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Nvidia, Amazon And Microsoft's Recent Activity Indicate Impending AI Bubble: 'When The Music Stops There Will Not Be Many Chairs Available'
Nvidia, Amazon And Microsoft's Recent Activity Indicate Impending AI Bubble: 'When The Music Stops There Will Not Be Many Chairs Available'
The ongoing excitement surrounding AI has prompted an analyst to highlight potential indicators of an impending market correction. Richard Windsor, a seasoned tech stock analyst and founder of Radio Free Mobile, has identified three recent occurrences that could signify an AI bubble.
What Happened: In a research note named "Magic Money Tree," Windsor voiced concerns about the influx of money into the AI sector without adequate attention to company fundamentals, CNBC reported on Thursday. He pointed out three developments that have raised red flags for him.
The first is the reported $5 billion valuation of NVIDIA-backed (NASDAQ:NVDA) generative AI company Cohere, which almost doubled its value last June, despite a 2023 annual revenue of just $13 million. Windsor called this a "reckless abandonment."
The second warning sign was Microsoft's (NASDAQ:MSFT) deal with Inflection AI, indicating that things were not going well at the AI startup. The "unusual deal" allegedly involves Microsoft paying around $650 million in cash to hire Inflection AI's staff and use its technology.
The third concern is Amazon's (NASDAQ:AMZN) additional $2.75 billion investment in Anthropic, a generative AI startup. Windsor highlighted the "FOMO effect" around AI, noting that even tech giants are not immune to it.
Windsor also mentioned that he would invest in Nvidia if compelled to enter the AI sector, as the U.S. chipmaker has been the primary beneficiary of the AI hype. Despite an 80% year-to-date increase in its stock, he warned that Nvidia would not be immune to a market correction.
Windsor added that "with very little attention being paid to company fundamentals in a sure sign that when the music stops there will not be many chairs available."
"The frenzy continues but it is one I am perfectly comfortable staying well away from."
Why It Matters: The AI sector's rapid growth has attracted significant attention from investors and analysts alike. Just a day before Windsor's note, it was reported that Microsoft was the most-purchased AI stock by Congress, surpassing Nvidia. This indicates the widespread interest in AI and the potential impact of major players in the sector.
Moreover, the launch of NVIDIA's latest AI chips has led to a bullish prediction by Goldman Sachs for significant growth in the memory chips used in AI systems. This suggests that the AI sector's growth is not just speculative but also supported by technological advancements.
Image via Shutterstock
The ongoing excitement surrounding AI has prompted an analyst to highlight potential indicators of an impending market correction. Richard Windsor, a seasoned tech stock analyst and founder of Radio Free Mobile, has identified three recent occurrences that could signify an AI bubble.
围绕人工智能的持续兴奋促使一位分析师强调了即将出现的市场调整的潜在指标。经验丰富的科技股分析师兼自由移动电台创始人理查德·温莎最近发现了三起可能预示着人工智能泡沫的事件。
What Happened: In a research note named "Magic Money Tree," Windsor voiced concerns about the influx of money into the AI sector without adequate attention to company fundamentals, CNBC reported on Thursday. He pointed out three developments that have raised red flags for him.
发生了什么:CNBC周四报道,在一份名为 “Magic Money Tree” 的研究报告中,温莎对资金在没有充分关注公司基本面的情况下涌入人工智能领域表示担忧。他指出了三项事态发展,这给他带来了危险信号。
The first is the reported $5 billion valuation of NVIDIA-backed (NASDAQ:NVDA) generative AI company Cohere, which almost doubled its value last June, despite a 2023 annual revenue of just $13 million. Windsor called this a "reckless abandonment."
首先是英伟达支持的生成人工智能公司(纳斯达克股票代码:NVDA)报告的50亿美元估值,尽管2023年的年收入仅为1300万美元,但该公司去年6月的估值几乎翻了一番。温莎称这是 “鲁莽的放弃”。
The second warning sign was Microsoft's (NASDAQ:MSFT) deal with Inflection AI, indicating that things were not going well at the AI startup. The "unusual deal" allegedly involves Microsoft paying around $650 million in cash to hire Inflection AI's staff and use its technology.
第二个警告信号是微软(纳斯达克股票代码:MSFT)与Inflection AI的协议,这表明这家人工智能初创公司的情况并不顺利。据称,这项 “不寻常的交易” 涉及微软支付约6.5亿美元的现金来雇用Inflection AI的员工并使用其技术。
The third concern is Amazon's (NASDAQ:AMZN) additional $2.75 billion investment in Anthropic, a generative AI startup. Windsor highlighted the "FOMO effect" around AI, noting that even tech giants are not immune to it.
第三个担忧是亚马逊(纳斯达克股票代码:AMZN)向生成式人工智能初创公司Anthropic额外投资27.5亿美元。温莎强调了围绕人工智能的 “FOMO效应”,指出即使是科技巨头也无法幸免。
Windsor also mentioned that he would invest in Nvidia if compelled to enter the AI sector, as the U.S. chipmaker has been the primary beneficiary of the AI hype. Despite an 80% year-to-date increase in its stock, he warned that Nvidia would not be immune to a market correction.
温莎还提到,如果被迫进入人工智能领域,他将投资英伟达,因为这家美国芯片制造商一直是人工智能炒作的主要受益者。尽管今年迄今为止其股票上涨了80%,但他警告说,英伟达无法幸免于市场调整。
Windsor added that "with very little attention being paid to company fundamentals in a sure sign that when the music stops there will not be many chairs available."
温莎补充说:“由于很少关注公司的基本面,这无疑表明,当音乐停止时,可用的椅子将不多。”
"The frenzy continues but it is one I am perfectly comfortable staying well away from."
“狂潮仍在继续,但我非常舒服,远离这种狂潮。”
Why It Matters: The AI sector's rapid growth has attracted significant attention from investors and analysts alike. Just a day before Windsor's note, it was reported that Microsoft was the most-purchased AI stock by Congress, surpassing Nvidia. This indicates the widespread interest in AI and the potential impact of major players in the sector.
为何重要:人工智能行业的快速增长引起了投资者和分析师的极大关注。就在温莎发表报告的前一天,有报道称,微软是国会购买最多的人工智能股票,超过了英伟达。这表明人们对人工智能的广泛兴趣以及该行业主要参与者的潜在影响。
Moreover, the launch of NVIDIA's latest AI chips has led to a bullish prediction by Goldman Sachs for significant growth in the memory chips used in AI systems. This suggests that the AI sector's growth is not just speculative but also supported by technological advancements.
此外,NVIDIA最新的人工智能芯片的推出使高盛对人工智能系统中使用的存储芯片将大幅增长做出看涨预测。这表明人工智能行业的增长不仅是投机性的,而且还受到技术进步的支持。
Image via Shutterstock
图片来自 Shutterstock
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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