Anicca Market Insights (AMI)
Independent market intelligence on AI cloud infrastructure and Enterprise AI adoption
We develop and publish insight for institutional investors, financial analysts, boards, and enterprise leaders navigating the economics, risks, and realities of AI at scale.
The AI market is rapidly evolving, but translating hype into tangible returns requires a nuanced understanding of the underlying dynamics. Anicca Market Insights (AMI) provides the independent, data-driven analysis you need to navigate this complex landscape.
While the initial focus was on infrastructure build-out, the real opportunity lies in understanding how AI will be absorbed into the global economy. Our "Great AI Absorption thesis (2025-2035)" highlights the shift from infrastructure investments to structural readiness.
AMI identifies four key friction points hindering widespread AI adoption: governance and control, economic orchestration, operating model transformation, and technical integration. We analyze these challenges, providing insights into:
- When AI CapEx converts into revenue: Uncover the real drivers of profitability and avoid overestimating the near-term impact of infrastructure investments.
- Realistic AI infrastructure, margin, and adoption signals: Cut through the noise and identify the key metrics that truly reflect market momentum and enterprise readiness.
- The structural changes needed for successful AI scaling: Understand the long-term implications of AI adoption for business models, operating costs, and competitive landscapes.
AMI empowers financial analysts and investors to make informed decisions about AI investments, interpret market signals accurately, and anticipate the long-term impact of this transformative technology.