AI

Discover cutting-edge insights and trends in the artificial intelligence landscape with our comprehensive industry analysis. Stay informed on market dynamics, emerging technologies, and competitive strategies that shape the future of AI. We monitor the entire ecosystem—from silicon to cloud to applications—highlighting the key drivers of AI growth and its monetization potential in the coming years. Make informed business decisions with our data-driven research and actionable recommendations tailored for industry leaders.

"AI" Data and Research

Key Features AI 360

Key Features

AI 360

Decode the Future: Unravel the complex relationship between AI model training, inferencing, and computing demands over the next decade
Clarity in Complexity: Our industry-leading monthly AI landscape report cuts through the noise to deliver actionable insights and emerging trends
AI at the Edge: Track the evolution of on-device AI in smartphones, PC, IoT, connected cars, robots, etc.
Real-World Impact: Dive into comprehensive case studies, practical use cases, and compelling statistics on AI implementation and monetization strategies
Stay Ahead of the Curve: Get concise, expert analysis on breaking industry news, groundbreaking product launches, and significant M&A activities

What is included?

AI Smartphone Tracker & Forecast

Quarterly AI smartphone shipments for key brands with AP-SoC breakdowns and GenAI specifications; long term forecasts by brand.

AI PC Tracker & Forecast

Quarterly AI PC shipments by AI level CPU architecture; long-term forecasts by brand. Includes insight reports covering GenAI PC development and ecosystem updates, laptop spec upgrades and broader market trends.

AI Data Center Tracker

Quarterly data covering sector revenues and shipments across CPU, GPU, Server as well as CAPEX by brand.

AI Intelligence Tracker

Monthly insights and analysis on news, key events and announcements in AI.

Thematic Reports

Comprehensive reports exploring key domains like telecoms, LLMs as well as diverse use cases across industries.

Quick Reports

Timely quick takes on industry news, product launches, M&A activities and other events

AI Cities Index

This index studies and evaluates AI adoption in the world’s 100 largest metropolitan areas.

Sovereign AI Report

A comprehensive report looking at how governments are spending to secure their data.

Physical AI Report

A comprehensive report looking at physical AI applications, such as robotics, drones and AGVs.

LLM Trend Report and Forecast

This report tracks and forecasts consumer spending on both AI hardware and AI software, with a focus on the leading chatbots.

Latest Research

Report

AI 360

AI 360 Pulse - Industry Trends, Intelligence and Impact, October 2026

Overview The AI 360 Pulse - October 2026 Edition provides a concise overview of the most significant developments shaping the global AI industry during the month. It delivers analyst-driven insights across the AI value chain, covering advancements in semiconductors, AI models, agents, sovereign AI, devices, applications, regulation, finance, and physical AI. In addition to news analysis, the report includes expert perspectives on emerging industry trends, key event highlights from NVIDIA GTC Berlin 2026, and strategic implications for businesses and technology stakeholders.

Nov 12, 2026

Insight

Blogs

CoreWeave Q3'26: Megawattonomics Kicking In

CoreWeave beat on almost every line in Q3 (July–September 2026). Demand for AI compute is significant but revenue per MW, and how much each MW costs to run, are the metrics shaping the neocloud landscape. At the same time, CoreWeave’s ambitions are expanding as it moves up the stack with CoreWeave Forge.

Nov 11, 2026

Report

AI 360