Artificial intelligence is everywhere and nowhere at the moment. Headlines advertise a brave new world of avatars, automated research assistants and virtual creatives. And yet, Wall Street analysts are concerned about a bubble as profitability remains in question.
The nascency of GenAI has created a dichotomy between investor expectations for immediate returns on GenAI investment and corporate ambition to advance their leadership position. Chief executive officers with unique competitive advantages from Marc Benioff at Salesforce to Jensen Huang at NVIDIA to C.C. Wei at TSMC are staking claims on GenAI with divergent views.
(QVEST)