Artificial Intelligence Thematic Research

Region:Global

Author(s):

Product Code:GDTMT TR S172

Download Sample Report download
Buy the Full ReportStarting from $3995
Published on

May 2018

Total pages

44

Table of Content

Download Sample Report download
Buy the Full ReportStarting from $3995

About the Report

About the Report

Artificial Intelligence Thematic Research

 

Summary

 

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 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.

Products


Companies

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

Table of Contents

Table of Contents

Table of Contents

PLAYERS 4

TECHNOLOGY BRIEFING 5

Seven key AI technologies 5

TRENDS 7

Technology trends 7

Macroeconomic trends 8

Regulatory trends 9

VALUE CHAIN 11

Machine learning 12

Data science 13

Conversational platforms 14

Computer vision 15

AI chips 16

Smart robots 17

Context aware computing 18

INDUSTRY ANALYSIS 20

AI and ethics 20

Mergers and acquisitions 21

The tech giants have all made significant AI acquisitions 22

Timeline 25

COMPANIES SECTION 27

Public companies 27

Private companies 30

SECTOR SCORECARDS 31

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

APPENDIX: OUR �THEMATIC� RESEARCH METHODOLOGY 43

You can also purchase parts of this report.
Do you want to check out a section wise price list?
Get Price Break-up

Why Buy From US?

RRR
Refine Robust Result (RRR) Framework

What makes us stand out is that our consultants follows Robust, Refine and Result (RRR) methodology. i.e. Robust for clear definitions, approaches and sanity checking, Refine for differentiating respondents facts and opinions and Result for presenting data with story

reach
Our Reach Is Unmatched

We have set a benchmark in the industry by offering our clients with syndicated and customized market research reports featuring coverage of entire market as well as meticulous research and analyst insights.

Research
Shifting the Research Paradigm

While we don't replace traditional research, we flip the method upside down. Our dual approach of Top Bottom & Bottom Top ensures quality deliverable by not just verifying company fundamentals but also looking at the sector and macroeconomic factors.

Insite
More Insights-Better Decisions

With one step in the future, our research team constantly tries to show you the bigger picture. We help with some of the tough questions you may encounter along the way: How is the industry positioned? Best marketing channel? KPI's of competitors? By aligning every element, we help maximize success.

Trust
Transparency and Trust

Our report gives you instant access to the answers and sources that other companies might choose to hide. We elaborate each steps of research methodology we have used and showcase you the sample size to earn your trust.

support
Round the Clock Support

If you need any support, we are here! We pride ourselves on universe strength, data quality, and quick, friendly, and professional service.

Why Client Choose Us?

400000+ Reports in repository
150+ Consulting project a year
100+ Analysts
8000+ Client Queries in 2022