The recent GS Communacopia conference highlighted the continued bullishness of both corporations and investors when it comes to Artificial Intelligence (AI). According to Peter Bartlett, the AI end-market is expanding and driving sustained capital expenditures (CapEx) as well as innovation in software and hardware offerings. While NVIDIA’s latest earnings may not have blown anyone away, their comments on strong demand signals from hyperscalers and non-traditional players, including sovereigns, are providing the necessary fuel to keep the AI train chugging along.

The conference emphasized that both corporations and investors remain optimistic about the future of AI, with many highlighting its potential to drive growth and innovation in various industries. The expansion of the AI end-market is evident in the increased adoption of AI technologies across different sectors, including healthcare, finance, and manufacturing. As a result, companies are investing heavily in AI research and development, as well as in the acquisition of AI-related businesses and technologies.

The growing interest in AI is also evident in the increased investment in the field. Venture capital firms and private equity investors are pouring money into AI startups, with many companies raising significant funding rounds to fuel their growth. This increased investment is driving innovation and competition in the AI space, as companies race to develop new and improved AI technologies.

Despite some concerns about the potential risks and challenges associated with AI, such as job displacement and ethical considerations, the overall sentiment remains positive. Many experts believe that AI has the potential to drive significant economic growth and productivity gains in the coming years, and corporations and investors are taking notice.

The bullishness of both corporations and investors when it comes to AI is evident in the continued investment and innovation in the field. While there may be some challenges and concerns along the way, the overall sentiment remains positive, and the AI train continues to chug along at a steady pace.