The race to profit from tech’s AI revolution

In the following articles, we discuss the important role of supercomputers, proprietary data and the technology race to build the leading AI platform. We expect the ICT sector to show strong growth, which countries must embrace. Over time, prices for AI tools will come down

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AI revolution driven by new supercomputers

The AI revolution is driven by spectacular increases in computing speeds. Semiconductors are therefore an important element in the AI value chain

TMT

Data is the new gold for AI development

We expect that the owners of private data will build proprietary solutions, opening a new source of revenue

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AI frontrunners will benefit most, with Microsoft in the lead

We expect many sector-specific AI solutions to emerge. Given economies of scale, early leaders like Microsoft will likely benefit most

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Countries must embrace AI or risk missing out on strong ICT growth

We think data centre capacity will grow by 10% a year, facilitating growth of the market for AI services

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AI services will become more affordable over time

We expect prices of AI services to come down, in line with historical developments of ICT hardware prices