• 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 […]

  • big ideas 2017, big innovation ideas, innovation ideas, disruptive innovation, ark research, ark invest, big ideas ark invest

    Big Ideas 2017

    by | News

    Rooted in almost 40 years of experience, ARK Invest aims to identify large-scale investment opportunities resulting from technological change. We believe innovation is key to growth. From a broad spectrum of disruptive innovations, Big Ideas represents our annual breakout of technologies that we believe will accelerate significantly in the months ahead. Each section provides you with a brief introduction before illustrating […]

  • 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 […]

  • ARK Disrupt Issue 61

    ARK Disrupt Issue 61: Automation, Robotics, Machine Learning, and Bitcoin

    by | News
    Mentioned Companies: BABA, BIDU, GM, GOOG, MSFT, TCEHY

    Please enjoy ARK Disrupt Issue 61. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]

  • 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 […]

  • Tesla Robots, robotics, tesla manufacturing, automation,

    Drone Deliveries, Machine Learning, The Bitfinex Hack, and More Takeaways from Last Week’s Brainstorming

    by | News
    Mentioned Companies: AMZN, FB, GOOG, GSK, MBLY, TSLA

    This is a blog series based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders and investors. It is designed to keep you engaged in an ongoing discussion on investing in innovation. 1. Commercial Drone Deliveries Are On the Horizon Both Google and Amazon  just […]

  • 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 […]

  • fang stocks, catherine wood, cathie wood, cnbc, ark invest

    CNBC: Time to Take A Bite Out of FANG Stocks

    by | News
    Mentioned Companies: AAPL, AMZN, FB, GOOG, NFLX

    ARK Invest CEO/CIO, Catherine Wood sits down with CNBC Squawk Box to discuss FANG stocks: Facebook, Apple, Netflix, and Google. She explains that these large-cap companies are leading the charge on artificial intelligence and machine learning as a service, which will sustain the current cycle in which the winner takes most. “I think Amazon has […]

  • 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 […]