Apple, Microsoft, Nvidia Among 15 Companies That Stand to Benefit From AI: BofA

Seekingalpha2023-02-28

Investment firm Bank of America introduced a list of companies on Tuesday that it believes will benefit from the rise of artificial intelligence, including tech behemoths such as Apple, Microsoft and ...

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PhilipGoh
2023-03-01
PhilipGoh
Good read

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href=https://seekingalpha.com/news/3941774-apple-microsoft-nvidia-among-15-companies-benefit-from-ai><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment firm Bank of America introduced a list of companies on Tuesday that it believes will benefit from the rise of artificial intelligence, including tech behemoths such as Apple, Microsoft and ...</p>\n\n<a href=\"https://seekingalpha.com/news/3941774-apple-microsoft-nvidia-among-15-companies-benefit-from-ai\">Source 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America introduced a list of companies on Tuesday that it believes will benefit from the rise of artificial intelligence, including tech behemoths such as Apple, Microsoft and Nvidia.In the note, analysts from the firm noted that tech comapnies are now engaged in an \"AI arms race,\" with many developing their own chatbots similar to ChatGPT.ChatGPT is created by OpenAI, which recently signed a deal with Microsoft to integrate its technology into its Bing search engine and Edge web browser.Bank of America analysts added semiconductor companies, particularly GPU and chip equipment makers, are \"likely beneficiaries\" due to the fact that training and running large language models needs \"significant\" computing model.The analysts also explained cloud software analytics should benefit from increased data volumes, while cybersecurity stands to benefit from more sophisticated digital threats.Areas that could be disrupted include media, specifically, video, music and images, as generative AI is able to create content in these industries, which may lead to increased job automation.Companies listed:Microsoft via its OpenAI integrationAlphabet via its DeepMind Sparrow LLM and its recent Bard chatbotMeta Platforms (META) via its recent LLaMA large language model announcement and GPU enabled AI research superclusterApple as it benefits from licensing the search engine on iOSBaidu from its Ernie chatbotNvidia via its GPUs being used in AI arms raceASML as it is the \"leader\" in extreme ultraviolet lithography toolsTaiwan Semiconductor as it is the leader in foundry chip makingArista Networks  via high-throughput data center switches used for intensive AI workloadsAdobe from its Sensei AI platformShutterstock  which has a generative AI partnership with OpenAINICE Systems  via AI data surveillanceSAP  via its enterprise and business softwareRelx  via AI enabled information-based analytics/decision toolsPalantir  via its AI-enabled platforms used by both commercial enterprises 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