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Sarath.Chandra@globaldata.com

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  • Author: Sarath.Chandra@globaldata.com

Anthropic IPO filing sparks influencer debate over commercial viability in AI industry, reveals GlobalData

Claude developer Anthropic’s initial public offering (IPO) filing dominated social media platform “X,” signaling a major wave of upcoming public listings, including rival OpenAI. Influencers view this as a shift where developers must prove commercial viability to public investors. The milestone intensifies scrutiny over infrastructure spending, profitability, and long-term sustainability, transforming the AI race from […]
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Enterprise software shifts from GUI to agent-native architectures, says GlobalData

As enterprises deploy autonomous AI agents across software development, cloud operations, automation, and digital infrastructure, the limitations of traditional graphical user interfaces are becoming clearer. Many AI agents still rely on browser automation, visual navigation, UI parsing, and cursor-based workflows built for humans, not autonomous systems. This is accelerating the shift toward AI-native command-line interface […]
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TikTok’s commercial insurance debut signals next wave of embedded distribution, reveals GlobalData

TikTok officially transitions to powerful distribution channel for commercial insurance for ecommerce businesses through digital insurtech company Ergo Next Insurance partnership. Embedded insurance will be a game-changer for the distribution of insurance over the next few years as a broader range of platforms emerge as distribution partners, says GlobalData, a leading intelligence and productivity platform. […]
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Long-term data continue to bolster Trikafta’s dominant position in the cystic fibrosis market, says GlobalData

Positive long-term data for Trikafta, that was presented at the ATS 2026 International Conference, reinforces the therapy’s efficacy in adult cystic fibrosis (CF) patients with at least one F508del allele. The findings highlighted improvements in clinical and biochemical parameters, strengthening Trikafta’s leadership in the CF market and supporting informed patient monitoring and broader post-authorization market […]
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China mobile services growth to be led by 5G and data demand through 2030, forecasts GlobalData

China’s mobile services market is set for a steady but modest revenue growth through 2030, as rising mobile data service revenues offset continued decline in voice and messaging revenues, says GlobalData, a leading intelligence and productivity platform. GlobalData’s China Mobile Communications Forecast (Q4 2025) reveals that the country’s mobile services revenue is expected to grow at […]
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Insurance AI adoption tempered by systemic risks and structural vulnerabilities, reveals GlobalData

Artificial Intelligence (AI) adoption accelerates across the insurance ecosystem, yet underlying market realities temper widespread optimism. While intense competitive pressure forces insurers, brokers and reinsurers to fast-track AI-enabled tools, critical systemic risk concerns persist. Industry stakeholders increasingly flag structural vulnerabilities, warning that current models lack the requisite maturity for enterprise-wide deployment, reveals GlobalData, a leading […]
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UK VC funding value crosses $10 billion during January-April 2026, reveals GlobalData

Venture capital (VC) funding activity in the UK accelerated sharply during January-April 2026, with total investment value doubling to $10.5 billion even as the number of deals edged down slightly by around 2% year-on-year (YoY), reveals the Financial Deals Database of GlobalData, a leading intelligence and productivity platform. Aurojyoti Bose, Lead Analyst at GlobalData, comments: […]
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Europe Treponema pallidum tests market to grow at 3% CAGR through 2036, forecasts GlobalData

Europe’s Treponema pallidum tests market is expected to witness steady growth, driven by the increasing burden of syphilis, growing concerns around delayed diagnosis, and expanding focus on sexually transmitted infections (STIs) surveillance and early disease detection. The resurgence of syphilis across multiple European countries is reinforcing the need for timely diagnostic interventions, supporting wider adoption […]
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US strengthens global VC landscape dominance with 178% YoY jump in funding value during January-April 2026, reveals GlobalData

The US strengthened its dominance in global venture capital (VC) landscape during January-April 2026, riding on a stable deal-making momentum alongside a sharp surge in invested capital. While the total number of VC deals announced in the US edged up 1% year-on-year (YoY), the corresponding total VC funding value jumped by a massive 178%, according […]
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ATS 2026: TETON-PPF study reinforces inhaled therapies potential in progressive pulmonary fibrosis, says GlobalData

Emerging Phase III evidence for inhaled treprostinil in progressive pulmonary fibrosis (PPF) is reinforcing industry expectations that combination therapy will shape the next phase of fibrotic lung disease treatment. TETON-PPF trial data presented at the 2026 American Thoracic Society (ATS) International Conference highlights the potential for inhaled therapies to complement existing antifibrotics, while intensifying competitive […]
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ATS 2026: Jascayd reinforces combination therapy shift in US pulmonary fibrosis treatment, says GlobalData

New US subgroup data for Jascayd in idiopathic and progressive pulmonary fibrosis (IPF/PPF) is reinforcing the industry shift toward combination antifibrotic therapy in fibrotic lung disease management. Findings suggest the therapy can deliver meaningful clinical benefit alongside existing standard-of-care treatments, strengthening its commercial positioning as competitive intensity accelerates across the evolving pulmonary fibrosis treatment landscape, […]
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India hip replacement market to grow at 10% CAGR through 2036, forecasts GlobalData

India’s hip replacement devices market is witnessing steady growth, driven by the rising prevalence of osteoarthritis, ageing population, and increasing adoption of advanced orthopaedic technologies to improve clinical outcomes. Against this backdrop, the primary hip replacement devices market in India is anticipated to grow at a compound annual growth rate (CAGR) of approximately 10% through […]
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Every $10/barrel oil rise can cut up to 0.5pp off GDP growth in major oil-importing economies, says GlobalData

Escalating disruptions across key Middle East maritime corridors are tightening global energy supply and keeping a higher risk premium embedded in crude markets. Each sustained $10 per barrel increase in crude oil prices can shave roughly 0.1–0.5 percentage points (pp) off the annual GDP growth in major net energy-importing economies, consistent with a widely used […]
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Japan endoscopy devices market to grow at 4% CAGR through 2036, forecasts GlobalData

Driven by the rising prevalence of gastrointestinal (GI) cancers and increasing demand for minimally invasive treatment options, the adoption of advanced endoscopic technologies continues to grow globally. Reflecting this trend, Japan’s endoscopy market is expected to witness steady expansion at 4% CAGR through 2036, supported by growing preference for minimally invasive interventions and steady technological […]
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Private markets reshape wealth management as alternatives drive portfolio diversification and revenue growth,says GlobalData

Alternative investments are rapidly transforming global wealth management, as private markets move from niche offerings to core portfolio allocations. Wealth managers are expanding access to private equity, private credit, infrastructure, and real assets to meet rising demand for diversification, resilience, and long-term returns. This structural shift is also strengthening revenue models by reducing reliance on […]
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