{"id":1358,"date":"2023-06-05T13:55:59","date_gmt":"2023-06-05T13:55:59","guid":{"rendered":"https:\/\/dailyai.com\/?p=1358"},"modified":"2023-06-05T14:19:15","modified_gmt":"2023-06-05T14:19:15","slug":"ai-revives-big-tech-but-can-it-maintain-current-momentum","status":"publish","type":"post","link":"https:\/\/dailyai.com\/da\/2023\/06\/ai-revives-big-tech-but-can-it-maintain-current-momentum\/","title":{"rendered":"AI genopliver big tech - men kan den bevare sit nuv\u00e6rende momentum?"},"content":{"rendered":"<p><b>Den store tech-industri blev pulveriseret i 2022, hvor omkostningsbesparelser og massefyringer ramte nyhederne. AI signalerer en genoplivning, men det er endnu uvist, om den kan opretholde v\u00e6ksten.\u00a0<\/b><\/p>\n<p><span style=\"font-weight: 400\">I 2022 mistede Nasdaq 100, der er domineret af store teknologivirksomheder som Microsoft, Meta, Twitter og Netflix, omkring 33% af sin v\u00e6rdi og slettede dermed n\u00e6sten 10 \u00e5rs v\u00e6kst. Men 2023 har signaleret en hurtig genoplivning, og Nasdaq 100 har indtil videre vundet omkring 30%. Alphabets aktier er steget med n\u00e6sten 18%, Microsofts med mere end 15%, Amazons med 21% og Metas med 67%.\u00a0<\/span><\/p>\n<figure id=\"attachment_1359\" aria-describedby=\"caption-attachment-1359\" style=\"width: 651px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1359\" src=\"https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month-1024x522.png\" alt=\"nasdaq ai\" width=\"651\" height=\"332\" srcset=\"https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month-1024x522.png 1024w, https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month-300x153.png 300w, https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month-768x392.png 768w, https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month-370x189.png 370w, https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month-800x408.png 800w, https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month-740x377.png 740w, https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month-20x10.png 20w, https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month-94x48.png 94w, https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/nasdaq-6-month.png 1441w\" sizes=\"auto, (max-width: 651px) 100vw, 651px\" \/><figcaption id=\"caption-attachment-1359\" class=\"wp-caption-text\">Nasdaq 6-m\u00e5neders v\u00e6kst. Kilde: <a href=\"http:\/\/The tech industry was pulverized in 2022, with cost-cutting and mass lay-offs hitting the news. AI is signaling a revival, but whether or not it can maintain growth is a yet to be answered. The NASDAQ 100, which big tech companies dominate, lost around 30% of its value, erasing practically 10 years of growth. However, 2023 has signaled a rapid revival, with the NASDAQ 100 gaining about 30% already. Alphabet shares have increased by nearly 18%, Microsoft\u2019s by more than 15%, Amazon\u2019s by 21%, and Meta\u2019s by 67%. Generative AI is one of the driving forces behind the big tech recovery, and this is reflected in startup investment, too. For example, 2023 has seen $12.5bn in generative AI startups vs. just $4.5bn in 2022, according to the Wall Street Journal. Many big tech researchers executives who were laid off or left their companies in 2022 have formed their own AI startups. For instance, Suvrat Bhooshan, a former researcher at Meta, founded Gan.ai, which enables people to create customized videos and raised $5.25 million. \u201cThe entire transformers team from Google left to start their own company,\u201d Bhooshan said. Transformers are a type of machine learning (ML) model built and optimized for natural language processing (NLP), which AIs like ChatGPT use to understand and synthesize realistic text. Will the AI bubble pop? 2023 will go down as the year when AI stormed into the mainstream public consciousness. Nvidia has grown into one of the most influential companies in the world, OpenAI has been thrust into the mainstream media, and conversations about AI risk make Terminator and the Matrix seem like an imminent reality. Meanwhile, AI \u2013 particularly generative AI such as ChatGPT \u2013 has quickly embedded itself in all sorts of products and workflows. Demand for AI-powered tools has soared as companies look to take advantage of streamlined workflows. This led to an explosion of smaller-scale AI tools incorporating advanced models, like GPT-3 and GPT-4, using cloud-based API. Rapidly increasing demand for AI innovation came at the right time for big tech employees who lost their jobs or left their respective companies over the last few years. However, analysts are doubtful whether AI will overcome market forces to instigate a bull market. For instance, Chris Haverland, global equity strategist at Wells Fargo Investment Institute, said, \u201cWhile some are calling this a new bull market, we would caution investors that bear markets have rarely ended prior to economic recessions or while the Fed is still tightening monetary policy.\u201d Dan Wang, a Columbia University business professor, said, \u201cIt\u2019s really exciting\u2026But it's really hard to say that it\u2019s the kind of thing that will lead the charge back into a bull market.\u201d In late May, the Bank of America called AI a \u201cbaby bubble\u201d which could succumb to tightening financial conditions. AI faces regulatory risk Another challenge facing AI\u2019s \u201cbaby bubble\u201d is forthcoming regulation. Regulation in the US and EU is moving, albeit the US is still only seeking opinions from AI leaders and the public on regulating AI. Meanwhile, in the EU, some countries, like Italy, have already temporarily limited AIs like ChatGPT, with France, Germany, and Ireland discussing how to mitigate some of the AI\u2019s immediate risks. AI regulation is sure to set new norms for how AI companies can operate and the obligations they need to meet. OpenAI CEO Sam Altman already teased leaving Europe if the AI Act\u2019s rules turned out to be too onerous, a comment he later retracted. Undoubtedly, AI is leading a rally across big tech and a welcome rejuvenation of the market for startups. Still, numerous hurdles must be overcome to maintain this electric pace of growth.\">Nasdaq<\/a>.<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400\">Generativ AI er en af drivkr\u00e6fterne bag den store teknologiske genopretningsindsats, der \u00e5bner nye veje for forskning, udvikling og investering. <\/span><\/p>\n<p><span style=\"font-weight: 400\">Det teknologiske rally er ikke kun begr\u00e6nset til de st\u00f8rste virksomheder, da v\u00e6ksten ogs\u00e5 afspejles i startup-investeringer. I 2023 blev der investeret $12,5 mia. i generative AI-startups mod blot $4,5 mia. i 2022, if\u00f8lge <\/span><a href=\"https:\/\/www.washingtonpost.com\/technology\/2023\/06\/04\/ai-bubble-tech-industry-outlook\/\"><span style=\"font-weight: 400\">Wall Street Journal<\/span><\/a><span style=\"font-weight: 400\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Mange store tech-forskere, som blev fyret eller forlod deres virksomheder i 2022, har dannet deres egne AI-startups.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">For eksempel grundlagde Suvrat Bhooshan, en tidligere forsker hos Meta, Gan.ai, som g\u00f8r det muligt for folk at skabe skr\u00e6ddersyede videoer og rejste $5,25 millioner. \"Hele Transformers-teamet fra Google rejste for at starte deres eget firma,\" sagde Bhooshan.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Transformers er en type maskinl\u00e6ringsmodel (ML), der er bygget og optimeret til naturlig sprogbehandling (NLP), som AI'er som ChatGPT bruger til at forst\u00e5 og syntetisere <\/span><span style=\"font-weight: 400\">tekst.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400\">Vil AI-boblen springe?<\/span><\/h2>\n<p><span style=\"font-weight: 400\">2023 vil g\u00e5 over i historien som \u00e5ret, hvor AI stormede ind i den almindelige offentlige bevidsthed.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\"><a href=\"https:\/\/dailyai.com\/da\/2023\/05\/nvidia-market-value-briefly-touches-the-coveted-1-trillion-mark\/\">Nvidia<\/a> er vokset til en af de mest indflydelsesrige virksomheder i verden, OpenAI er blevet skubbet ind i mainstream-medierne, og <a href=\"https:\/\/dailyai.com\/da\/2023\/05\/act-on-ai-now-or-face-extinction-experts-warn\/\">samtaler om AI-risiko<\/a> f\u00e5r Terminator og Matrix til at virke som en n\u00e6rt forest\u00e5ende virkelighed.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">I mellemtiden har AI - is\u00e6r generativ AI som ChatGPT - hurtigt indlejret sig i alle mulige produkter og tjenester.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Eftersp\u00f8rgslen efter AI-drevne v\u00e6rkt\u00f8jer er steget kraftigt, da virksomhederne \u00f8nsker at drage fordel af str\u00f8mlinede arbejdsgange. Det har f\u00f8rt til en eksplosion af mindre AI-v\u00e6rkt\u00f8jer, der indeholder avancerede modeller som GPT-3 og GPT-4, og som bruger cloudbaserede API'er.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Den hurtigt stigende eftersp\u00f8rgsel efter AI-innovation kom p\u00e5 det rigtige tidspunkt for big tech-medarbejdere, der har mistet deres job eller forladt deres virksomheder i l\u00f8bet af de sidste par \u00e5r.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Analytikere er dog i tvivl om, hvorvidt AI vil overvinde markedskr\u00e6fterne og skabe et bull-marked. For eksempel sagde Chris Haverland, global aktiestrateg hos Wells Fargo Investment Institute, til <a href=\"https:\/\/www.washingtonpost.com\/technology\/2023\/06\/04\/ai-bubble-tech-industry-outlook\/\">Wall Street Journal<\/a>\"Mens nogle kalder dette et nyt bull-marked, vil vi advare investorer om, at bear-markeder sj\u00e6ldent er afsluttet f\u00f8r \u00f8konomiske recessioner, eller mens Fed stadig strammer pengepolitikken.\"<\/span><\/p>\n<p><span style=\"font-weight: 400\">Dan Wang, erhvervsprofessor ved Columbia University, sagde: \"Det er virkelig sp\u00e6ndende ... Men det er virkelig sv\u00e6rt at sige, at det er den slags ting, der vil f\u00f8re anklagen tilbage til et bull-marked.\"<\/span><\/p>\n<p><span style=\"font-weight: 400\">I slutningen af maj blev Bank of America <\/span><a href=\"https:\/\/uk.finance.yahoo.com\/news\/fed-could-pop-ai-bubble-232713274.html\"><span style=\"font-weight: 400\">kaldte AI for en \"babyboble\"<\/span><\/a><span style=\"font-weight: 400\"> som kunne bukke under for strammere finansielle betingelser.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400\">AI st\u00e5r over for en lovgivningsm\u00e6ssig risiko<\/span><\/h2>\n<p><span style=\"font-weight: 400\">En anden udfordring for AI's \"babyboble\" er den kommende regulering. Reguleringen i USA og EU er p\u00e5 vej, selv om USA stadig kun s\u00f8ger udtalelser fra AI-ledere og offentligheden om regulering af AI.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">I mellemtiden har nogle lande i EU, f.eks. Italien, allerede midlertidigt begr\u00e6nset AI'er som ChatGPT, og Frankrig, Tyskland og Irland diskuterer, hvordan man kan afb\u00f8de nogle af AI'ens umiddelbare risici.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">AI-regulering vil helt sikkert s\u00e6tte nye normer for, hvordan AI-virksomheder kan operere, og hvilke forpligtelser de skal opfylde. OpenAI's CEO Sam Altman har allerede <a href=\"https:\/\/dailyai.com\/da\/2023\/05\/openai-ceo-sam-altman-u-turns-on-leaving-the-european-market\/\">drillet med at forlade Europa<\/a> hvis AI-lovens regler viste sig at v\u00e6re for besv\u00e6rlige, en kommentar, han senere trak tilbage.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Der er ingen tvivl om, at AI f\u00f8rer til en opblomstring af big tech og en velkommen foryngelse af markedet for nystartede virksomheder. Alligevel er der mange forhindringer, der skal overvindes for at opretholde dette elektriske v\u00e6ksttempo. <\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>Den store tech-industri blev pulveriseret i 2022, hvor omkostningsbesparelser og massefyringer ramte nyhederne. AI signalerer en genoplivning, men det er endnu uvist, om den kan opretholde v\u00e6ksten.  I 2022 mistede Nasdaq 100, der er domineret af store teknologivirksomheder som Microsoft, Meta, Twitter og Netflix, omkring 33% af sin v\u00e6rdi og slettede dermed n\u00e6sten 10 \u00e5rs v\u00e6kst. Men 2023 har signaleret en hurtig genoplivning, og Nasdaq 100 har indtil videre vundet omkring 30%. Alphabets aktier er steget med n\u00e6sten 18%, Microsofts med mere end 15%, Amazons med 21% og Metas med 67%.  Generativ AI er<\/p>","protected":false},"author":2,"featured_media":1360,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[119],"class_list":["post-1358","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","tag-big-tech"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI revives big tech \u2013 but can it maintain its current momentum? | DailyAI<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dailyai.com\/da\/2023\/06\/ai-revives-big-tech-but-can-it-maintain-current-momentum\/\" \/>\n<meta property=\"og:locale\" content=\"da_DK\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI revives big tech \u2013 but can it maintain its current momentum? | DailyAI\" \/>\n<meta property=\"og:description\" content=\"The big tech industry was pulverized in 2022, with cost-cutting and mass lay-offs hitting the news. 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Alphabet shares have increased by nearly 18%, Microsoft\u2019s by more than 15%, Amazon\u2019s by 21%, and Meta\u2019s by 67%.\u00a0 Generative AI is\" \/>\n<meta property=\"og:url\" content=\"https:\/\/dailyai.com\/da\/2023\/06\/ai-revives-big-tech-but-can-it-maintain-current-momentum\/\" \/>\n<meta property=\"og:site_name\" content=\"DailyAI\" \/>\n<meta property=\"article:published_time\" content=\"2023-06-05T13:55:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-05T14:19:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/dailyai.com\/wp-content\/uploads\/2023\/06\/shutterstock_2148379161.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"667\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Sam Jeans\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@DailyAIOfficial\" \/>\n<meta name=\"twitter:site\" content=\"@DailyAIOfficial\" \/>\n<meta name=\"twitter:label1\" content=\"Skrevet af\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sam Jeans\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimeret l\u00e6setid\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutter\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"NewsArticle\",\"@id\":\"https:\\\/\\\/dailyai.com\\\/2023\\\/06\\\/ai-revives-big-tech-but-can-it-maintain-current-momentum\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/dailyai.com\\\/2023\\\/06\\\/ai-revives-big-tech-but-can-it-maintain-current-momentum\\\/\"},\"author\":{\"name\":\"Sam Jeans\",\"@id\":\"https:\\\/\\\/dailyai.com\\\/#\\\/schema\\\/person\\\/711e81f945549438e8bbc579efdeb3c9\"},\"headline\":\"AI revives big tech \u2013 but can it maintain its current momentum?\",\"datePublished\":\"2023-06-05T13:55:59+00:00\",\"dateModified\":\"2023-06-05T14:19:15+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/dailyai.com\\\/2023\\\/06\\\/ai-revives-big-tech-but-can-it-maintain-current-momentum\\\/\"},\"wordCount\":653,\"publisher\":{\"@id\":\"https:\\\/\\\/dailyai.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/dailyai.com\\\/2023\\\/06\\\/ai-revives-big-tech-but-can-it-maintain-current-momentum\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/dailyai.com\\\/wp-content\\\/uploads\\\/2023\\\/06\\\/shutterstock_2148379161.jpg\",\"keywords\":[\"Big tech\"],\"articleSection\":[\"Industry\"],\"inLanguage\":\"da-DK\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/dailyai.com\\\/2023\\\/06\\\/ai-revives-big-tech-but-can-it-maintain-current-momentum\\\/\",\"url\":\"https:\\\/\\\/dailyai.com\\\/2023\\\/06\\\/ai-revives-big-tech-but-can-it-maintain-current-momentum\\\/\",\"name\":\"AI revives big tech \u2013 but can it maintain its current momentum? 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