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  • Trend
    Theme
    Impact Areas
    Category
    Summary
    Report
  • Looming AI Chip Shortage
    • AI-Driven Transformation
    • Navigating Global Uncertainty
    • Consumer Electronics
    • Data Centers
    • Semiconductors
    • Business & Commerce
    • Emerging Technology

    The increasing demand for GPUs for AI, coupled with the proliferation of AI-enabled devices, could trigger the next semiconductor shortage.

    Bain: Technology report
    Looming AI Chip Shortage
    The increasing demand for GPUs for AI, coupled with the proliferation of AI-enabled devices, could trigger the next semiconductor shortage.
    Impact Areas Consumer Electronics, Data Centers, Semiconductors
    Themes AI-Driven Transformation, Navigating Global Uncertainty
    Categories Business & Commerce, Emerging Technology
  • Modest Rate Cuts Support Assets
    • Navigating Global Uncertainty
    • Biotech
    • Bitcoin
    • Gold
    • Business & Commerce
    • Finance & Money

    Falling interest rates could benefit rate-sensitive companies and assets like biotech stocks, bitcoin, and gold.

    BlackRock: 2025 thematic outlook
    Modest Rate Cuts Support Assets
    Falling interest rates could benefit rate-sensitive companies and assets like biotech stocks, bitcoin, and gold.
    Impact Areas Biotech, Bitcoin, Gold
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • Software Market Slowdown
    • Navigating Global Uncertainty
    • Product Management
    • R&D Spending
    • Software Industry
    • Business & Commerce
    • Emerging Technology

    Slowing growth in the software market requires companies to adopt disciplined product portfolio strategies and prioritize efficient R&D spending.

    Bain: Technology report
    Software Market Slowdown
    Slowing growth in the software market requires companies to adopt disciplined product portfolio strategies and prioritize efficient R&D spending.
    Impact Areas Product Management, R&D Spending, Software Industry
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Emerging Technology
  • AI-Driven Medical Innovation
    • AI-Driven Transformation
    • Biotechnology
    • Healthcare
    • Pharmaceutical
    • Business & Commerce
    • Emerging Technology
    • Health & Wellness

    AI is transforming drug discovery and development, potentially leading to a surge in medical innovation.

    Blackrock: 2025 thematic outlook
    AI-Driven Medical Innovation
    AI is transforming drug discovery and development, potentially leading to a surge in medical innovation.
    Impact Areas Biotechnology, Healthcare, Pharmaceutical
    Themes AI-Driven Transformation
    Categories Business & Commerce, Emerging Technology, Health & Wellness
  • Generative AI in Tech Services
    • AI-Driven Transformation
    • AI Implementation
    • Customer Engagement
    • Tech Services
    • Business & Commerce
    • Emerging Technology

    Tech service providers are leveraging generative AI to improve their operations and service delivery, while also helping clients adopt and scale AI solutions.

    Bain: Technology report
    Generative AI in Tech Services
    Tech service providers are leveraging generative AI to improve their operations and service delivery, while also helping clients adopt and scale AI solutions.
    Impact Areas AI Implementation, Customer Engagement, Tech Services
    Themes AI-Driven Transformation
    Categories Business & Commerce, Emerging Technology
  • Bitcoin Adoption Accelerates
    • Navigating Global Uncertainty
    • Values-Driven Consumption
    • Cryptocurrency
    • Finance
    • Investment
    • Business & Commerce
    • Finance & Money

    Lower real interest rates and potential regulatory clarity could drive increased adoption of bitcoin.

    BlackRock: 2025 thematic outlook
    Bitcoin Adoption Accelerates
    Lower real interest rates and potential regulatory clarity could drive increased adoption of bitcoin.
    Impact Areas Cryptocurrency, Finance, Investment
    Themes Navigating Global Uncertainty, Values-Driven Consumption
    Categories Business & Commerce, Finance & Money
  • Automation Drives Tech Performance
    • AI-Driven Transformation
    • Automation
    • Cost Savings
    • Generative AI
    • Productivity
    • Business & Commerce
    • Emerging Technology

    Technology companies that prioritize automation, including generative AI, are achieving greater cost savings and improved productivity.

    Bain: Technology report
    Automation Drives Tech Performance
    Technology companies that prioritize automation, including generative AI, are achieving greater cost savings and improved productivity.
    Impact Areas Automation, Cost Savings, Generative AI, Productivity
    Themes AI-Driven Transformation
    Categories Business & Commerce, Emerging Technology
  • Software Development Efficiency
    • AI-Driven Transformation
    • Generative AI
    • Productivity
    • Resource Allocation
    • Software Development
    • Business & Commerce
    • Emerging Technology

    Generative AI is improving software development efficiency, but realizing its full potential requires a comprehensive approach beyond code generation.

    Bain: Technology report
    Software Development Efficiency
    Generative AI is improving software development efficiency, but realizing its full potential requires a comprehensive approach beyond code generation.
    Impact Areas Generative AI, Productivity, Resource Allocation, Software Development
    Themes AI-Driven Transformation
    Categories Business & Commerce, Emerging Technology
  • Failing Software Customer Success
    • AI-Driven Transformation
    • Authenticity and Transparency Reign Supreme
    • Customer Retention
    • Customer Success
    • Software Industry
    • Business & Commerce
    • Emerging Technology

    Despite increased investment, software customer success is failing due to a mismatch between vendor support and customer needs, particularly in technical implementation.

    Bain: Technology report
    Failing Software Customer Success
    Despite increased investment, software customer success is failing due to a mismatch between vendor support and customer needs, particularly in technical implementation.
    Impact Areas Customer Retention, Customer Success, Software Industry
    Themes AI-Driven Transformation, Authenticity and Transparency Reign Supreme
    Categories Business & Commerce, Emerging Technology
  • Scaling Enterprise Technology for AI
    • AI-Driven Transformation
    • AI Scaling
    • Enterprise Technology
    • Operating Models
    • Talent
    • Business & Commerce
    • Emerging Technology

    Companies need to reshape their technology function and adopt an "AI everywhere" approach to successfully scale AI solutions across the enterprise.

    Bain: Technology report
    Scaling Enterprise Technology for AI
    Companies need to reshape their technology function and adopt an "AI everywhere" approach to successfully scale AI solutions across the enterprise.
    Impact Areas AI Scaling, Enterprise Technology, Operating Models, Talent
    Themes AI-Driven Transformation
    Categories Business & Commerce, Emerging Technology
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