If you're not dropping the word AI in your earnings calls, you must not be playing the game right...
Source: BofA, The Transcript
The AI data center value chain
by Evan, SPEAR
A new study by the University of Arkansas pitted 151 humans against ChatGPT-4 in three tests designed to measure divergent thinking, which is considered to be an indicator of creative thought
Not a single human won. Source: Jeremiah Owyang
Trends in reshoring, electrification and AI are propelling US investment renaissance
Source: BNP Paribas Asset Management
JPMorgan Unveils IndexGPT in Next Wall Street Bid to Tap AI Boom.
The bank is creating thematic investment baskets using GPT-4 model. Trademark for name was filed last year, stirring speculation A year after a wave of speculation broke out over its application to trademark the word “IndexGPT” in connection to an unspecified artificial intelligence-powered tool, JPMorgan Chase & Co. is finally unveiling the product that will bear the name. IndexGPT is a new range of thematic investment baskets created with the help of OpenAI’s GPT-4 model. The tool generates a list of keywords associated with a theme, which are then fed into a separate natural language processing model that scans news articles to identify companies involved in the space. In essence, it’s a largely automated way to create so-called thematic indexes, which identify investments based on emerging trends — think cloud computing, e-sports or cybersecurity — rather than on traditional industry sectors or company fundamentals. Source: Yahoo Finance, Bloomberg
Goldman Sachs is pounding the table on AI energy theme, and pitching uranium miner cameco ($CCJ) as top commodity idea for the space.
Source: www.zerohedge.com
AI Boom’s Secret Winners? The Companies Expected to Power It
The AI boom is set to drive a rally in what's traditionally the most boring corner of the stock market: utilities. Utilities to see booming demand as more data centers go online. Power consumption will increase massively. Goldman's Power Up basket has soared 28% and the Data Center Equipment basket is up more than 18%. Source: Blomberg, HolgerZ
Here’s a nice map on AI companies by modality
Source: @chiefAIoffice, Pitchbook
