In short The recent release of DeepSeek’s R1 model has shaken tech stocks, with shares of some market participants (e.g., NVIDIA) down ~20% since January 27, 2025. R1 is largely open, on par with leading proprietary models, appears to have been trained at significantly lower cost, and is cheaper to use in terms of API access, all of which point to an innovation that may change competitive dynamics in the field of Generative AI. IoT Analytics sees end users and AI applications providers as t...| IoT Analytics
In short According to the latest “What CEOs talked about” report, three themes gained noticeable traction in Q4 2024: 1) tariffs, 2) reshoring, and 3) agentic AI. Discussions regarding AI continued to decline; however, agentic AI significantly climbed in mentions. Despite recent catastrophic hurricanes, flooding, and winter storm events, sustainability-related topics declined in mentions quarter-over-quarter and have been trending downward since Q1 2022. Why it matters The prioritizat...| IoT Analytics
In short The global industrial software market reached $146 billion in 2023, according to IoT Analytics’ 132-page Industrial Software Landscape Report 2024–2030, and is forecasted to reach $355 billion by the end of the decade, growing at a CAGR of 13.5%. Cloud infrastructure and services is the fastest-growing overall industrial software category, while EDA is set to be the fastest for the core industrial value chain software category. Microsoft gained the most overall market share since...| IoT Analytics
In short The generative AI market surpassed $25.6 billion in 2024, driven by rapid adoption and the increasing integration of AI capabilities across industries, according to the 263-page Generative AI Market Report 2025–2030 (published January 2025). The data center GPU market saw remarkable growth to $125 billion, with NVIDIA maintaining a dominant position, holding 92% of the market share. Microsoft and AWS lead the rapidly expanding foundation models and model management platforms marke...| IoT Analytics