{"id":3438,"date":"2023-07-31T19:35:09","date_gmt":"2023-07-31T19:35:09","guid":{"rendered":"https:\/\/dailyai.com\/?p=3438"},"modified":"2023-07-31T19:49:54","modified_gmt":"2023-07-31T19:49:54","slug":"q2-earnings-calls-highlight-immense-cross-industry-appetite-for-ai","status":"publish","type":"post","link":"https:\/\/dailyai.com\/nl\/2023\/07\/q2-earnings-calls-highlight-immense-cross-industry-appetite-for-ai\/","title":{"rendered":"Q2 winstgesprekken benadrukken immense cross-industry eetlust voor AI"},"content":{"rendered":"<p><b>Als we kijken naar de winstgesprekken van bedrijven in het tweede kwartaal, zien we dat AI een steeds grotere rol speelt in bedrijfsactiviteiten in meerdere sectoren en bedrijfstakken.\u00a0<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Earnings calls vestigden de aandacht op de toenemende alomtegenwoordigheid van AI, aangezien veel van de bedrijven die AI centraal stelden in hun discussies van oudsher niet-techbedrijven waren, wat de brede invloed van AI in meerdere industrie\u00ebn onderstreept.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Volgens een <\/span><a href=\"https:\/\/www.reuters.com\/technology\/companies-double-down-ai-june-quarter-analyst-calls-2023-07-31\/\"><span style=\"font-weight: 400;\">analyse door Reuters<\/span><\/a><span style=\"font-weight: 400;\">In de winstgesprekken van de S&amp;P 500-bedrijven in het tweede kwartaal werd \"AI\" aanzienlijk meer genoemd.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Intel is zo'n bedrijf dat de discussies rond AI heeft opgevoerd. In de recente earnings call werd AI 58 keer genoemd, een aanzienlijke stijging ten opzichte van de 15 keer in april.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Intel heeft een enorme achterstand op Nvidia op het gebied van chipfabricage, met een daling van 15% in zijn datacenter- en AI-activiteiten in het tweede kwartaal. De toegenomen verwijzingen naar AI zijn echter deels de reden waarom de aandelen na het telefoongesprek met 6,6% stegen.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Gesprekken over AI kwamen duidelijk naar voren in het recente analistengesprek van Alphabet, waar AI 62 keer werd genoemd, een stijging ten opzichte van de 52 keer tijdens het gesprek in het vorige kwartaal. Microsoft deed hetzelfde, met 58 keer genoemd tegenover 35 keer eerder.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dit valt samen met de recente <\/span><a href=\"https:\/\/www.bloomberg.com\/markets-weekly-mliv-pulse-survey\"><span style=\"font-weight: 400;\">Markten Live Impulsenqu\u00eate<\/span><\/a><span style=\"font-weight: 400;\"> waaruit bleek dat 75% van de investeerders optimistisch blijft over AI en slechts 10% denkt dat het een zeepbel is die binnenkort zou kunnen barsten.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Meer organisaties bespreken AI in de earnings calls<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Volgens de analyse van Reuters maakte ongeveer 1\/3 van de S&amp;P 500-bedrijven minstens \u00e9\u00e9n keer melding van AI tijdens hun recente winstgesprekken met analisten.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dit is een aanzienlijke stijging ten opzichte van Q1, toen slechts ongeveer 1\/4 van de bedrijven AI op de een of andere manier noemde.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">En daar blijft het niet bij - de termen \"AI\" of \"kunstmatige intelligentie\" werden 827 keer gebruikt in 76 van de 221 gevoerde gesprekken, wat neerkomt op een gemiddelde van 3,7 vermeldingen per gesprek, meer dan het dubbele van de 1,8 vermeldingen per gesprek in het vorige kwartaal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Organisaties die AI noemden waren zeer divers, van gezondheidszorg en biotech tot verzekeringen, rechten en financi\u00ebn. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bedrijven willen de boot niet missen, zelfs ondanks de mogelijke impact van aankomende regelgeving, die een soort snelheidsbuffer zou kunnen worden voor de enorme versnelling van AI. <\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>Uit een analyse van de winstgesprekken van bedrijven in het tweede kwartaal blijkt dat AI een steeds grotere rol speelt in bedrijfsactiviteiten in meerdere sectoren en bedrijfstakken.  Winstgesprekken vestigden de aandacht op de toenemende alomtegenwoordigheid van AI, aangezien veel van de bedrijven die AI centraal stelden in hun gesprekken van oudsher niet-techbedrijven waren, wat de brede invloed van AI in meerdere sectoren onderstreept.  Volgens een analyse van Reuters werd \"AI\" in de winstgesprekken van de S&amp;P 500-bedrijven in het tweede kwartaal aanzienlijk vaker genoemd. Intel is zo'n bedrijf dat de discussies over AI heeft opgevoerd. In de recente earnings call werd AI 58 keer genoemd, een aanzienlijke stijging ten opzichte van slechts 15 keer.<\/p>","protected":false},"author":2,"featured_media":3439,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[191,106,264],"class_list":["post-3438","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","tag-investing","tag-nvidia","tag-stocks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Q2 earnings calls highlight immense cross-industry appetite for AI | DailyAI<\/title>\n<meta name=\"description\" content=\"An examination of Q2 company earnings calls reveals AI\u2019s rising role in business activities across multiple sectors and industries.\u00a0\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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