Com chips enfrentando revés, software é a próxima grande aposta em IA

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[{"selector":"#anim-99fd04ed-e315-40e6-bd8f-ca9a3e849053 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(31.28110473047552%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-a72c1f29-e723-4094-ab97-c1bc0b854468","keyframes":{"opacity":[0,1]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9c996228-9bcb-4eb2-bc3b-06c543f4a3a2","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-81feec7d-6784-45f6-a25f-8e520d9d7dd6","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":500,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-964a705c-1217-4121-9a7c-ab2572b350b2","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Mas neste ano elas têm tropeçado, à medida que investidores mudam seu foco para empresas de software em busca da próxima melhor opção no mercado de IA UNSPLASH

[{"selector":"#anim-261e5e07-a5b6-4ff4-b88a-944325344499","keyframes":{"opacity":[0,1]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-571f2b37-7cff-4fd4-ab7f-24c6f7f8a79e","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-8a12744c-44a7-4dec-984d-6ee36358c788","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":500,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-be7fe174-42a3-46c5-820c-b5d9a23c4a37","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Vários analistas veem a ascensão do software como uma evolução de longo prazo, conforme os holofotes saem dos componentes para infraestrutura de IA UNSPLASH

[{"selector":"#anim-f96cf2f1-f228-4852-a152-d8ddff094b31","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-83e381df-e2cc-450c-ba9a-f6a097eda6ae","keyframes":{"opacity":[0,1]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b301fe9d-7c14-472b-a4aa-852c381299e1","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-537228e8-adac-4aa9-a1c6-c307373faa63","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":500,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] [{"selector":"#anim-b1212771-6b9a-46fe-8a84-4e7bf55e8612 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(31.249999886225726%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] A mudança é uma progressão natural para o investimento em IA, já que os casos de uso da tecnologia são principalmente sobre software, disse o estrategista-chefe técnico da LPL Financial, Adam Turnquist UNSPLASH

[{"selector":"#anim-b70bda88-1792-4b4c-96e3-6a7be9e300a0","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f084dd78-ba4c-44f6-b4a3-d04ebb3b1904","keyframes":{"opacity":[0,1]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-27b9cc0d-3662-47fb-8223-1556c6088279","keyframes":{"opacity":[0,1]},"delay":0,"duration":500,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-c57a9b5d-78f2-4553-a53c-3acc17a87b05","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":500,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] O Morgan Stanley também favorece as empresas de software à medida que a adoção da tecnologia de IA aumenta UNSPLASH

[{"selector":"#anim-73c25335-313a-4c13-9891-539fca4b3fcc","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-001317ff-1846-457a-b25a-7cf12ac8b692","keyframes":{"transform":["translate3d(0px, 195.14156%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-7f1e8c76-9c42-42ae-af29-ac5067a59a0b","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-120e5e90-1827-481e-a372-74e209b96e00","keyframes":{"transform":["translate3d(0px, 350.46305%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] O segundo estágio do ciclo de inovação é quando as pessoas começam a utilizar os produtos e é quando as empresas de software começam a ser pagas… Agora estamos começando a ver a ascendência da parte de software da equação Keith Weiss, analista de ações do Morgan Stanley

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CNNBRASIL.COM.BR

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