2023-06-05 11:03:45
As the presentation of a mixed reality headset gets closer for tonight, investors’ eyes are on AI. Ming-Chi Kuo has sounded out regarding WWDC 2023, and reports that the buzz around ChatGPT and generative AIs has been going viral. ” Lately, investors have been more interested in when Apple will launch ChatGPT-like services than in its AR/MR headset. “says the analyst.
Specifically, investors believe that a headset is unlikely to contribute abundantly to vendor revenue and profit over the next two years. On the other hand, the IA generates wheelbarrows of cash: NVIDIA signed a good second quarter and the forecasts are optimistic. The company has moreover briefly exceeded the trillion dollars of capitalization.
Artificial intelligence makes the good accounts of Nvidia
Investors believe the current AI investment craze will continue if Apple introduces such a service. If this one needs powerful chips to run, it might lead to good hardware replacement demand. We know that Cupertino is working on the subject: Apple is looking for a lot of generative artificial intelligence specialists, and even recently specialized engineers on mixed reality and AI.
For Kuo, this mixture of genres is essential. He believes that the future of the Apple headset is linked to AI and will depend on how the device integrates with such services. He adds that if tonight’s announcement is a success, the helmet should have ” a huge impact on the design of 3D interactions and 3D computer graphics ».
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