Softbank does not embody the artificial intelligence game as you think

Can artificial intelligence enterprises be considered as new MI’s shares? It seems to be definitely through the recent crazy rise of “Aram Holdings”. The value of the shares of the British Semiconductor Design Company between $ 5 and $ 149. Since then, it has fallen stable at $ 128, and perhaps when the market returned to adulthood. The incentive was the gains of “aram” during the third quarter of 2023, the numbers of which were somewhat good, but in a great way enthusiasm elicited the ability of “aram” to take advantage of the mutation of artificial intelligence that spurred “Envenia” to produce slides to enormous heights. It must be taken with caution, because “Aram” does not directly participate in the most important business in the field of artificial intelligence chips that are very important for “invidia”. The graphic processing unit (GPU) was originally designed by Invidia to show graphics in computer games. But over the years it has a different purpose. The excellent capabilities in parallel treatment made the perfect choice to meet the mathematical needs for training and maintenance of artificial intelligence models. Graphic processing units are the golden standard for the development of artificial intelligence these days. It has become very difficult to obtain it, and the unit costs tens of thousands of dollars. The big demand for discs (provided by the woolly computed services supplier, such as “Amazon.com” and “Microsoft”), increased the market value of “Inventia” to 2.47 trillion dollars from $ 323 billion at the end of 2020. However, this will be by providing the necessary instruments, and not through direct and immediate success such as “invitation” by selling products in the heart of artificial intelligence. Situated in Cambridge, the UK, does not make chips themselves, but licenses their models, and its designs are mainly used in CPUs, which are dedicated processors for general purposes used in different tasks, such as managing the operating system or data request and networking in data centers. “Poor” designs are not used in graphic processing units as these slides depend on the technology of “invitation”. A spokeswoman for “Aram” declined to comment on the subject. The sushi chef thought of the graphic processing unit as a sushi chef of the high -prize -elite that everyone wants to use, and the central treatment unit as director of the restaurant. The latter does not directly participate in the preparation of the food that everyone attends, but it still benefits from the success of the graphic processing unit and the insatiable of all for sushi (or artificial intelligence). For example, Aram is still able to take advantage of a major way of the massive demand for woolly computed businesses that dominate artificial intelligence training by exporting supplementary positions in its data centers. After making a confrontation with the “Intel” X86 and “Advanced Micro Devices” for years, the “Aram” stake in the database disc market grew until it reached about 7.1%. It is not a bad place, and it is partly attributed to the designs of energy -saving chips, which made it an essential element for smartphones, and now the sellers of Cloud Computing Services such as ‘Amazon’ ‘Aram’ designs for the Graviton CPUs that the Amazon website servers have used. A spokeswoman for ‘Aram’ confirmed that the company does not divide revenue according to its various sources, such as data centers and smartphones, which makes the amount of the use of artificial intelligence’s use of the business difficult. Earlier this month, René Haas, CEO René Haas explained in his call with analysts that “waiting” was waiting in the data center, but he also played a limited role in the riot around artificial intelligence. Ultra -developed devices, for example, Haas said that the technology of “Aram” was used in 24,000 units of “GH 200 Grace Hopper” from the manufacture of “Invidia” that worked to operate a huge computer in Germany, and then mentioned (perhaps on a utilitarian way) that “aram” expected to expect “growing requests for artificial intelligence. it was now training or training. ‘ It is impressive to enter ‘Aram’ technology in the German giant computer, but it seems to be an exaggeration, even if it means more work for ‘Aram’ than the director of the restaurant. Central processing units often do not implement this work for artificial intelligence models. But Infedia’s graphic processing units do. When Haas stated that the use of more artificial intelligence works to provide more super -developed devices … and it all is based on a ‘crop’, it was also somewhat optimistic. The ‘highly developed devices’ refer to smartphones that contain their artificial intelligence chips and do not have to connect to the Internet to operate services similar to ‘CBT -Chat’. But the market of these types of devices is still small and in the early stages. How does “aram” overcome bad horror? One other shows to take into account in ‘Aram’ is the obstacle legacy when entering a new market. When the founder of ‘Soft Bank Group’, Masyoshi Son, ‘Aram’ bought for $ 32 billion during 2016, he had big plans for the company to control the emerging market for Internet connection equipment, also known as ‘Internet or Things’ or (IOT). But after five years, the company’s software sales of the Internet or Things were silent and formed a limited part of the company’s two billion dollars revenue for the year 2025. Aram had trouble switching to a new company (dependent on software sales) was not aware of it, because the most important source of profit for years was the collection of licensing. I can still benefit from the mutation of artificial intelligence. The more people who want Sushi, the greater the number of visits to the restaurant. But despite all the abilities that can come from artificial intelligence, the “Aram” path to take advantage of it can take some time as much as the Internet of the Internet of Things needs, and “Aram” will also not have a direct line from the beating heart of these works, which are graphic processing units. This currently leaves the brilliance of artificial intelligence less glow.

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