The document analyzes GSIT, a technology company focused on memory products and artificial intelligence. It notes that GSIT has a profitable core business, no debt, and is developing two new products - radiation-hardened chips for aerospace/defense expected to launch in 2019, and an AI chip called APU which could provide a significant upside if successful. The analysis sees GSIT as an asymmetric investment opportunity given its undervaluation relative to peers and potential catalysts from new products. However, risks include failure of new products to launch and customer concentration.
Innovation is Key to Growth - Big ideas - 2019 - ARK InvestPaulo Ratinecas
Why Invest in Disruptive Innovation?
ARK believes that disruptive innovation is key to growth.
We aim to identify large-scale investment opportunities
by focusing on public companies that are the leaders,
enablers, and beneficiaries of disruptive innovation.
Opportunities resulting from disruptive innovation are
often undiscovered or misunderstood by traditional
investment managers who are focused on sectors,
indexes, short-term earnings and price movements.
ARK’s research spans across sectors, industries, and
markets to gain a deeper understanding of the
convergence, market potential, and long-term impact
of disruptive innovation.
DISRUPTIVEINNOVATION
ARK defines ‘‘disruptive innovation’’ as the introduction
of a technologically enabled new product or service
that should transform economic activity by creating
simplicity and accessibility while driving down costs.
To enlighten investors on the impact of these breakthroughs and the opportunities they will create, we began publishing Big Ideas in 2017. This annual research report highlights the latest developments in innovation and offers some of our most provocative research conclusions for the coming year. We hope you enjoy our “Big Ideas” for 2020.
Rooted in almost 40 years of experience, ARK Invest aims to
identify large-scale investment opportunities resulting from
technological change. We believe innovation is key to growth.
From a broad spectrum of disruptive innovations, “Big Ideas”
represents our annual breakout of technologies that we believe
will accelerate significantly in the months ahead.
Each section provides you with a brief introduction before
illustrating the opportunity. At the end of each section we list
sources for additional research and insights.
Since our founding in 2014, ARK Invest has had one focus: Disruptive Innovation. We define disruptive innovation as the introduction of a technologically enabled new product or service that is going to change the way the world works and make it a better place. Seeking to educate investors and innovation enthusiasts, ARK decided to publish “Big Ideas” in 2017. This annual presentation showcases a selection of innovations that we believe will accelerate the pace of change. The research presented aims to illustrate how these ideas are transforming the way the world works and delivering outsized growth opportunities across different industries.
Big Ideas 2018 highlights our research on Mobility-as-a-Service (MaaS), Robotics, Deep Learning, CRISPR Genome-Editing, Cryptoassets, Frictionless Value Transfers, and 3D Printing.
We invite you to download Big Ideas 2018 and share your thoughts with us!
The drone industry has evolved over the past decades and the drone market is expected to have explosive growth. This report examines the major key trends of development for China's drone industry. It also discusses the competitive advantages of Finland as well as the gaps that Finland should strive to close in order to unlock the full potential of drone. The report concludes with an examination over the different existing and possible future opportunities for Finnish drone companies.
2019 London Data Science Festival. Making Money in AI, Machine Learning and ...Simon Greenman
Who’s Going to Make Money in AI and Machine Learning? We’re currently experiencing an AI gold rush. Billions are being invested. AI startups abound. Google, Amazon, and Microsoft are duking it out for AI supremacy. Corporations are scrambling to ensure they adopt AI ahead of their competitors while looking over their should at startups. The winners will be the picks and shovels of this gold rush. They are the tech giants that have the scale of data, talent, capital and distribution to power the AI revolution. But enterprises stand to create nearly $4 trillion in value from AI by 2022. But to get AI and data science projects out of experimentation and into use across the organisation requires mobilising and engaging the executive team. AI startups that are looking to scale also need to cross the commercial divide from technology to the enterprise.
Innovation is Key to Growth - Big ideas - 2019 - ARK InvestPaulo Ratinecas
Why Invest in Disruptive Innovation?
ARK believes that disruptive innovation is key to growth.
We aim to identify large-scale investment opportunities
by focusing on public companies that are the leaders,
enablers, and beneficiaries of disruptive innovation.
Opportunities resulting from disruptive innovation are
often undiscovered or misunderstood by traditional
investment managers who are focused on sectors,
indexes, short-term earnings and price movements.
ARK’s research spans across sectors, industries, and
markets to gain a deeper understanding of the
convergence, market potential, and long-term impact
of disruptive innovation.
DISRUPTIVEINNOVATION
ARK defines ‘‘disruptive innovation’’ as the introduction
of a technologically enabled new product or service
that should transform economic activity by creating
simplicity and accessibility while driving down costs.
To enlighten investors on the impact of these breakthroughs and the opportunities they will create, we began publishing Big Ideas in 2017. This annual research report highlights the latest developments in innovation and offers some of our most provocative research conclusions for the coming year. We hope you enjoy our “Big Ideas” for 2020.
Rooted in almost 40 years of experience, ARK Invest aims to
identify large-scale investment opportunities resulting from
technological change. We believe innovation is key to growth.
From a broad spectrum of disruptive innovations, “Big Ideas”
represents our annual breakout of technologies that we believe
will accelerate significantly in the months ahead.
Each section provides you with a brief introduction before
illustrating the opportunity. At the end of each section we list
sources for additional research and insights.
Since our founding in 2014, ARK Invest has had one focus: Disruptive Innovation. We define disruptive innovation as the introduction of a technologically enabled new product or service that is going to change the way the world works and make it a better place. Seeking to educate investors and innovation enthusiasts, ARK decided to publish “Big Ideas” in 2017. This annual presentation showcases a selection of innovations that we believe will accelerate the pace of change. The research presented aims to illustrate how these ideas are transforming the way the world works and delivering outsized growth opportunities across different industries.
Big Ideas 2018 highlights our research on Mobility-as-a-Service (MaaS), Robotics, Deep Learning, CRISPR Genome-Editing, Cryptoassets, Frictionless Value Transfers, and 3D Printing.
We invite you to download Big Ideas 2018 and share your thoughts with us!
The drone industry has evolved over the past decades and the drone market is expected to have explosive growth. This report examines the major key trends of development for China's drone industry. It also discusses the competitive advantages of Finland as well as the gaps that Finland should strive to close in order to unlock the full potential of drone. The report concludes with an examination over the different existing and possible future opportunities for Finnish drone companies.
2019 London Data Science Festival. Making Money in AI, Machine Learning and ...Simon Greenman
Who’s Going to Make Money in AI and Machine Learning? We’re currently experiencing an AI gold rush. Billions are being invested. AI startups abound. Google, Amazon, and Microsoft are duking it out for AI supremacy. Corporations are scrambling to ensure they adopt AI ahead of their competitors while looking over their should at startups. The winners will be the picks and shovels of this gold rush. They are the tech giants that have the scale of data, talent, capital and distribution to power the AI revolution. But enterprises stand to create nearly $4 trillion in value from AI by 2022. But to get AI and data science projects out of experimentation and into use across the organisation requires mobilising and engaging the executive team. AI startups that are looking to scale also need to cross the commercial divide from technology to the enterprise.
There are some major innovations that will stand the chance of changing close to everything that will find their way into the lives of everyone not living under a rock. Some of these are
• major advances in battery technology that will impact close to everything that runs on battery,
• Graphene, a miracle product produced from Carbon that is one molecule thick, stronger than steel, capable of storing electricity and clear. Expect several innovations that will utilize graphene, including a possibility of Graphene disrupting all plastics and possibly aluminum, particularly if the prices sufficiently erode,
• Extended Reality, which is a converged view of the physical and digital landscapes available to the consumer and interacting with consumers in vastly transformed ways,
• Internet of Things (IoT) devices and IoT exchanges, which will allow companies to integrate their physical market presence into the digital processing stream and
• Adaptive Intelligence delivered through autonomous software robots, all interacting with the platforms that collectively represent an organization’s digital identity. Adaptive Intelligence stands the chance of changing close to everything.
All of this is highly disruptive, and during disruptive times analytics lose their accuracy because disruptions represent departures from historical trends. While these will not be the only disruptions that can be expected as, according to Ray Kurzweil and others, we approach a digital singularity, these expected disruptions will represent an opportunity to help shape the future in a way beneficial to the organization, at least if the disruptive times can be deciphered and successfully navigated.
The most conservative part in a company is mediocre experts who love status quo. Top tier experts tend to climb up mountains from one peak to another peak, so as to explore new ideas and products. You must move also from one to another one. It is said,
“You can raise the bar or you can wait for others to raise it, but it’s getting raised regardless.” Raise your bar higher enough no to succeed now but in the future eventually. Your life is counted hoe many oh-shit moment you experienced. Gotta run.
The 1,219% increase shows both profit and the impact of the chip crisis on th...aditi agarwal
Nan Ya Printed Circuit Board Corp. Makes an essential component for chipmaking that has grow to be the contemporary bottleneck for automakers and electronics organizations laid low with semiconductor shortages
Technology, Media, and Telecommunications Predictions 2021aakash malhotra
The ongoing Covid - 19 pandemic has rapidly boosted technological innovations around the world. Smart solutions are the only safe support all countries can depend on. TMT predictions 2021 also tweaks its forecast to fit the pandemic. The virtual world is the new social. However, there are still certain technological areas that have been heavily impacted. The forecast shows increased revenue for cloud, increase virtual medical meets especially for senior citizens, dependence on virtual education and expansion of broadband networks all over the globe. The pandemic is a major boost for the evolutionary changes taking place within the technology sector. See More: https://www2.deloitte.com/in/en/pages/technology-media-and-telecommunications/articles/tmt-predictions-2021.html
Korean Internet: Platform revolution
- Initiate coverage of internet sector with Overweight call
- 2017 preview: Further monetization of mobile traffic, start of AI business
- Internet industry issues: Change in Online shopping market, Fintech, Content business, Messenger business
- Company Analysis: NAVER, Kakao and Interpark
Internet trends 2015.05.27 | KPCB Internet trends 2015Dmytro Lysiuk
INTERNET TRENDS 2014 – CODE CONFERENCE
Mary Meeker
May 27, 2015
kpcb.com/InternetTrends
See last years vision and compare with reality here http://www.slideshare.net/dymil/internet-trends-2015-49213397
The Amazing Ways YouTube Uses Artificial Intelligence And Machine LearningBernard Marr
As one of the most popular social media platforms, YouTube uses artificial intelligence in a variety of ways from automatically removing objectionable content to using its enormous data set of videos to train AI algorithms on new skills. Here are a few of the ways artificial intelligence is used by YouTube.
Robotics is rapidly transforming the way humans live and work, and will continue to grow due to the ongoing trend toward automation and continued innovative technical improvements in industrial robots. This report summarizes some important trends. It is an excerpt of our Detecon Radar.
The smart grid has experienced tremendous growth and market penetration since its inception. Worldwide deployments have allowed for the creation of a more efficient and reliable energy system. Growth has been achieved by individual utilities in many different areas of the electrical grid. These deployments have allowed utilities to make improvements in the optimal way for them, whether in transmission and distribution, communications, metering, or in other ways. Numerous vendors have entered the smart grid marketplace to meet this need. Companies such as SUBNET Solutions, S&C Electric Company, Trilliant, Freescale Semiconductor, AT&T, and Cooper Power Systems have played a significant role, as they have introduced products and services that have revolutionized smart grid deployments. These innovative products and services are currently shaping the development of the smart grid worldwide and will continue to develop the smart grid through 2013.
Stephanie Llamas (SuperData): XR by the Numbers: What the Data Tells UsAugmentedWorldExpo
A talk from the Gaming & Entertainment Track at AWE USA 2019 - the World's #1 XR Conference & Expo in Santa Clara, California May 29-31, 2019.
Stephanie Llamas (SuperData): XR by the Numbers: What the Data Tells Us
Mobile Augmented Reality is already a mainstream media platform in use today by more than 1 billion consumers worldwide. With the release of new untethered headsets and more content to experience on them, Virtual Reality is on its way to critical mass as well. Games and entertainment have been the key driver for adoption on the consumer end, but will it be enough to sustain the current speed of adoption? What's the demand for entertainment applications and how can developers monetize? Finally, where are the biggest opportunities for advertisers and creators who seek to engage these hard-to-reach consumers? Will the gaming-focused Oculus Quest open the floodgates and serve as the catalyst for broader consumer adoption? Learn the answers to these questions and more as Stephanie Llamas, head of XR at SuperData, a Nielsen Company, presents critical data and insights from her unique vantage at the center of the exploding VR and AR universe.
https://awexr.com
The global artificial neural network market generated revenue of US$ 125.6 million in 2020 and is expected to reach US$ 309.9 million by 2025 with a CAGR of 19.8% in the forecast period. The artificial neural network market report offers a comprehensive market analysis of the different segments and regions that lets readers make crucial business-related decisions with a wealth of information enclosed in this report. The research report offers both qualitative and quantitative information on the global artificial neural network market. In qualitative terms, the artificial neural network market report provides insights into numerous factors, such as market determinants, value chain analysis, emerging trends, growth opportunity analysis, Porter five-force model analysis, and macro-economic factors, segment analysis, regional analysis at a granular level. Similarly, in quantitative terms, the report provides historical and forecast market numbers of artificial neural networks in various segments such as by component, deployment model, enterprise size, applications & industry vertical at global, regional, and country-level. In addition, the report provides a detailed analysis of the market vendors and their product offerings. The report also covers details of the competitive market environment and includes information on the capabilities and competencies of market vendors.
There are some major innovations that will stand the chance of changing close to everything that will find their way into the lives of everyone not living under a rock. Some of these are
• major advances in battery technology that will impact close to everything that runs on battery,
• Graphene, a miracle product produced from Carbon that is one molecule thick, stronger than steel, capable of storing electricity and clear. Expect several innovations that will utilize graphene, including a possibility of Graphene disrupting all plastics and possibly aluminum, particularly if the prices sufficiently erode,
• Extended Reality, which is a converged view of the physical and digital landscapes available to the consumer and interacting with consumers in vastly transformed ways,
• Internet of Things (IoT) devices and IoT exchanges, which will allow companies to integrate their physical market presence into the digital processing stream and
• Adaptive Intelligence delivered through autonomous software robots, all interacting with the platforms that collectively represent an organization’s digital identity. Adaptive Intelligence stands the chance of changing close to everything.
All of this is highly disruptive, and during disruptive times analytics lose their accuracy because disruptions represent departures from historical trends. While these will not be the only disruptions that can be expected as, according to Ray Kurzweil and others, we approach a digital singularity, these expected disruptions will represent an opportunity to help shape the future in a way beneficial to the organization, at least if the disruptive times can be deciphered and successfully navigated.
The most conservative part in a company is mediocre experts who love status quo. Top tier experts tend to climb up mountains from one peak to another peak, so as to explore new ideas and products. You must move also from one to another one. It is said,
“You can raise the bar or you can wait for others to raise it, but it’s getting raised regardless.” Raise your bar higher enough no to succeed now but in the future eventually. Your life is counted hoe many oh-shit moment you experienced. Gotta run.
The 1,219% increase shows both profit and the impact of the chip crisis on th...aditi agarwal
Nan Ya Printed Circuit Board Corp. Makes an essential component for chipmaking that has grow to be the contemporary bottleneck for automakers and electronics organizations laid low with semiconductor shortages
Technology, Media, and Telecommunications Predictions 2021aakash malhotra
The ongoing Covid - 19 pandemic has rapidly boosted technological innovations around the world. Smart solutions are the only safe support all countries can depend on. TMT predictions 2021 also tweaks its forecast to fit the pandemic. The virtual world is the new social. However, there are still certain technological areas that have been heavily impacted. The forecast shows increased revenue for cloud, increase virtual medical meets especially for senior citizens, dependence on virtual education and expansion of broadband networks all over the globe. The pandemic is a major boost for the evolutionary changes taking place within the technology sector. See More: https://www2.deloitte.com/in/en/pages/technology-media-and-telecommunications/articles/tmt-predictions-2021.html
Korean Internet: Platform revolution
- Initiate coverage of internet sector with Overweight call
- 2017 preview: Further monetization of mobile traffic, start of AI business
- Internet industry issues: Change in Online shopping market, Fintech, Content business, Messenger business
- Company Analysis: NAVER, Kakao and Interpark
Internet trends 2015.05.27 | KPCB Internet trends 2015Dmytro Lysiuk
INTERNET TRENDS 2014 – CODE CONFERENCE
Mary Meeker
May 27, 2015
kpcb.com/InternetTrends
See last years vision and compare with reality here http://www.slideshare.net/dymil/internet-trends-2015-49213397
The Amazing Ways YouTube Uses Artificial Intelligence And Machine LearningBernard Marr
As one of the most popular social media platforms, YouTube uses artificial intelligence in a variety of ways from automatically removing objectionable content to using its enormous data set of videos to train AI algorithms on new skills. Here are a few of the ways artificial intelligence is used by YouTube.
Robotics is rapidly transforming the way humans live and work, and will continue to grow due to the ongoing trend toward automation and continued innovative technical improvements in industrial robots. This report summarizes some important trends. It is an excerpt of our Detecon Radar.
The smart grid has experienced tremendous growth and market penetration since its inception. Worldwide deployments have allowed for the creation of a more efficient and reliable energy system. Growth has been achieved by individual utilities in many different areas of the electrical grid. These deployments have allowed utilities to make improvements in the optimal way for them, whether in transmission and distribution, communications, metering, or in other ways. Numerous vendors have entered the smart grid marketplace to meet this need. Companies such as SUBNET Solutions, S&C Electric Company, Trilliant, Freescale Semiconductor, AT&T, and Cooper Power Systems have played a significant role, as they have introduced products and services that have revolutionized smart grid deployments. These innovative products and services are currently shaping the development of the smart grid worldwide and will continue to develop the smart grid through 2013.
Stephanie Llamas (SuperData): XR by the Numbers: What the Data Tells UsAugmentedWorldExpo
A talk from the Gaming & Entertainment Track at AWE USA 2019 - the World's #1 XR Conference & Expo in Santa Clara, California May 29-31, 2019.
Stephanie Llamas (SuperData): XR by the Numbers: What the Data Tells Us
Mobile Augmented Reality is already a mainstream media platform in use today by more than 1 billion consumers worldwide. With the release of new untethered headsets and more content to experience on them, Virtual Reality is on its way to critical mass as well. Games and entertainment have been the key driver for adoption on the consumer end, but will it be enough to sustain the current speed of adoption? What's the demand for entertainment applications and how can developers monetize? Finally, where are the biggest opportunities for advertisers and creators who seek to engage these hard-to-reach consumers? Will the gaming-focused Oculus Quest open the floodgates and serve as the catalyst for broader consumer adoption? Learn the answers to these questions and more as Stephanie Llamas, head of XR at SuperData, a Nielsen Company, presents critical data and insights from her unique vantage at the center of the exploding VR and AR universe.
https://awexr.com
The global artificial neural network market generated revenue of US$ 125.6 million in 2020 and is expected to reach US$ 309.9 million by 2025 with a CAGR of 19.8% in the forecast period. The artificial neural network market report offers a comprehensive market analysis of the different segments and regions that lets readers make crucial business-related decisions with a wealth of information enclosed in this report. The research report offers both qualitative and quantitative information on the global artificial neural network market. In qualitative terms, the artificial neural network market report provides insights into numerous factors, such as market determinants, value chain analysis, emerging trends, growth opportunity analysis, Porter five-force model analysis, and macro-economic factors, segment analysis, regional analysis at a granular level. Similarly, in quantitative terms, the report provides historical and forecast market numbers of artificial neural networks in various segments such as by component, deployment model, enterprise size, applications & industry vertical at global, regional, and country-level. In addition, the report provides a detailed analysis of the market vendors and their product offerings. The report also covers details of the competitive market environment and includes information on the capabilities and competencies of market vendors.
The global artificial neural network market generated revenue of US$ 125.6 million in 2020 and is expected to reach US$ 309.9 million by 2025 with a CAGR of 19.8% in the forecast period. The artificial neural network market report offers a comprehensive market analysis of the different segments and regions that lets readers make crucial business-related decisions with a wealth of information enclosed in this report. The research report offers both qualitative and quantitative information on the global artificial neural network market. In qualitative terms, the artificial neural network market report provides insights into numerous factors, such as market determinants, value chain analysis, emerging trends, growth opportunity analysis, Porter five-force model analysis, and macro-economic factors, segment analysis, regional analysis at a granular level. Similarly, in quantitative terms, the report provides historical and forecast market numbers of artificial neural networks in various segments such as by component, deployment model, enterprise size, applications & industry vertical at global, regional, and country-level. In addition, the report provides a detailed analysis of the market vendors and their product offerings. The report also covers details of the competitive market environment and includes information on the capabilities and competencies of market vendors.
Augmented & Mixed Reality Opportunity SnapshotHarbor Research
Technological, customer and competitive forces are driving rapid change within the emerging augmented, virtual and mixed reality technology arena. Opportunities abound in this new environment as the number of players, applications and solutions explode.
The Future of The AR / MR Market Remains Uncertain
Although the AR / MR arena has a bright future overall, winners and losers will emerge over time as technology, competition, and customer requirements alter the landscape. In such an environment, developers and suppliers must be aware of the forces at work and clearly understand the impacts of these forces on their business and the market itself.
When faced with uncertainty, a useful tool to employ in thinking about the future is scenario development. Looking at alternative futures encourages new thinking and provides a base for market foresight. The purpose of scenarios is not to cover all eventualities, but to predict the impacts of these challenges so that competitors can respond.
Contact Us to Purchase the Full Brief: http://harborresearch.com/about-us/contact-harbor/
See The Full Blog Post Here: http://harborresearch.com/the-future-of-augmented-and-mixed-reality/
The global autonomous data platform market generated revenue of US$ 827.6 million in 2020 and is expected to reach US$ 2,093.4 million by 2025 with a CAGR of 20.4% in the forecast period. The autonomous data platform market report offers a comprehensive market analysis of the different segments and regions that lets readers make crucial business-related decisions with a wealth of information enclosed in this report. The research report offers both qualitative and quantitative information on the global autonomous data platform market. In qualitative terms, the autonomous data platform market report provides insights into numerous factors, such as market determinants, value chain analysis, emerging trends, growth opportunity analysis, porters five-force model analysis and macro-economic factors, segment analysis, regional analysis at a granular level. Similarly, in quantitative terms, the report provides historical and forecast market numbers of the autonomous data platform in various segments such as by component, deployment model, enterprise size, application & industry at global, regional, and country-level. Also, the report provides a detailed analysis of the market vendors and their product offerings. The report also covers details of the competitive market environment and includes information on the capabilities and competencies of market vendors.
MarketResearchReprots.com has announced the addition of “Forecast of Global Semiconductor Inspection Equipment Players Market 2023” research report to their offering. See more at- http://mrr.cm/w3C
Artificial Intelligence is trendy. Every event, every strategy meeting and every consulting firm talks about it. This whitepaper aims to separate actual facts and important background information from the overarching marketing buzz.
You will get a short but information-rich wrap up about: What causes the current hype? Where are we today? What are the innovation leaders doing with AI? And what are immediate action points to focus on by applying artificial intelligence to your business?
Amid heightened competition to sell data analysis software, closel.docxdaniahendric
Amid heightened competition to sell data analysis software, closely held SAS Institute says it will fend off threats from rivals IBM, SAP, and Oracle
Jim Goodnight, chief executive of SAS Institute, doesn't mince words. During a Nov. 10 talk at the Churchill Club, a gathering of Silicon Valley business people, the head of the closely held software maker disparaged Wall Street analysts, questioned the value of marketing staff, and told a joke involving Bill Clinton and the Pope that some people of faith might have found offensive.
Goodnight is equally blunt about his competitors in the $9 billion market for data analysis software. In the past two years, IBM (IBM), SAP (SAP), and Oracle (ORCL) have bought companies that compete with SAS in providing software that can predict trends, identify profitable customers, reduce risk, or shave costs. Goodnight views the mergers as a chance to make hay. "We always look for any company that's acquired to be messed up for a year," Goodnight says in an interview.
Goodnight and the rest of SAS will need to keep backing up the bold talk with results. The company has held up well during a recession that crimped rivals' growth. At SAS, sales this year will be unchanged from 2008, when they stood at $2.26 billion, according to Goodnight. Profit may decline by 4%. By contrast, revenue at German software giant SAP is expected to decline by 8% this year, and for Oracle, the large U.S. business-software company, sales slipped 1% for the 12 months ended Aug. 31.
SAS specializes in software that helps companies extract insights from growing volumes of data. That's attractive because it is expanding even as demand for other kinds of software, such as applications that streamline business processes, has declined.
SAS products are deeply embedded
SAS's growth comes partly because it can charge premium prices for its software, which lets statisticians predict future scenarios based on historical data. Versions of SAS products tailored for specific industries can start at $1 million to run a unit of a company, with annual subscription fees of 20% to 30% of the initial cost. "That makes the product somewhat pricey," compared with other vendors', says Bill Hostmann, an analyst at market research company Gartner (IT).
Sales of data analysis software increased 22%, to $8.8 billion, in 2008, according to Gartner. SAS had about 15% of the market, the same as Oracle's share. SAP held a 24% share of the market and IBM 11%.
SAS products are deeply embedded in the companies that use them. The software employs its own programming language and the statisticians and actuaries who use it are trained on the system and highly familiar with it. That makes it harder for customers to switch providers.
IBM is at the forefront of companies hoping to lure SAS clients that may be looking for an alternative. About a quarter of SAS's revenue comes from copies of its software installed on IBM mainframe computers. That gives Big Blue an opportunity ...
AI in Business - Key drivers and future valueAPPANION
Artificial Intelligence is undoubtedly a hyped topic at the moment. But what is the reasoning for investors and digital platform players to bet very large amounts of money on this technology right now? To better understand the current market dynamics and to give an overview of renown predictions for the upcoming 2-3 years, we compiled a practical overview of this topic. This report covers the major driving forces of AI, assumptions for the future from the industry thought leaders as well as practical advice on how to start AI projects within your company.
Global Machine Learning Market was valued at USD 10.38 billion in 2021 and is expected to reach USD 112.18 billion by the year 2028, at a CAGR of 40.5%.
Technology will continue to play a big role in terms of the global economy. Countries need to revisit their various policies as part of supporting the technology sector in their country.
The global technical illustration software market generated revenue of US$ 3.8 billion in 2020 and is expected to reach US$ 5.0 billion by 2025 with a CAGR of 5.7% in the forecast period. The technical illustration software market report offers a comprehensive market analysis of the different segments and regions that lets readers make crucial business-related decisions with a wealth of information enclosed in this report. The research report offers both qualitative and quantitative information on the global technical illustration software market. In qualitative terms, the technical illustration software market report provides insights into numerous factors, such as market determinants, value chain analysis, emerging trends, growth opportunity analysis, porters five-force model analysis and macro-economic factors, segment analysis, regional analysis at a granular level. Similarly, in quantitative terms, the report provides historical and forecast market numbers of technical illustration software in various segments such as by component, deployment model, enterprise size, technology and industry at global, regional, and country-level. In addition, the report provides a detailed analysis of the market vendors and their product offerings. The report also covers details of the competitive market environment and includes information on the capabilities and competencies of market vendors.
FIA officials brutally tortured innocent and snatched 200 Bitcoins of worth 4...jamalseoexpert1978
Farman Ayaz Khattak and Ehtesham Matloob are government officials in CTW Counter terrorism wing Islamabad, in Federal Investigation Agency FIA Headquarters. CTW and FIA kidnapped crypto currency owner from Islamabad and snatched 200 Bitcoins those worth of 4 billion rupees in Pakistan currency. There is not Cryptocurrency Regulations in Pakistan & CTW is official dacoit and stealing digital assets from the innocent crypto holders and making fake cases of terrorism to keep them silent.
Navigating the world of forex trading can be challenging, especially for beginners. To help you make an informed decision, we have comprehensively compared the best forex brokers in India for 2024. This article, reviewed by Top Forex Brokers Review, will cover featured award winners, the best forex brokers, featured offers, the best copy trading platforms, the best forex brokers for beginners, the best MetaTrader brokers, and recently updated reviews. We will focus on FP Markets, Black Bull, EightCap, IC Markets, and Octa.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
Adani SEBI investigation revealed that the latter had sought information from five foreign jurisdictions concerning the holdings of the firm’s foreign portfolio investors (FPIs) in relation to the alleged violations of the MPS Regulations. Nevertheless, the economic interest of the twelve FPIs based in tax haven jurisdictions still needs to be determined. The Adani Group firms classed these FPIs as public shareholders. According to Hindenburg, FPIs were used to get around regulatory standards.
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
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1. GSIT Writeup (Done by Dennis)
Market cap: 199M
EV/Revenue: 2.66
Insider ownership: 36%
Gross profit margin: 61%
Quick ratio: 8.2
Current Ratio 8.9
Thesis:
GSIT is a technology company based in Silicon Valley that has a core business selling high
performance memory products such as SRAM (static random access memory) and is currently
self funding their own Artificial Intelligence (AI) roadmap, which if successful, would lead to
tremendous upside. They have also been Included in the Russell 3000 index recently, which
explains the recent uptick in stock prices recently. The key thing to understand about this
company is that there are currently 3 key catalysts set in place that would propel the company
to higher valuation in the near future (nearest by summer of 2019).
1. Introducing Rad-hard chip and Rad-Tolerant chip for aerospace and defense in 2019
(Critical testing successfully completed & management stated that they are
anticipating shipping the RadHard Chip later in 2019)
2. Development of their APU which is an in-place associative computing technology for
artificial intelligence and machine learning applications. These is also where they
spend 100% of their R&D budget on. (Management said that Calendar year 2020 is
when they anticipate the APU1 launch during the Roth conference in 2019 March )
3. Likely beneficiary from trade war as Nokia continues to be a top customer and there
may be higher demand from them in the next few quarters as a result of Huawei
sanctions.
The company has a clean balance sheet with no debt, no cash burn and a profitable core
business which provides ample downside protection. It is trading at EV/Revenue of 2.66x,
with 2 near term catalysts on the horizon. Thus making this an extremely asymmetric bet.
What did the market missed:
I believe that the reason that the market is neglecting this stock is probably because this is a
microcap with nothing much to show for in its income statement (at least currently), and the
technology that the company is developing is pretty hard to understand for investors who are
not experts in the industry. Also, it has only 1 analyst covering it (according to yahoo finance).
Business:
GSIT a fabless semiconductor company that designs, develops and markets static random
access memories, or SRAMs, that operate at speeds of less than 10 nanoseconds (aka Very
Fast SRAMs), and low latency dynamic random access memories (or LLDRAMs), primarily for
the networking and telecommunications markets.
Date of publish: 24 May 2019
2. Their core business involves achieving design wins with leading OEMs in the networking and
telecommunications markets. Their customers are big names such as BAE Systems, Ciena,
Cisco Systems, General Dynamics, Honeywell, Lockheed, Nokia, Raytheon, Rockwell. The
gross margin for current product line is around 61%. The only reason why this company has
negative net income is due to its cost related to the R&D of the development of APU. The
company is also in the process of expanding their product line and will they will be ready for
commercialization very soon.
Current product line: IP ports, low latency DRAMS, QUAD SRAMS, DDR SRAMS, SYNCBURST
SRAMS, NBT SRAMS, specialty SRAMS, asynchronous SRAMS.
Expected product line: In-place associative computing (APU), Rad Hard SRAMS (Rad Hard)
Main business:
The company had relatively stronger results for their core business when issues arose with
ZTE last year. It appears a similar setup is occurring with Huawei, whereby their customers
will now need to shift purchases to Nokia and subsequently that will impact GSI positively.
Nokia is by far their largest customer.
Expected product line expansion:
1. Rad Hard SRAMs (radiation hardening)
Radiation hardening is the act of making electronic components and systems resistant
to damage or malfunctions caused by ionizing radiation. These are normally used in
outer space and high-altitude flight, around nuclear reactors and particle accelerators,
or during nuclear accidents or nuclear warfare. The reason why they are used is that
most semiconductor electronic components are susceptible to radiation damage.
Management has stated that critical testing successfully completed & management
stated that they are anticipating shipping the RadHard Chip later in 2019. In effect, the
product will have a gross margin of 85% with average selling price of $30k. They will
be used for satellites, missiles and high altitude flights.
According to Verified Market Research, the Radiation-Hardened Electronics Market
was valued at $1007 Million in 2018 and is projected to reach USD 1,405.43 Million by
2026 over the forecast period at a CAGR of 4.23%. However, that is for the electronics
segment as a whole and include a lot of other products, the addressable market for
radhard chips is likely to be around $50 million.
According to a representative of GSIT that I talked to, competition is unlikely to be a
big issue as eventhough competitors are currently offering radiation hardened chips,
they are not at the speed and capacity of GSI’s. GSI’s will be the fastest, least power
hungry and most capable chip, and is compatible with the chip slots that competitors
chips plug into, so no customer hardware reconfiguration is needed.
2. APU (in-place associative computing)
GSI is also entering another market with a new model for AI Chip design. Now this is
the real elephant in the room that management is betting their chips on. They are now
spending 100% of their R&D budget on the APU and R&D budget is not expecting to
3. increase. The TLDR is that currently the traditional computing system is based on the
Von Neumann architecture is too inefficient in today’s data driven world. This hinders
technology from progressing. For example, under the Van Neumann architecture,
computation is too slow and requires too much power for big data, self-driving cars
require too much power to run and accuracy is too low, cheminformatic &
bioinformatics for drug discovery is too slow, and visual search is too slow and
accuracy is limited. With the APU, the input/output bottleneck between traditional
GPU and memory can be greatly reduced.
4. Potential customer demographics for APU
According to the management team, these are the demographics of potential customers
1. cheminformatics à smaller customers, but a larger amount of customers. The
company has already collaborated with the Weizmann institute (public research
university in Israel) in order to significantly reduce the time and costs of drug discovery.
Simulation with the GSI's APU for this application have shown to improve search speed
by orders of magnitude with the reductions in clearing time from as much as 10
minutes to as little as 300 milliseconds.
2. ecommerce à some large and some small players.
3. facial recognition à small players and also government entities
GSI currently holds 20 patents and 23 pending patents for the APU.
5. Competition
According to Allied market research, the Artificial Intelligence Chip Market is expected to
reach $91.19 Bn, Globally, by 2025 at 45.4% CAGR. This is what the CEO Lee-Lean Shu has to
say about competition “We, okay, so APU is a very, very good in the similarity search. Okay,
so at this moment in the market, competing solution, we don't see anything close to our
solution.” Thus, if what the CEO said is true, it is likely that GSIT will be a strategic acquisition
target by one of the big boys in the tech industry since none of the big boys are able to achieve
results as good as APU1 in terms of similarity search.
While there may be the possibility of other companies looking to compete in AI similarity
search (because it’s impossible to know for sure). What’s important to understand is that the
performance gains demonstrated by GSI’s APU are due to GSI’s architecture, which is unique
and patented.
To read more about similarity search:
https://medium.com/gsi-technology/the-apu-novel-hardware-for-accelerated-similarity-
search-beaef9b19b97
Timeline for commercialization of APU:
• Current – ongoing sample evaluation
• Summer 2019 – demo boards to alpha and limited beta customers. Alpha customers
plays a key role in connecting with the concept behind a product, adopting &
validating that product. Beta customers is like an early customer, but not a tester.
• 2020 – anticipate launch of APU1
6. An investor friend of mine managed to speak to the management team several days ago and
he gave me an update on the commercialization of APU. “First spin had two major bugs.
Second spin is finished. One major bug was fixed, the second was mostly. They'll begin testing
it this summer and open that up to anyone that wants to. A third spin is likely later this year.
By 2020, they'll be ready to commercialize but they do not know what that will look like and
do not want to guess just yet. (Takeaway: Everything where it should be here with APU).”
According to a representative of the company that I spoke to, “GSI plans on having demo
boards available this summer. GSI’s AI team has been in dialog with visual and similarity
search teams at Google, eBay, Walmart Labs, Wayfair and the AI visual search platform
developer Clarifi. They have also be in dialog about these applications in space with NASA and
the companies that would develop space-based AI. In Cheminformatics/drug discovery they
have been involved with the Israeli-based Weissman institute, who is the research arm for
many U.S. and European big pharma companies.”
A short write up won’t be able to cover everything about this technology, so to learn more you
can read the white papers below:
For a short summary: https://www.gsitechnology.com/APU
For more detailed explanations:
https://drive.google.com/drive/folders/1lttOoZA6Qfu_cuaMcFOlfD5rRslrn5Wu?usp=sharing
Risks:
1. Products fail to launch or someone else beat them to launching the product.
2. Their core business has significant customer concentration risk as they derive most of
our revenues from their sale to Nokia. Purchases by Nokia represented approximately
36%, 41% and 32% of their net revenues in fiscal 2018, 2017 and 2016, respectively.
(but this is also a potential upside due to the Huawei ban)
3. Cyclical nature of networking and communications market.
Upsides and downside:
Upside
Looking at the valuation of past deals in the AI chip industry. The closest comparison to GSIT
is graphcore and it is valued at $1.7 billion. They managed to raise 200 mil from the latest
round of funding from BMW, Microsoft, Atomico, Merian Chrysalis, Investment Company
Limited, Sofina, and Sequoia. Similar interests could be generated if the commercialization of
APU by GSIT is successful. The exact valuation could be anyone’s guess and the use of financial
metrics is pretty much meaningless for a company like GSIT. However, if GSIT is to trade at
these levels, it would be likely to at least double in price in the near term and potentially be
a multi bagger in the long term, and that is without taking into account the current core
business.
7. Downside
The downside is that both products fail to launch, in which case it should trade back down to
the valuation of a normal SRAM company. However, even if you were to add back their R&D
expenses, it will be trading at PE of 7.7x which is also relatively cheap for a memory chip
company. The mean EV/Rev of a memory chip company is 3.75x while GSIT is trading at 2.66x.
Thus, it seems to me that the main business itself is also undervalued. I am unable to
quantitatively determine a potential downside to this investment, though it is likely that the
confidence of investors would fall in the short term if their expansion plans falls through
Conclusion
Going forward, I would like the management team to take part in more stock promotion
activities so that investors know about the story that is transparent in the company over the
next few quarters. To end it all off, I will quote what the representative answered me when I
said that the company seemed too good to be true, “Anything is possible, but remember
Nvidia was a gaming chip company before some university students wrote a white paper in
the early 2000’s on how the GPU could be used for processing deep learning neural networks.
At that time nobody thought Nvidia would become the company that is has today (a decade
later).” Only time will tell whether this works out well, but I am currently very bullish on this
stock.
Any forward-looking opinions, assumptions, assessments, or similar statements constitute
only subjective views. This information should not be relied on for investment decisions
and is subject to change due many factors, including fluctuating market conditions and
economic factors. Such Statements involve inherent risks, many of which cannot be
predicted or quantified and are beyond our control. Future evidence and actual results
could differ materially from those set forth in, contemplated by, or underlying these
Statements, which are subject to change without notice. In light of the foregoing, there can
be no assurance and no representation is given that these Statements are now, or will prove
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update such Statements.