Artificial Intelligence Thematic Research
Region:Global
Product Code:GDTMT TR S172
May 2018
44
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.
Scope of the Report
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
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
Research Methodology
Why Buy From Us?
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
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.
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.
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.
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.
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