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Innovation Ranking
Innovation Ranking – Intel Corp
Intel Corp (Intel) designs and develops technology products and components. The company’s product portfolio comprises microprocessors, chipsets, embedded processors and microcontrollers, flash memory, graphic, network and communication, and conferencing products. It also offers motherboards, solid state drives, server products, wireless connectivity products and software and applications. Intel sells its products and solutions to original equipment manufacturers, industrial and communications equipment manufacturers and original design manufacturers. The company’s products find application in notebooks, tablets, servers and desktops. Intel markets processors under...
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Thematic Analysis
NewIT Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Cisco continues to lead the thematic screen of GlobalData’s IT infrastructure sector scorecard. The company first took the top spot in Q3 2023 and has maintained it since then, thanks to scores of 5 out of 5 for seven of the screen’s 10 themes.
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Thematic Analysis
NewTelecom Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors that score well in the themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). The leaders include US network vendor Cisco, European radio access network (RAN) specialists Nokia and Ericsson, and innovative new entrants such as Mavenir and Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar.
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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
NewIndustrial Automation Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The leaders on the thematic screen of GlobalData’s industrial automation sector scorecard are well-versed in artificial intelligence (AI). The top five companies in the thematic rankings all score 5 out of 5 in the AI theme, spurred on by preexisting AI capabilities and strong investment over 2023. Proficiency in AI typically translates to strength in other themes, such as robotics, digital twins, and smart cities. Strength in critical themes like AI can also mitigate against weaknesses in other areas. Microsoft...
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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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Thematic Analysis
NewSupply Chain Disruption – Thematic Intelligence
Supply Chain Disruptions Thematic Report Overview A supply chain comprises organizations' activities and processes to manufacture and deliver goods and services to consumers. Supply chain disruption occurs when these processes are compromised. In the aftermath of the pandemic, many companies have reverted to a just-in-case strategy as high interest rates make it more expensive for companies to carry large inventories. Recent global challenges, including the US-China trade war and the Ukraine conflict, alongside the growing impact of climate change, will...
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Thematic Analysis
NewNext-Generation Chips – Thematic Intelligence
Next-Generation Chips Thematic Report Overview Next-generation chips represent the next frontier of semiconductor technology, incorporating advancements in design, materials, manufacturing process, performance, and packaging. Next-generation chips are paramount to the digital transformation heralded by growth in AI tools. They are also required for the development of autonomous vehicles and quantum computing. The semiconductor industry faces several imminent challenges. These include a compounding skills shortage, rapidly growing energy demands, the escalating US-China trade war, and disconcerting concentrations of power in a...
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Sector Analysis
NewData Centers 2.0 – Transforming Tomorrow’s Compute
Data Centers 2.0 Report Overview As the digital landscape evolves, the role and design of data centers are undergoing a profound transformation. Central to this transformation is the integration of advanced network services virtualization, grid computing, and hybrid cloud management, alongside pioneering cooling systems and power management solutions. These advancements not only enhance the efficiency and scalability of data centers but also address the increasing environmental concerns associated with their energy consumption. The "Data Centers 2.0: Transforming Tomorrow's Compute" report...