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Thematic Analysis
NewHigh-Performance Computing – Thematic Intelligence
Supercomputers have existed since the 1960s, but there has been renewed interest in high-performing machines in the last decade following developments in artificial intelligence (AI) and the exponential growth in data. Businesses, governments, and individuals generate huge volumes of data every day, and organizations use high-performance computing (HPC) to store, process, and analyze large, complex workloads to extract value from this data. In the last decade, the commercial use cases for HPC have expanded, supported by improvements in AI, cloud,...
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Thematic Analysis
NewSemiconductors Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring strongly in artificial intelligence (AI) and geopolitics-related themes lead the thematic screen of GlobalData’s semiconductors sector scorecard. Indeed, the AI, AI chips, geopolitics, and China impact themes jointly account for 50% of the weighting of the thematic screen, reflecting both the growing importance of AI, particularly generative AI, in the industry and the impact of the ongoing US-China trade dispute. Among the thematic leaders are companies with either advanced AI products, such as Nvidia, Amazon, Tesla, and Alibaba,...
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Analyst Opinions
AI Compute – How Chips Drive Next Industrial Leap
AI Chips Trend Analysis Report Overview GlobalData's "AI Compute: How Chips Drive Next Industrial Leap," innovation radar report explores the transformative impact of semiconductor chip innovations, particularly AI chips, across various industries such as healthcare, telecom, and energy & utilities. The report illuminates how advanced chips are enhancing computational power, enabling improved analytics, and driving automation. By reshaping industrial processes, these technologies are boosting efficiency and fostering innovation. The “AI Compute” report provides strategic insights to help businesses capitalize on...
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Thematic Analysis
Cloud Computing – Thematic Intelligence
Cloud Computing Thematic Report Overview The cloud services sector competes to provide the best artificial intelligence (AI) platforms and services, partly catalyzed by the emergence of generative AI. AI is now central to the cloud services market, from developing custom chips and supporting workloads and providing the models and tools necessary to develop AI-enabled solutions. The Cloud Computing thematic intelligence report provides an overview of the cloud computing theme. It identifies the key trends impacting the growth of the theme...
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Company Insights
Atos SE – Digital Transformation Strategies
Atos Digital Transformation Strategies Overview Atos SE (Atos) is tapping into the power of key disruptive technologies to offer new products/services and achieve operational efficiency. AI, big data, cloud, cybersecurity, and IoT are among the key technologies under focus for the company. The annual ICT spending of Atos is estimated at $725.5 million for 2023. A major share of this spending is earmarked for acquiring software, ICT services, and hardware from vendors. Atos is a French IT company. It offers...
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Thematic Analysis
Artificial Intelligence – Executive Briefing (Second Edition) – Thematic Intelligence
The additional benefits and features of the second edition include the following: Update on the latest trends in AI such as constitutional AI, dynalang, and AI TRiSM. Review recent AI chip developments, both technological and geopolitical. Analysis of emerging delivery models, with considerations on domain-specific training and data sensitivity. Regulatory update with a focus on the EU AI Act. Updated use cases and company profiles. How is the ‘AI Executive Briefing - Second Edition’ report different from other reports in the...
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Thematic Analysis
Robotics – Thematic Intelligence
Robotics Thematic Report Overview Robotics is an industry with a long history that is only now experiencing growth due to technological, economic, and demographic conditions prevalent in the industry. AI and cloud computing are unlocking the potential of robotics by enabling robots to collaborate and access huge amounts of data uninterruptedly. Societies are also using robots to care for older people and address shortages in the workforce. Automation is key to improving productivity across various sectors, including healthcare, manufacturing, and...
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Thematic Analysis
Data Analytics – Thematic Intelligence
Data Analytics Thematic Report Overview Human activity generates a vast amount of data from databases containing information about citizens to user-generated content on social media platforms and sensor data generated by smartphones and industrial machinery. Data analytics tools can help us convert such raw data into valuable insights and actionable knowledge. It is a relatively mature market, yet significant innovation has recently emerged. Prescriptive analytics is the most advanced type, aiming to tell organizations what to do next rather than...