Amazon, Google, Intel, and Nvidia are the leading companies in the artificial intelligence (AI) theme, according to the latest Thematic Scorecard for the servers, storage and networking sector from GlobalData.
The four companies gained the highest Thematic score (5 out of 5) for the AI theme in GlobalData’s Thematic Scorecard for the servers, storage, and networking sector. A Thematic score of 5 out of 5 indicates that the company’s competitive position in this theme will significantly improve its future performance.
On their tail, with scores of 4 out of 5, are Microsoft, VMware, Ericsson, Dell, Cloudera, Huawei, Broadcom, IBM, Lenovo, NEC, Motorola Solutions, and Fujitsu.
GlobalData’s Thematic Scorecard ranks companies within a sector on the basis of overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.