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Microsoft and Meta are among the leaders preparing to monetize GenAI for 2025: Mizuho.
Microsoft (NASDAQ: Microsoft), Meta (NASDAQ: META), among others, many leading technology companies are likely to lead the monetization of generative AI towards 2025.
"GenAI is still in the early stages of transforming large-scale business processes, but after a slightly slower start towards 2024, more significant progress towards enterprise adoption has been seen in the past few months," stated by analysts led by Greg Moskowitz of Mizuho in a report.
"Customers from various fields are considering the use of GenAI for various tasks, including automated software development through AI-driven code generation, optimization of marketing strategies with high-quality customized content, and improvement of user experience through conversational AI applications," he added.
Companies that have invested the most in AI internal research and development will play a crucial role in leading GenAI. This list includes not only Mizuho, but also Microsoft, Nvidia (NASDAQ: NVDA ）, Google (NASDAQ: GOOG) (NASDAQ: Gold), Meta, Amazon (NASDAQ: AMZN), Oracle Corp (NYSE: ORCL) are included. Naturally, these stocks have all received outperform ratings.
As the software company that benefits the most from GenAI, Mizuho lists Microsoft, ServiceNow (NOW), Salesforce (CRM), Adobe (ADBE), Palantir. NOW ) CRM ) ADBE ) PLTR) GitLab ( GTLB ) Snowflake ( SNOW) Cloudflare ( NET ) Palo Alto Networks ( PANW ) CrowdStrike ( CRWD ) Zscaler ( ZS ) Atlassian ( TEAM ) MongoDB ( MDB Oracle, NICE (, Five9 (, Zoom (, ETC are among them. NICEFive9 ( FIVN Zoom ( ZM ETC and others are among them.
It seems that the GenAI market is transitioning from copilot solutions to agents.
"Over the past few months, the market has transitioned from pilot-centered solutions to Agent Artificial Intelligence," said Mr. Moscowitz. "Agent AI assists in automatically solving complex, multi-step problems using advanced reasoning and iterative planning. It has been a hot topic in recent months, with many industry experts referring to this emerging technology as the 'next wave of Artificial Intelligence (AI).'"
"Specifically, AI agents collect and process data from various sources such as sensors and databases, with LLM effectively functioning as the orchestration and inference layer for this technology," he added.
Salesforce and Palantir are two of the early leaders in Agent AI.
"GenAI is still in the early stages of transforming large-scale business processes, but after a slightly slower start towards 2024, more significant progress towards enterprise adoption has been seen in the past few months," stated by analysts led by Greg Moskowitz of Mizuho in a report.
"Customers from various fields are considering the use of GenAI for various tasks, including automated software development through AI-driven code generation, optimization of marketing strategies with high-quality customized content, and improvement of user experience through conversational AI applications," he added.
Companies that have invested the most in AI internal research and development will play a crucial role in leading GenAI. This list includes not only Mizuho, but also Microsoft, Nvidia (NASDAQ: NVDA ）, Google (NASDAQ: GOOG) (NASDAQ: Gold), Meta, Amazon (NASDAQ: AMZN), Oracle Corp (NYSE: ORCL) are included. Naturally, these stocks have all received outperform ratings.
As the software company that benefits the most from GenAI, Mizuho lists Microsoft, ServiceNow (NOW), Salesforce (CRM), Adobe (ADBE), Palantir. NOW ) CRM ) ADBE ) PLTR) GitLab ( GTLB ) Snowflake ( SNOW) Cloudflare ( NET ) Palo Alto Networks ( PANW ) CrowdStrike ( CRWD ) Zscaler ( ZS ) Atlassian ( TEAM ) MongoDB ( MDB Oracle, NICE (, Five9 (, Zoom (, ETC are among them. NICEFive9 ( FIVN Zoom ( ZM ETC and others are among them.
It seems that the GenAI market is transitioning from copilot solutions to agents.
"Over the past few months, the market has transitioned from pilot-centered solutions to Agent Artificial Intelligence," said Mr. Moscowitz. "Agent AI assists in automatically solving complex, multi-step problems using advanced reasoning and iterative planning. It has been a hot topic in recent months, with many industry experts referring to this emerging technology as the 'next wave of Artificial Intelligence (AI).'"
"Specifically, AI agents collect and process data from various sources such as sensors and databases, with LLM effectively functioning as the orchestration and inference layer for this technology," he added.
Salesforce and Palantir are two of the early leaders in Agent AI.
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