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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.
圍繞人工智能的持續興奮促使一位分析師強調了即將出現的市場調整的潛在指標。經驗豐富的科技股分析師兼自由移動電臺創始人理查德·溫莎最近發現了三起可能預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.
發生了什麼:CNBC週四報道,在一份名爲 “Magic Money Tree” 的研究報告中,溫莎對資金在沒有充分關注公司基本面的情況下湧入人工智能領域表示擔憂。他指出了三項事態發展,這給他帶來了危險信號。
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."
首先是英偉達支持的生成人工智能公司(納斯達克股票代碼:NVDA)報告的50億美元估值,儘管2023年的年收入僅爲1300萬美元,但該公司去年6月的估值幾乎翻了一番。溫莎稱這是 “魯莽的放棄”。
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.
第二個警告信號是微軟(納斯達克股票代碼:MSFT)與Inflection AI的協議,這表明這家人工智能初創公司的情況並不順利。據稱,這項 “不尋常的交易” 涉及微軟支付約6.5億美元的現金來僱用Inflection AI的員工並使用其技術。
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.
第三個擔憂是亞馬遜(納斯達克股票代碼:AMZN)向生成式人工智能初創公司Anthropic額外投資27.5億美元。溫莎強調了圍繞人工智能的 “FOMO效應”,指出即使是科技巨頭也無法倖免。
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.
溫莎還提到,如果被迫進入人工智能領域,他將投資英偉達,因爲這家美國芯片製造商一直是人工智能炒作的主要受益者。儘管今年迄今爲止其股票上漲了80%,但他警告說,英偉達無法倖免於市場調整。
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."
溫莎補充說:“由於很少關注公司的基本面,這無疑表明,當音樂停止時,可用的椅子將不多。”
"The frenzy continues but it is one I am perfectly comfortable staying well away from."
“狂潮仍在繼續,但我非常舒服,遠離這種狂潮。”
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.
爲何重要:人工智能行業的快速增長引起了投資者和分析師的極大關注。就在溫莎發表報告的前一天,有報道稱,微軟是國會購買最多的人工智能股票,超過了英偉達。這表明人們對人工智能的廣泛興趣以及該行業主要參與者的潛在影響。
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對人工智能系統中使用的存儲芯片將大幅增長做出看漲預測。這表明人工智能行業的增長不僅是投機性的,而且還受到技術進步的支持。
Image via Shutterstock
圖片來自 Shutterstock
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
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., 是關聯公司。
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