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The Exiled · 06.07.2024., 13:31

Citiraj:

There's a small problem with the AI industry: It's making absolutely no money

Citiraj:

The current frenzy over AI resembles the early days of gold being found in California in the 19th Century, with everyone rushing into the AI sector hoping it'll make them rich. Companies that hoped to profit from using AI to boost productivity — ranging from H&R Block to Walmart — have seen their shares vastly underperform the broader stock market since the tail end of 2022. AI's market penetration is also surprisingly shallow. Only five percent of businesses are using AI, according to a US Census Bureau report flagged by The Economist, and that number is only projected to rise to about 6.6 percent by this autumn. Adoption rates may be stymied by concerns over hallucinations, when AI just makes stuff up, and security and privacy issues because these models are essentially black boxes that may spit out important trade secrets. In other words, there's a huge amount of hype — but so far, the only companies making much actual revenue off AI are the ones selling the hardware it needs, like nVidia.

Izvor: Futurism

Citiraj:

AI industry needs to earn $600 billion per year to pay for massive hardware spend

Citiraj:

Despite massive investments in AI infrastructure by high-tech giants, revenue growth from AI has yet to materialize, indicating a significant gap in the ecosystem's end-user value. nVidia earned $47.5 billion in datacenter hardware revenue last year (with most hardware being compute GPUs for AI and HPC applications). Companies like AWS, Google, Meta, Microsoft, and many others invested heavily in their AI infrastructure in 2023 for applications like OpenAI's ChatGPT.

Cloud providers, notably Microsoft, are heavily investing in GPU stockpiles. nVidia reported that half of its datacenter revenue comes from large cloud providers, with Microsoft alone likely contributing around 22% of nVidia's Q4 FY2024 revenue. Meanwhile, the company sold some $19 billion worth of datacenter GPUs in Q1 FY2025. The introduction of nVidia's B100/B200 processors, promising 2.5 times better performance while costing only 25% more, will likely drive further investments and create another supply shortage.

Ultimately, while AI holds transformative potential and companies like Nvidia play a crucial role, the road ahead will be long and challenging as businesses and startups have yet to invent applications that make money.

Izvor: Tom's Hardware