Weekly Barometer 25 janvier 2012
2 Artificial Intelligence and Robotics Certificate Investment Case ➢ Thanks to increasing computing power and big data , artificial intelligence (AI) has been expanding at a fast pace, with notably major advances in the fields of natural language processing and computer vision ➢ In the long run, AI will combine software recreating the human thought process with mechatronic devices able to replicate the five human senses ➢ AI finds many applications in data- rich industries (banking, advertising/marketing…) where it can improve corporations’ efficiency through the collection, processing and analysis of data ➢ It is also expected to play a major role in the industrial world, where robotics adoption should accelerate as the growing sophistication and falling costs of robots and increasing labor costs in emerging markets make them an attractive ROI proposition ➢ The expected development of the Internet of Things could give another massive boost to AI applications over coming years (smart cars, smart homes and smart factories) AI and Robotics Certificate details ✓ Issuing bank: Natixis, Calculation agent: Natixis SA ✓ ISIN: XS1035525325 ✓ Currency: USD ✓ Fees: 1.65% management fee + 15% performance fee, high water mark ✓ Bloomberg ticker: NXSRARTI
3 Artificial Intelligence and Robotics Certificate Tech vendors Industrial applications Consumer applications
4 Artificial Intelligence and Robotics Certificate From Automation To “Intelligence” ➢ Artificial Intelligence is about computer systems doing what is usually performed by the human intelligence Software Mechatronic Devices recreating the human thought process replicate the five human senses Artificial Intelligence
5 Artificial Intelligence and Robotics Certificate The 3rd And Final Stage Of Technological Evolution After Tools and Machines, Automation comes as the 3 rd step of technological evolution ➢ Tools ✓ To perform specific tasks ✓ Man brings motion Machines ✓ To motion tools ✓ Man brings control AI ✓ The removal of human control from the machine
6 Artificial Intelligence and Robotics Certificate The History Of Artificial Intelligence
7 Artificial Intelligence and Robotics Certificate Video Games Have Been A Field Of Experimentation For AI ➢ The relation between AI and video games is as strong as ever: ✓ AI technology adds realistic, intelligent behavior to the virtual creatures that populate a game world GPU CPU ✓ Video games are a major area of experimentation for AI ➢ The central processing unit or CPU is the brain of the computer ➢ The graphics processor unit or GPU makes possible realistic graphics ➢ The combination of a CPU with a GPU can deliver the best value of system performance and power 1,202 CPUs and 176 GPUs used by the Google DeepMind AI to win against the Go game Virtual Reality is the next evolution in gaming… ➢ Game developers now have to come up with intelligent digital environments
8 Artificial Intelligence and Robotics Certificate Big Data And Computing Power Are The Two Main Catalysts ➢ ➢ Increasing data Increasing processing power ✓ ✓ Data (structured & unstructured) is mandatory Advanced processors are key to AI for training AI algorithms development ✓ ✓ In 2020, digital data is expected to be 50 Computing power now at the level times bigger than in 2013 (source: IDC) of the mouse brain Source: The Times
9 Artificial Intelligence and Robotics Certificate M&A Activity Picking Up Source: CBInsights
10 Artificial Intelligence and Robotics Certificate Main Applications Gaming Augmented Learning Reality Virtual Reality Scientific Research Smart & Home Biotech AI Legal Facility Knowledge Internet of & Management, Automation Things Finance Amazon Go CRM Smart & meters Marketing Robotics Smart Farming Cars Industry
11 Artificial Intelligence and Robotics Certificate A Key Driver Of Productivity In The Services Business ➢ AI-as-a-service is a major catalyst ✓ Cloud-industry leaders like Amazon or Microsoft already provide AI-as-a-service ✓ making access to AI affordable to most companies ➢ AI applications are numerous in services businesses ✓ Companies get access to new revenue streams and/or better efficiencies through tools helping them to: ✓ better price product and services, detect and prevent fraud, predict future losses… ✓ track and analyze marketing campaigns, KPIs and customer behavior to identify marketing opportunities ✓ define, measure, and manage risk (credit scoring…) ✓ automate back-office functions
12 Artificial Intelligence and Robotics Certificate Robotics And Automation: AI Applied To The Industry ➢ Collaborative robots have a compelling ROI proposition: ✓ $30-40k on average vs. $50-250k (+ high integration costs) for traditional industrial robots ✓ they can work 24/7, never call in sick, never go on strike… ➢ Current generations of robots are easier to program and come with features such as vision and touch technologies ➢ Collaborative robots can work alongside humans without a safety cage, meaning they can easily be deployed within a factory ➢ It’s important to keep in mind that a robot is a combination of: ✓ steel, servo-motors, sensors, tools to perform tasks (such as cutting lasers and other equipment) and “intelligence” (OS, computing power, machine vision…) ➢ In our view, most of the value lies in the software and computing power
13 Artificial Intelligence and Robotics Certificate A Potentially Huge Economic Impact ➢ In a 2013 study, McKinsey estimated the annual positive impact of AI-related technologies on global GDP ($ 80 Tn) in the range of 6.5%-8.3% by 2025 Size in 2025, $ trillion Automation Of 5.2-6.7 Knowledge Work 2.7-6.2 The Internet Of Things Advanced Robotics 1.7-4.5 Autonomous and 0.2-1.9 Near Autonomous vehicles AI could double economic growth over the next 20 years in 12 developed economies (Accenture)
14 Artificial Intelligence and Robotics Certificate The Ultimate Goal For AI Scientists Artificial General Intelligence or AGI (Strong AI) Artificial Superintelligence (ASI) An AI system substantially beyond human intelligence A machine performing any tasks (including thinking and by handling and taking as much information as possible understanding) a human being would do into account We believe this won’t be possible… until quantum computing becomes truly available ➢ ➢ Quantum computation refers to encoding information as 0s, 1s or both simultaneously, unlike conventional digital computers where information is encoded by 0s and 1s ➢ Thanks to quantum computing: ✓ the power at which information can be manipulated and combined is gargantuan ✓ it becomes possible to work on billions of variables at the same time ➢ While we’re still not there, we are moving fast as shown on the picture (Quantum computer at Google labs in 2016) ✓ quantum computing to be available at worst in 20 years, at best in ten years
15 Artificial Intelligence and Robotics Certificate How to play AI and Robotics? – Technology providers (data collection) ➢ Sensors ➢ Positioning systems ➢ Social Media ➢ Cloud ➢ E-Commerce ➢ Internet of Things
16 Artificial Intelligence and Robotics Certificate How to play AI and Robotics? – Technology providers (data processors) ➢ Data Indexing ➢ ➢ Computing Power Data analytics
17 Artificial Intelligence and Robotics Certificate How to play AI and Robotics? – Consumer applications ➢ ➢ Autonomous Vehicles Home robots ➢ ➢ Personalized medicine Gaming & Virtual Reality
18 Artificial Intelligence and Robotics Certificate How to play AI and Robotics? – Industrial applications ➢ ➢ Industrial robots Machine vision ➢ ➢ Automation Cutting lasers and other tools
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