AI markets, explained simply.

• Understand the basics.

  Start with clear definitions and concrete examples, so the rest of the report makes sense.

• See how it works.

  Connect customers, products, and business models: who pays whom, for what, and why.

• Know what matters.

  Understand the changes, constraints, and open questions to watch, with the evidence behind them.

• Chips & computing hardwareAccelerators, memory and storage, semiconductor production, and the servers, boards and racks they go into.
• Data centers, power & coolingFacilities, grid connections and power distribution, thermal systems, and the services that run them.
• Networks & connectivityNetworking inside and between racks, optics, cabling, and the connections between sites.
• Cloud compute & model servingGPU rental and managed compute, inference platforms, scheduling and cost optimization, edge deployment.
• Data & model developmentData acquisition and labeling, synthetic data, foundation models, training and fine-tuning.
• AI development & operationsRetrieval and vector search, evaluation and observability, gateways and frameworks, security and governance.
• AI-native applicationsProducts whose primary outcome depends on AI: creative, software, research, business and personal tools.

1. 1

   A defined brief

   Every report follows the same eight sections, each with the question it must answer for a newcomer.

2. 2

   Evidence first

   Claims cite named sources with the passage they rest on, up to a stated evidence date.

3. 3

   AI drafting, author's judgment

   The author drafts with AI assistance, then checks the explanation, the examples and the visuals.

4. 4

   Checks and review

   Automated checks and the editorial team's review come before publication. Corrections are published as new revisions.

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