Artificial Intelligence (AI) – Thematic Intelligence

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Reasons to buy the ‘Artificial Intelligence (AI)’ thematic intelligence report:

  • This report provides an overview of the artificial intelligence theme.
  • It identifies the key trends impacting the theme over the next 12 to 24 months.
  • It includes a comprehensive industry analysis, including market size and growth forecasts for AI hardware, AI platforms, AI consulting and support services, and specialized AI applications.
  • It gives a detailed breakdown of the AI value chain and its five segments: hardware, data management, foundational AI, advanced AI capabilities, and delivery.

How is our ‘Artificial Intelligence’ report unique from other reports in the market?

  • The report provides an invaluable guide to this highly disruptive theme.
  • Understand the key AI technologies to set smart business goals.
  • Assess the leading AI providers to gain a competitive advantage.
  • Gain access to AI applications across key verticals including automotive, healthcare, advertising, banking and finance, and power.

We recommend this valuable source of information to anyone involved in:

  • ​Cross Industry – AI Technology Leaders and Startups
  • ​Semiconductor and Component Manufacturers
  • ​Business Development and Market Intelligence
  • Investment Analysts and Portfolio Managers
  • Professional Services – Investment Banks, PE/VC firms
  • M&A/Investment, Management Consultants, and Consulting Firms

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Artificial Intelligence (AI) Thematic Report Overview

Artificial intelligence (AI) has been the domain of university and corporate R&D labs for decades. Recent progress in machine learning (ML) and the surge in computing power have enabled AI to solve real-life problems. Furthermore, Generative AI is the most talked-about area of AI today. The technology could drive the next level of business process automation across many industries.

The artificial intelligence thematic report identifies the key trends impacting the growth of the theme over the next 12 to 24 months. It includes a comprehensive industry analysis, including market size and growth forecasts for AI hardware, AI platforms, AI consulting and support services, and specialized AI applications. Furthermore, the report offers a detailed value chain analysis with key players in each component.

Key Trends ·       Technology Trends

·       Macroeconomic Trends

·       Regulatory Trends

Key Value Chain Components ·       Hardware

·       Data Management

·       Foundational AI

·       Advanced AI Capabilities

·       Delivery

Leading Public Companies ·       Alibaba

·       Alphabet

·       Amazon

·       AMD

·       Apple

Leading Private Companies ·       Anthropic

·       Biren Technology

·       Brain Corp

·       Cerebras Systems

·       Graphcore

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Key Artificial Intelligence Trends

The key trends that will influence the AI theme during the next 12 to 24 months are technology trends, regulatory trends, and macroeconomic trends.

Technology Trends: Various evolving technologies including edge AI, neuromorphic computing, quantum neural networks, and generative AI are impacting the AI theme. Moreover, Explainable AI (XAI) and federated learning will garner traction in the AI theme in the forthcoming years.

Regulatory Trends: Regulatory divergence, technology protectionism, and AI ethics are influencing the AI theme at regulatory levels. Furthermore, increased surveillance by regulators and policymakers due to concerns over big tech companies obstructing justice by using data privacy as a pretext to block federal agencies from accessing critical evidence on technology platforms will also impact the theme in the next few years.

Macroeconomic Trends: Trade wars among the key economies including the US, China, and Taiwan coupled with a shortage of skilled labor will have an impact on the AI theme.

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Artificial Intelligence Value Chain Outlook

The main AI value chain components are hardware, data management, foundational AI, advanced AI capabilities, and delivery.

Hardware: The AI hardware stack is not dissimilar from any IT system, although parts such as semiconductors, cameras, sensors, and edge equipment are very AI-specific. On the other hand, servers, storage, and networking equipment are standard and not designed specifically for AI use cases.

AI Value Chain Analysis
AI Value Chain Industry AnalysisBuy the Full Report for Additional AI Value Chain Analysis, Download a Free Sample Report

Artificial Intelligence – Competitive Landscape

The leading public companies making a mark in the AI theme are:

  • Alibaba
  • Alphabet
  • Amazon
  • AMD
  • Apple

The leading private companies leveraging the AI theme are:

  • Anthropic
  • Biren Technology
  • Brain Corp
  • Cerebras Systems
  • Graphcore

Leading Companies Leveraging the Artificial Intelligence Theme
Leading Companies Leveraging the Artificial Intelligence ThemeBuy the Full Report for More Insights on the Key Companies Leveraging the AI Theme, Download a Free Sample Report

Sector Scorecard Analysis

Artificial intelligence is a theme that impacts many of the sectors. The report covers extensive insights into the application software sector scorecard, semiconductor sector scorecard, and consumer electronics sector scorecard. A scorecard approach to predict tomorrow’s leading companies within each sector. Each scorecard comprises a thematic screen, a valuation screen, and a risk screen.

Application Software Sector Thematic Screen Analysis
Application Software Sector Thematic Screen AnalysisBuy the Full Report for More Insights on the Thematic Screen Analysis of the Application Software Sector Scorecard, Download a Free Sample Report

Key Highlights

  • Despite the hype, artificial general intelligence (AGI), or the ability of machines to do anything that a human can and possess consciousness, is still decades away. However, ‘good enough’ AI is already here, capable of human interaction, motion, and decision-making. For example, OpenAI’s ChatGPT can write original prose and chat with human fluency, DeepMind’s algorithms can beat the best human chess players, and Boston Dynamics’ Atlas robots can somersault. If this evolution continues, it could upend the labor-based capitalist economic model.
  • Generative AI is the most talked-about area of AI today. It could drive the next level of business process automation across many industries and cause creative destruction by dismantling old business models while creating new ones. Conversely, it also creates both sustainability and regulatory challenges.

AAC Technologies
Aardvark Tactical
Ab Initio
ABB
AccelData
Acer
Adeptia
Adetiq
Adimec
Advantech
AeroVironment
AEye
AI21 Labs
Aifnet
Airbyte
AIsera
Aiva Technologies
Alation
Aleph Alpha
Alibaba
Alkira
Alpha MOS
Alphabet
Altair
Alteryx
Altibase
Amadeus Code
Amazon
Ambarella
AMD
Amelia
AMS
Amundsen
Anthropic
ANYbotics
Anyscale
Apache Foundation
ApertusVR
Apple
Applied Aeronautics
Aptiv
Arista
Armadillo
Artbreeder
Aryballe
ASCON (C3D Labs)
Astronomer
Ataccama
Atlan
Attivio
Audiocipher
Aurora
Autodesk
Avaamo
Aviatrix
BAE Systems
Baichuan
Baidu
Basler
Beijing Academy of AI (Wu Dao)
Big Sleep
BigBear.ai
Bigeye
BigML
BIOS
Biren Technology
Black Sesame
Blackrock Neurotech
Blaize
Blue Frog Robotics
Blue River
BMC Software
Boomi
Boomy
Boost.ai
Bosch
Brain Corp
Brain.fm
BrainCo
Broadcom
C3.ai
Cambricon
Canon
Cato Networks
Cbot
CData Virtuality
Celigo
Celona
Cerebras
Cerio
Ceva
CGAL
Chainer
Character AI
Check Point Software
Chooch AI
Chukong Technologies
Cisco
Clarifai
ClickHouse
Cloud Software Group
Cloudera
CloudWalk
Cobalt Iron
Cognex
Cognity.AI
CogView
Cohere
Coherix
Cohesity
Colibra
Commnet
Commvault
Compumedics
Confluent
Consequential Robotics
Contextual AI
Continental
CoreWeave
Couchbase
CrowdStrike
Crowdworks
Crytek
Cyc
Cyclr
Dahua
Damco Group
Darktrace
Dask
Dassault Systèmes
Data Cirect Networks
data.world
Databricks
DataCaptive
DataHub
Dataiku
DataRobot
DataStax
Dbt Labs
DeepAI
Dell Technologies
Delphix
Delta Lake
Denodo Technologies
Denso
DiffusionBee
Diligent Robotics
DJI
Domo
Dorabot
Dot Incorporation
dotData
Dremio
Druid
Eastern Jin Tech
Ecovacs
Ecrett Music
EdgeConneX
Electronic Arts
Elementl
EleutherAI
ElliQ
Emotiv
EnterpriseDB
Envea (Cairpol)
Epic Games
Ericsson
Esaote
Exasol
Experian
Extreme Networks
Facewatch
FANN
Festo
Fetch Robotics
Finisar
Firmenich
Fivetran
flexiWAN
Flexpoint
Flink
Flux
Forcepoint
Fortinet
Fortra
Fotor
Fujifilm
Fujitsu
GE Healthcare
GE Vernova
Generic Robotics
Geometros
Glimpse Group
Global Laser
GM (Cruise)
Goertek
Grakn Labs
Graphcore
Great Expectations
Groq
Gstarsoft
H2O.ai
Hahn Group (Rethink Robotics)
Haptik
HCLTech
Hightouch
Hikvision
Hitachi
Hive
Hologic
Horizon Robotics
HPE
HTC
Huawei
Hugging Face
hypnogram.xyz
Hyundai (Boston Dynamics)
IBM
iFlytek
ImmersiveTouch
Immuta
Imply
Indie Semiconductor
Infineon
Infinidat
Inflection AI
Informatica
Information Builders
Innoviz
Insource
Inspur
IntegrityWare
Intel
Intenda
InteraXon
InterSystems
Iodyne
iRobot
iZotope
Jasper Art
JFrog
Jitterbit
Juniper Networks
Kasisto
Keboola
Keras
Kernel
Keyence
Khronos Group (OpenCL)
KNIME
Kore.ai
Kubotek
Laiye
Lambda Labs
LANDR
LEDAS
Leil Storage
Lenovo
Lightning AI
LivePerson
Lockheed Martin
Lumentum
Luminar Technologies
Magna
Make
MakeML
MariaDB
Materialize
MathWorks
Matillion
Matplotlib
Megvii (Face++)
Merative
Meta
Michelin (RoadBotics)
Microsoft
Microvision
Midea (KUKA)
Midjourney
Mindmaze
MindsDB
MindsEye
Minimax AI
Miso Robotics
Mistral AI
Mobileye
Mobvoi
MongoDB
Monte Carlo
Moonshot AI
Moore Threads
MosaicML
Motional
Murata
Musetree
Muzeek
Nauto
Neato Robotics
NEC
NetApp
Netskope
Neurable
Neurala
NeuralBlender
Neuralink
Neuroelectrics
NeuroGen
NeuroPace
NeuroSky
Nice
NightCafe
Nile
Nippon Ceramic
NLTK
Nokia
Northop Grumman
NTT
NumPy
Nutanix
Nvidia
NXP
Octopai
Odometric
OEM Automatic
Okta
Omron
OneReach.ai
OneTrust
Onshape
Open CASCADE
OpenAI
openEASE
OpenNN
OpteamX
Oracle
Osmo.ai
Ouster (Velodyne)
Output
Ovaledge
Oxide Computer
Palantir
Palo Alto Networks
Panasonic
Pandas
Panoply
Paradromics
PayPal (Simility)
PerceptiLabs
Percepto
Percona
Philips
Pixray
Pony.ai
PostgreSQL
Precisely
Prefect
Privacera
Profisee
Progress Software
Prophesee
ProsePainter
Psyonic
PTC
Pulsar
PureStorage
PyTorch
Qlik
Qualcomm
Quanergy
Quanta
Qubole
RDF
Redis Labs
Reka AI
Renesas
Restb.ai
Robotiq
Rockset
Rockwell Automation
Rohm
ROS-Industrial
RunwayML
S&P Global (Kensho)
Salesforce
SambaNova
Samsung Electronics
Sanctuary AI
SAP
SAS
Scale AI
Scality
Scentroid
Scikit-learn
Securonix
Sensae
SenseTime
Sherpa.ai
Shield AI
Shimadzu
Shutterstock
Siasun
Siemens
Sight Machine
SiLC
Silk
SingleStore
Skydio
Small Robot
SmartAction
Snap (NextMind)
SnapLogici
Snowflake
Software AG
Solid Modeling Solutions
Sony
Sophos
SoundHound
Soundraw
SparkCognition
Splash
Stability.ai
Starburst
StarryAI
Stateless
Statsmodels
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Stemmer Imaging
Stibo Systems
STMicroelectronics
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StorONE
Stratio
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Sugon
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Supermicro
Symphony
SymphonyAI
Synchron
Tabular
Tars
Tastewise
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TE Connectivity
TechSoft3D
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Teledyne
Tencent
Teradata
Teradyne
Tesla
Tessian
Texas Instruments
Thales Group
Timbr.ai
Together.ai
Top Systems
Torch
Toshiba
Transwarp
Tray.io
Trellix
Trend Micro
Trustgrid
Tulip
Tung Thih
TuSimple
Ultraleap
Unisoc
Unity Technologies
University of Montreal (Theano)
Upsolver
Veo Robotics
Veoneer
Verint
Veritas
ViSenze
Visionati
VistaLink
Visteon
Volt Active Data
Voyant Photonics
WebGL
Weebit Nano
Western Digital
Wolfram
WOMBO (Dream)
Workato
World Wide Web Consortium (Semantic Web)
xAI
Zeetta Networks
ZF
Zhipu AI
ZWsoft

Table of Contents

  • 1 Executive Summary
  • 2 Players
  • 3 Technology Briefing

    • 3.1 What is AI?
    • 3.2 Branches of AI
    • 3.3 The AI roadmap
    • 3.4 Advanced AI capabilities

  • 4 Trends

    • 4.1 Technology trends
    • 4.2 Macroeconomic trends
    • 4.3 Regulatory trends

  • 5 Industry Analysis

    • 5.1 Market size and growth forecasts
    • 5.2 Use cases
    • 5.3 Timeline

  • 6 Signals

    • 6.1 M&A trends
    • 6.2 Venture financing trends
    • 6.3 Patent trends
    • 6.4 Company filing trends
    • 6.5 Hiring trends

  • 7 Value Chain

    • 7.1 Hardware
    • 7.2 Data management
    • 7.3 Foundational AI
    • 7.4 Advanced AI capabilities
    • 7.5 Delivery

  • 8 Companies

    • 8.1 Public companies
    • 8.2 Private companies

  • 9 Sector Scorecards

    • 9.1 Application software sector scorecard
    • 9.2 Semiconductor sector scorecard
    • 9.3 Consumer electronics sector scorecard

  • 10 Glossary
  • 11 Further Reading
  • 12 Our Thematic Research Methodology
  • 13 About GlobalData
  • 14 Contact Us

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