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Thematic Analysis
NewCloud Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft and Amazon, with Alphabet and IBM also in the top 10. Microsoft and Alphabet, in particular, are aggressively investing in generative artificial intelligence (AI), developing foundational large language models (LLM), and building the infrastructure to offer related services to customers. In recent months, Alphabet launched its Gemini AI model, Microsoft launched its own AI chips and also invested in Mistral, and Microsoft’s strategic partner...
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Company Insights
NewMorgan Stanley – Digital Transformation Strategies
Morgan Stanley Digital Transformation Strategies Overview Morgan Stanley is utilizing AI and machine learning to improve its wealth and asset management operations and other operational processes. AI, big data, cloud, and blockchain are among the key technologies under focus for the company. The annual ICT spending of Morgan Stanley was estimated at $4.6 billion in 2023. A major share of this spending is earmarked for acquiring software, ICT services, and network and communications from vendors. Morgan Stanley is utilizing AI...
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Thematic Analysis
TMT M&A Deals 2023 – Top Themes – Thematic Intelligence
This report analyzes the disruptive themes that have driven M&A activity in 2023 in the TMT Sector.
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Thematic Analysis
NewWeb3 – Thematic Intelligence
Web3 Thematic Report Overview Web3 is an ideology that refers to the next model of the internet built on blockchain. It promises a mix of peer-to-peer (P2P) communication channels and decentralized governance. This will lead the internet’s transition from an information-centric model to a user-centric model. Furthermore, Web3 aims to give users the ability to create, own, and monetize their content and manage the use of their data. However, it is still an emerging model and has a long way...
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Thematic Analysis
NewGlobal Tech, Media, and Telecom (TMT) M&A Deals 2023 – Top Themes and Predictions – Thematic Intelligence
Global Tech, Media, and Telecom (TMT) M&A Deals 2023 Theme and Predictions Report Overview Total M&A deal value in the technology, media, and telecom (TMT) sector declined 46% in 2023, compared to the previous year. Software and services accounted for over 48% share of the total M&A deal value in 2023. The ‘Global Tech, Media, And Telecom (TMT) M&A Deals 2023 Theme and Predictions Report’ analyzes the top disruptive themes that drove M&A activity in the technology, media, and telecom (TMT)...
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Thematic Analysis
Retail Banking Sector Scorecard – Thematic Intelligence
Retail Banking Sector Scorecard Thematic Intelligence Report Overview The retail banking sector scorecard includes a variety of traditional financial services providers, including global banks, national banks, regional banks, and building societies/mutuals. including global banks, national banks, regional banks, and building societies/mutuals.The retail banking sector scorecard thematic intelligence report identifies the 10 most disruptive themes that will drive market performance in the next 12 months. Generative AI (Gen AI) is a subset of AI that exploded into the mainstream following the...