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Overview
A curated monthly AI newsletter that distills the most important developments in AI, analyzing their impact across key ecosystem players—semiconductors, big tech, cloud players, AI models, regulators, and users. Designed to cut through the noise, it connects the dots to help you see where the industry is heading and why it matters.
Table of Contents
- AI Monetization
- Must-Watch Moves in AI
- M&A/ Funding Activity in AI
- Other Noteworthy AI Updates
- News Summary & Impact on AI Trends
- Counterpoint AI Research Snippets
- Concept of the Month – A2A Protocol
- Key Events Recap
• Google Next 2025
• Embedded World, Nuremburg
Lead Authors
Mohit Agrawal
Research Director
Counterpoint Research
Wei Sun
Principal Analyst
Counterpoint Research
Author
Wei Sun
Wei is a Principal Analyst in Artificial Intelligence at Counterpoint. She is also the China founder of Humanity+, an international non-profit organization which advocates the ethical use of emerging technologies. She formerly served as a product manager of Embedded Industrial PC at Advantech. Before that she was an MBA consultant to Nuance Communications where her team successfully developed and launched Nuance’s first B2C voice recognition app on iPhone (later became Siri). Wei’s early years in the industry were spent in IDC’s Massachusetts headquarters and The World Bank’s DC headquarters.
Mohit Agrawal
Mohit is responsible for tracking Digital Transformation and Internet of Things (IoT) at Counterpoint Research. He has over two decades of rich industry experience having worked with large tech companies like Accenture, Airtel, Nokia, and Microsoft in the past. Before joining Counterpoint, Mohit was the co-founder & CEO of a start-up in the competitive and market intelligence space utilizing big data and AI. He is a keen follower of the developments in devices and key internet technologies like IoT, Blockchain, AI, etc.
Mohit is an engineer, MBA and a certified project management professional. He is based out of The Hague in Netherlands.
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