Mid-year review 2022 - AI & Robotics: There is no turning back

With significant investments in infrastructure and the technological stack maturing, it is now only a matter of when, not if, applications relying on the convergence of AI and robotics become mainstream.

Bottom line

Artificial Intelligence (AI) and automation technologies are more than ever central to modern economies, both in the context of the post-pandemic recovery and a potential economic recession. With the first generations of advanced applications already showing a game-changing potential for governments and businesses, a race has started to establish end-to-end ecosystems.

This translates into sustained heavy spending on hardware and software infrastructure (e.g., cloud spending growth rates remain above 20%), despite supply chain problems that have become a strategic priority. Although consumer spending may appear at risk, the move towards the ubiquitousness of AI and automation today looks unstoppable, as they play a crucial role in addressing the rising challenges facing our societies.

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