The Register Kettle

What big tech earnings say (and don't) about real AI adoption

Episode Summary

We discuss the financial results of big tech companies and the role of AI in their success and highlight Google's use of AI to improve advertising campaigns for small businesses and the potential impact on its future business. The conversation shifts to the challenges faced by rival search engines in competing with Google's AI-powered advertising business. We also analyze AMD's strong performance and the significance of its AI accelerator and no convo is complete without remarking on Intel's struggles in the AI market, including manufacturing issues and competition from Qualcomm. We conclude with a discussion on the adoption and risks of AI in business processes and the need for trust and scrutiny in AI models.

Episode Notes

• AI is playing a significant role in the financial success of big tech companies, particularly in the advertising sector.
• Google's use of AI to improve advertising campaigns for small businesses highlights the importance of AI in its future business.
• AMD's AI accelerator is expected to contribute significantly to its bottom line and position the company as a strong competitor in the AI market.
• Intel faces challenges in the AI market, including manufacturing issues and competition from Qualcomm.
• The adoption of AI in business processes requires careful consideration of risks and the need for trust and scrutiny in AI models.