This series has already investigated GPU chip designers and a data storage manufacturer as direct play on the AI Revolution. This article will take a leap downstream of the market and check out two small to medium-cap players in the software and web design sectors poised for big growth ahead.
AI as a software is expected to grow from $3.2B in 2016 to $89.8B by 2025, according to research firm Tractica. This represents a 28x increase from last year and provides a peek at the potential opportunity ahead of us as investors. A recent article from NYTimes paints the picture clear:
In the entire world, fewer than 10,000 people have the skills necessary to tackle serious artificial intelligence research…
The supply-demand for AI programmers is disproportionately skewed. 10,000 AI experts is only 1 per 755,000 people in the