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Accelerator Demand Should Grow Ten-Fold According to Top 500 Supercomputers COPY
One of the most widely debated questions in computing today is: what is the addressable market for accelerators such as GPUs (graphic processing units), FPGAs (field programmable gate arrays), and ASICs (application-specific integrated circuits)? Today accelerators are used selectively in servers to speed up workloads such as artificial intelligence (AI), search, and video transcoding. As Moore’s […]
Tesla Through the Lens of Apple
From 2007 to 2018, Apple’s revenue and market capitalization grew roughly tenfold1—making it the most celebrated technology growth story of the 21st century. Apple’s growth was fueled by the most productive period in the company’s history with the release of the iPhone, iPad, Apple Watch, and App Store—each generating sales on par with a Fortune 500 […]
Is TV Advertising About to Collapse?
TV advertising, which has grown almost every year since its introduction in the 1940s1, is facing secular decline during the next decade. Among the forces causing this shift are a generational change in viewing habits, as shown below, and the growth of new digital video ad formats that are both engaging and measurable. TV ad […]
How Internet Advertising Can Grow to $600 Billion by 2023
Internet advertising is the business model that keeps on giving. Since its birth in the mid-nineties, it has mushroomed, generating more than $230 billion in revenues globally last year based on ARK estimates. After such a phenomenal run, many analysts expect a slowdown, with advertising research firm Zenith projecting 11% growth and eMarketer 15% in […]
Inside Deep Learning: Part I of the Big Ideas 2018 Webcast
Mentioned Companies: AAPL, ADBE, AMD, AMZN, BABA, BIDU, BOX, CRM, DE, FANUY, FB, GOOG, GOOGL, IBM, INTC, JD, MSFT, NUAN, NVDA, QCOM“Big Ideas” is ARK’s annual publication showcasing a selection of innovations that we believe will accelerate the pace of change. In this webcast, ARK’s Next Generation Internet Analyst, James Wang, takes a look inside deep learning, part one of Big Ideas 2018. Deep learning—a form of artificial intelligence inspired by the human brain—is sweeping across every […]
How Streaming Could Create a $50 Billion Music Industry
“I know of only two ways to make money—bundling and unbundling.” – Jim Barksdale, Former CEO of Netscape Few industries have felt the disruptive power of the internet like the music business. Global music revenue targeting the consumer market dropped from $24 billion in 1999 to $13B in 2016, a 63% drop when adjusted for inflation, […]
How Netflix Could Reach 400 Million Subscribers by 2023
Mentioned Companies: NFLXNetflix could triple its subscriber base over the next five years. Assuming continued growth in the US and a moderate inflection in international growth, the number of Netflix subscribers could more than triple to nearly 400 million, two times higher than Wall Street expectations, by 2023. Viewed from the perspective of an S-curve, Netflix has […]
The State of Deep Learning in 2017
In early 2017, ARK published “Deep Learning: An Artificial Intelligence Revolution”. This whitepaper made the case for deep learning as a foundational technology that should transform not only technology companies but every sector of the global economy. Since the paper’s publication, deep learning continues to grow at a rapid pace both in research and in […]
$1,700? Even Bitcoin’s Bear Case Is Bullish
Mentioned Companies: GBTCAs the first public asset manager to gain exposure to bitcoin at $250 through the Bitcoin Investment Trust,1 ARK Invest faced a number of questions and much ridicule in September 2015. Given our research-based conviction, and the knee-jerk reaction of skeptics, we knew we were on to something big! Ending a near cataclysmic slide from roughly […]
Digitizing Cash Transactions Could Become Quite Profitable
Digitization is unlocking voluminous amounts of data in every industry around the world. Businesses and individuals now are creating 2.5 quintillion bytes of data daily and, during the past five years, have generated 90% of all of the data ever recorded in human history, as shown below.1 Data aggregators like Facebook, Tencent, and Google have […]
GPUs vs. TPUs — Can NVIDIA Hold On To Its Lead?
Now that deep learning has turbocharged NVIDIA’s data center business by five-fold in the past two years, competition is brewing. As of 2017 nearly a dozen startups have launched, with the goal of building dedicated chips for deep learning applications. In addition, large public tech companies such as Alphabet, Intel, AMD, Qualcomm, and Apple plan […]
How Much Artificial Intelligence Does IBM Watson Have?
Mentioned Companies: IBMTo gauge the future of IBM , one needs to understand its cognitive computing platform, Watson. As its core business declines, IBM is counting on Watson to drive growth in new areas such as analytics, healthcare, internet of things, and security. But, what kind of artificial intelligence (AI) is IBM Watson? And, how does it compare […]
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 […]
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 […]
