OpenAI as soon as he did, the rage: and he gathered 6.6 billion, with a kick. A record provided by a private company. Assessment? A staggering number of 157 us dollar. The message is clear: HE's still attractive to investors.
However, beyond these figures, the ballooning is a reality, a little less glamorous. The remnant of the giants of the technology, and companies are starting to industry, but invest the amount of the astronomical to HIM, but not before the earnings. A paradox, that if it raises more and more questions in the Silicon Valley and beyond.
The boom of investment in IT, but no money
OpenAI it is only the tip of the iceberg. Elsewhere in the sector, the technology, the IAI is gllabëron budgets, huge. Microsoft invested 19 billion in just one quarter. Google, Amazon, Meta... they follow suit. The reason? The training of the models to HIM it requires tremendous power in the computer. Requires the center of a large database, thousands of the GPU to the latest, and of a substantial amount of energy. Not to mention the salaries of stratosferike of experts in artificial intelligence, in the form of the truth of the rock's followed by each company.
But these investments are of a huge't you come back yet to the income of an equivalent. Despite the success of his glare alone OpenAI is going to miss the 5 billion dollars this year. The remnant of the giants, and the familiar fight for them, and make their own efforts to be rewarded.
Bllofi the majority of the smartfonëve with IT
Manufacturers of phones, intelligent, they have been a fixture of the furishme to integrate IT into their devices. Google, Apple, Samsung... they sing praises to the the features of the new HE. Edit smartphone photos, suggestions as to the contextual, assistants voice of the most powerful... the Promise is appealing. But the reality is, most of the sfumuar.
Leo Gebbie, an analyst at CCS Insight, highlights an important issue: “the Customers don't pay more to have access to the following features of IT. And, for the time being, they don't seem to be willing to change their phone just for this.” The result is an investment with a mass in the Research and Development, with a return to an unsafe investment. The producers hope that the intelligent man will increase sales in a market saturated. At the moment, this is not the case.
HE's in the business
In terms of business, IT is gives life, hope, and skepticism. Microsoft yes, it focuses more on the wizard Copilot, to improve the Office. The problem is that the price is doubled, without any of the value of the apparent increase.
This is not an isolated story. A lot of companies are fighting for a return to be experienced by their investments in artificial intelligence. The promises of productivity growth are consistent with the reality on the ground. The training of the employees, the compliance of the processes, the administration of all algoritmike... the Integration of the IT is a challenging and complex that it cannot be reduced to the purchase of the software mrekullibërës.
Would you break out the bubbles of IT?
Before this, the gap between investment and returns, and some have begun to worry. The shares of the giants as well Alphabet and Microsoft it has decreased in the last few months. The economic entrepreneur, having run in the startupet, and HE began to ask questions.
David Cahn, investor Sequoia, which has made the calculations: in order to be profitable, the ecosystem is, IT must generate a revenue of over 600 billion dollars per year. One goal that seems to jorealist in the short term. Some even fear a “bubble-HE” associated with the bubble of the internet of the 2000s.
However, the vast majority of the players in the industry to be sure that these are major investments will ultimately be rewarded. IT is considered a technological transformation, the capacity to revolutionize many sectors. But the road to profit, it seems to be a much longer and more twisted than it was expected.
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