Machine Learning – Thematic Intelligence

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

Machine Learning Market Analysis Report Overview

Machine learning is a subset of artificial intelligence (AI) that allows computer systems to learn and improve from data without being explicitly programmed. It is the most practical application of AI currently available for enterprise adoption.

The machine learning thematic intelligence report highlights key technology trends, macroeconomic trends, and regulatory trends impacting the machine learning theme. Furthermore, it discusses machine learning value chains, mergers & acquisitions activities, and major milestones in the journey of the machine learning theme.

Machine learning: Key Trends

The key trends that are associated with the machine learning theme can be classified into three categories: technology trends, macroeconomic trends, and regulatory trends.

Technology trends: The key technological trends that will shape the machine learning theme are explainable AI (XAI), facial recognition (FR), federated learning, natural language processing (NLP), AI chips, cloud, quantum computing, cybersecurity, 5G, black box algorithms, MLOps, and artificial general intelligence (AGI).

Macroeconomic trends: The key macroeconomic trends that will shape the machine learning theme are ESG and its complex relationship with ML, China’s rise as a global AI superpower, and COVID-19 treatment methods with the use of ML.

Regulatory trends: The key regulatory trends that will shape the machine learning theme are data privacy, algorithmic bias regulation, lack of global AI regulation, antitrust, Intellectual property (IP), regulation stifling innovation, and regulation of autonomous weapons.

For more insights on key trends shaping the machine learning theme, download a free report sample

Machine Learning – Industry Analysis

According to GlobalData forecasts, the global AI market revenue was worth $68 billion in 2021 and is expected to achieve a CAGR of more than 14% during 2019-2026. Specialist AI applications will account for the largest proportion of 2026 revenue, followed by AI consulting and support services. AI platforms will record the fastest revenue growth between 2021 and 2026 but will only account for a small percentage of revenue by 2026, suggesting there will not be a significant low-code/no-code AI boom in the future.

The machine learning industry analysis also covers:

  • Mergers & acquisitions
  • Venture financing
  • Patent trends
  • Company filling trends
  • Hiring trends
  • Use cases
  • Timeline

Global AI Market Revenue, 2019-2026

Global AI Market Revenue, 2019-2026

To gain more information on the machine learning market forecast, download a free report sample

Machine Learning- Value Chain Analysis

GlobalData’s machine learning value chain consists of four segments: hardware, software, services, and use cases.

Hardware: Machine learning models run on hardware components. These are essential enablers as they define the parameters within which a machine learning system can operate. The hardware dictates the speed and capacity in which data can be transferred and, therefore, the speed and latency of the machine learning system.

Machine Learning Value Chain Analysis

Machine Learning Value Chain Analysis

              For more insights on the machine learning value chains, download a free report sample

Leading Public Companies Associated with the Machine Learning Theme

Some of the leading public companies that are making their mark within the machine learning theme are Alibaba, Alphabet (parent company of Google), Amazon, Arm, Baidu,, IBM, Intel, Microsoft, and Nvidia.

Leading Private Companies Associated with the Machine Learning Theme

The leading private companies that are making their mark within the machine learning theme are Cerebras, Cloudera, Databricks, Groq, Horizon Robotics, MakeML, Nuro, Quadric, and SparkCognition.

To know more about the leading companies associated with the machine learning theme, download a free report sample

Application Software Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen.

The enterprise security software scorecard has three screens:

  • Our thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • Our valuation screen ranks our universe of companies within a sector based on selected valuation metrics
  • Our risk screen ranks companies within a particular sector based on overall investment risk

Application Software Sector Scorecard – Thematic Screen

Application Software Sector Scorecard – Thematic Screen

To know more about the sector scorecards, download a free report sample

The machine learning thematic research report also covers the sector scorecard for:

  • Cloud Services Sector Scorecard

Machine Learning Market Overview

Report Pages 76
Regions Covered Global
Market Size (2021) $68 billion
CAGR (2019-2026) >14%
Key Trends Technology Trends, Macroeconomic Trends, and Regulatory Trends
Value Chains Hardware, Software, Services, And Use Cases
Leading Public Companies Alibaba, Alphabet (parent company of Google), Amazon, Arm, Baidu,, IBM, Intel, Microsoft, and Nvidia
Leading Private Companies Cerebras, Cloudera, Databricks, Groq, Horizon Robotics, MakeML, Nuro, Quadric, and SparkCognition


  • This report provides an overview of the machine learning theme.
  • It identifies the key trends impacting 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.
  • The detailed value chain breaks down machine learning into three areas: hardware, software (big data management and machine learning techniques), and services (platforms, MLaaS, and libraries).

Reasons to Buy

Machine learning will benefit all enterprises in some capacity, with potential advantages including automation, trend and pattern recognition, process improvement, and forecasting. This report will help readers make sense of the machine learning theme, understand training techniques and leading algorithms, the business benefits, identify the leading vendors and startups, and understand MLaaS, MLOps, and machine learning libraries.

Brain Corp
Centec Networks
Cerebras Systems
Check Point Software
Cloud Software Group
Eta Compute
Extreme Networks
First Sensor
Fritz AI
Google (TensorFlow)
GrAI Matter Labs
Horizon Robotics
Innatera Nanosystems
Juniper Networks
Lumen Technologies
Meta (PyTorch)
Palo Alto Networks
Pure Storage
Rockwell Automation
Samsung Electronics
Samsung Electronics
SK Hynix
TE Connectivity
Texas Instruments
Trend Micro
University of Montreal (Theano)
Western Digital

Table of Contents

Executive Summary


Technology Briefing


• Technology trends

• Macroeconomic trends

• Regulatory trends

Industry Analysis

• Market size and growth forecasts

• Mergers and acquisitions

• Venture financing

• Patent trends

• Company filing trends

• Hiring trends

• Use cases

• Timeline

Value Chain

• Hardware

• Software

• Services


Sector Scorecards

• Application software sector scorecard

• Cloud services sector scorecard


Further Reading

Our Thematic Research Methodology

About GlobalData

Contact Us

Frequently asked questions

Machine Learning – Thematic Intelligence thematic reports
Currency USD

Can be used by individual purchaser only


Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

Get in touch to find out about multi-purchase discounts
Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

Machine Learning – Thematic Intelligence was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at Machine Learning – Thematic Intelligence in real time.

  • Access a live Machine Learning – Thematic Intelligence dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.