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Nvidia’s massive rally this year has become a punchline but it also briefly made the AI leader the world’s most valuable company, overtaking Apple and Microsoft. Demand for its H100 processor, which has enabled a new generation of artificial intelligence tools, is so great that some customers have to wait six months to get it. Dell also announced it’s building an AI factory for Elon Musk’s startup xAI alongside Nvidia. Despite the high valuations, tech giants have “warped expectations” about how much AI will contribute to profits, Parmy Olson writes in Bloomberg Opinion. But Citigroup says about half of all banking jobs have a high potential to be automated–and another 12% could soon be augmented by AI. （今年，輝達的大幅上漲不但已成為畫龍點睛的結尾，但它也一度使這家AI領導者成為世界上最有價值的公司，超過蘋果和微軟。對其H100處理器的需求極大，這種處理器已經使新一代人工智能工具成為可能，以至於一些客戶需要等六個月才能拿到。戴爾還宣布將與Nvidia一起為Elon Musk的創業公司xAI建造一個AI工廠。儘管估值很高，科技巨頭對於AI將如何貢獻利潤有“反常的預期”，Parmy Olson在彭博社評論中寫道。但花旗集團表示，大約一半的銀行工作有很高的自動化潛力，另有12％的工作很快可能被AI增強。）
