PLAYERS 3
TECHNOLOGY BRIEFING 4
Definitions 4
Ten key AI technologies 4
History of machine learning 5
How does deep learning work? 6
TRENDS 8
Technology trends 8
Macro-economic trends 10
Use case trends 11
Applications of Machine Learning in Utilities 12
VALUE CHAIN 15
Hardware enablers 16
Optimised networking equipment 16
High end processors 17
Communication chips 18
Embedded chips 19
Software enablers 20
Master data management 20
AI engine 21
Developer tools (APIs and SDKs) 22
Software with embedded AI 23
INDUSTRY ANALYSIS 24
AI and ML likely to become widespread because too much is open sourced 26
AI and ML are transforming the semiconductors market 27
Timeline 29
COMPANIES SECTION 31
Listed companies 31
Privately held companies 34
Utilities 35
APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY 37

Companies Mentioned
- Accenture
- Alphabet
- Amazon
- AMD
- Apple
- Baidu
- Broadcom
- Cognex
- Facebook
- GE
- Tesla
- Goertek
- IBM
- iFlytek
- Infosys
- Intel
- Knowles
- Mediatek
- Micron
- Microsoft
- Nuance Communications
- Nvidia
- NXP
- New Relic
- Oracle
- Qorvo
- Qualcomm
- Salesforce.com
- Samsung Electronics
- SAP
- SK Hynix
- Skyworks
- Softbank
- Splunk
- STMicroelectronics
- Tableau
- Texas Instruments
- Toshiba
- Xilinx
- E.ON
- Enel
- Iberdrola
- Exelon
- National Grid
- EDF Energy
- Darktrace
- Vicarious
- Mobvoi