Generative AI's Adoption Mirrors Facebook's Early Growth: Morgan Stanley

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Today’s Topics Are:

- Generative AI's Adoption Mirrors Facebook's Early Growth: Morgan Stanley
- Nvidia Tightens Grip on AI Chip Market Amid Record Demand

Generative AI's Adoption Mirrors Facebook's Early Growth: Morgan Stanley

Key Points:

• Growing Usage: Daily usage of generative AI tools like ChatGPT, Google Gemini, and Meta AI has reached low double digits in the U.S., akin to Facebook's 2009 growth curve.

• Commercial Potential: Usage for shopping, recipes, and travel planning is increasing, with innovation in digital tools expected to boost adoption in 2025.

• Survey Insights: Monthly AI tool usage is at 35–40%, up from 25–30% earlier in the year, based on a Morgan Stanley survey of 2,010 U.S. consumers.

Summary:

Morgan Stanley suggests that generative AI adoption is following Facebook's early trajectory. Tools like ChatGPT and Gemini show increasing daily and monthly usage, particularly among younger users. As AI integrates into commercial activities, innovation in digital tools could unlock new monetization opportunities.

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Nvidia Tightens Grip on AI Chip Market Amid Record Demand

Key Points:

• Market Leadership: Nvidia dominates the AI chip market with an 80% share, driven by its advanced Blackwell GPUs, which outperform prior models significantly.

• Soaring Demand: High-profile customers like Tesla, Meta, and Amazon are fueling demand, with some orders exceeding hundreds of thousands of chips.

• Growth Outlook: Nvidia’s revenue is projected to more than double this fiscal year, reaching $185 billion by 2026, as AI adoption surges.

• Challenges: Supply chain constraints and emerging competition from in-house chips by Amazon and Microsoft.

Summary:

Nvidia’s cutting-edge AI chips, including the high-performance Blackwell series, are driving record demand and revenue growth, despite rising competition and supply bottlenecks.

That was it for this Weeks News, We Hope this was informative and insightful as always!

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