在CUBE Pod上：股市获得焦急和Anthropic文件 IPO

在CUBE Pod上：股市获得焦急和Anthropic文件 IPO

上周五纽约证券交易所的狂欢节在CUBE Pod上举行，人们对人工智能泡沫的担忧上升。

包括Intel公司，Alphabet Inc.,Amazon.com Inc.,CoreWeave Inc.和Fortinet Inc.在内的几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AI所有基础设施支出产生怀疑。 同时，Anthropic PBC向美国证券交易委员会申请了最初的公开报价，这看起来是外头最大的AI开发商之一的盛大的首发(尽管公司仍未盈利).

纽约证券交易所(NYSE)母公司洲际交易所(ICE)与TradeXYZ(TradeXYZ)合作

称 John Furrier(图画，左),CUBE研究的执行分析师。 “它让我想起云计算，它是如何重新对数据中心进行测平的。 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，然后只在那里上市。 但是现在游戏已经改变了。 NYSE与Nasdaq的竞争将如何展开

关于CUBE Pod的最新一集，CUBE 研究首席分析师Furrier和 Dave Vellante(右)讨论了Anthropic的IPO和Friday的股市恐慌对AI泡沫的潜在暗示。 他们还探索了Intel的错误步骤和全资基础设施公司的机会。

AI 气泡发布一些空气

Google的股本在报道广告和搜索收入季度缓慢后下跌了超过12%, Amazon星期五也令人失望

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。

“1600年代郁金香的气泡”,Vellante 称。 “思考1980年代日本房地产泡沫。 考虑一下那个点播公司那个点通信实际上不一样。 Dot -com，他们都。..... 超赞了。 他们推动大规模的估价。 但是，点点通讯实际上已经播放了。 这实际上超出了预期。 我认为有些事情我们可以从中吸取教训。

Furrier看到正增长周期的证据，从云增长开始，云增长是支持AI扩张所需要的。 他还建议，随着企业AI开始创造就业机会，而不是把他们带走，基础设施的繁荣可以与新云摇摆共存。 他表示，上星期并不一定说明AI泡沫很快会爆发。

他表示，" 你开始看到一个转变的开始。 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——他们想要耐久性。 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遭遇挫折

Intel的股票在上周的下降幅度最大，在它的星期四收入报告之后几乎下降了30%. 公司在GPU上倾斜了CPU,Vellante认为它缺少了标记；真正的游戏不是CPU对GPU，而是AI平台。 尽管如此，他和Furrier预测Intel会构成一些地面。

“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。 但他们得看看其他的脚印我想他会扭转局面。 这是多年的旅程，但事实是为什么我认为这不是个泡沫

Intel只是迅速变化的生态系统中的一个组成部分。 虽然AI繁荣与古老的泡沫作比较，CUBE认为这仍然是市场必须应对的独特现象

“这只是一个自然的收养阶段”,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，这东西需要时间当然，华尔街也喜欢给我看钱。

以下是本周CUBE Pod的完整插曲：

照片：SiliconANGLE

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关于 SiliconANGLE 媒体

SiliconANGLE Media由技术视觉家约翰·弗瑞尔(John Furrier)和戴夫·韦兰特(Dave Vellante)创立，构建了产业领先数字媒体品牌的动态生态系统，达到1500+百万精英技术专业人士。 利用CUBEAi.com神经网络，帮助科技公司以数据为导向做出决策

本文由 AI图鉴自动抓取并翻译，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 TradeXYZ to bring perpetual futures markets built on cryptocurrency trading platform, Hyperliquid, to the US.

“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, Google’s stock fell more than 12% after it reported a slow quarter for ad and 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

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