Throughout 2024, CNBC Jim Cramer Discuss the boundless rise of AI with dozens of CEOs across the tech world. Here's how five top enterprise leaders describe the meteoric rise of artificial intelligence this year.
- Nvidia CEO Jensen Huang said the “AI computing slope” is just beginning and will continue for years.
Huang in March I painted A picture of the AI landscape, saying that investments in new technology are still in their infancy. He predicted years of growth ahead, suggesting that artificial intelligence could drive innovation in a variety of fields, including science and healthcare.
Nvidia is one of the giants of the AI revolution, designing and selling the advanced technology necessary for it. The company is a major supplier of graphics processing units, which are used to develop and implement new AI software such as OpenAI's ChatGPT. Nvidia products are widely demanded by major technology companies, including customers dead, Tesla, Microsoft and Amazon Billions bombed. Nvidia stock is currently up more than 176% year to date, and at some point this year Transgression apple To become the most valuable company in the market.
- Crowd Strike CEO George Kurtz said cybercriminals are advancing: “It will be the AI battle of the future.”
Kurtz in February described How his cybersecurity company fights Cybercrime is “more active than ever”, with the ranks of hackers growing and becoming more advanced with new AI technology in their arsenals. Generative AI democratizes “very esoteric techniques and attacks,” so less skilled cybercriminals can still carry out advanced attacks, he said.
“What we talked about on the earnings call is the ability to create more adversaries at lower skill levels, but operating at a much higher skill level, leveraging generative AI,” Kurtz said. “AI to help protect our customers, so it will be the AI battle of the future.”
- Snowflake CEO Sridhar Ramaswamy said productive AI will keep him “busy for many years to come.”
Ramaswamy took over the reins at Snowflake in February and is described How a data analysis software maker plans to use new AI technology.
“We have a lot of ambition to do more, whether that's through applications running on top of Snowflake, or of course, using the power of generative AI, which I've been focused on over the past year, to democratize access to enterprise data,” Ramaswamy said. “More people are able to access data quickly to get value from it.” “So I think there is a huge opportunity in the world of data and AI applications that will keep me busy for many years to come.”
Snowflake teamed up with Nvidia, and in May with Ramaswamy Excited New project with AI dear. According to him, Snowflake's product pipeline, “particularly in the AI space, has been in a state of overdrive.”
- AMD CEO Lisa Su described the competition with Nvidia: “There is no one size fits all in computing.”
Although Nvidia leads the pack in the hot semiconductor design industry, competition is stiff, with companies like AMD and Intel Compete for customers who are willing to pay top dollar. But in September, when asked about competition with Nvidia, Su Suggested There is room for more than one major player in this sector. According to her, the “tech ecosystem” works properly when there is competition and partnership, and customers want the ability to choose between several powerful options.
“The way to think about it is that there is no one size fits all in computing,” Su said. “There's not, you know, just one architecture. In fact, you're going to need the right compute for each application.”
Su said she believes that “AI will impact everyone's lives” and that the world is only beginning to realize what the new technology can do. She also said people shouldn't get impatient about the impact of AI because “tech trends are supposed to last over years, not months.”
- Generac The pressure on the power grid will “get worse” due to weather and technology, CEO Aaron Jagfeld said.
Fishing money to caution This pressure on the power grid will increase as demand for data centers and other AI-related technologies continues to grow. He said 40% of the generator company's business comes from commercial and industrial products, such as backups for manufacturing plants, distribution centers, hospitals and data centers.
“This has become a widely critical discussion point,” Jagfeld said. “This is going to get worse.”
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