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How Large Is the Deep Learning Data Center Market?
Deep learning is having a profound effect on the microprocessor and server markets. In the face of a declining server market during the last six months, NVIDIA tripled its data center revenues. The reason? Deep learning applications like voice search, image recognition, and translation are taking off, and NVIDIA’s graphics processing units (GPUs)1 are the […]
Deep Learning: An Artificial Intelligence Revolution
Deep learning — a form of artificial intelligence inspired by the human brain—is sweeping across every industry around the world. Thanks to this breakthrough, computer vision, voice recognition, speech synthesis, machine translation, game playing, drug discovery, and robotics are setting game-changing performance records. ARK believes that deep learning is one of the most important software […]
The Race to Build the Best AI Chip: NVIDIA vs. Google
The explosion in artificial intelligence has created a new market for specialized processors. Chips like GPUs (graphics processing units) and FPGAs (field programmable gate arrays) are now being used in data centers to help with these new AI workloads. In this podcast, ARK CEO, Cathie Wood, and ARK Internet Analyst, James Wang, discuss the race […]
Google: The Full Stack AI Company
Google has become a full stack AI company. It uses its own data to train its own algorithms running on its own chips deployed on its own cloud. The result is that Google is able to innovate very quickly in AI and deploy it ahead of its peers—just like Apple took full control of OS […]
Data from Cash Disruption: A Clear Advantage for Fintech Firms
Cash transactions play a dominant role in the lives of millions of people around the world: Cash is the leading payment instrument for day-to-day purchases such as groceries, petrol, and in some cases, even real estate. For Khin San,[1] a small farmer from Myanmar, cash is central to her livelihood. She often travels with large amounts […]
Stanford’s Raw Data Podcast: Bitcoin, Ethereum, and Blockchain Technology
Mentioned Companies: PYPLWe were fortunate to be guests on Stanford University’s Raw Data podcast discussing Bitcoin, Ethereum, and the ramifications of blockchain technology. Hosted by Michael Osborne and Leslie Chang, Raw Data investigates how the growing deluge of data, machine learning techniques, and networks are blending together to shape our world. We were impressed with Michael’s and […]
An Interview with NBR: The Bluest of Blue Chip Tech Stocks
In a recent interview with Nightly Business Report (NBR), ARK’s Next Generation Internet analyst James Wang discussed the bluest of blue chip tech stocks. Here are some takeaways: 1. Amazon is eating the world…in both retail and cloud Amazon continues to be the bluest of the blue in tech stocks – by both market cap and […]
Fintech Explained—The Financial Revolution Has Just Begun
Watch ARK’s explainer video on Fintech and the ongoing financial transformation. Learn why ARK believes Fintech could have a great and positive impact on our lives. ARK believes the financial services industry is ripe for innovation. While we have seen advances such as ATMs in the 60’s, debit cards in the 70s, and online banking […]
First Impressions From The Snap Inc. IPO S-1 Filing
Earlier this week papers were filed for the Snap Inc. IPO. Snap Inc. is the parent company of Snapchat and based on its S-1 prospectus, Snap seems to have a unique worldview, rapid growth, staggering costs, and no pretense of public shareholder governance. The Snap Inc. IPO makes clear that it doesn’t view itself as a […]
Bitcoin’s Price Behavior: Why 2017 is Not the Same as 2013
A common but mistaken refrain is building that bitcoin’s price behavior of late has been a replica of the infamous late 2013 rise and crash. Certainly, a similar narrative could be spun: bitcoin breaks $1,000, the People’s Bank of China issues some comments that scare people, bitcoin crashes. But if a few marketplace characteristics are investigated, we think the […]
Financial Blockchains: The Peril and Promise
We recently had the pleasure of sitting on a panel hosted at ConsenSys, a leading Ethereum startup, to discuss the future of financial blockchains. Below we include a brief summary of some of the topics we found most interesting from the panel discussion. Digital Assets Trading within the capital markets currently involves a mixture of […]
Deep Learning Based Diagnostics: Unlocking a $16 Billion Market
Mentioned Companies: IBMIntelligent software could “eat” into diagnostic radiology, just as it has eaten countless other industries. We think the result, deep learning based diagnostics software, will likely lead to faster, cheaper, and more accurate diagnoses on a global scale. The key enabling technology is deep learning, a form of artificial intelligence (AI) that has established benchmarks […]
A Potential Use Case for Blockchain Technology Outside of Bitcoin
What is a potential use case for blockchain technology outside of Bitcoin? Listen to ARK’s Blockchain Products Lead, Chris Burniske, explain. One promising use case for blockchain technology outside of Bitcoin is in healthcare. Right now in the U.S. we spend $3 trillion annually on healthcare; that’s almost 20% of our gross domestic product. […]
Could Deep Learning Grow the Robotics Market Ten-Fold (or More)?
Mentioned Companies: AMZNDeep learning—a machine learning algorithm that is setting performance records in vision, speech, medical diagnosis, and other fields1—could have a profound impact on the robotics industry. Despite their widespread use in manufacturing, robots are expensive and difficult to program. For most businesses, robots are not useful, at least not yet. In 2015, global unit sales […]
Blockchain Future States: Simon Denny’s Exhibit Investigates Ethereum, 21.co, and Digital Asset Holdings
Bitcoin, and therefore blockchain, was born as a phoenix from the ashes of near Wall Street collapse. A month after Lehman Brothers filed for bankruptcy, an unknown entity by the name of Satoshi Nakamoto, released a white paper that would be core to the cryptocurrency and blockchain movement. Contemporary artist, Simon Denny, brings Bitcoin’s founding […]
Ethereum May Be Undergoing Allopatric Speciation
It’s been an interesting few months for the Ethereum community between the DAO’s record crowdfunding, the infamous hack, and the eventual forking of the network. Ever since the fork, there have been two Ethereum chains: (1) Ethereum (ETH), which was altered to relieve the hacker of their funds, and (2) Ethereum Classic (ETC), which was […]
The Future of Social and Messaging Apps — Predictions for 2020
It’s no exaggeration to say that the future of messaging apps is the future of mobile. Six out of the top ten most used mobile apps are messaging apps according to research firm Quettra. Including social apps, that number jumps to eight out of the top ten apps. With smartphone sales slowing down, understanding the […]
Instagram Followers of Certain Brands and Celebrities Surpasses Facebook and Twitter
In May 2015, ARK did its first survey of user engagement with the three largest social platforms: Facebook, Twitter, and Instagram. We found that while Facebook dominated in absolute reach and Twitter owned real time news, Instagram was becoming the go-to destination for savvy brands and celebrities. In June of 2016, we repeated the same survey. […]
Three Takeaways from AlphaGo Beating Lee Sedol
AlphaGo beating international Go champion Lee Sedol is a historic milestone for artificial intelligence (AI). Here are our three key takeaways. 1. Machine Learning Accelerates Go AI by Ten Years Chess AI surpassed the best human players long ago. Until 2015, Go AI had reached only strong amateur performance.1 Based on ARK’s analysis of past AI performance […]
Fintech Fizz? – A World Economic Forum Panel Discussion
Investors put a record $4.5 billion into financial start-ups in Asia last year, four times as much as the previous year. But how are disruptive business models and technology innovations transforming finance in Asia and the world? ARK Invest CEO/CIO, Catherine D. Wood addressed this topic during the ‘Fintech Fizz’ session at the World Economic […]
