Follow us
Your trends
- TrendThemeImpact AreasCategorySummaryReport
-
Short Trend Summary
While AI continues to drive market momentum, its impact is broadening beyond big tech, creating opportunities in related industries and sectors.
AI and Broader Tech Impact- AI-Driven Transformation
- Business Operations
- Investment strategies
- Technology
- Business & Commerce
- Emerging Technology
While AI continues to drive market momentum, its impact is broadening beyond big tech, creating opportunities in related industries and sectors.
Fidelity: Outlook 2025AI and Broader Tech Impact
While AI continues to drive market momentum, its impact is broadening beyond big tech, creating opportunities in related industries and sectors.
-
Short Trend Summary
Massive investments in AI infrastructure, hardware, and models are driving the rapid development of AI capabilities.
AI Build Phase Accelerates- AI-Driven Transformation
- Data Centers
- Hardware
- Software
- Technology
- Business & Commerce
- Emerging Technology
Massive investments in AI infrastructure, hardware, and models are driving the rapid development of AI capabilities.
BlackRock: 2025 thematic outlookAI Build Phase Accelerates
Massive investments in AI infrastructure, hardware, and models are driving the rapid development of AI capabilities. 
-
Short Trend Summary
Rapid growth in datacenter construction driven by increasing AI workloads, impacting energy demand and critical mineral supply chains.
AI Datacenter Boom- AI-Driven Transformation
- Navigating Global Uncertainty
- Construction
- Energy
- Real estate
- Technology
- Business & Commerce
- Emerging Technology
- Global Challenges
Rapid growth in datacenter construction driven by increasing AI workloads, impacting energy demand and critical mineral supply chains.
S&P Global: Big picture 2025...AI Datacenter Boom
Rapid growth in datacenter construction driven by increasing AI workloads, impacting energy demand and critical mineral supply chains. 
-
Short Trend Summary
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
AI Driving Tech Investment- AI-Driven Transformation
- Construction
- Energy
- Real estate
- Semiconductors
- Technology
- Business & Commerce
- Emerging Technology
- Finance & Money
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
J.P. Morgan: 2025 year ahead...AI Driving Tech Investment
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors. 
-
Short Trend Summary
The growing importance of AI is leading to inconsistent global regulation and increased focus on cybersecurity.
AI Geopolitical Implications- AI-Driven Transformation
- Navigating Global Uncertainty
- Cybersecurity
- Geopolitics
- Regulation
- Technology
- Cybersecurity
- Emerging Technology
- Government & Politics
The growing importance of AI is leading to inconsistent global regulation and increased focus on cybersecurity.
BlackRock: 2025 thematic outlookAI Geopolitical Implications
The growing importance of AI is leading to inconsistent global regulation and increased focus on cybersecurity. 
-
Short Trend Summary
Artificial intelligence is projected to be a dominant investment theme, driving growth across various sectors and creating significant revenue opportunities.
AI Transformational Opportunity- AI-Driven Transformation
- Cybersecurity
- Fintech
- Healthcare
- Technology
- Business & Commerce
- Emerging Technology
- Finance & Money
Artificial intelligence is projected to be a dominant investment theme, driving growth across various sectors and creating significant revenue opportunities.
UBS: Year ahead 2025AI Transformational Opportunity
Artificial intelligence is projected to be a dominant investment theme, driving growth across various sectors and creating significant revenue opportunities. 
-
Short Trend Summary
AI adoption requires business process changes to generate significant value, with early adopters seeing potential EBITDA increases up to 20%.
AI Value Realization- AI-Driven Transformation
- Business Operations
- Finance
- Technology
- Business & Commerce
- Emerging Technology
AI adoption requires business process changes to generate significant value, with early adopters seeing potential EBITDA increases up to 20%.
Bain: Technology reportAI Value Realization
AI adoption requires business process changes to generate significant value, with early adopters seeing potential EBITDA increases up to 20%. 
-
Short Trend Summary
AI enables rapid market assessments and identification of adjacent growth opportunities, allowing businesses to expand their reach and diversify revenue streams.
AI-Powered Market Expansion- AI-Driven Transformation
- Industrial
- Retail
- Technology
- Business & Commerce
- Emerging Technology
AI enables rapid market assessments and identification of adjacent growth opportunities, allowing businesses to expand their reach and diversify revenue streams.
Accenture: Navigating the great value...AI-Powered Market Expansion
AI enables rapid market assessments and identification of adjacent growth opportunities, allowing businesses to expand their reach and diversify revenue streams. 
-
Short Trend Summary
Brands are leveraging anti-AI sentiment to build trust and differentiate themselves by highlighting human creativity.
Anti-AI Marketing Movement- Authenticity and Transparency Reign Supreme
- Values-Driven Consumption
- Advertising
- Branding
- Technology
- Brands & Advertising
- Consumer Attitudes
Brands are leveraging anti-AI sentiment to build trust and differentiate themselves by highlighting human creativity.
McKinsey: Contagious IQ download 2024Anti-AI Marketing Movement
Brands are leveraging anti-AI sentiment to build trust and differentiate themselves by highlighting human creativity. 
-
Short Trend Summary
The rising popularity of personal AI assistants is driving a shift towards assistant-first customer service interactions.
Assistant-First Customer Service- AI-Driven Transformation
- Customer service
- Technology
- User Experience
- Business & Commerce
- Consumer Attitudes
- Emerging Technology
The rising popularity of personal AI assistants is driving a shift towards assistant-first customer service interactions.
Zendesk: CX trends 2025Assistant-First Customer Service
The rising popularity of personal AI assistants is driving a shift towards assistant-first customer service interactions. 
