Analyst Insider Weekly
What to expect this week: Manufacturers to spend nearly US$5 billion on Quality Management (QMS) systems this year, Intel's enterprise AI ambitions, NVIDIA continues to acquire AI software firms, and more.
Summary: Manufacturing firms are forecast to increase their spending on Quality Management System (QMS) software by a CAGR of 10.8% from 2024 to 2034, growing from US$4.69 billion to US$13.11 billion, as companies continue to prioritize quality management initiatives in response to customer and regulatory demands.
Summary: This ABI Insight explores the potential for integrating Artificial Intelligence (AI) into passive antenna systems to increase energy efficiency, enable real-time optimization, and lay the foundation for broader AI-driven innovations across the network through capabilities like self-sensing, remote Two-Dimensional (2D) beam orientation, and intelligent low-power mode activation. Read more
Summary: With demonstrable leadership in the Artificial Intelligence (AI) Personal Computer (PC) space and a roadmap to maintain the lead, Intel is betting on compute transitioning from the cloud to the enterprise and client edge, which it hopes to capitalize on with a more focused enterprise AI value proposition, furthering its transition to a systems-level vertical player. Read more
Summary: Matter?, an Internet Protocol (IP)-based smart home connectivity standard, has attracted considerable attention from Original Equipment Manufacturers (OEMs) and chipset designers since its launch in 2022 due to its potential to deliver next-generation smart home connectivity. However, work still needs to be done for developers to provide consumers with a convincing smart home solution to rally behind. Read more
领英推荐
Summary: As embedded Machine Learning (ML) tools for the far edge mature, technology suppliers need to address an important gap: orchestrating and managing models and applications in production settings. Nokia’s MX Grid builds on Mission-Critical Industrial Edge’s (MXIE) ecosystem-neutral Operational Technology (OT) platform to facilitate embedded ML deployment for Industrial Internet of Things (IIoT). Read more
Summary: NVIDIA’s proposed acquisitions of Run:ai and Deci align closely with ABI Research’s market expectations and are certainly shrewd decisions as NVIDIA looks to invest in horizontal software Intellectual Property (IP) and talent to continue to develop its Enterprise AI platform proposition. But this will certainly not be the end. Market participants must be ready for plenty more acquisitions from AI leaders (chip and software). Read more
Summary: In April 2024, Indian Communication Service Provider (CSP) Reliance Jio Infocomm reported its financial performance for the financial year ended March 31, 2024. This marks the first full year review of the CSP’s business performance since its launch of commercial 5G services back in October 2022. This ABI Insight takes a deeper look at the Key Performance Indicators (KPIs) across the Indian CSPs and provides an analysis into the future growth potential of the Indian telecoms industry. Read more