The AI data center value chain: 12 high-momentum technologies powering the future of AI

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.

Research Brief

The AI computing hardware market map

From neural processing units (NPUs) to quantum computing, we break down the categories of tech companies powering the AI explosion.

Research Brief
September 13, 2024

Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI

We mined Nvidia's acquisitions, investments, and partnerships since Q2’23 to discern the company's strategic priorities.

Research Brief
June 20, 2024

Analyzing Arm’s growth strategy: How the mobile semiconductor leader is zeroing in on AI, auto, and more

We mined Arm's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Research Brief
September 27, 2023

Analyzing NVIDIA’s growth strategy: How the semiconductor leader is powering generative AI and the future of computing

We mined NVIDIA's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Research Brief
April 14, 2023

Storage

The AI data center value chain: 12 high-momentum technologies powering the future of AI

The AI computing hardware market map

Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI

Analyzing Arm’s growth strategy: How the mobile semiconductor leader is zeroing in on AI, auto, and more

Analyzing NVIDIA’s growth strategy: How the semiconductor leader is powering generative AI and the future of computing