Summary

AI has been a research topic as long as computers have been in existence, but it is only in the past couple of years that AI has come to present real business opportunities.  It is now attracting the attention of both the largest multinationals and innovative startups as well as investors.  Meanwhile, the possible applications for AI are burgeoning and becoming all-encompassing.

The Gasman’s Guide to the Artificial Intelligence Industry is the first report to focus on the business potential of AI, where the money will be made and where it will be lost. This report begins with a discussion of all the major applications (emerging and current) and for each application discusses who are the main companies active in the field.  Also included are market forecasts for each application and type of technology.

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Table of Contents

TABLE OF CONTENTS

CHAPTER 1: WHY THIS GUIDE?

CHAPTER 2: AI MARKET: EVOLUTION AND STRUCTURE
An AI Market Overview
AI Products and AI Innovation
Thoughts on Training
Beware Unrealistic Market Sizing
A Very Brief History of AI
The Future of AI

CHAPTER 3: 20 AI COMPANIES
Profiles
1. AiCur
2. Amazon/AWS
3. Anthropic
4. Apple
5. Arista Networks
6. ARM Limited
7. Baidu
8. Enlitic
9. Google/Alphabet
10. Google DeepMind Technologies
11. H20.ai
12. HyperVerge
13. IBM
14. Intel
15. Meta
16. Microsoft
17. NVIDIA
18. OpenAI
19. TSMC
20. SAP

CHAPTER 4: AI MARKETS: OPPORTUNITIES AND SEGMENTATION
AI Market Segmentation
Types of AI Reasoning
Foundational AI and Narrow AI
Segmentation by Functionality
AI Technologies
Expert Systems
Artificial General Intelligence (AGI)

CHAPTER 5: AI CHIPS
Towards an AI Chip Sector

CHAPTER 6: APPLICATIONS AND BUSINESS CASES FOR AI
Wealth of AI Applications
#1 AI, the Internet and other Networks
#2 Advertising and Media
#3 Banking and Financial Services
#4 Healthcare and Medical
#5 Pharmaceutical Industry
Other Industries where AI may find Wide Use

CHAPTER 7: AI MARKET FORECASTS
Thoughts on Forecasting In the AI Sector
Types of AI Products And Forecast Assumptions
Type of AI Technology

CHAPTER 8: FUNDING AI BUSINESSES
The Role of VCs in the AI Business
Government Funding for AI

Chapter 9: AI: LEGAL AND REGULATED
Types of AI Law and Regulation
The Biden Executive Order
AI Safety Events
Problems with AI Regulation

APPENDIX I: Nine Key Opportunities in the AI Sector

APPENDIX II: Seven AI Books to Read Now

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List of Tables/Graphs

LIST OF EXHIBITS
Exhibit 2-1: Selected Sources of AI Product/Technology Innovation
Exhibit 2-2: Examples of AI in Modern Film and TV and its Implications
Exhibit 2-3: Current Drivers for the AI Revolution
Exhibit 3-1: AI and the Information Technology Giants
Exhibit 3-2: Google AI Businesses
Exhibit 3-3: Evolution of OpenAI
Exhibit 4-1: AI Market Segments
Exhibit 4-2: Evolution of AI Reasoning and Problem Solving
Exhibit 4-3: Modalities of Natural Language Processing
Exhibit 4-4: Opportunities and Developments in Large Language Models
Exhibit 4-5: Selected AI-based Image and Video Processing
Exhibit 4-6: Types of ML Learning
Exhibit 4-7: Selected Applications of Neural Networks
Exhibit 5-1: AI Chip Players
Exhibit 5-2: AI Chip Types
Exhibit 6-1 Opportunities for AI in the Internet/Web Networks
Exhibit 6-2: AI Applications in Healthcare and Medical
Exhibit 7-1: Forecasts of the AI Products ($ Billions)
Exhibit 7-2: Forecasts of AI Technologies ($ Billions)
Exhibit 8-1: Selected AI-related Activity by Major VCs
Exhibit 9-1: Selected Aspects of AI Safety and Security
Exhibit A1-1: Nine Near-to-Medium Term AI Opportunities