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- TrendThemeImpact AreasCategorySummaryReport
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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.
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Short Trend Summary
The shift from "web3" to "onchain" reflects a growing focus on fundamental value and the development of a robust onchain ecosystem.
Onchain Ecosystem Growth- Authenticity and Transparency Reign Supreme
- The Power of Community and Connection
- Decentralized Exchanges (DEXs)
- Decentralized Finance (DeFi)
- Prediction Markets
- Business & Commerce
- Emerging Technology
- Finance & Money
The shift from "web3" to "onchain" reflects a growing focus on fundamental value and the development of a robust onchain ecosystem.
Coinbase: 2025 crypto market outlookOnchain Ecosystem Growth
The shift from "web3" to "onchain" reflects a growing focus on fundamental value and the development of a robust onchain ecosystem. 
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Short Trend Summary
The increasing demand for GPUs for AI, coupled with the proliferation of AI-enabled devices, could trigger the next semiconductor shortage.
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 reportLooming AI Chip Shortage
The increasing demand for GPUs for AI, coupled with the proliferation of AI-enabled devices, could trigger the next semiconductor shortage. 
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Short Trend Summary
Slowing growth in the software market requires companies to adopt disciplined product portfolio strategies and prioritize efficient R&D spending.
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 reportSoftware Market Slowdown
Slowing growth in the software market requires companies to adopt disciplined product portfolio strategies and prioritize efficient R&D spending. 
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Short Trend Summary
Tech service providers are leveraging generative AI to improve their operations and service delivery, while also helping clients adopt and scale AI solutions.
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 reportGenerative 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. 
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Short Trend Summary
Technology companies that prioritize automation, including generative AI, are achieving greater cost savings and improved productivity.
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 reportAutomation Drives Tech Performance
Technology companies that prioritize automation, including generative AI, are achieving greater cost savings and improved productivity. 
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Short Trend Summary
Generative AI is improving software development efficiency, but realizing its full potential requires a comprehensive approach beyond code generation.
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 reportSoftware Development Efficiency
Generative AI is improving software development efficiency, but realizing its full potential requires a comprehensive approach beyond code generation. 
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Short Trend Summary
Companies need to reshape their technology function and adopt an "AI everywhere" approach to successfully scale AI solutions across the enterprise.
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 reportScaling 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. 
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Short Trend Summary
Artificial intelligence is expected to continue transforming industries, but faces challenges related to energy consumption and societal concerns.
AI Impact and Limits- AI-Driven Transformation
- Authenticity and Transparency Reign Supreme
- Values-Driven Consumption
- Energy consumption
- Labor markets
- Technology sector
- Cybersecurity
- Emerging Technology
- Global Challenges
Artificial intelligence is expected to continue transforming industries, but faces challenges related to energy consumption and societal concerns.
Barclays: Outlook 2025AI Impact and Limits
Artificial intelligence is expected to continue transforming industries, but faces challenges related to energy consumption and societal concerns. 
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Short Trend Summary
Connected TV (CTV) is maturing, offering improved addressability, targeting, and programmatic inventory.
CTV Realization- AI-Driven Transformation
- Advertising
- Entertainment
- Media
- Brands & Advertising
- Business & Commerce
- Digital Platforms
Connected TV (CTV) is maturing, offering improved addressability, targeting, and programmatic inventory.
Basis Technologies: Reality check the...CTV Realization
Connected TV (CTV) is maturing, offering improved addressability, targeting, and programmatic inventory. 
