Nvidia CEO Jensen Huang Just Gave Meta Investors Great News.jpeg
Over the past few weeks, Meta offers the highest contract to artificial researchers (AI) profitable contracts.
These people are now part of Meta Superinteigence Labs, a section that focuses directly with Openai and others.
Jensen Huang seems to support Meta’s employment strategy, but there is hunting.
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Every few decades, the technology world is reshaped by insight that seems to see the future somehow before it already reveals. Currently, the most important technician may be Jensen Huang, CEO of Nafidia(Nasdaq: nvda).
Huang AI (AI) does not understand purely from a technical perspective. The way he speaks is more brain.
Beyond Huang, the other technological insight that deserves close attention is Mark Zuckerberg, CEO of the company Meta PlatfS.RMS. Over the past few weeks, according to what Meta was in an aggressive employment campaign, Amnesty International researchers from Openai, alphabetAnd GitHub and apple.
Huang recently dealt with Meta’s recruitment strategy during a All-in summit, hosted by Chamath PalihaPITiya.
Although HUANG’s comments about Meta in general support, I think there are some main nuances that must be referred to as Zuckerberg seeks to face competition in the world of artificial intelligence.
Let’s publish in Huang’s comments and evaluate what might be in the cards of the identification investors.
In a joint video clip on social media, Huang shares his ideas about the last Meta recruitment boom and bonuses signing a hundred million dollars.
Huang said that a team of about 150 researchers and appropriate financing can continue to build a competitive platform for Openai’s Chatgpt. To support his claim, he made it clear that many current artificial intelligence models compete with ChatGPT were designed by a team of similar size to what Zuckerberg collects it by creating Meta SuperIntelligence Labs (MSL).
On the surface, this Meta appears to have just obtained a vote of confidence from NVIDIA, and is once referred to as “artificial intelligence gods”. But this truly The case?
I think there may be more than just taking into account the Huang comments.
Photo source: Getty Images.
As a private company, Openai is not required to publish its financial data or operating measures. However, according to CNBC reports, Openai now has 3 million institutions for institutions and $ 10 billion of repeated annual revenues (ARR). To put this right, Openai’s Arr estimated at about $ 5.5 billion last year.
These numbers show that the company has almost doubled the ARR base in less than a year, confirming Openai’s ability to obtain customers and accelerate growth trends despite intense competition from other large LLM models (LLM) from Antarbur, Deepseek, and Alphabet, for example.
These nuances are important because Meta SuperINGENCE LABS will not only need to launch something, but will need to prove that it can challenge challenges by implementing the product, customer acquisition, and compete with occupants with strong advantages for the first engine.
Although Huang seems confident that more companies will offer products that compete directly with Openai, I say that his comments make clear support for Meta, in itself. Instead, I think what Meta was mostly investing strategically in its endeavor to overcome the scene of artificial intelligence.
As the graph below shows, Meta witnessed a significant expansion of the price ratio (P/E) two years ago. During this period, the administration implemented significant costs, especially in the Metaverse section. He made a strategic decision to re -customize these savings in artificial intelligence initiatives.
Meta PE ratio by Ycharts.
Given the trends mentioned above, I say that investors welcomed the transformation from metaverse to AI and began pricing in some of the upward trend. However, over the past 18 months, the levels of the P/E of Meta have declined significantly.
In my eyes, this reinstalctive evaluation indicates that investors may not fully appreciate the basis of Zuckerberg and the management team two years ago. In other words, the market may have bought arrows prematurely, only to deduct the long -term upward trend of the opportunity to artificial intelligence now.
By creating META SuperINTLIGE and a list of all-talents ready to build and launch new acting services on behalf, Meta can be on the threshold of a huge transformation that is still reduced from the evaluation point of view.
At its current levels, I see Meta shares as an opportunity to buy not thinking about these prices as I think the bullish trend of the company is artificial intelligence to a large reduction at the present time.
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Adam Spatacco has positions in Alphabet, Apple, Meta Protects and Nvidia. Motley Fool has positions in and recommends Alphabet, Apple, Meta Protecs and Nvidia. Motley Fool has a disclosure policy.
Nvidia Jensen Huang CEO only Meta Investors gave great news – or is it? It was originally published by Motley Fool
