AI’s ROI

AI’s ROI

In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about? RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss: - The rate of improvement for AI models - How non-Mag 7 companies are using AI - And one company that’s spending smartly on the new technology. Take a look at the Gartner Hype Cycle. Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2042)

Motley Fool Money: 03.22.2013

Motley Fool Money: 03.22.2013

The EU attempts to deal with the crisis in Cyprus.  Nike hits a new high.  And Lululemon deals with disclosure issues.   Plus,  Jonah Berger discusses his new book, Contagious:  Why Things Catch On. Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Mar 201339min

Motley Fool Money: 03.15.2013

Motley Fool Money: 03.15.2013

The Dow hits an all-time high.  Samsung unveils its latest rival to the iPhone.  And Mayor Bloomberg suffers a sweet defeat. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Mar 201339min

Motley Fool Money: 03.08.2013

Motley Fool Money: 03.08.2013

Our analysts discuss the Dow's new high, drama at Dell, and Warren Buffett's annual letter.  Plus,  Motley Fool co-founder David Gardner talks about some of his favorite, cutting-edge companies.  Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Mar 201339min

Motley Fool Money: 03.01.2013

Motley Fool Money: 03.01.2013

Groupon CEO Andrew Mason calls it quits. Nevada and New Jersey legalize online gambling.  And Priceline bucks the trend in Europe.  Our analysts discuss those stories and journalist Bryce Hoffman talks about the future of Ford. Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Mar 201339min

Motley Fool Money: 02.22.2013

Motley Fool Money: 02.22.2013

Wal-Mart and Coca-Cola hike their dividends.   Google develops plans to launch retail stores.  OfficeMax and Office Depot combine forces.  And Sony unveils its Playstation 4.   Our analysts discuss those stories and share three stocks on their radar.  Plus, we talk about the business of spying with former CIA agent J.C. Carleson, author of Work Like a Spy:  Business Tips From a Former CIA Officer.   Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Feb 201339min

Motley Fool Money: 02.15.2013

Motley Fool Money: 02.15.2013

Berkshire Hathaway and 3B Capital buy Heinz.   Comcast buys the remaining stake of NBCUniversal from General Electric.   Our analysts discuss those stories and share three stocks on their radar.  Plus, corporate governance expert and film critic Nell Minow talks Apple, Academy Awards, and the future of television. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Feb 201339min

Motley Fool Money: 02.08.2013

Motley Fool Money: 02.08.2013

Hedge fund manager David Einhorn sues Apple. LinkedIn connects. And Dell goes private.  Our analysts discuss some of the week's big stories and talk about some stocks on their radar. Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Feb 201339min

Motley Fool Money: 02.01.2013

Motley Fool Money: 02.01.2013

Research in Motion unveils a new Blackberry. Amazon hits a new high. And Facebook's earnings fail to connect. We discuss those stories and talk with ESPN NFL Business Analyst Andrew Brandt. Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Feb 201339min

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