在CUBE Pod上：股票市场获得焦急和Anthropic文件 IPO
纽约证券交易所的摇摆乐在上周五的CUBE Pod上声名狼藉人们对人工智能泡沫的担忧不断上升
包括Intel公司，Alphabet Inc.,Amazon.com Inc.,CoreWeave Inc.和Fortinet Inc.在内的多家技术公司都看到了它们的股票下跌，这表明投资者可能对所有AI的基础设施支出产生怀疑。 与此同时，Anthropic PBC向美国证券交易委员会申请了最初的公开报价，这看起来是外出最大的AI开发商之一的盛大的首发(尽管公司仍未盈利).
也引起轰动的是，NYSE母公司洲际交易所(ICE)将与Trade[XYZ]合作，将建立在加密货币交易平台上的长期期货市场(Hypervolid)带入美国，但须经监管批准。
称 John Furrier(图画，左),CUBE研究的执行分析师。 “它让我想起了云计算，它是如何重新对数据中心进行平分的。 NYSE是资本主义的大教堂。 纳斯达克最初是作为场外布告栏。 技术科很早就在那里，然后只在那里列出。 但现在游戏已经改变了。 看到NYSE和Nasdaq的竞争将如何展开
在CUBE Pod的最新一集中，CUBE研究首席分析师Furrier和Dave Vellante(右)讨论了Anthropic的IPO和Friday的股市动荡对AI泡沫的潜在暗示。 他们还探索了Intel的错误步骤和全面建设基础设施公司的机会。
AI气泡发布一些空气
上星期，Alphabet的股票在报告搜索收入增长放缓后下跌了12多 %，可能是因为聊天机器人正在吸引人们离开浏览器。 Amazon也有一个令人失望的星期五，随着公司继续将资金倒入AI基础设施建设，其股票下跌了7%.
尽管投资者担心，Vellante仍看到AI泡沫释放出一点空气。 他认为这是AI市场未来健康的迹象。
“想一想1600年代的郁金香泡沫”,Vellante 称。 “想想1980年代日本房地产泡沫。 考虑一下那个点报那个点 -com实际上不一样。 Dot -com，他们都。.. 超赞了。 他们推动大规模的估价。 但是，点-com实际上发挥了作用。 这实际上超出了预期。 我认为有些事情我们可以从中学习。
Furrier看到了一个正增长周期的证据，从云增长开始，这是支持AI扩展所需要的。 他还建议，随着企业AI开始创造就业机会，而不是将他们带走，基础设施的繁荣可以与新云摇摆并存。 他表示，上周并不一定说明AI泡沫很快会爆发。
他表示，" 你开始看到过渡的开始。 华尔街正在想办法我认为他们还不明白。 但是，如果你看看专家在内部的语言和所有IPO的位置，这些IPO的价值——他们想要持久。 硅谷科技生态系统平台的转型将进入市场。 这是一个平台游戏。”
Intel受到挫折
Intel股票上星期跌得最快，在星期四收入报告之后，几乎下降了30%. 公司已经向CPU倾斜而凌驾于GPU之上，而Vellante认为这缺少了标记；真正的游戏不是CPU对GPU，而是AI平台。 然而，他和Furrier预测Intel会构成一些地盘。
“Lip-Bu Tan和Intel有机会”,Furrier 称。 “你基本上失去了他们曾经立足的超大规模市场。 你仍然运行x86在一些集群。 但是他们得看看其他的脚印我想他会转身。 这是多年的旅程，但事实是为什么我不认为这是个泡沫
Intel仅仅是一个迅速变化的生态系统中的一个组成部分。 尽管AI的繁荣与古老的泡沫作一比较，但CUBE的结论是，这仍然是市场必须应对的一个独特现象，一个将持续数十年的现象。
“这只是自然的收养阶段”,Vellante 称。 “不同的是很多事情。 像你称一样技术突然通货紧缩我们用CapEx换劳动力，我们正看到个人生产力的提高，这些事情只是需要时间。 当然，华尔街就像，给我看钱。
以下是本周CUBE Pod的完整一集：
照片：SiliconANGLE
SiliconANGLE联合创始人John Furrier的留言：
支持我们的使命，通过与CUBE社区接触，保持内容的开放和自由。 加入CUBE的校友信托网络，其中技术领导者相互连接，分享情报并创造机会。
- 15M+观看CUBE视频，为跨越AI、云、网络安全等的对话提供动力
- 11.4k+CUBE校友——通过一个独特的信任网络，与11,400多位技术和企业领袖建立联系，塑造未来
你是AWS客户吗？在财务上支持SiliconANGLE，从我们的市场门户页面和链接购买您的AWS服务：https://siliconangle.com/aws-marketplace/
关于 SiliconANGLE 媒体
SiliconANGLE Media由技术视觉家John Furrier和Dave Vellante所创立，构建了产业领先数字媒体品牌的动态生态系统，达到了1500+百万精英技术专业人士。 我们的新专有CUBE AI Video Cloud正在观众互动中突破地步
本文由 AI宝库自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
On theCUBE Pod: Stock market gets the jitters and Anthropic files IPO
The hubbub at the New York Stock Exchange was audible on theCUBE Pod last Friday, with concerns rising over the artificial intelligence bubble.
Several tech companies, including Intel Corp., Alphabet Inc., Amazon.com Inc., CoreWeave Inc. and Fortinet Inc., saw their stock fall, suggesting that investors may have doubts about all that AI infrastructure spending. At the same time, Anthropic PBC filed for an initial public offering with the U.S. Securities and Exchange Commission, which looks to be a grand debut for one of the biggest AI developers out there (despite the company still not turning a profit).
Also causing a stir is the announcement that NYSE parent company, Intercontinental Exchange (ICE), will partner with Trade[XYZ] to bring perpetual futures markets built on cryptocurrency trading platform, Hyperliquid, to the U.S., subject to regulatory approval.
“The whole idea of exchange is going to change,” said John Furrier (pictured, left), executive analyst at theCUBE Research. “It reminds me of cloud computing, how it re-leveled the data center. NYSE is the cathedral of capitalism. Nasdaq started as an over-the-counter bulletin board. Tech was early there and then only listed there. But now the game has changed. It’s very interesting to see how the competition between the NYSE and the Nasdaq is going to play out.”
On the latest episode of theCUBE Pod, Furrier and Dave Vellante (right), chief analyst at theCUBE Research, discussed what Anthropic’s IPO and Friday’s stock market jitters suggest about a potential AI bubble. They also explored Intel’s missteps and the opportunity for full-stack infrastructure companies.
AI bubble releases some air
Last week, Alphabet’s stock fell more than 12% after it reported slower growth in search revenue, presumably because chatbots are drawing people away from the browser. Amazon also had a disappointing Friday, with its stock falling 7% as the company continues to dump money into an AI infrastructure buildout.
Despite investors’ concerns, Vellante sees the AI bubble letting out a little air. He views this as a healthy sign for the AI market’s future.
“Think of the tulip bubbles in the 1600s,” Vellante said. “Think about the Japanese real estate bubble in the 1980s. And you think about the dot-com. That dot-com was actually different. Dot-com, they were all … overhyped. They drove massive valuations. But the dot-com actually played out. It actually exceeded expectations. And I think there’s some things that we can learn from there.”
Furrier sees evidence for a positive growth cycle, starting with cloud growth, which is needed to support the AI expansion. He also suggested that the infrastructure boom could coexist with the neocloud shakeout, as enterprise AI starts to create jobs rather than taking them away. Last week isn’t necessarily indicative of the AI bubble popping any time soon, he argues.
“Rationale is kicking in, common sense,” he said. “You’re starting to see the beginning of a transition. Wall Street is trying to figure it out. I think they don’t yet get it. But if you look at the language of the experts on the inside and how all the IPOs are being positioned, the value of these IPOs — they want durability. That transition from Silicon Valley tech ecosystem platforms is going to move into the markets. This is a platform game.”
Intel suffers setback
Intel stock saw the steepest drop last week, almost 30% after its Thursday earnings report. The company has leaned into CPUs over GPUs, which Vellante thinks is missing the mark; the real game is not CPUs versus GPUs, but rather AI platforms. Nonetheless, he and Furrier predict Intel will make up some ground.
“Lip-Bu Tan and Intel have an opportunity,” Furrier said. “You basically lost the hyperscaler market that they once had a foothold in. You still run x86 on some clusters. But they got to look at other footprints. I think he’ll turn it around. It’s a multiyear journey, as he says. But the fact of the matter is why I don’t think it’s a bubble, is companies like Alphabet dropping major, major action, $500 billion, in a day.”
Intel is just one component in a rapidly changing ecosystem. Although the AI boom draws comparisons to the bubbles of yore, theCUBE concluded that this is still a unique phenomenon the market has to grapple with, and one that will play out over decades.
“This is just a natural adoption phase,” Vellante said. “What’s different is a lot of things. Like you said, tech is suddenly deflationary. We’re trading CapEx for labor, and that hasn’t really kicked in yet. We’re seeing individual productivity gains but it hasn’t shown up at the firm level yet. These things just take time. And, of course, Wall Street’s like, show me the money.”
Here’s the full episode of this week’s theCUBE Pod:
Photo: SiliconANGLE
A message from John Furrier, co-founder of SiliconANGLE:
Support our mission to keep content open and free by engaging with theCUBE community. Join theCUBE’s Alumni Trust Network, where technology leaders connect, share intelligence and create opportunities.
- 15M+ viewers of theCUBE videos, powering conversations across AI, cloud, cybersecurity and more
- 11.4k+ theCUBE alumni — Connect with more than 11,400 tech and business leaders shaping the future through a unique trusted-based network
Are you an AWS customer? Support SiliconANGLE financially by buying your AWS services from our Marketplace portal page and links: https://siliconangle.com/aws-marketplace/
About SiliconANGLE Media
Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.
Auto-fetched and translated by AI Gem Box. All rights belong to the original author.