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Thematic Analysis
Tokens and the Economics of AI: Strategic Intelligence
AI token costs are falling, but this is being offset by accelerated token generation by AI agents and reasoning models. It is becoming clear that instead of scaling like classical software, Jevons paradox applies here: cheaper tokens make demand rise exponentially, keeping total costs high. Task complexity will also continue to increase, which means more tokens for given workloads.
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Thematic Analysis
Supply Chain Disruption: Strategic Intelligence
After numerous false dawns, deglobalization may now be underway. This reflects a combination of pressures, including the legacy of the COVID-19 pandemic, ongoing wars and conflicts in both Europe and the Middle East, plus tariff pressures from the US. The good news is that it appears to be happening slowly, as global trade has not collapsed.
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Thematic Analysis
GlobalData's ESG Framework: Strategic Intelligence
Environmental, social, and governance (ESG) is a framework used to assess and improve a business's sustainability and responsibility. Failure to cultivate strong responses to ESG concerns will expose companies to significant ESG risk. This includes physical, regulatory, market, financing, and reputational ESG risk.
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Thematic Analysis
Digital Identity: Strategic Intelligence
Digital identity is a collection of online information about a person, an organization, or a machine which, when grouped, provides a digital representation of that entity. An early driver for digital identity, vaccination certificates on smartphones to enable foreign travel, has been superseded in recent years by other applications including age verification, social and financial credit ratings, certification for the right to work and rent, criminal records checks, and digital wallets.
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Company Insights
Catalyst Monitor: Q4 2026 Outlook
This report compiles published, predictive intelligence based on interviews with key opinion leaders (KOLs) on market-moving events that are expected to occur in Q4 2026. GlobalData’s latest report, “Catalyst Monitor Q4 2026”, delivers forward-looking intelligence derived from interviews with key opinion leaders (KOLs), covering trial initiations, completions, Phase III trial results, PDUFA dates, and regulatory filings. The report covers 26 significant catalyst events that are expected to occur in Q4 2026. Some of the catalysts covered in the report, include...
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Thematic Analysis
Cloud Gaming: Strategic Intelligence
The global cloud gaming market was worth $5.7 billion in 2025 and will reach $14.6 billion by 2030, according to GlobalData. Meanwhile, the number of cloud gaming subscribers will grow from 268 million in 2025 to over 528 million in 2030.
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Company Insights
Qantas Airways Ltd: Digital Transformation Strategies
Qantas Airways Ltd (Qantas) is an airline company involved in providing domestic and international air transportation services. It offers a range of services including passenger flights, air freight, and loyalty programs. The company offers its services under brands such as TripADeal, Qantas, and Jetstar. Qantas serves a diverse customer base, including leisure and business travelers, and provides air freight services to various industries. It operates through a network of domestic and international routes, supported by its fleet of aircraft. The...
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Company Insights
Choice Hotels: Digital Transformation Strategies
Choice Hotels (Choice) is a hotel franchisor operating across the US and 50 countries and territories. The company’s brand names include Clarion Pointe, Clarion, Comfort Suites, Comfort Inn, Sleep Inn, Country Inn & Suites by Radisson, Quality, Everhome Suites, Park Inn by Radisson, MainStay Suites, WoodSpring Suites, Radisson Blu, Suburban Studios, Ascend Collection, Cambria Hotels, Park Plaza, Radisson Individuals, Radisson RED, Radisson Collection, Radisson, Radisson Inn & Suites, Econo Lodge, and Rodeway Inn. Hotel franchising operations are the company’s primary...
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Thematic Analysis
Artificial Intelligence (AI) for Climate Mitigation: Strategic Intelligence
Artificial intelligence (AI) is a tool for autonomous decision-making that can enable efficiencies to reduce carbon emissions and ecosystem degradation. Some tech companies have claimed that AI will help fix the climate, but this would require AI-driven efficiencies to outweigh the environmental harm caused by AI development and use.
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Company Insights
Best Western International Hotels: Digital Transformation Strategies
Best Western International Hotels (BWH Hotels), which trades under the enterprise brand BWH Hotels, is a privately held, member-owned global hospitality organization founded in 1946 and is headquartered in Phoenix, Arizona (US). It is the parent of Best Western Hotels & Resorts, WorldHotels, and SureStay Hotels, spanning 18 brands and more than 336,000 rooms. Some of the company’s leading brands are Best Western, Best Western Plus, Premier Best Western, and Home by Best Western, among others. The report provides information...
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