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Is China winning the AI race? Top tech analyst sounds the alarm

Is China winning the AI race? Top tech analyst sounds the alarm

Fox Business Clips
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    ALPHABET AMONG THE TWO MAY BE HARDER IN TERMS OF BUYING AHEAD OF IT BUT IT IS A GREAT STORY. THIS IS A NAME THAT MIGHT BE MORE RANGE BATTLE BUT IT NAME YOU NEED FOR THE LONG-TERM.

    Contexto extraído por IA WHY WOULD YOU PURCHASE ALPHABET TODAY BEFORE THE EARNINGS? ANGELA:ALPHABET AMONG THE TWO MAY BE HARDER IN TERMS OF BUYING AHEAD OF IT BUT IT IS A GREAT STORY. ... THIS IS A NAME THAT MIGHT BE MORE RANGE BATTLE BUT IT NAME YOU NEED FOR THE LONG-TERM.

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    Contexto da transcrição original
    …T WE WILL BE STRONG AND THE QUESTION IS WHETHER THEY BOOST THE. IF THEY DON'T, THE STOCK IS WELL IN THE ME NEAR-TERM. STUART: YOU WOULDN'T PURCHASE IN ADVANCE OF THAT. WOULD YOU PURCHASE INTEL IN ADVANCE OF THE ACTUAL EARNINGS? ANGELO:WE WOULD. IT IS REALLY GOING TO COME FROM HIGHER THAN EXPECTED DEMAND WITHIN DATA CENTERS THAT CONTINUES TO BE STRONG IN EARLY INNINGS ON THIS INFLECTION. WE THINK THAT WILL DRIVE IT DOES THIS QUARTER BUT MORE IMPORTANT FOR THE LONG-TERM HEALTH…

    WE WOULD.

    Contexto extraído por IA WOULD YOU PURCHASE INTEL IN ADVANCE OF THE ACTUAL EARNINGS? ANGELO:WE WOULD. IT IS REALLY GOING TO COME FROM HIGHER THAN EXPECTED DEMAND WITHIN DATA CENTERS THAT CONTINUES TO BE STRONG IN EARLY INNINGS ON THIS INFLECTION.

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    IT IS KIND OF AMONG THE CHEAPEST OF THE HYPER SCALARS. GIVEN WHERE THE MULTIPLES ARE FOR THIS STOCK, THIS IS A NAME THAT GOES HIGHER.

    Contexto extraído por IA HOW ABOUT MICROSOFT, MODEST RALLY RECENTLY REACHED $400 A SHARE. WHAT'S THE OUTLOOK? ANGELO:MICROSOFT IS A TOUGH ONE BUT IF YOU ARE LOOKING TO PLACE SOFTWARE IN A CONTRARIAN PLAY, IT IS KIND OF AMONG THE CHEAPEST OF THE HYPER SCALARS. ... GIVEN WHERE THE MULTIPLES ARE FOR THIS STOCK, THIS IS A NAME THAT GOES HIGHER.

Transcrição Completa
COMMENT PERIOD IS GOING TO END NEXT MONDAY. STUART: THANK YOU. ALPHABET REPORTS EARNINGS TOMORROW AND INTEL WILL REPORT EARNINGS THURSDAY. ANGELA ZENO JOINS ME NOW. WHY WOULD YOU PURCHASE ALPHABET TODAY BEFORE THE EARNINGS? ANGELA:ALPHABET AMONG THE TWO MAY BE HARDER IN TERMS OF BUYING AHEAD OF IT BUT IT IS A GREAT STORY. ON THE HYPER SCALER SIDE IT IS THE MOST EXPENSIVE. THIS IS A NAME THAT MIGHT BE MORE RANGE BATTLE BUT IT NAME YOU NEED FOR THE LONG-TERM. THEY HAVE BEEN THE BEST COMPOUNDER ABLE TO MONETIZE AI BETTER THAN ANYBODY OUTSIDE MATTER. THE KEY TO EARNINGS WILL BE ABOUT BUT CLOUD BUSINESS AND THE BACKLOG GROWTH. NEARLY DOUBLED THE LAST QUARTER. WE EXPECT ANOTHER SEQUENTIAL INCREASE. MAY NOT LOOK AS GREAT AS WE SAW LAST QUARTER BUT WE WILL BE STRONG AND THE QUESTION IS WHETHER THEY BOOST THE. IF THEY DON'T, THE STOCK IS WELL IN THE ME NEAR-TERM. STUART: YOU WOULDN'T PURCHASE IN ADVANCE OF THAT. WOULD YOU PURCHASE INTEL IN ADVANCE OF THE ACTUAL EARNINGS? ANGELO:WE WOULD. IT IS REALLY GOING TO COME FROM HIGHER THAN EXPECTED DEMAND WITHIN DATA CENTERS THAT CONTINUES TO BE STRONG IN EARLY INNINGS ON THIS INFLECTION. WE THINK THAT WILL DRIVE IT DOES THIS QUARTER BUT MORE IMPORTANT FOR THE LONG-TERM HEALTH OF INTEL IS THE BOUNDARY MOMENTUM. IT WILL BE WHAT WE'VE SEEN FROM ELON MUSK, APPLE, GOOGLE, ULTIMATELY INTEL WILL SIGN BUSINESS FROM THE HYPER SCALARS FROM NVIDIA AND MAJOR CHIPMAKERS AND THAT IS GOING TO HAPPEN OVER THE NEXT COUPLE YEARS SO INTEL TURNING THIS NATIONAL TREASURE FOR THE US. WE WILL NATIONAL TREASURE? STRONG WORD. HOW ABOUT MICROSOFT, MODEST RALLY RECENTLY REACHED $400 A SHARE. WHAT'S THE OUTLOOK? ANGELO:MICROSOFT IS A TOUGH ONE BUT IF YOU ARE LOOKING TO PLACE SOFTWARE IN A CONTRARIAN PLAY, IT IS KIND OF AMONG THE CHEAPEST OF THE HYPER SCALARS. IT MAY TAKE TIME FOR STOCK TO WORK BUT WE NEED TO SEE CLOUD GROWTH ACCELERATED AND YOU ARE GOING TO SEE THAT, UNIQUE GREATER DIVERSIFICATION, MORE OF A BRIGHT AREA THAT SAT ON THE SIDELINE BECAUSE OF HIGH EXPOSURE TO OPEN AI AND SOME DIVERSIFICATION HELPS AND ALSO CONTINUED MOMENTUM ON COPILOT AND OTHER AI TOOLS AS WELL. GIVEN WHERE THE MULTIPLES ARE FOR THIS STOCK, THIS IS A NAME THAT GOES HIGHER. STUART: THE NEXT COUPLE WEEKS OR YEARS? WHICH WAS IT? ANGELO:IT IS NOT A CONTRARIAN PLAY. STUART: OPEN AI AND ANTHROPIC EXECUTIVES MORNING CHINESE AI MODELS POSE NATIONAL SECURITY DATA PRIVACY RISKS. IS CHINA'S AI PROGRAM EDGING AHEAD OF THE US AND ARE THEY CHEATING? ANGELO:AN ASPECT OF A CLOSING OF THE GAP IN TERMS OF WHAT THE CHINESE HAVE BEEN ABLE TO DO. IT IN THE HANDS OF THE US GOVERNMENT. CLEARLY ANTHROPIC AND OPEN AI AND OTHERS WILL SCREAM AT THIS GIVEN YOUR SEEING CLOSING OF THE GAP AND COMPETITIVE PRESSURES AHEAD OF MAJOR IPOs. THERE SHOULD BE GREATER REGULATORY OVERSIGHT IF THERE IS TANGIBLE SECURITY CONCERNS BUT SOLELY ON DICTATED TO EASE COMPETITIVE PRESSURES AT BUT THAT IS NOT NECESSARILY WHAT YOU'RE GOING TO SEE. LARGE LANGUAGE MODELS TO GO DOWN SIGNIFICANTLY

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