle Cloud and leverage all the advantages of the public cloud to scale solutions on demand, customize models...
Acemoglu argues that generative AIcouldbe used to expand the capabilities of workers by, for example, supplying real-time data and reliable information for many types of jobs. Think of an intelligent AI agent, but one versed on the intricacies of, say, factory-floor production. Yet, he write...