Weekly insight: Is Generative AI the future of investment opportunities?
Since the emergence of Generative AI, there have been rumors that it has the ability to disrupt different industries and bring challenges and impacts to them. This technology will change the entire game rules. Generative AI requires a large amount of data input and powerful data processing capabilities, which can only be provided by cloud computing. This creates an attractive investment opportunity for investors.The future of AI lies in cloud computingThis new force of AI has clearly brought about significant development and change in our lives and work. The computation power and infrastructure required to train AI models and assist companies in applying this technology are huge.AI is a new technology that involves various aspects and training techniques, including robotic process automation, deep learning, machine learning, natural language processing, and virtual agents. These models require a large amount of data and powerful computing capabilities for training and operation. Only super-scale cloud service providers can handle this huge data processing task. Even large companies need to continue to expand to cope with the increasingly complex data processing. The generative AI technology that belongs to large language models is the same.Importance of AI and cloud computing towards investorsCloud spending is expected to continue to grow. However, many investors believe that this AI industry has entered the middle of its life cycle. Since 2017/2018, the industry has been researching and training individual GPT models, but it wasn't until ChatGPT and Midjourney AI drawing programs were introduced that the potential of Generative AI became widely known, shocking consumers and corporate executives alike. They are required to understand how Generative AI will bring important changes to our lives and work.So, which companies have prepared for this early? Which companies, although new to Generative AI technology, have the potential to benefit from it? And which companies will be the latest to embrace the new era of Generative AI? These analyzes will be an opportunity for investors. Investing in Global AI Stock StrategyGenerative AI technology only became widely known after the introduction of ChatGPT and DALL-E, and its unsupervised machine learning and deep learning applications shocked the world. We believe that we are currently at a turning point, where companies will accelerate their deployment of AI applications in enterprises to change their business models.Industries driven by AI may benefit as Generative AI growsGenerative AI is rapidly reshaping the entire technological landscape. It requires a large amount of data and powerful computing capabilities, making it manageable only for large-scale cloud service providers. As a result, industries related to AI, such as semiconductors and semiconductor equipment, are expected to benefit. Additionally, in the growth of Generative AI, AI-driven industries such as cloud-based software and services are also expected to reap the benefits.At the same time, many software companies have launched Generative AI components to automate processes, help clients execute tasks, and generate valuable insights from data.Importance NoticeThis document is for general information only. The information or opinion herein is not to be construed as professional investment advice or any offer, solicitation, recommendation, comment or any guarantee to the purchase or sale of any investment products or services. This document is for general evaluation only. 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