Capital Markets Summer 2022: Revealing Recession Patterns

IV

Artificial Intelligence Enduring Themes

• Companies providing AI-based software services and hardware have a large opportunity

• Exhibiting exponential progress, AI capabilities are now close to, or superior to, humans in various tests

I

II

Global AI Market

AI vs. Humans – Accuracy (%)

Human AI

19% Annual Growth

III

Reading Comprehension

90

$500

93

$433

85

Visual Reasoning

$342

72

$297

IV

81

Visual Assessment

80

Billions ($)

Natural Language Inference

93

92

V

Image Classification

95

2020

2021

2022(E)

2023(E)

98

Source: AI market size estimate from IDC, February 2022. Artificial Intelligence Index Report 2022.

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