All articles by Stu Robarts
Stu Robarts
Stu is editor for Thematic Intelligence at GlobalData, overseeing news and features that cover the major themes affecting industries.
US AI revenue in 2025 nearly double closest competitor – analysis
GlobalData’s AI Global Market Opportunity Forecasts to 2029 report indicates that the US AI market will generate $41bn this year.
Microsoft and Salesforce lead ‘low-code’ development landscape
The success of Microsoft Power Platform and Salesforce Flow is largely based on their mature low-code technology.
Global internet of things market to pass $1.5trn by 2029
GlobalData forecasts that internet of things revenues will grow at a compound annual rate of 15.05% from 2024 to 2029.
AI emissions putting Big Tech’s 2030 emissions targets at risk
While AI-fuelled emissions growth has begun to slow, Big Tech’s capital expenditure plans suggest this will be temporary.
US ‘the epicentre’ of growing anti-ESG movement
GlobalData’s Anti-ESG Movement report states that the current rising tide of anti-ESG sentiment started gaining traction in 2021.
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Big Tech companies ‘driving innovation in agentic AI’
Big Tech companies have been rolling out tools to enable developers in recognition of them as co-architects of agentic AI.
Trump policies may create ‘perfect storm’ for US inflation
US inflation could accelerate beyond current expectations as a result of Trump’s tariffs and the high deportation targets for ICE.
Confidence in cybersecurity holds in face of retail attacks
Nearly two-thirds (60%) of B2B survey respondents reported that cybersecurity is already disrupting their industries.
Uncertainty about corporate ESG spikes
GlobalData suggests that a growing anti-ESG movement may be causing confusion about whether companies still have ESG strategies.
Agentic AI systems ‘will provide enormous uplift in business performance’
Peak’s Chris Ashley believes that agentic AI systems comprising tens of agents will transform businesses in the coming years.