Thanks for the great contribution.
It remains and will remain exciting. As AI is new territory for many companies, the need for advice will increase. Consultants such as $ACN or $GLOB should benefit from this.
The available data must be analyzed and processed. Here, less is often more. One profiteer should be $EXLS.
In the end, however, it is probably also about which software companies build the best models here. Models that can make companies more profitable and increase margins.
I imagine CEO Mark Leonard will be on the lookout for this and $CSU will benefit from the AI boom.
At $APP, you can already see the impact that well-applied AI can have.
But AI will also play a huge role in future technologies such as robotics, autonomous driving, defense and aerospace. I see $NVDA, $TSLA and our German car manufacturers at the forefront here.
However, the danger with AI will also be that companies will shrink or even disappear
It remains and will remain exciting. As AI is new territory for many companies, the need for advice will increase. Consultants such as $ACN or $GLOB should benefit from this.
The available data must be analyzed and processed. Here, less is often more. One profiteer should be $EXLS.
In the end, however, it is probably also about which software companies build the best models here. Models that can make companies more profitable and increase margins.
I imagine CEO Mark Leonard will be on the lookout for this and $CSU will benefit from the AI boom.
At $APP, you can already see the impact that well-applied AI can have.
But AI will also play a huge role in future technologies such as robotics, autonomous driving, defense and aerospace. I see $NVDA, $TSLA and our German car manufacturers at the forefront here.
However, the danger with AI will also be that companies will shrink or even disappear
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@Tenbagger2024 With pleasure. Thank you for your additions.
It will certainly take some time to establish the broad corporate value and intensive use. The consulting sector will certainly benefit here... that's right.
I'll have to take a look at the stocks you mentioned. In a few years, every company will probably be an AI company that converts and uses various applications
It will certainly take some time to establish the broad corporate value and intensive use. The consulting sector will certainly benefit here... that's right.
I'll have to take a look at the stocks you mentioned. In a few years, every company will probably be an AI company that converts and uses various applications
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@VPT
My personal opinion would be that many companies are more likely to develop their own AI models with their own high-quality data. And will rely less on other models. Data protection also plays a major role, especially in Europe. Edge computing should therefore play a greater role.
As you also say, consulting will play a role, which is why I'm surprised that this is not yet reflected in companies' share prices.
Do you see an opportunity here?
My personal opinion would be that many companies are more likely to develop their own AI models with their own high-quality data. And will rely less on other models. Data protection also plays a major role, especially in Europe. Edge computing should therefore play a greater role.
As you also say, consulting will play a role, which is why I'm surprised that this is not yet reflected in companies' share prices.
Do you see an opportunity here?
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•@Tenbagger2024 I also think that the future prospects, especially in the area of edge computing, are not yet priced into the European players, as the music is currently playing in the USA. Europe feels left behind in this area... but your point about data protection is of course the point 😂 As soon as the first real breakthroughs come with European models, things can get exciting and opportunities can open up.
It is questionable whether European players will be able to come up with sensible AI models in the race with the USA & China.
Otherwise, it could be that we will be "later" due to regulation and then develop niche models or applications for specific sectors and requirements. I think SAP and start-ups already have some approaches to this.
In terms of global competitiveness in terms of scaling, we will probably not become a pioneer, so the current big players will continue to benefit the most here.
On the subject of edge computing: it will certainly be most important in the areas you mentioned: Autonomous driving, machine control, medical diagnostics, etc. You probably need real-time decisions that are processed directly in the device
It is questionable whether European players will be able to come up with sensible AI models in the race with the USA & China.
Otherwise, it could be that we will be "later" due to regulation and then develop niche models or applications for specific sectors and requirements. I think SAP and start-ups already have some approaches to this.
In terms of global competitiveness in terms of scaling, we will probably not become a pioneer, so the current big players will continue to benefit the most here.
On the subject of edge computing: it will certainly be most important in the areas you mentioned: Autonomous driving, machine control, medical diagnostics, etc. You probably need real-time decisions that are processed directly in the device
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@Tenbagger2024 European stocks in the edge sector, I'm thinking of
- Siemens for Industry 4.0, i.e. automation in manufacturing,
- Bosch, as a supplier for cars
- Clearly. SAP for business software
- Schneider Electric also in the smart buildings and industry sector
- Siemens for Industry 4.0, i.e. automation in manufacturing,
- Bosch, as a supplier for cars
- Clearly. SAP for business software
- Schneider Electric also in the smart buildings and industry sector
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@VPT
$HMS Take a look at HMS. They could now become strong through AI from the niche due to their expertise. Repairing and analyzing machines via remote diagnostics. Recognizing errors remotely in order to be able to initiate measures directly. Here, HMS is asking the hardware and software to create connectivity.
In Europe and Germany in particular, it is these companies that work in the niche market and supply specialized software. Such as $NEM or $MUM.
But I also see Siemens with its digital twin at the forefront here
$HMS Take a look at HMS. They could now become strong through AI from the niche due to their expertise. Repairing and analyzing machines via remote diagnostics. Recognizing errors remotely in order to be able to initiate measures directly. Here, HMS is asking the hardware and software to create connectivity.
In Europe and Germany in particular, it is these companies that work in the niche market and supply specialized software. Such as $NEM or $MUM.
But I also see Siemens with its digital twin at the forefront here
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