About James Wang, ARK Analyst
James joined ARK as an analyst in the Next Generation Internet team in April 2015, focusing on artificial intelligence and the next wave of the internet. James worked for nine years at NVIDIA where he helped launch GeForce Experience, a PC gaming application with over 80 million users. He founded and edited GeForce.com, NVIDIA’s gaming portal with over 15 million visitors.
He has written about the technology industry since 2000 for various magazines and publications. James graduated from the University of New South Wales with Bachelor of Engineering degree in Computer Engineering.
Research by James Wang, ARK Analyst
May 03, 2016 | by James Wang, ARK Analyst | Digital
Machine learning—software that gets smarter by learning from data—is exploding in popularity. To keep up, servers—the workhorse of the Internet—will have to get a lot smarter. Specifically, they’ll need greater computing horsepower to process image, voice, and other forms of cognitive workloads. Today, servers are primarily composed of processors, memory, storage, and networking. Servers built […]April 13, 2016 | by James Wang, ARK Analyst | Digital
ARK believes TV executives should feel paranoid about the rise of Netflix. At the current trajectory, our research forecasts Netflix will become the largest US video network by 2019. With Amazon Prime Video, YouTube, Hulu, and a host of niche players also experiencing rapid growth, streaming is set to become the new TV, with a […]February 17, 2016 | by James Wang, ARK Analyst | Digital
Artificial intelligence — the stuff of science fiction—suddenly became real in 2015. Amazon shipped the Echo, its AI powered home assistant, to surprisingly positive reviews. The latest software from Microsoft and Google beat humans at image recognition. Tesla’s cars woke up one day and gained self-driving capability. And the latest software from Baidu is natively […]February 12, 2016 | by James Wang, ARK Analyst | Digital
ARK estimates that Netflix’s subscriber base will more than double in the next five years, growing to 175 million by 2020, up from 75 million in 2015. This growth will be fueled by aggressive international expansion of its streaming service, increasing numbers of broadband subscribers, and a growing library of content that caters to different […]November 25, 2015 | by James Wang, ARK Analyst | DigitalMentioned Companies: FB
Instagram probably will not reach the billion users to which Mark Zuckerberg aspires, but that’s not necessarily a bad thing for Facebook’s revenue prospects. At full maturity the platform will be much larger than Twitter, and a maturing growth profile should motivate Instagram’s management to accelerate its monetization efforts. Based on current growth rates as […]August 26, 2015 | by James Wang, ARK Analyst | Digital
The battle for the $600 billion global advertising market still rages, but the war is already over—digital has won. Over the next three years US digital advertising, driven by mobile, social, and video, is expected to surpass TV in revenue. At the same time, ad buying will become increasingly automated thanks to online programmatic exchanges. […]July 07, 2015 | by James Wang, ARK Analyst | Digital
The three most popular consumer social networks, Facebook , Twitter , and Instagram, have grown from scrappy upstarts to some of the most powerful communication platforms on earth. Despite the similarities of these platforms, users, celebrities, and companies are embracing them in different ways. To understand how they are evolving and performing, ARK researched engagement […]June 08, 2015 | by James Wang, ARK Analyst | Digital
What is more valuable to advertisers, an hour of television or an hour of Facebook? Up until this year, the answer has been TV. But starting 2015, that will change. Facebook ads, with constantly improving targeting and tracking capabilities, will eclipse the value of TV ads on a user-hour basis and TV viewership will become less […]