C3 AI Q3 2024 earnings conference call is scheduled for Feb ...
C3 AI Q3 2024 earnings conference call is scheduled for Feb 28 at 5:00 PM ET /Feb 29 at 6:00 AM SGT/Feb 29 at 9:00 AM AEST. Subscribe NOW to join the live earnings conference and hear directly from C3 AI's management!
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What do you expect from C3 AI's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what C3 AI's management has to say!
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Northsea9 : This company is quite secretive, and the business content is not very transparent! Its main source of profit has not been fully disclosed to the outside world. I have seen many advertisements about its scope of business. I have specifically looked at this so-called business analysis data. It seems to be similar to chatgpt. The difference is that chatgpt targets the popularization and provides independent professional models for business promotion, but 3C AI cannot understand the three points, nor does it seem that it can support its business development and model development! First, there are no reports of large-scale GPU purchases, that is, hardware is leased or outsourced, so the scope of business is narrow and belongs to a specific field! Second, the current model specially developed for specific organizations has changed from high-end development to relatively casual ordinary products due to the increasing power of chatgpt, so 3C AI and ChatGPT's business overlap and are competitive! Third, 3C AI appears to belong to a differentiated product category of artificial intelligence derived from ChatGPT 3.5 that specifically targets non-ordinary users! So the future of 3C AI is bound and even covered by ChatGPT! From Nvidia, we've seen that the core of artificial intelligence is hardware, or GPU, not software models! Because current artificial intelligence models can self-establish new models! That's the crux of the matter! So it's no surprise that Nvidia will continue to rise! But Arm is consistent with Nvidia! Because Arm is also engaged in GPU hardware development, it is in sync with Nvidia! Therefore, Arm's stock price and market capitalization are second only to Nvidia in the AI market! Arm is unable to develop because of SoftBank's control! National security is the crux of the matter! Arm is a British company after all! SoftBank is a Japanese company! If you know TSMC, you'll understand! If TSMC were an American company, the stock would have been over $1,000 a long time ago!