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Sector Analysis
Artificial Intelligence (AI) Market Size and Forecast (by Country, IT Solution Area, Size Band and Vertical) to 2027
This product provides historical data and forecasts in the Artificial Intelligence market. The artificial intelligence was valued at US$ 81.79 billion in 2022 and will grow at a CAGR of 33.11% to reach a value of US$ 341.72 billion by 2027. The artificial intelligence opportunity forecast report provides the total addressable market for artificial intelligence solutions from 2019 to 2027, spanning 52 geographical markets, 6 regions, and 22 verticals.Â
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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
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
NewAdvertising Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Advertising has been caught up in the artificial intelligence (AI) frenzy and will be one of the industries most disrupted by AI. Generative AI is reshaping advertisers’ practices through tailored, effective ads and dynamic campaigns that evolve according to consumer response. As a result, the relationship between technology, artists, and brands paying for campaigns will profoundly change over the coming years. There is a real concern that advertisers will divert their money into AI-generated art rather than paying artists and...
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Thematic Analysis
NewApplication Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the artificial intelligence (AI), big data, and cloud computing-related themes lead the thematic screen of GlobalData’s application software sector scorecard. This screen is dominated by the large US cloud vendors (Microsoft, Amazon, and Alphabet), but also includes leading enterprise software companies such as IBM, SAP, and Infor, as well as Apple. There have been minor score changes for companies such as Broadcom, OpenText, and Software AG due to their divestitures following recent acquisitions.
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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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Company Insights
NewPing An Insurance (Group) Company of China – Digital Transformation Strategies
Ping An Digital Transformation Strategies Overview Ping An is tapping into the power of artificial intelligence (AI) to improve its business efficiency. AI, big data, cloud, and blockchain are among the key technologies under focus for the company. The annual ICT spending of Ping An was estimated at $2.8 billion in 2023. A major share of this spending is earmarked for acquiring software, network and communications, and hardware from vendors. Ping An Insurance (Group) Company of China (Ping An) is...
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Company Insights
NewCaixaBank SA – Digital Transformation Strategies
CaixaBank SA Digital Transformation Strategies Overview CaixaBank is exploring the use of advanced technologies such as blockchain, artificial intelligence, big data, and robotics to increase its operational flexibility and efficiency. AI, big data, cloud, and blockchain are among the key technologies under focus for the company. The annual ICT spending of CaixaBank was estimated at $1.5 billion in 2023. A major share of this spending is earmarked for acquiring software, ICT services, and network and communications from vendors. CaixaBank SA...
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Thematic Analysis
NewEnterprise Security Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Artificial intelligence (AI) is a double-edged sword in cybersecurity. It can help organizations improve their threat detection, hunting, and incident response capabilities, but adversaries can and will use AI in cyberattacks. There is every likelihood that AI will spur new merger and acquisition (M&A) deals in cybersecurity, especially of companies judged to be AI specialists. In the thematic screen of GlobalData’s enterprise security software sector scorecard, AI has a weighting of 20%, higher than any other theme.
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Thematic Analysis
NewGaming Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Tencent remains on top of the thematic screen of GlobalData’s gaming sector scorecard. It scores 5 out of 5 across six of the 10 themes that matter most in this market, including mobile gaming, social media, ecommerce, esports, game development, and China impact. It scores 4 out of 5 for the artificial intelligence (AI), metaverse, and cloud gaming themes. The only theme in which Tencent does not score well is regulation, but it is far from alone. All gaming companies...