3 reasons why Google's Gemini could be the big bogeyman of the AI trade [Business Insider]
Broadcom Inc. (AVGO)
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and start reading now. Have an account? Log in New research lays out the threats Google's Gemini poses to the AI trade. Tom Essaye, founder and president of the Sevens Report, is worried about Gemini taking market share from ChatGPT. He argues overall that Gemini changed how investors view spending on AI from hyperscalers. While Anthropic's Claude AI has snatched headlines recently for disrupting the software industry, one researcher says there's perhaps an even bigger bogeyman lurking in tech. Tom Essaye, founder and president of the Sevens Report, says Google's Gemini threatens major potential disruptions to how investors currently see major AI firms. In a note to clients on Tuesday, Essaye highlighted three risks posed by Gemini, in particular its November update. The first is that it could take market share from OpenAI's ChatGPT. That, in turn, could hurt OpenAi's ability to deliver on the $1 trillion in spending it has promised to firms like Nvidia, he said. Se
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- Nvidia pushes into Intel and AMD's turf with a 'multigenerational' Meta deal [Business Insider]Business Insider
- Invest with Confidence: Intrinsic Value Unveiled of Broadcom Inc [Yahoo! Finance]Yahoo! Finance
- Broadcom (NASDAQ:AVGO) had its "buy" rating reaffirmed by analysts at Citigroup Inc..MarketBeat
- Broadcom's (AVGO) AI Role Acknowledged, But Valuation Concerns Remain [Yahoo! Finance]Yahoo! Finance
- NVIDIA vs. Broadcom: Which AI Chip Stock Is the Better Buy Now? [Yahoo! Finance]Yahoo! Finance
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