{"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\/pt\/2023\/07\/q2-earnings-calls-highlight-immense-cross-industry-appetite-for-ai\/","title":{"rendered":"As chamadas de lucros do segundo trimestre evidenciam a imensa apet\u00eancia de todos os sectores pela IA"},"content":{"rendered":"

Uma an\u00e1lise das chamadas de lucros das empresas do segundo trimestre revela o papel crescente da IA nas actividades empresariais em v\u00e1rios sectores e ind\u00fastrias.\u00a0<\/b><\/p>\n

As chamadas de resultados chamaram a aten\u00e7\u00e3o para a crescente omnipresen\u00e7a da IA, uma vez que muitas das empresas que colocaram a IA no centro das suas discuss\u00f5es eram tradicionalmente empresas n\u00e3o tecnol\u00f3gicas, sublinhando a ampla influ\u00eancia da IA em v\u00e1rios sectores.\u00a0<\/span><\/p>\n

De acordo com um <\/span>an\u00e1lise da Reuters<\/span><\/a>Nas chamadas de resultados do segundo trimestre das empresas do S&P 500, as men\u00e7\u00f5es \u00e0 \"IA\" aumentaram significativamente.<\/span><\/p>\n

A Intel \u00e9 uma dessas empresas que intensificou as discuss\u00f5es em torno da IA. Na sua recente chamada de resultados, a IA foi mencionada 58 vezes, aumentando substancialmente em rela\u00e7\u00e3o \u00e0s apenas 15 men\u00e7\u00f5es em abril.\u00a0<\/span><\/p>\n

A Intel ficou muito atr\u00e1s da Nvidia na fabrica\u00e7\u00e3o de chips, com uma queda de 15% em seu centro de dados e neg\u00f3cios de IA no segundo trimestre. No entanto, o aumento das men\u00e7\u00f5es \u00e0 IA explica, em parte, a subida de 6,6% das suas ac\u00e7\u00f5es ap\u00f3s a chamada.\u00a0<\/span><\/p>\n

As conversas em torno da IA foram evidentes na recente chamada de analistas da Alphabet, onde a IA foi mencionada 62 vezes, um aumento em rela\u00e7\u00e3o \u00e0s 52 vezes durante a chamada do \u00faltimo trimestre. O mesmo aconteceu com a Microsoft, com 58 men\u00e7\u00f5es contra 35 vezes anteriormente.\u00a0<\/span><\/p>\n

Este facto coincide com a recente <\/span>Inqu\u00e9rito Markets Live Pulse<\/span><\/a> que indicava que cerca de 75% dos investidores continuam optimistas em rela\u00e7\u00e3o \u00e0 IA e apenas 10% acreditam que se trata de uma bolha suscet\u00edvel de rebentar em breve.\u00a0<\/span><\/p>\n

Mais organiza\u00e7\u00f5es discutem a IA nas chamadas de resultados<\/span><\/h2>\n

De acordo com a an\u00e1lise da Reuters, cerca de 1\/3 das empresas do S&P 500 referiram men\u00e7\u00f5es \u00e0 IA pelo menos uma vez durante as suas recentes chamadas de resultados com analistas.\u00a0<\/span><\/p>\n

Isto representa um aumento significativo em rela\u00e7\u00e3o ao primeiro trimestre, quando apenas cerca de 1\/4 das empresas mencionaram a IA de alguma forma.<\/span><\/p>\n

E n\u00e3o se fica por aqui - os termos \"IA\" ou \"intelig\u00eancia artificial\" foram utilizados 827 vezes em 76 das 221 chamadas efectuadas, o que resulta numa m\u00e9dia de 3,7 men\u00e7\u00f5es por chamada, mais do dobro da taxa de 1,8 men\u00e7\u00f5es por chamada no \u00faltimo trimestre.<\/span><\/p>\n

As organiza\u00e7\u00f5es que mencionaram a IA eram muito diversas, desde os cuidados de sa\u00fade e a biotecnologia at\u00e9 aos seguros, ao direito e \u00e0s finan\u00e7as. <\/span><\/p>\n

As empresas n\u00e3o querem perder o barco, mesmo apesar do potencial impacto dos regulamentos futuros, que podem tornar-se uma esp\u00e9cie de trav\u00e3o \u00e0 enorme acelera\u00e7\u00e3o da IA. <\/span><\/p>","protected":false},"excerpt":{"rendered":"

Uma an\u00e1lise das chamadas de lucros das empresas do segundo trimestre revela o papel crescente da IA nas actividades empresariais em v\u00e1rios sectores e ind\u00fastrias. As chamadas de resultados chamaram a aten\u00e7\u00e3o para a crescente omnipresen\u00e7a da IA, uma vez que muitas das empresas que colocaram a IA no centro das suas discuss\u00f5es eram tradicionalmente empresas n\u00e3o tecnol\u00f3gicas, sublinhando a ampla influ\u00eancia da IA em v\u00e1rios sectores. De acordo com uma an\u00e1lise da Reuters, as chamadas de lucros do segundo trimestre das empresas do S&P 500 registaram um aumento significativo das men\u00e7\u00f5es \u00e0 \"IA\". A Intel \u00e9 uma dessas empresas que intensificou as discuss\u00f5es em torno da IA. Na sua recente chamada de resultados, a IA foi mencionada 58 vezes, aumentando substancialmente em rela\u00e7\u00e3o \u00e0s apenas 15 men\u00e7\u00f5es<\/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":"\nQ2 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, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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