Research
AI & BigData

Artificial Intelligence - Transformational opportunities

November 2018

AI is a powerful paradigm that is reshaping industries and organizations across the globe and the promise is compelling.

The ability to automate higher-order work functions using digital rather than human labour has become a global disruptive force. It is estimated that the adaptation of currently demonstrated automation technologies could affect 50 percent of the world economy, or 1.2 billion employees and $14.6 trillion in wages. Currently North America and Asia Pacific seem meaningfully ahead of Europe in terms of adopting AI systems.

Chinese companies have been filing significantly more AI-related patents compared to their US counterparts, highlighting how serious the country is about succeeding in AI. We see sectors such as Travel, Automotive, Tech and Oil & Gas stand out as the main beneficiaries in terms of their relative size and expected benefit. 

Instead, regarding corporate functions expected benefits will primarily be reaped in marketing and sales as well as supply-chain management and manufacturing

In this research we talk about:

  • An in-depth analysis on how AI is about to transform enterprises
  • Digital picks & shovels - who benefits?
  • 2018 m&a transactions in ai
  • growth and valuation for listed companies with exposure to ai



About Klecha & Co.

Klecha & Co. is a European private investment bank focused on technology, software, IT services, hardware and IoT, helping entrepreneurs, companies and financial investors with their strategy definition and post-acquisition integration issues, as well as for raising the necessary capital to execute their strategies.

With over 14 years in the market and offices in Milan, London, Paris, Madrid and New York, we have demonstrated global execution capabilities and a network of thousands of active C-level contacts and hundreds companies worldwide in the Tech industry.

 

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