Nvidia Stock Is Poised to Benefit From Rising Use of AI in Defense Systems and Global Surge in Defense Spending | The Motley Fool
Nvidia Stock Is Poised to Benefit From Rising Use of AI in Defense Systems and Global Surge in Defense Spending | The Motley Fool
Nvidia Stock Is Poised to Benefit From Rising Use of AI in Defense Systems and Global Surge in Defense Spending | The Motley Fool
#IA #guerra #nvidia
Nvidia creix, segons aquest mitjà gràcies a l'adopció de la IA en el camp militar
Nvidia, the leader in artificial intelligence (AI) chips and related technology, is poised to benefit from two trends in the defense industry:
- The global surge in defense spending
- The "teching up" of defense systems
Explica per què se'n parla poc
First, there's little doubt that some of the uses of Nvidia's tech are classified, so there would be no press releases or management discussions of them.
Another reason likely stems from the topic of AI being used in warfare makes some folks anxious. Thus, Nvidia might shy away from publicizing defense-related news, as the company's success depends upon increasing adoption of AI.
Moreover, unlike, say, AI-powered analytics company Palantir Technologies, Nvidia has a consumer business, so it wouldn't want to risk turning off some consumers. In its fiscal first quarter, Nvidia's consumer-focused gaming business brought in $3.8 billion, accounting for 8.6% of total revenue.