• wafer scale engine, chip design, ai chip, ark podcast, fyi podcast, ark invest

    Cerebras’ Wafer Scale Engine AI Chip with CEO Andrew Feldman

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    Andrew Feldman, co-founder and CEO of Cerebras, joins us this week to discuss the Wafer Scale Engine, or WSE, an AI chip that is 50 times larger than the largest chips produced by Nvidia and Intel. This radical design has raised a lot of eyebrows and it is already being heralded as the biggest breakthrough […]

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    Inside Deep Learning: Part I of the Big Ideas 2018 Webcast

    by | Digital

    “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 […]

  • big ideas, bid ideas 2018, ark big ideas, big ideas research, big disruptive innovation ideas, ark invest big ideas, next big thing, next big idea

    Big Ideas 2018

    by | Market Insights

    Since our founding in 2014, ARK Invest has had one focus: Disruptive Innovation. We define disruptive innovation as the introduction of a technologically enabled new product or service that is going to change the way the world works and make it a better place. Seeking to educate investors and innovation enthusiasts, ARK decided to publish […]

  • Industrial Robot Costs

    Industrial Robot Cost Decline

    by | Industrial

    According to ARK’s research, industrial robot1 costs will drop by roughly 65%, to levels much lower than most analysts now anticipate, by 2025. Combined with advances in machine learning and computer vision, this drop in costs should cause an inflection point in the demand for robots as they infiltrate new industries with more provocative use […]

  • IBM-Watson-Banner

    How Much Artificial Intelligence Does IBM Watson Have?

    by | Digital
    Mentioned Companies: IBM

    To 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 […]

  • Data Center Banner

    How Large Is the Deep Learning Data Center Market?

    by | Digital
    Mentioned Companies: HPQ, IBM, intl, NVDA, QCOM

    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 […]

  • Artificial-Intelligence-Banner

    Deep Learning: An Artificial Intelligence Revolution

    by | Digital White Paper

    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 […]

  • deep learning based diagnostic, deep learning based radiology, ai, ark research, innovation research

    Deep Learning Based Diagnostics: Unlocking a $16 Billion Market

    by | Digital Health
    Mentioned Companies: IBM

    Intelligent 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 […]

  • alphago beating lee sedol

    Three Takeaways from AlphaGo Beating Lee Sedol

    by | Digital
    Mentioned Companies: BIDU, FB, GOOG, IBM

    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 […]

  • GPUs, gpu, Graphic Processing Unit, web technology, ark research, ark invest, invest in innovation

    Machine Learning Opens Up Cloud Opportunity for GPUs

    by | Digital
    Mentioned Companies: BIDU, FB, INTC, NVDA

    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 […]

  • Artificial Intelligence, ark research, 2015, innovation

    Artificial Intelligence (AI) Took Off in 2015

    by | Digital
    Mentioned Companies: AMZN, GOOG, MSFT, NVDA, TSLA

    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 […]