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Thematic Analysis
NewCybersecurity – Thematic Intelligence
Cybersecurity Thematic Intelligence Report Overview The prospect of offensive attacks using artificial intelligence (AI) is prompting an increase in cybersecurity budgets as organizations try to understand the impact of generative AI on their security. Both start-ups and maturing cyber companies will be on the radar of larger cybersecurity companies looking for products and talent. Moreover, cybersecurity M&A will be a strong focus during 2024 as a small group of private equity players are buying up numerous cybersecurity companies. Buy the...
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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
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
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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Analyst Opinions
NewMobile World Congress (MWC) 2024 – Startups Race for Digital Change
Mobile World Congress (MWC) 2024 Report Overview MWC (Mobile World Congress) is a premier global event for the mobile technology industry, while 4YFN (4 Years from Now) is its associated platform focusing on connecting startups with investors and partners to drive innovation. With over 40 companies in attendance, AI startups took center stage at MWC 2024, signaling robust investor and market interest in AI as the key driver for future innovation. Beyond AI, fintech, digitalization, IoT, digital media, and health...
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Company Insights
NewJohn Lewis – Digital Transformation Strategies
John Lewis Digital Transformation Strategies Overview John Lewis has been focusing on using AI, big data, cloud, robotics, contactless retail, innovation, digital twin, gaming, electric vehicles, and e-commerce to digitally transform its operations. The annual ICT spending of John Lewis was estimated at $297.9 million for 2023. A major share of this spending is earmarked for acquiring software, network and communications, and ICT services from vendors. John Lewis, the principal trading subsidiary of John Lewis Partnership Plc, owns and operates...
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Company Insights
NewNIKE – Digital Transformation Strategies
NIKE Digital Transformation Strategies Overview NIKE has been focusing on using AI, blockchain, NFTs, robotics, metaverse, cryptocurrencies, e-commerce, gaming, and virtual reality to digitally transform its operations. The annual ICT spending of NIKE was estimated at $1.3 billion for 2023. A major share of this spending is earmarked for acquiring software, network and communications, and ICT services from vendors. NIKE designs, develops, markets, and sells athletic footwear, equipment, apparel, accessories, and services. The company sells its products to retail accounts...
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Thematic Analysis
NewDrones in Power – Thematic Intelligence
Drones in Power Thematic Report Overview The rise in investments and innovations has led to a surge in the popularity of drones. Although historically linked with the military, consumers, and enterprises, this innovative technology is now expanding its reach into the power utilities sector. Technological advancements such as artificial intelligence (AI) and the Internet of Things (IoT) have paved the way for numerous drone applications. Additionally, the increasing trend of drones equipped with light detection and ranging (LiDAR) technology has...
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Thematic Analysis
NewRobotics in Automotive – Thematic Intelligence
Robotics in Automotive Thematic Report Overview Robotics has significantly impacted the automotive sector by revolutionizing production processes and enhancing efficiency. Integrating robotics in automotive manufacturing has increased precision, reduced human error, and improved safety conditions. Manufacturers also believe automation to be the fastest way to improve productivity. Furthermore, the advent of autonomous vehicles (AVs) has deepened the role of robotics in the sector, requiring sophisticated artificial intelligence (AI) technologies for navigation and decision-making. The ‘Robotics in Automotive’ thematic intelligence report...