bullish
GAI-Related Numbers and Quotes from C1Q24 Earnings
314 Views21 May 2024 10:50
SUMMARY
- Generative AI (GAI) helps capex, no doubt. But key question is whether capex can yield to revenue and profits;
- Content creation industry is sure to realize revenue and profits. iQiyi and NetEase already said so with concreate examples;
- Advertising can realize revenue by better matching of ads inventory and perhaps improve inventory utilization.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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