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Innovation Ranking
Innovation Ranking – NVIDIA Corp
NVIDIA Corp (NVIDIA) is a designer and developer of graphics processing units, central processing units, and system-on-a-chip units. The company offer its products to gaming, professional visualization, data center, and automotive markets. It also offers solutions for Artificial Intelligence and data science, data center and cloud computing, design and visualization, edge computing, high-performance computing, and self-driving vehicles. NVIDIA offers products for gamers, professional graphic designers, researchers, and developers through GeForce NOW, Quadro, GeForce, SHIELD, vGPU, DOCA, JESTON, and Bluefield brand...
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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
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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Thematic Analysis
NewCloud Gaming – Thematic Intelligence
Cloud Gaming Thematic Report Overview Cloud gaming allows video games to be streamed directly from the cloud and played using any device with a display and an internet connection. Its ease of use and flexibility will transform how games are distributed, consumed, and monetized. Cloud gaming’s success depends on the availability of reliable, fast networks, large game libraries, and competitive pricing. Some companies will use ad or usage-based plans to attract casual users. However, data privacy and copyright issues must...
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Analyst Opinions
NewNew Prescription – Generative AI Meets Healthcare (Vol. 2)
Generative Artificial Intelligence (AI) in Healthcare Report Overview GenAI is generating considerable buzz within the healthcare sector, from news updates to deal negotiations and company filings primarily to drive down costs and optimize administrative workflows, promising better healthcare. From accelerating R&D to easing administrative tasks and creating personalized patient experiences, genAI innovations have now proliferated across all the major healthcare application areas. The ’Generative Artificial Intelligence (AI) in Healthcare’ research report is a compendium of the latest real-world innovations in...
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Thematic Analysis
NewArtificial Intelligence – Executive Briefing (Third Edition) – Thematic Intelligence
Artificial Intelligence (AI) Thematic Report Overview The AI market is forecast to grow at a CAGR of more than 38% between 2023 and 2030. The recent success of OpenAI’s ChatGPT has influenced most of the tech giants to realign their AI priorities. While some of them have been already working on the underlying technology i.e., generative AI (GenAI), they are now rushing for an edge in the new AI era with a flurry of initiatives. The competitive landscape is evolving...
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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
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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Sector Analysis
NewData Centers 2.0 – Transforming Tomorrow’s Compute
As the digital landscape evolves, the role and design of data centers are undergoing a profound transformation. "Data Centers 2.0: Transforming Tomorrow's Compute" illuminates the cutting-edge technologies and innovations redefining this space. 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...
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Analyst Opinions
NewUnited States (US) Wealth Management – High Net Worth (HNW) Investors
US Wealth Management Report Overview In the US, men dominate the High Net Worth (HNW) space, accounting for more than 82% of HNWs. The situation is slowly evolving, however, with female HNW investors becoming an increasingly attractive target segment. The US wealth management market report analyzes the investment preferences, service requirements, and portfolio allocation of US HNW investors. The report is based on GlobalData’s proprietary Global Wealth Managers Survey. Key Investment Preferences ·      Advisory Asset Management ·      Automated Investment Services...