3 Jul, 2019 image
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China’s rise to AI dominance: from threat to opportunity

If you tuned in to the first round of the Democratic primary candidate debates, you know that one of the hottest topics in Miami was China. It came as no surprise. Trump’s tariff wars have put the spotlight on China—a country that is now viewed by many as the biggest external threat to the US today. Not only does China pose economic and military threats to the US, but its aggressive initiative to become the world leader in AI is working. For investors with their eyes on robotics and AI, t...

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8 Mar, 2019 image
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Spotlight on Asia: A conversation with Morten Paulsen

By Jeremie Capron, Head of Research, ROBO Global I recently had the opportunity to speak with Morten Paulsen, the Head of Research and a Managing Director at CLSA Japan. As a member of the ROBO Global Strategic Advisory Board, Morten’s insights into developments in robotics, automation, and AI in Asia help inform our research and alert us to the latest advancements coming to the forefront from both current industry leaders and emerging companies. Morten has covered the Japanese robotics an...

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15 Feb, 2019 image
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Trump finally announced a plan for AI dominance, but is it enough?

It’s no mystery that the majority of corporations already view AI as a must-have competitive tool in the race toward market leadership. As industry after industry has felt the critical impact of AI-driven disruption, companies large and small have made AI programs a top priority, using it to enable everything from highly automated and efficient warehouses, to customizing client service, to delivering pizzas. It was only a matter of time before our government saw the light. This week, Presid...

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23 Nov, 2018 image
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In the face of an AI trade war, it’s the tailwinds that matter most

It wasn’t long ago that artificial intelligence was considered a futuristic pipe dream. Novels, films, and television shows have been serving up images of an AI-driven world for decades. Fiction authors like Neal Stephenson and Isaac Asimov painted a picture of a world in which whoever controlled technology and AI controlled the world—including the resources and, more importantly, the people. I have to wonder if Stephenson or Asimov had any inkling how accurate their visions would be—or ho...

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22 Sep, 2017 image
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CHINA’S PUSH TOWARD EXCELLENCE DELIVERS A GLOBAL ROBOTICS INVESTMENT OPPORTUNITY

China is on a mission to change its reputation from a manufacturer of cheap, mass-produced goods to a world leader in high-quality quality manufacturing. If that surprises you, you’re not the only one. For decades, China has been synonymous with the word cheap. But times are changing, and much of that change is reliant on the adoption of robotics, automation, and artificial intelligence, or RAAI (pronounced “ray”). For investors, this shift is driving a major opportunity to capture growth...

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