Market Analysis

The Two Long-wave Infrared Innovations Required for a US$500M Market

Since thermal cameras have been an automotive technology for 25 years and are still not prevalent, it’s clear that developments are required for them to become a common choice in ADAS sensor suites. Although over 1.2 million on-road vehicles have thermal LWIR camera technology installed, this is 0.08% of the estimated total of 1.5 billion […]

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The Rise of AI Drives a Ninefold Surge in Liquid Cooling Technology

AI servers, driven by Nvidia’s GB200 superchip, have experienced significant growth. The cutting-edge B200 chip, due to its high thermal design power, requires direct-to-chip cooling. Supermicro announced that it had shipped over 2000 direct-liquid-cooled AI server racks by the end of August 2024, and it has expanded its manufacturing capacity to 5000 racks per month.

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The Global Race for Autonomous Trucks: How the US, EU, and China Transform Transport

The commercialization of autonomous driving technology in the trucking industry has rapidly advanced in 2024, presenting substantial potential to address critical industry challenges such as high operational costs, driver shortages, and safety concerns. It is expected that the global trucking fleet will be supported by an additional half million L4 autonomous drivers, while the remaining

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AI Startups Raised $11.8 Billion in Q3, Total Funding Hit a Record $53 Billion YTD

Although the US government’s expanded export restrictions on AI chips to China, concerns about the AI giants` valuations, and disappointing earnings reports earlier this year sent shockwaves through the market, causing mixed investor sentiment, AI remains the top sector for investments. According to data presented by Stocklytics.com, AI startups raised $11.8 billion in Q3 despite

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Transforming Interconnects in AI Systems: Co-Packaged Optics’ Role

In recent years, there has been a noticeable trend in optical transceiver technology, moving toward bringing the transceiver closer to the ASIC. Traditionally, pluggable optics—optical modules inserted and removed from the front panel of a switch—have been located near the edge of the printed circuit board (PCB). These pluggable optics are widely used in data

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AI Startups Have Raised $48.4 Billion Year-to-date, 25% More Than In the Entirety of 2023

After raising a record amount of fresh capital in the first half of the year, AI startups have seen a considerable decline in VC funding activity in Q3 2024. Three weeks before the end of the quarter, the total value of deals hit $8.6 billion, or 35% less than in Q3 2023. But despite the

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Europe Has the Fastest-Growing Robotics Industry; Revenue to Surge by 68% and Hit $28.8 Billion by 2029

Although the United States and China have been in a tech race for decades, battling for supremacy in critical areas of technology that will shape the future of the global economy, including artificial intelligence and robotics, the two countries lose the race with Europe when it comes to robotics sector growth. According to data presented

Europe Has the Fastest-Growing Robotics Industry; Revenue to Surge by 68% and Hit $28.8 Billion by 2029 Read More +

When, Where and How AI Should Be Applied

Phil Koopman dissects strengths and weaknesses of machine learning based AI AI does amazing stuff. No question about it. But how hard have we really thought about “machine-learning capabilities” for applications? Phil Koopman, professor at Carnegie Mellon University, delivered a keynote on Sept. 11, 2024 at the Business of Semiconductor Summit, (BOSS 2024), concentrating on

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AI Model Training Cost Have Skyrocketed by More than 4,300% Since 2020

Over the past five years, AI models have become much more complex and capable, tailored to perform specific tasks across industries and provide better efficiency, accuracy and automation. However, the cost of training in these systems has exploded. According to data presented by AltIndex.com, AI model training costs have skyrocketed by more than 4,300% since

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Could Optical Computing Solve AI’s Power Demands?

This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Optical computing is expected to become a reality in the near future, driven by advancements in silicon photonics and quantum optics. OUTLINE The optical processors market is forecasted to reach US$3 billion

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Here you’ll find a wealth of practical technical insights and expert advice to help you bring AI and visual intelligence into your products without flying blind.

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