人工智能的采用正在重塑各行业的利润率

投资者应该知道：人工智能的采用正在重塑众多行业的成本结构。公司正在使用新兴技术来提高消费者平台和数字基础设施的运营效率。但哪些公司可能会从人工智能热潮中受益呢？

将人工智能嵌入业务运营的努力已经远远超出了早期实验的范畴。在提高效率的承诺的鼓舞下，企业正在跨行业采用人工智能。

公司正在使用人工智能工具来降低成本、升级遗留系统并扩展数字平台能力。这一趋势在各种来源（包括金融服务公司、技术分销商和消费者公司）的盈利指引中可见。

在人工智能和数字平台领域准备受益于这一持续趋势的上市公司中，Nebius Group NV（NBIS）、CoreWeave，Inc.（CRWV）和Datadog，Inc.（DDOG），均属于人工智能和机器学习类别。雪花公司（SNOW）、DigitalOcean Holdings，Inc.（DOCN）、Innodata Inc.（INOD）、UiPath，Inc.（PATH）和NICE Ltd.（NICE）也直接接触人工智能驱动的平台基础设施。

与此同时，在收益报告中提到人工智能效率提高的名单包括广泛业务线中的广泛参与者。公司包括State Street（STT）、TD SYNNEX（SNX）、Goldman Sachs（GS）、Chipotle（CMG）和Vertex（VRTX）。

最近的财报电话会议显示，科技、金融服务和消费领域的公司将人工智能和数字平台投资视为近期增长和利润率提高的关键驱动力。下面的例子说明了这一主题如何在不同行业和商业模式中发挥作用。

下面的筛选器捕捉了与人工智能和机器学习、数字支付、食品配送、旅行和休闲恢复以及产品技术主题相一致的公司。结果按照与这些主题的相关性进行排名，与主题相关性最强的公司出现在第一位。

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