(Original title: Wall Street Investment Bank: IBM's artificial intelligence is too expensive to pay off) [TechWeb Report] July 17 news, according to foreign media reports, although IBM has been referred to Watson artificial intelligence system for many years, but the Wall Street investment bank Jefferies & Co. (James Kisner) ) Said that this technology is too expensive to compete with Amazon and other companies' products and is unlikely to bring value returns to IBM's shareholders in important ways. Kisner believes that companies like Amazon, Microsoft, Apple, Facebook, and Alphabet, as well as many start-ups, are more able to stand out from the artificial intelligence market than IBM. In the early stages of development, IBM's competitive advantage lies in the relationship between the company and the Fortune 500. Watson is actually a consulting business. In the course of the development of this business, IBM signed high-priced contracts with corporate customers and applied Watson technology to specific business scenarios. Unfortunately, however, it is difficult for IBM to let the company's technology meet customer needs. Kisner edited his own estimate of Watson and found that they were “a bit disappointing for investors†and that IBM “hardly recovers the cost of capital†in the best scenario. He wrote: "From the perspective of earnings per share, in almost any case, Watson will make a meaningful return in the next few years." “In our base case, Watson and related revenue contributed 3% to earnings per share in 2019; in the bull market, it is still only 5%. The reasons for this problem are over-marketing, lack of deep learning and The GPU operating capability and the requirements for previous data are too high. Recruitment information shows that compared with other technology companies, IBM is not fast enough to recruit machine learning developers. In the area of ​​deep learning, IBM's situation seems particularly poor. In this area, IBM needs to face the competition between Apple and Amazon when recruiting. (yoyo) Copper Flat Wire Rolling Machine Copper Flat Wire Rolling Machine,Special Shaped Copper Strip Machine,Ultra Thin Copper Strip Machine,Copper Strip Annealing Equipment Jiangsu Lanhui Intelligent Equipment Technology Co., Ltd , https://www.lanhuisolar.com
