Artificial Intelligence Thematic Research



Product Code:GDTMT TR S172

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Published on

May 2018

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About the Report

About the Report

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.




This report is part of our ecosystem of thematic investment research reports, supported by our �thematic engine�. About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData's thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData's �thematic engine� help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three tiered reporting structure: single theme, multi theme and sector scorecard. This report is a Multi Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.


Reasons to buy


Our thematic investment research product, supported by our thematic engine, is aimed at senior (C Suite) executives in the corporate world as well as institutional investors.

Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.



Alibaba Alphabet Amazon Apple Baidu Facebook IBM Intel Microsoft Nvidia Samsung Electronics Darktrace Lemonade Megvii Mobvoi SenseTime SoundHound

Table of Contents

Table of Contents

Table of Contents



Seven key AI technologies 5


Technology trends 7

Macroeconomic trends 8

Regulatory trends 9


Machine learning 12

Data science 13

Conversational platforms 14

Computer vision 15

AI chips 16

Smart robots 17

Context aware computing 18


AI and ethics 20

Mergers and acquisitions 21

The tech giants have all made significant AI acquisitions 22

Timeline 25


Public companies 27

Private companies 30


IT services sector Scorecard 31

Who's who in the IT services sector 31

Thematic screen 32

Valuation screen 33

Risk screen 34

Application software sector scorecard 35

Who's who in the application software sector 35

Thematic screen 36

Valuation screen 37

Risk screen 38

Internet sector scorecard 39

Who's who in the internet sector 39

Thematic screen 40

Valuation screen 41

Risk screen 42


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