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Dan Ives Says AI Is The 'Fourth Industrial Revolution' After 'Robust' Results From Microsoft And Google: '1995 Moment'

Dan Ives Says AI Is The 'Fourth Industrial Revolution' After 'Robust' Results From Microsoft And Google: '1995 Moment'

丹·艾夫斯說,人工智能是繼微軟和谷歌取得了 “強勁” 業績之後的 “第四次工業革命”:“1995 時刻”
Benzinga ·  04/26 11:17

Tech bull Dan Ives expressed optimism after Microsoft Corp. (NASDAQ:MSFT) and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's March 2024 quarter earnings, reiterating his belief that the "AI revolution" is here.

科技牛市丹·艾夫斯在微軟公司(納斯達克股票代碼:MSFT)和Alphabet Inc之後表示樂觀。s(納斯達克股票代碼:GOOG)(納斯達克股票代碼:GOOGL)谷歌2024年3月的季度業績,重申了他對 “人工智能革命” 即將到來的信念。

What Happened: Wedbush's Ives called Microsoft and Google's earnings "robust" and said money is going into artificial intelligence (AI) technologies.

發生了什麼:Wedbush的艾夫斯稱微軟和谷歌的收益 “強勁”,並表示資金正在流向人工智能(AI)技術。

He expressed his excitement about the strong tech results from Microsoft and Google and referred to the AI Revolution as a "1995 moment," in an interview with Bloomberg Surveillance.

他在接受彭博監測採訪時對微軟和谷歌的強勁科技業績表示興奮,並將人工智能革命稱爲 “1995年的時刻”。

He emphasized the need for increased AI spending, suggesting that it indicates a shift towards the "fourth industrial revolution."

他強調需要增加人工智能支出,這表明正在向 “第四次工業革命” 轉變。

Great to be on @bsurveillance with @FerroTV and @lisaabramowicz1 discussing robust tech results from Redmond and Alphabet as the AI Revolution is a 1995 Moment @business

— Dan Ives (@DivesTech) April 26, 2024

很高興能在 @bsurveillance 和 @FerroTV 和 @lisaabramowicz1 討論雷德蒙德和 Alphabet 的強勁技術業績,因爲人工智能革命是 1995 年的時刻 @business

— 丹·艾夫斯 (@DivesTech) 2024 年 4 月 26 日

Both Microsoft and Google beat analyst expectations in terms of revenue and earnings per share (EPS.)

微軟和谷歌的收入和每股收益(EPS)都超出了分析師的預期。

While Microsoft reported a 17% increase in revenue year-on-year to $61.9 billion, Google parent Alphabet reported a 15% growth in revenue during the same period to $80.539 billion and announced its first-ever dividend.

儘管微軟報告收入同比增長17%,達到619億美元,但谷歌母公司Alphabet報告同期收入增長了15%,達到805.39億美元,並宣佈了有史以來的首次分紅。

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訂閱 Benzinga 科技趨勢時事通訊 將所有最新的技術開發發送到您的收件箱。

Why It Matters: Ives referred to the current state of AI as a significant turning point in the industry.

它爲何重要:艾夫斯將人工智能的現狀稱爲該行業的重大轉折點。

His comments are in line with his previous statements, where he expressed optimism about the prospects of big technology companies in the March 2024 quarter, citing the AI revolution and improving ad spending as catalysts for a 15% rally in tech stocks.

他的評論與他之前的聲明一致,他在聲明中對大型科技公司在2024年3月季度的前景表示樂觀,理由是人工智能革命和廣告支出的改善是科技股上漲15%的催化劑。

Ives has been increasingly bullish about his "AI revolution" thesis, stating that we are just beginning to enter this cycle, and the "popcorn" is just getting out.

艾夫斯越來越看好他的 “人工智能革命” 論點,他說我們才剛剛開始進入這個週期,“爆米花” 才剛剛問世。

He also compared Microsoft CEO Satya Nadella to a "grandmaster chess player" and lauded Microsoft's Azure cloud platform for its growth in the AI sector.

他還將微軟首席執行官薩蒂亞·納德拉比作 “特級棋手”,並稱贊微軟的Azure雲平台在人工智能領域的增長。

Price Action: At the time of writing, Microsoft's shares were trading 2.9% higher at $410.66, while Alphabet Inc.'s shares were up 9.91% at $173.61, according to Benzinga Pro.

價格走勢:在撰寫本文時,微軟股價上漲2.9%,至410.66美元,而Alphabet Inc.”根據Benzinga Pro的數據,s股價上漲9.91%,至173.61美元。

Check out more of Benzinga's Consumer Tech coverage by following this link.

通過以下方式查看 Benzinga 對消費科技的更多報道 點擊這個鏈接

Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

免責聲明: 該內容部分是在 Benzinga Neuro 的幫助下製作的,並由 Benzinga 編輯審查和出版。

Photos courtesy: World Economic Forum on Flickr

照片來源:Flickr 上的世界經濟論壇

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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