In the AI race between Alphabet $GOOGL and Microsoft $MSFT, Alphabet is once again clearly ahead
Since the launch of ChatGPT, Alphabet stock has risen nearly 128%, while Microsoft's share price has only increased 98%. Source: HolgerZ, Bloomberg
This is where AI gets its facts…
Source: Stocktwits, Visual Capitalist
Hyperscaler growth is set to slow meaningfully over the next year
Will AI CapEx follow? Chart: Goldman Sachs thru Markets & Mayhem
Interesting by Chartr showing that AI data centers could soon contribute more to CO2 emissions than aviation does now.
After boycotting flying, will climate activists make a push to start boycotting TikTok and YouTube with all the AI generated clips and stop using Google, Facebook and the like? Source: Chartr, Michel A.Arouet
According to Ark Invest, Robotaxis could generate $34 Trillion in Enterprise Value by 2030
Tesla's $TSLA market cap is only $1.05 Trillion right now Source: Barchart, Ark Invest
Microsoft, $MSFT, has said that these are the 40 jobs most at risk by AI
Source: unusual whales
Buy-now-pay-later firm Klarna reported AI-driven sales growth for the second quarter, enabling the company to generate revenues of $1 million per employee.
👉 The Swedish company said it had 20% like-for-like sales growth in the second quarter, with total revenues coming in at $823 million for the period. 👉The firm also saw adjusted operating profits of $29 million, up significantly from the first quarter’s $3 million. “AI adoption continues to deliver significant, tangible results. As a result of this strategy, average revenue per employee reached $1.0m, up 46% [year on year in the second quarter],” the company said in its quarterly report. 👉Klarna has aggressively leveraged AI to boost productivity performance. It has shed two in five jobs over the past two years as a result. “This shift reflects the growing impact of AI and automation in eliminating manual, time-consuming work across Klarna,” the company had said in its first-quarter results.
What do you notice on this chart?
Source: PlotSet
