This post was originally published on this site.
00:00 Julie
So Maribel, as you then ask these questions going into this year and look at what these companies are going to be trying to convince the market of, how should investors be thinking about it? Should they, you know, be behaving and investing as though they are going, you know, that we are going to see this everywhere, that there is going to be uptake, that that these companies are going to continue to be successful at doing this?
00:26 Maribel
I think we’ve already seen that investment, Julie. I think people have already went in really deep, really hard in AI. and I think now the fear around the bubble, it’s a legitimate fear. We still have a long way before there’s anything that would be considered a crash. The question is really about upside.
00:46 Maribel
If you invested in it early, you’re doing great. If you invest in it recently, you’re just not probably going to see the type of gains that you thought you would see in the time frame that you want to see them in. So, in some ways it’s with a long or short game depending on where you came in on the AI journey.
01:07 Julie
Uh are there some places where there is still that upside?
01:13 Maribel
You know, right now, I think we’re still in a picks and shovels market, really. So if you are doing chips, if you are doing big iron, you know, Lenovo’s going to make a big launch at CES as an example, which to think Lenovo and CES uh outside of PCs, you wouldn’t have thought of those two things. But it just goes to show that that market still has a lot of upside for building the infrastructure for AI. It’s not typically what one would think about at CES and I’m sure we’re still going to see some flashy robots and other things come on stage to make it kind of cool and sexy. But uh big iron and chips are still where it’s at for the short term.