Data Center Evolution: Unlocking the Next Era of Compute
The demand for data centers has skyrocketed in the past two years as companies race to build out infrastructure for bigger Generative AI workloads. With no end in sight for demand growth, investors are already running into sobering constraints on the supply side, including data center capacity, the finite availability of energy, and the limits […]
DeepSeek – Impact on the AI Market
As companies around the world race to keep up with the latest developments in AI, Chinese firm DeepSeek jolted the space on January 23 when it debuted its “R1” large language model (LLM), sending reverberations across markets. To understand the wide-ranging impact of DeepSeek-R1’s launch, GLG’s Evan Moore sat down with industry veteran William Fong, […]
eBook | Inside the Semiconductor Industry: Key Trends and Expert Insights
The semiconductor industry faces a transformative era driven by hyperscale data centers demanding higher performance, AI workloads expanding across diverse devices, and the burgeoning need for edge computing capabilities. A recent GLG survey helped us outline trends shaping semiconductor design and fabrication, catering to the evolving demands of device and equipment manufacturers. As a result, […]
Digital Health Platforms Buy and Build
The concept of connected care has created integrated platforms that house software-based products, offerings and services related to healthcare. The aim is to keep people healthy through predictive diagnoses, to optimise the delivery of patient care through offerings that show a clear benefit, and to respond to growing demands for cost saving solutions. So what […]
ERP Software Industry Outlook
Amid rapid technological evolution, the enterprise resource planning (ERP) industry is grappling with new challenges and opportunities. To better understand the current state of the ERP software industry and how AI and other trends are impacting ERP providers, GLG’s Yining Su interviewed industry expert Dr. Wolfgang Faisst, co-founder and CEO at ValueWorks.ai and Senior Advisor […]
Navigating the Landscape of Generative AI: A GLG Survey Reveals Enthusiasm, Concerns, and Areas of Focus
In recent years, the advent of generative AI tools have sparked considerable excitement across various industries. Businesses are increasingly recognizing the potential of large language models (LLMs), image-generation tools, and related technologies to revolutionize their operations. However, concerns about potential risks have emerged alongside this enthusiasm. A recent GLG survey shed light on the attitudes […]
Apple Vision Pro — Can It Fuel the Traction of Mixed Reality?
The world has been abuzz with excitement and anticipation since Apple announced the impending launch of its new “spatial computing” device, Vision Pro, especially given the tech giant’s record of accomplishment in delivering disruptive innovations. Priced at a whopping $3,500, the Vision Pro serves to target a niche consumer demographic in its initial release and […]
Navigating the New Cybersecurity Environment
GLG recently partnered with Boston Consulting Group (BCG) to survey 600 of GLG’s chief information security officers (CISOs) on the state of cybersecurity including spending habits, practices and outcomes, technology stack, product categories, risks, and pain points. GLG collaborated on design to ensure a balanced representation across geographies and industries, programmed the survey to optimize […]
Generative AI: Legislation or Self-Regulation?
Generative AI holds both promise and risk for global brands, to say nothing of the college student looking for homework help. Simply defined, generative AI creates different types of content — such as text, images, and audio — based on machine learning language models capable of consuming large amounts of text. This content can appear […]
ChatGPT: Will the Future Be AI Generated?
[Ed. Note: The introduction to this article was written by ChatGPT.] This Q&A features Barak Turovsky, a GLG Network Member and artificial intelligence (AI) and natural language processing (NLP) expert who shares his insights on ChatGPT, a language model developed by OpenAI. Turovsky compares ChatGPT with other AI and large language model (LLM) technologies and […]
Survey | The Automotive Semiconductor Supply Chain
COVID-19 had already caused a titanic disruption to global semiconductor supply chains when Russia’s invasion of Ukraine dealt them another serious blow. Russia and Ukraine are major providers of two of the most important materials in semiconductor manufacturing: neon and palladium. Manufacturers have few alternative sources for these materials. Such challenges have rolled down to […]
Post-Pandemic E-Commerce Trends in Southeast Asia
There’s no question that, in 2020 and beyond, retailers focusing on e-commerce saw rapid growth globally because of the lockdowns and travel restrictions associated with COVID-19. But how did that growth manifest among consumers in Southeast Asia, specifically? And as we speed toward the end of 2022, what can be predicted for this market moving […]