The Big Picture on GenAI and Market Impacts

There is no shortage of hype around GenAI, but the impacts on technology strategies, budgets and investment markets are very real. Enterprises are moving from fascination to demanding real value from their AI infrastructure investments. There are use cases that are showing positive returns, but it’s early days as far as production deployments go. At the same time, markets are becoming more skeptical of the large capital outlays of some of the largest market players. Startups are seeing dramatic investment inflows, as long as they’re AI-focused. Strategic investors are placing a complex matrix of bets as they position for competitive advantage. Is this a market where valuations are changing the M&A landscape? Join us as we discuss some of the latest data highlighted in the S&P Global Market Intelligence Big Picture report with the analyst team and look at where both the market and the technology is heading.