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Big Tech companies have a new obsession: artificial intelligence<\/a>.
This week, chief executives across the sector packed earnings calls with mentions of the heavily hyped technology, which until recently existed more in the background than as a solid contributor to the bottom line.
In conference calls after financial results, tech execs uttered the phrases \"AI,\" \"generative AI,\" or \"machine learning\" from two to six times as often as they did in the previous quarter, according to a review of conference transcripts by Reuters.
Executives from Microsoft<\/a> Corp and Alphabet Inc , behind the latest big rivalry in tech, took their battle to the conference-call front lines. On Thursday, Alphabet appeared to edge out the competition. The Google-owner's call referred to AI 45 times, up from 13 times at the end of the third quarter, outpacing Microsoft, whose call was peppered with 39 references, up from 15 in the previous quarter.
The release of software that can generate virtually text and images, exemplified by ChatGPT, a chatbot from the startup OpenAI, has set off a race to integrate AI into more products and for investors to bet on which company will emerge on top.
Microsoft's investment in OpenAI and aggressive efforts to make ChatGPT widely available to its cloud customers, among other plans, represent a new challenge to Alphabet. Industry observers have said embedding human-like, ChatGPT-style responses in Microsoft's Bing search engine could give it a leg up on Alphabet's Google<\/a>, long the information search leader.
In a potential nod to the public's ChatGPT fixation, Alphabet CEO Sundar Pichai said Google remained in the game.
\"We'll pursue this work boldly, but with a deep sense of responsibility,\" he said.
AI software will be an important focus for Alphabet, which is planning to make its own LaMDA chatbot software publicly available in the coming weeks, he added.
David Heger, an analyst with Edward Jones, said Google was opening up more about its large AI investments after staying quiet.
\"They were much more vocal about how that benefits pretty much all parts of their business and how they expect that to be further integrated into their business going forward,\" he said.
SHAPING SOCIAL MEDIA<\/strong>
Snap Inc CEO Evan Spiegel said on the social media company's fourth-quarter call that generative AI would be critical over the next five years to growing augmented reality (AR), which is important to its business.
That technology, which overlays computerized images onto the real world, is currently limited because artists must build 3D models, but generative AI can speed up the process, Spiegel said.
\"Imagine playing around with your kids wearing AR glasses and saying, 'oh my gosh, there's a pirate ship and a big monster.' We can bring those to life using generative (AI) art, which I think is really exciting,\" he said.
Mark Zuckerberg<\/a> likewise called generative AI \"an extremely exciting new area\" on Wednesday during a conference call that referenced the phrase 30 times, up from 22 times in the previous quarter. The Facebook founder and CEO of Meta<\/a> Platforms Inc , whose shares rocketed 20% after reporting financial results, said users could expect the company to \"launch a number of different things this year\" in generative AI.
Meta plans to incorporate the new technology across almost all its products, such as generating images, videos, avatars and 3D assets, Zuckerberg said. The software will help content creators produce more across Meta's apps, he added. And marketers could use generative AI to help with written copy for their paid posts or create imagery and video, Nicola Mendelsohn, vice president of the global business group for Meta, said in an interview.
\"One of my goals for Meta is to build on our research to become a leader in generative AI,\" said Zuckerberg.
Even at Apple<\/a> Inc, where hardware such as the iPhone has reigned supreme, AI is a big part of the future.
Asked by an analyst about Apple's AI strategy, Chief Executive Tim Cook<\/a> said Thursday the company is using such tech to power features like car crash detection in its iPhone and Apple Watch, and that it will be applied throughout Apple's products and services.
\"We see an enormous potential in this space to affect virtually everything we do,\" Cook said. \"It's obviously a horizontal technology, not a vertical. And so it will affect every product and every service that we have.\"
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从元到微软,艾未未的重要时刻
从微软(msft . o:行情)和字母公司高管,科技的最新大竞争的背后,拿着电话会议前线战斗。周四,字母出现的竞争优势。Google-owner的叫AI 45次,从第三季度末13倍,超过微软,其调用充斥着39引用,从15前一个季度。
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大型科技公司有一个新的困扰:人工智能。
本周,首席执行官整个行业包装财报会议提到的大量炒作技术,而直到最近存在比作为一个坚实的背景因素底线。
在财报电话会议后,技术主管说的短语“人工智能”,“生成AI,”或“机器学习”两到六倍,因为他们在前一个季度,根据路透社的回顾会议记录。
管理人员微软集团和字母,后面的最新大竞争技术,把他们的电话会议前线战斗。周四,字母出现的竞争优势。Google-owner的叫AI 45次,从第三季度末13倍,超过微软,其调用充斥着39引用,从15前一个季度。
的释放几乎可以生成文本和图像的软件,以ChatGPT,从启动OpenAI聊天机器人,已引发一场比赛AI融入更多的产品和为投资者押注公司将出现在上面。
微软OpenAI投资和积极努力使ChatGPT云客户广泛使用,其他计划,字母代表一个新的挑战。业内观察人士表示嵌入人形,ChatGPT-style反应在微软的Bing搜索引擎可以给它一个腿上字母的谷歌长期的信息搜索的领袖。
潜在点头向公众的ChatGPT固定,字母CEO Sundar Pichai表示,谷歌仍在游戏中。
“我们将从事这项工作大胆,但深的责任感,”他说。
人工智能软件将字母的一个重要焦点,这是计划自己的λchatbot软件公开在接下来的几周里,他补充说。
分析师David Heger (Edward Jones表示,谷歌开放更多关于其庞大的AI投资后保持安静。
“他们更有利的声音如何几乎所有地区的业务,以及他们如何希望进一步集成到他们的业务,”他说。
塑造社会媒体
Snap . n:行情)首席执行官埃文明镜社交媒体公司的第四季度电话会议上表示,生成人工智能将是关键在未来5年内增长增强现实(AR),其业务是重要的。
技术,覆盖计算机图像在现实世界中,目前是有限的,因为艺术家必须建立3 d模型,但是生成的人工智能可以加快这一进程,明镜周刊说。
“想象和你的孩子穿AR眼镜说,“噢,我的天哪,有一艘海盗船和一个大怪物。我们可以使用生成(AI)将那些生活艺术,我认为这是非常激动人心的时刻,”他说。
马克•扎克伯格同样被称为生成人工智能“极其令人兴奋的新领域”周三在一次电话会议上,引用这句话的30倍,高于前一季度的22倍。Facebook的创始人兼首席执行官元平台公司,股价飙升20%,此前报告财务业绩,表示用户可以预计公司今年推出许多不同的事情”在生成人工智能。
元计划将这项新技术在几乎所有的产品,如生成图像,视频,头像和3 d资产,扎克伯格说。软件将帮助内容创作者产生更多的元的应用,他补充说。和营销人员可以使用生成人工智能来帮助以书面副本为他们支付的帖子或创建图像和视频,尼古拉Mendelsohn,元全球商业集团副总裁,在一次采访中说。
“元我的目标之一是建立在我们的研究成为一个领导者生成AI,”扎克伯格说。
即使在苹果公司,硬件如iPhone至高无上,人工智能是未来的一个重要组成部分。
问关于苹果的人工智能策略分析师,首席执行官蒂姆•库克周四说,该公司正在使用这种技术力量的特性,比如车祸检测在其iPhone和苹果的手表,它将被应用在苹果公司的产品和服务。
“我们看到一个巨大的潜力在这个空间几乎影响我们所做的一切,”库克说。“这显然是一个水平的技术,而不是垂直的。所以它会影响每一个产品和服务。”
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