Shortly after the unveiling of the cheap AI computing technology of Chinese technology company Dipsic, the US technology sector raised concerns. Because the company has claimed that this technology will be able to give the same or better results at a lower cost than Western rivals. In this situation, Microsoft and Mater CEOs have argued for artificial intelligence or huge investment in AI. They said that this huge investment is very important for survival in the AI sector. They mainly made this argument to assure investors.
Microsoft plans to invest $ 1 billion and $ 1 billion in the AI sector in his current fiscal year.
Matter CEO Mark Zuckerberg says the long -term cost of investing in the AI sector and the cost of its infrastructure in the AI sector will serve as a strategic advantage.
And Microsoft CEO Satya Nadella said that there is a need for a large range of computer networks to meet the demand for the increase in the capacity of AI technology.
He added that since the AI is becoming more effective and readily available, its demand will increase.
Diplos, on the other hand, claimed that they had spent just $ 1 million to make their AI model. However, US technology companies say that Dipsic's claim is basically spent on computing energy, not the full model development cost.
However, some investors have expressed concern that they did not see the profit against this huge cost. Last week, Microsoft's shares dropped by 5 percent and the company said that their Azur cloud business growth rate would be lower than expected.
“I would like to see a clear guideline on how to earn income through these investments,” said Jacks Investment Management's portfolio manager and Microsoft investor.
Meanwhile, Meta shows its fourth quarter of its fourth quarter, but the company's sales forecast is very disappointing at present. Daniel Newman, analyst of the Futcharam Group, said, “Additional capital is being spent in the AI sector, but the necessary demand is not yet visible.”
However, some signals have been found that technology companies are rearranging their plans to ensure income flow in this sector. Microsoft's CF and Amy Hood said their capital expenditure would remain $ 22.5 billion in the next two quarters. However, the growth rate may decrease in the fiscal year 2021.
References: Reuters
