Nvidia’s next big bet? Physical AI
With M&A on the rise, we break down how Nvidia is using acquisitions — including purchasing synthetic data startup Gretel last week — to strengthen its positioning in the next wave of AI development.
With M&A on the rise, we break down how Nvidia is using acquisitions — including purchasing synthetic data startup Gretel last week — to strengthen its positioning in the next wave of AI development.
We map out 60+ companies developing AI agents & copilots for industrial applications, including manufacturing, logistics, semiconductors, defense, and construction.
In the era of software-defined vehicles (SDVs), mastering software development and cybersecurity will be as important as mechanical engineering for traditional automakers. We break down key innovations, new business models, and challenges ahead in the SDV landscape.
We explore emerging technologies in energy production, AI computing hardware, support infrastructure, and AI cloud services that data center stakeholders should invest in for growth.
From diamond semiconductors to pure-play foundries, we break down the categories of tech companies driving innovation across the semiconductor manufacturing value chain.
From neural processing units (NPUs) to quantum computing, we break down the categories of tech companies powering the AI explosion.
We explore the evolution of the factory and the technologies propelling it forward, from generative AI-powered humanoid robots to the industrial metaverse.
We mined Nvidia's acquisitions, investments, and partnerships since Q2’23 to discern the company's strategic priorities.
From commercializing quantum computer applications in industries like finance and healthcare to defending against quantum algorithms with new post-quantum cryptography standards, the quantum information landscape is rapidly becoming more complex. We break down the tech companies defining the quantum future.
Quantum computing is attracting more attention from investors, but the market remains nascent as startups pile in. We break down the quantum computing landscape across funding, deals, headcount growth, and more.
We mined GM's acquisitions, investments, partnerships, and joint ventures to discern the company's strategic priorities.
From passwordless authentication to post-quantum cryptography, we break down the vendors helping enterprises improve the security of their hardware devices.
We mined Bosch's acquisitions, investments, and partnerships to discern the company's strategic priorities.
We mined Nvidia's investments and partnerships to discern the company’s strategic priorities in healthcare.
We break down the semiconductor landscape across funding trends, top deals, most valuable companies, and more.
We mined Arm's acquisitions, investments, and partnerships to discern the company's strategic priorities.
We mined AMD's acquisitions, investments, and partnerships to discern the company's strategic priorities.
We mined Ford's acquisitions, investments, partnerships, and joint ventures to discern the company's strategic priorities.
Generative AI applications are increasing demand for high-performance computing from cloud GPU providers. We assess the market and identify top players in the space.
Industry leaders like Intel are experiencing major losses due to decreasing chip demand on top of high capital investments, but some areas are still prime for growth.
The rise of electric vehicles is driving demand for high-performance semiconductors. We look at the areas within this space gaining the most momentum.
We mined Lockheed Martin's acquisitions, investments, and partnerships to discern the company's strategic priorities.
We mined NVIDIA's acquisitions, investments, and partnerships to discern the company's strategic priorities.
We mined Bosch's acquisitions, investments, and partnerships to discern the company's strategic priorities.
We mined Toyota's acquisitions, investments, partnerships, and joint ventures to discern the company's strategic priorities.
The semiconductor industry has been hit hard by the pandemic-induced chip shortage and the current economic downturn. From integrated circuits to process & manufacturing technologies, here's how Samsung and other companies are staying competitive and moving the industry forward.