Artificial Intelligence in Aerospace and Defense – Thematic Research
- Pages: 36
- Published: March 2019
- Report Code: GDDEF-TR-S006
AI is still in its infancy, despite the R&D effort that has been expended on it over the years, and in a decade’s time today’s “state of the art” will seem rudimentary and simplistic. Therefore, when looking at potential winners in this theme, it is as important to gauge their ability to innovate over the long-term as it is to evaluate the current state of their AI offerings.
Leading the way with the development of AI technologies are the US and China, who are also the two biggest military spenders. The former can count on its global technology giants, including Google, Amazon, Microsoft, Facebook and IBM. Their strength is derived from a combination of factors, including access to huge datasets, essential for training AI systems, and significant amounts of computing power. Over the next few years, these US-headquartered companies will face increasing competition from China’s tech powerhouses, including Baidu and Alibaba.
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
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GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
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Table of Contents
Market size and growth forecasts
Industry use cases
APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY