The "AI Month" in the technology industry is about to begin! OpenAI, Google, and Microsoft are going to make a big move

National Business Daily

2024-05-12 16:20Published on the official account of Sichuan Daily Economic News

The global market is about to usher in "AI Month": from May 13 to June 10 local time, developers and investors in the field of AI will usher in one important event after another.

From OpenAI's live demo of ChatGPT updates and Google's I/O Developer Conference 2024, to Microsoft's Build Annual Developer Conference, the "long overdue" Nvidia quarterly report, to Apple's annual developer conference (WWDC), it can be said that all aspects of AI, from generative AI to AI hardware, will run through the coming month.

Next, let's take stock of the big events in the AI field that should not be missed in the coming month.

Image source: Illustration

May 13: OpenAI will livestream demos ChatGPT and GPT-4 updates, but will not release GPT-5

OpenAI's Spring Update will officially begin on May 13 at 10 a.m. PST (1 a.m. Beijing time on the 14th) and will be livestreamed on the website.

OpenAI mentions on its website that the company will demonstrate some ChatGPT and GPT-4 updates at the event. However, apart from the relevant teasers, the company did not mention what updates and changes will be made to the AI chatbot and GPT-4.

OpenAI is also expected to introduce the recently launched Media Manager tool, which allows content creators to inform OpenAI of their ownership and prevent their content from being used to train AI models.

Image source: X

OpenAI's large language model GPT-4 has been launched for more than a year, and the outside world is also looking forward to their next-generation large language model GPT-5, but judging from OpenAI's clear statement on the official website, GPT-5 will be absent from next Monday's event.

The company's CEO, Sam Altman, also shattered rumors that GPT-5 will be released in the short term, saying on X that there will be no new generation of large language models, and it will not be a search engine. But even if there won't be GPT-5 and search engines, OpenAI's ChatGPT and GPT-4 updates this week are expected to see a lot of upgrades and improvements, and Sam Altman tweeted that he believes everyone will love these new things.

Image source: X

May 14: Gemini AI's latest plans and other plans are expected to be announced at the I/O Developer Conference

Google's 2024 I/O Developer Conference will be held on May 14, 2024 local time (May 15, Beijing time). The conference kicked off with a keynote speech by CEO Sundar Pichai at the Amphitheater on the Shoreline in Mountain View, California.

According to foreign media analysis, Google has been rethinking its core search experience around artificial intelligence, and is expected to announce the latest plans for its Gemini AI model at its annual I/O event next week. In addition, Google will likely also bring the latest news about Google Search and the Pixel 8 budget phone that has been released, as well as a lot of news about artificial intelligence.

While Google's Gemini AI platform didn't do well in its early days, it has been looking to bring its generative AI products to all of its services, including search, photo and video tools, as well as work suites like Gmail and Google Docs. At the same time, Google is also gradually injecting artificial intelligence functions into Google Assistant, and has said that Gemini will replace Google Assistant as the main assistant that can be downloaded and used on Android phones.

In addition, Google may improve AI features like Circle to Search or offer entirely new features on I/O for mobile devices. At the moment, there is widespread curiosity about whether these new features launched by Google will lead us into a more advanced era of natural language voice assistants, or more like a true artificial intelligence assistant.

In addition, the market expects Google to showcase its upcoming Android 15 operating system, more in-car integrations via Android Auto, and smartwatch software Wear OS during the I/O event.

May 21: Microsoft will hold its annual developer conference Build, focusing on AI and Copilot

On May 21, Microsoft will hold its annual developer conference.

According to the information released by Microsoft on the 11th, there are two sub-forums focusing on "next-generation Windows on Arm" and "new Windows AI features" respectively. The "Next Generation of Windows on Arm" sub-forum will cover details on "industry-leading performance" of applications, as well as "new experiences for Arm-powered Windows", such as smart Windows applications with NPU capabilities, which may include more Windows AI features, which will also be mentioned in another sub-forum. In addition, Microsoft will detail some improvements to the Windows developer experience.

Image source: Microsoft's official website

Currently, the session directory for Microsoft's Build Annual Developer Conference shows a total of 470 results. If you filter for "AI", you'll get 274 session results, while a search for "Copilot" will give you 137 results. It is foreseeable that in addition to AI, Copilot will be one of the key topics of the Microsoft Build annual developer conference.

Image source: Microsoft's official website

Foreign media reported that the conference will discuss the new Copilot experience in Visual Studio 2022, as Microsoft recently announced the integration of artificial intelligence technology into the development environment, providing features as a single software package, and before the latest preview update, these features were implemented through two separate extensions, GitHub Copilot and GitHub Copilot Chat.

"We're showcasing brand new features that allow users to interact more deeply with Windows' digital lives through advanced AI capabilities," Microsoft said in the Build conference note. ”

May 22: Nvidia's first quarter report will be released, and revenue and profit are expected to rise

So far, six of the "Big Seven" of U.S. technology have announced their latest quarterly earnings reports. As the finale, Nvidia will announce its first-quarter earnings report on May 22.

According to Flush data, Nvidia's stock price began to rebound after April 19, and as of the close of the U.S. stock market on May 10, the company's stock price has risen 15%. Many of Nvidia's major customers, including Meta, Microsoft Corp., Amazon Inc. and Alphabet, have said capital spending will continue at its current pace or increase this year.

Image source: Google Finance

Nvidia's revenue and profit are widely expected to grow further. Goldman Sachs echoed this optimism, raising its price target on Nvidia to $1,100 per share on May 8, while keeping its "buy" rating unchanged. Goldman Sachs said that given the speed of Nvidia's growth and the persistence of this growth trend in the coming years, the valuation of its shares remains relatively attractive compared to its peers. Goldman Sachs also noted that a positive earnings per share revision would push the stock up again.

According to the analysis, several factors support the optimistic view of Nvidia, including the company's revenue is expected to reach $110 billion in 2025 and the average annual profit growth rate will reach 8% between 2025 and 2027. At the heart of the growth was the data center division, whose flagship Opper, Ampere and Grace-Hopper accelerators will contribute more than half of NVIDIA's total revenue.

In addition, Nvidia expects to expand its revenue pipeline through a strategic investment in Wayve Technologies, a UK-based self-driving start-up. The global AI GPU industry is expected to soar to $800 billion by 2032, and this outlook has undoubtedly added another fuel to the bullish sentiment in the market.

June 10: Apple may launch a new AI app store at the Worldwide Developers Conference

June 10th~14th,苹果将举行年度全球开发者大会(WWDC)。

On the first day of WWDC24, Apple will host an all-day event at its headquarters in California, Apple Park, with the biggest keynote sessions taking place on the same day.

Apple said in a press release that WWDC24 will focus on the latest advancements in iOS, iPadOS, macOS, watchOS, tvOS and VisionOS. According to the list of upgraded models exposed by MacRumors, iOS 18 will support 24 model upgrades, which is the same as iOS 17.

Greg Joswiak, Apple's senior vice president of worldwide marketing, wrote on X: "Put WWDC24 on your calendar marker. This event is undoubtedly great! It should be pointed out that Joswiak deliberately spelled the initials of "Absolutely Incredible" in capital letters, which together are the hottest technology concept of the moment - AI.

Image source: X

At that time, Apple is expected to launch an upgraded Siri voice assistant, and the underlying technology will introduce a new generative AI system that will enable more functionality and support continuous conversations. Foreign media quoted people familiar with the matter as saying that Apple does not plan to launch a chatbot to compete directly with ChatGPT, but hopes to improve Siri to better serve users, such as setting timers, creating schedules, etc.

In fact, Apple has a more long-term view of the planning of its AI strategy: in addition to its own AI applications, Apple wants to provide a larger platform for developers and users, so that they can better monetize it.

Ben Reitzes, head of Melius Research, a Wall Street consultancy, said Apple may launch a new AI app store at WWDC24, which is expected to include AI apps from major vendors. Reitzes predicts that Apple will detail how to buy AI apps from the App Store at the developer conference, and that the new AI app store will also have its own app, AI assistant and upgraded Siri.

Reporter: Cai Ding Editor: Lan Suying

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