S&P Global Market Intelligence Launches AI Monitor Tool Powered by Visible Alpha Estimates of U.S. Technology Companies
S&P Global Market Intelligence has launched an updated version of the Visible Alpha AI Monitor, offering insights into the growth and performance of 66 publicly-traded U.S. technology companies with AI exposure. Key findings include:
1. AI-exposed revenues are projected to grow from $410B in 2022 to nearly $780B by the end of 2025.
2. In 2023, AI-exposed revenues accounted for 24.5% of total revenues among monitored companies, with 82% coming from the top 10 firms.
3. Smaller companies showed improved performance relative to the top 10 in July.
The AI Monitor serves as a valuable tool for investment professionals, analysts, and corporate strategists to assess the AI landscape and identify potential growth opportunities in the rapidly evolving sector.
S&P Global Market Intelligence ha lanciato una versione aggiornata del Visible Alpha AI Monitor, offrendo approfondimenti sulla crescita e sulle performance di 66 aziende tecnologiche statunitensi quotate in borsa con esposizione all'AI. I principali risultati includono:
1. I ricavi esposti all'AI sono previsti in crescita da 410 miliardi di dollari nel 2022 a quasi 780 miliardi di dollari entro la fine del 2025.
2. Nel 2023, i ricavi esposti all'AI hanno rappresentato il 24,5% dei ricavi totali tra le aziende monitorate, con l'82% proveniente dalle prime 10 aziende.
3. Le piccole aziende hanno mostrato un miglioramento delle performance rispetto alle prime 10 a luglio.
Il Monitor AI si configura come uno strumento prezioso per professionisti degli investimenti, analisti e strateghi aziendali per valutare il panorama dell'AI e identificare potenziali opportunità di crescita in un settore in rapida evoluzione.
S&P Global Market Intelligence ha lanzado una versión actualizada del Visible Alpha AI Monitor, que ofrece información sobre el crecimiento y el rendimiento de 66 empresas tecnológicas estadounidenses que cotizan en bolsa con exposición a la IA. Los hallazgos clave incluyen:
1. Se proyecta que los ingresos expuestos a la IA crecerán de 410 mil millones de dólares en 2022 a casi 780 mil millones de dólares para finales de 2025.
2. En 2023, los ingresos expuestos a la IA representaron el 24.5% de los ingresos totales entre las empresas monitoreadas, con el 82% proveniente de las 10 principales empresas.
3. Las empresas más pequeñas mostraron un rendimiento mejorado en comparación con las 10 principales en julio.
El AI Monitor es una herramienta valiosa para profesionales de inversiones, analistas y estrategas corporativos para evaluar el panorama de la IA e identificar oportunidades de crecimiento en un sector en rápida evolución.
S&P 글로벌 마켓 인텔리전스는 Visible Alpha AI Monitor의 업데이트된 버전을 출시하여 인공지능(AI) 노출이 있는 66개의 미국 상장 기술 기업의 성장 및 성과에 대한 통찰력을 제공합니다. 주요 결과는 다음과 같습니다:
1. AI 노출 수익은 2022년 4,100억 달러에서 2025년 말까지 거의 7,800억 달러로 성장할 것으로 예상됩니다.
2. 2023년 AI 노출 수익은 모니터링된 기업의 총 수익의 24.5%를 차지하며, 그 중 82%는 상위 10개 기업에서 발생했습니다.
3. 소규모 기업들은 7월에 상위 10개 기업에 비해 성과가 개선되었습니다.
AI 모니터는 투자 전문가, 분석가 및 기업 전략가들이 AI 환경을 평가하고 급변하는 섹터에서 잠재적인 성장 기회를 식별하는 데 유용한 도구로 활용됩니다.
S&P Global Market Intelligence a lancé une version mise à jour du Visible Alpha AI Monitor, offrant des informations sur la croissance et la performance de 66 entreprises technologiques américaines cotées en bourse ayant une exposition à l'IA. Les principaux résultats comprennent :
1. Les revenus exposés à l'IA devraient passer de 410 milliards de dollars en 2022 à près de 780 milliards de dollars d'ici la fin de 2025.
2. En 2023, les revenus exposés à l'IA représentaient 24,5 % des revenus totaux des entreprises surveillées, avec 82 % provenant des 10 principales entreprises.
3. Les petites entreprises ont montré une amélioration de leur performance par rapport aux 10 premières en juillet.
Le Monitor AI sert d'outil précieux pour les professionnels de l'investissement, les analystes et les stratèges d'entreprise pour évaluer le paysage de l'IA et identifier les opportunités de croissance potentielles dans ce secteur en évolution rapide.
S&P Global Market Intelligence hat eine aktualisierte Version des Visible Alpha AI Monitor veröffentlicht, die Einblicke in das Wachstum und die Leistung von 66 börsennotierten US-Technologieunternehmen mit KI-Exposition bietet. Zu den wichtigsten Ergebnissen gehören:
1. Die KI-exponierten Einnahmen werden von 410 Milliarden US-Dollar im Jahr 2022 bis Ende 2025 voraussichtlich auf nahezu 780 Milliarden US-Dollar steigen.
2. Im Jahr 2023 machten die KI-exponierten Einnahmen 24,5% der Gesamteinnahmen der überwachten Unternehmen aus, wobei 82% von den 10 größten Unternehmen stammten.
3. Kleinere Unternehmen zeigten im Juli eine verbesserte Leistung im Vergleich zu den Top 10.
Der KI-Monitor dient als wertvolles Werkzeug für Investmentfachleute, Analysten und Unternehmensstrategen, um die KI-Landschaft zu bewerten und potenzielle Wachstumschancen in einem sich schnell entwickelnden Sektor zu identifizieren.
- Projected growth of AI-exposed revenues from $410B in 2022 to $780B by 2025
- AI-exposed revenue expectations increased by $40 billion quarter-over-quarter
- AI Monitor expanded to include new companies generating AI-exposed revenue
- Smaller AI-exposed companies underperformed target estimates year-to-date
- 82% of AI-exposed revenues concentrated in top 10 firms, indicating potential market dominance
Insights
The launch of S&P Global's AI Monitor tool marks a significant development in tracking AI-related revenues. This tool provides valuable insights for investors in the rapidly evolving AI sector. Key takeaways include:
- Projected growth of AI-exposed revenues to
$780 billion by end of 2025, up from$410 billion in 2022. - A
$40 billion quarter-over-quarter increase in AI-exposed revenue expectations. - The top 10 firms account for
82% of AI-exposed revenues.
This data suggests a continued strong momentum in the AI sector, particularly among larger players. However, the underperformance of smaller companies relative to estimates indicates potential challenges for new entrants. Investors should closely monitor how this concentration of revenue among top players might impact market dynamics and investment opportunities in the AI space.
The AI Monitor tool offers important financial insights for investors in the tech sector. The projected growth in AI-exposed revenues from
However, investors should note the concentration risk, with
The AI Monitor tool highlights the rapid acceleration of AI adoption across various sectors. The significant increase in AI-exposed revenue projections suggests that companies are successfully monetizing AI technologies. This trend is likely driven by advancements in areas such as natural language processing, computer vision and machine learning algorithms.
The dominance of the top 10 companies in AI-exposed revenues (
Visible Alpha AI Monitor highlights new themes and revised growth projections as the dynamic, AI-exposed investment landscape maintains strong momentum through 2024
The AI Monitor includes consensus estimates across 66 publicly-traded
- Optimism around AI-driven revenue growth continues: AI-exposed revenues are projected to grow to nearly
$780 billion $410B $40 billion - Dominant players vs. smaller incumbents: In 2023, AI-exposed revenues accounted for
24.5% of total revenues among monitored companies, with82% coming from the ten largest firms. Outside of the top 10, the remaining stocks have underperformed target estimates year-to-date. In July, smaller companies showed a general uptick in performance relative to the top 10. - New additions: As more companies begin to generate AI-exposed revenue and are added to the AI Monitor's universe, the impact on the broader ecosystem remains to be seen.
"With the rapid advancements in AI, it's crucial for decision makers to have a deep understanding of which companies are leading the charge and how these developments are impacting financial performance," said Melissa Otto, Head of TMT Research at Visible Alpha. "With new players emerging, new technology being deployed and broader shifts in the macroeconomic landscape, we believe the AI Monitor serves as an important tool to give investment professionals a holistic picture of the publicly-traded AI space in the
By analyzing AI-exposed revenues, the tool helps analysts, investment managers and corporate strategists pinpoint potential growth areas within artificial intelligence–critical for assessing AI's potential to transform into measurable growth. As AI's consumer and enterprise use-cases expand, the Visible Alpha AI Monitor will continue to track these developments helping professionals to uncover new growth opportunities or emerging leaders.
To request a copy of the Visible Alpha AI Monitor, please contact press.mi@spglobal.com
S&P Global Market Intelligence's opinions, statements, estimates, projections, quotes and credit-related and other analyses are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions, and do not address the suitability of any security, and there is no obligation on S&P Global Market Intelligence to update the foregoing or any other element of the Property.
About S&P Global Market Intelligence
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/marketintelligence.
Media Contacts
Kate Smith
P. +1 781 301 9311
E. katherine.smith@spglobal.com
press.mi@spglobal.com
Bernardo Soriano for Visible Alpha
P. +1 914-656-3880
E. bernardo@grergoryfca.com
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SOURCE S&P Global Market Intelligence
FAQ
What is the projected growth of AI-exposed revenues by 2025 according to S&P Global Market Intelligence's AI Monitor (SPGI)?
How much did AI-exposed revenue expectations increase quarter-over-quarter in S&P Global's latest AI Monitor update (SPGI)?
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