Artificial Intelligence - Thematic Research

AI is still in its infancy, despite the R&D effort that has been expended on it over the years, and in a decade’s time today’s “state of the art” will seem rudimentary and simplistic. Therefore, when looking at potential winners in this theme, it is as important to gauge their ability to innovate over the long-term as it is to evaluate the current state of their AI offerings.

Leading the way with the development of AI technologies are the global technology giants – Google, Amazon, Microsoft, Facebook and IBM. Their strength is derived from a combination of factors, including access to huge datasets, essential for training AI systems, and significant amounts of computing power. Over the next few years, these US-headquartered companies will face increasing competition from China’s tech powerhouses, including Baidu and Alibaba.

Scope

This report analyses the growing potential of AI for businesses.

-Leading the way with the development of AI technologies are the global technology giants – Google, Amazon, Microsoft, Facebook and IBM.

-The report provides key winners and losers in the AI theme.

Reasons to buy

The report highlights:

-Key incumbents and disruptors in key industries.

-A technology briefing on the seven key AI technologies, including machine learning, data science, conversational platforms, computer vision, AI chips, smart robots, and context-aware computing, and a list of the technology leaders and disruptors for each of these seven categories of AI technology.

-The main trends in the AI industry over the next 12 to 24 months, and also simplifies the value chain for the artificial intelligence industry into four segments – data inputs, big data management, AI technology, and AI use cases.

-The report offers an industry analysis, including AI and ethics, mergers and acquisitions, the tech giants that have all made significant acquisitions.

-The report also offers a scorecard approach to identify leading companies in a sector. The sector scorecards have three screens – a thematic screen, a valuation screen and a risk screen.

Companies mentioned

Alibaba

Alphabet

Amazon

Apple

Baidu

Facebook

IBM

Intel

Microsoft

Nvidia

Salesforce.com

Samsung Electronics

Darktrace

Lemonade

Megvii

Mobvoi

SenseTime

SoundHound

Alibaba

Alphabet

Amazon

Apple

Baidu

Facebook

IBM

Intel

Microsoft

Nvidia

Salesforce.com

Samsung Electronics

Darktrace

Lemonade

Megvii

Mobvoi

SenseTime

SoundHound

Table of Contents

Players

Technology briefing

Trends

Value chain

Industry analysis

Companies section

Sector scorecards

-IT services sector Scorecard

-Application software sector scorecard

-Internet sector scorecard

APPENDIX: OUR ...

Players

Technology briefing

Trends

Value chain

Industry analysis

Companies section

Sector scorecards

-IT services sector Scorecard

-Application software sector scorecard

-Internet sector scorecard

APPENDIX: OUR "THEMATIC" RESEARCH METHODOLOGY

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