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In Q1 revenues were $26bn, in Q2 $30bn and in Q3 they are expected to be $32bn while the Q2 margin of 75 was below the Q1 margin of 78. Not accelerating.
The share price went from 50 to 95 in Q1 and from 95 to 135 in Q2 and is now at 120. Not accelerating.
Besides numbers, rumours drive markets and H2 brought rumours of businesses pushing back against the adoption of AI programmes, rumours that AI-generated data is untrustworthy, rumours that data used to train AI systems which had itself been produced by AI programmes becomes degraded, rumours that AI manufactures invented facts (‘hallucinations’), and rumours that a third of customer AI projects could be abandoned.
Is Nvidia’s stranglehold on the AI chip market too strong to break? Will AI servers take over the datacentres? Is AI all it’s cracked up to be? By Christmas we may be a little closer to some answers.
Sounds like the prefect question to ask A.I. I wonder if A.I.s training includes the dot-com crash. Of course it could be the case that few people have spotted the best A.I. application yet. From what I recall eBay was too small to get caught up in the dot-com hysteria.
Finally I have the ultimate A.I. challenge which is to make a self service till which actually works. Last week one in Sainsbury’s took three interventions from the assistant when I was only buying about six items.