Will AI become a technology theme for the next decade? UBS: Software and semiconductor companies benefit the most!
沈阳交友娱乐网
发表于 2024-1-4 12:09:08
3405
0
0
UBS stated in its latest report that the technology industry has just begun a large-scale growth cycle, and by 2027, the widespread application of artificial intelligence in various economies will drive AI models and applications into a $225 billion niche market.
The report states that compared to $2.2 billion in 2022, this is a huge leap, marking a compound annual growth rate of nearly 152%.
UBS predicts that the total revenue of the artificial intelligence industry will increase by 15 times, from $18 billion in 2022 to $420 billion in 2027, with a compound annual growth rate of 72%. This forecast is 40% higher than UBS's previous forecast. Researchers acknowledge that UBS's previous predictions may have been too conservative.
The bank pointed out that stronger than expected demand will drive the development of artificial intelligence software, driving a compound annual growth rate of 138% in the application field.
The report states, "If the launch of the ChatGPT application is the 'iPhone Moment' of the artificial intelligence industry, then in our view, the many recently launched applications, such as Microsoft's Copilots and OpenAI's Turbo with Vision launched in the fourth quarter of 2023, mean that the App Store Moment of the artificial intelligence industry has arrived."
In addition to the software market, UBS also pointed out that, driven by emerging trends such as GPU cloud and artificial intelligence edge computing, AI infrastructure spending will also grow rapidly, and the size of this segment is expected to grow from 25.8 billion dollars in 2022 to 195 billion dollars in 2027.
The report states, "This may make artificial intelligence one of the fastest-growing and largest fields in the global technology industry, and can be considered the 'technology theme of the past decade', as we have not seen similar growth in other technology fields."
UBS believes that the GPU and chip sectors will be the biggest beneficiaries of strong spending on artificial intelligence in the coming years, with a compound annual growth rate expected to be 60% from 2022 to 2027, and industry revenue expected to grow from $15.8 billion in 2022 to $165 billion in 2027.
Although some investors may be concerned about the increasing regulatory discourse surrounding artificial intelligence, UBS stated that "sooner is better than later.".
"In summary, regulation, including export controls, is a risk worth paying attention to, but as we recently emphasized in our semiconductor special report, excessive adjustments caused by geopolitics or regulation may bring buying opportunities," the investment bank wrote in the report.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
-
AIエクスプレスによると、10月3日、米株の人気の中概株盤の前が低くなり、ピッピッピッと5%近く下落し、相多、名創優品、小鵬自動車は3%超下落し、百度、蔚来自動車、京東は2%超下落した。 ...
- SOGO
- 前天 17:06
- 支持
- 反对
- 回复
- 收藏
-
ナスダック中国の金龍指数は5%超上昇し、楽しい自動車は120%超上昇し、金山雲は18%超上昇し、ピシャリと12%超上昇し、子牛の電動、怪獣の充電は10%超上昇し、愛奇芸は8%超上昇し、テンセント音楽、新東方は7%超上昇 ...
- hecgdge4
- 前天 10:28
- 支持
- 反对
- 回复
- 收藏
-
10月1日、理想自動車が9月に納入したデータによると、9月に理想自動車が新車53709台を納入し、前年同月比48.9%増となった。 今年第3四半期、理想自動車は前年同期比45.4%増の152831台を納入した。今年9月30日現在、 ...
- 就放荡不羁就h
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
EUが中国の電気自動車に関税を課す方針、独首相と財務相が反発 ドイツ連邦のショルツ首相は現地時間の10月2日、EUが中国の電気自動車に一時的な補助金税を課す紛争を解決するために中国と交渉することを表明した。 ...
- 寒郁轩良
- 昨天 10:13
- 支持
- 反对
- 回复
- 收藏