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OpenAI's Latest 'Eye-Popping' Valuation Ignites Analyst Expectations For 'Tidal Wave' Of AI Spending

OpenAI's Latest 'Eye-Popping' Valuation Ignites Analyst Expectations For 'Tidal Wave' Of AI Spending

OpenAI最新的“惊人”估值引发了分析师对人工智能支出'海啸式'增长的期望
Benzinga ·  10/03 16:50

OpenAI's latest valuation of more than $150 billion, plus Nvidia Corp's (NASDAQ:NVDA) "watershed" partnership with Accenture Plc (NYSE:ACN), indicates that the "AI tidal wave" of spending is hitting its next growth stage, according to a research note from Wedbush analyst Dan Ives.

OpenAI最新估值超过1500亿美元,再加上英伟达公司(NASDAQ:NVDA)与埃森哲公司(NYSE:ACN)的“具有里程碑意义的”合作伙伴关系,表明“AI的浪潮”支出正进入下一个增长阶段,根据Wedbush分析师丹·艾夫斯的研究报告。

Nvidia and Accenture announced an expanded partnership on Wednesday to help enterprises rapidly scale AI adoption.

英伟达和埃森哲周三宣布扩大合作伙伴关系,帮助企业快速扩大人工智能采用。

"Accenture will be a key player on the AI Revolution and this is a smart strategic partnership in our view that is the tip of the iceberg on the broader AI Revolution and demand adoption into 2025 and beyond," Ives said.

“埃森哲将成为人工智能革命的关键参与者,我们认为这是一项明智的战略合作伙伴关系,只是更广泛的人工智能革命和需求采用的冰山一角,远至2025年及以后,” 艾夫斯说。

AI starts with Nvidia, but the transformation is taking place across the broader tech space, Ives said.

艾夫斯表示,人工智能始于英伟达,但转型正在扩展至更广泛的技术领域。

For every $1 spent on an Nvidia GPU, there is an $8 to $10 multiplier across the tech sector, he adds. This reinforces Wedbush's bullish view for tech stocks over the next year, especially when coupled with the news out of OpenAI this week.

对于每花费1美元在英伟达gpu芯片-云计算上,跨技术领域就有8到10倍的乘数,他补充说。这强化了Wedbush对未来一年中科技股看好的观点,尤其是结合本周OpenAI的消息。

OpenAI announced Wednesday that it secured $6.6 billion in new funding at a valuation of $157 billion. Ives called it "eye popping."

OpenAI周三宣布以1570亿美元的估值获得66亿美元的新融资。艾夫斯称之为“令人瞠目结舌”。

The company plans to use the funding to accelerate AI research, increase compute capacity and continue building tools to solve complex problems.

该公司计划利用该资金加速人工智能研究,增加计算能力,并继续构建解决复杂问题的工具。

Ives called OpenAI a "key foundational linchpin" of the AI thesis given that the company's ChatGPT product acted as the world's "iPhone moment" in terms of generative AI.

艾夫斯称OpenAI是人工智能论点的“关键基石”,因为该公司的ChatGPt产品在生成式人工智能方面扮演了世界的“iPhone时刻”。

"Now we are seeing a $1 trillion of AI Capex over the next three years as OpenAI has been the linchpin to AI success and adoption we are seeing at Nvidia, Microsoft, Google, and across the tech world," Ives said.

“随着埃森哲已经成为英伟达、微软、谷歌等科技巨头的人工智能成功和采用的关键,未来三年人工智能资本支出预计将达到1万亿美元,”艾夫斯表示。

Ives noted that there is essentially a fourth Industrial Revolution taking place across semiconductors, software, infrastructure, smartphones and internet. He anticipates a tidal wave of AI spending on the buildout over the next 12 to 18 months.

艾夫斯指出,半导体、软件、基础设施、智能手机和互联网正在发生基本上第四次工业革命。他预计在未来12至18个月内,将出现人工智能支出的一场海啸。

"We also believe OpenAI now has a much more functional corporate structure which is a positive for the broader tech industry given how important Altman & Co. have become to the AI Revolution," Ives said.

“我们还认为,现在埃森哲已经有了更加有效的企业架构,对于更广泛的科技行业来说是一个积极因素,因为奥尔特曼及其公司已经变得对人工智能革命至关重要,” 艾夫斯表示。

OpenAI is restructuring its core business into a for-profit corporation that won't be controlled by its non-profit board. The OpenAI non-profit will reportedly remain in place and take a minority stake in the for-profit company, per Reuters.

OpenAI正在将其核心业务重组为一家不受其非盈利董事会控制的营利性公司。据路透社报道,OpenAI非营利组织将继续存在,并持有营利性公司的少数股份。

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Photo: Shutterstock

Photo: shutterstock

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