With the advent of AI, the world is rapidly changing. Are you interested in learning about the latest trends across various industries? Today, we utilize FactSet transcript data and apply an LLM model to summarize and analyze what executives and CEOs are discussing regarding their understanding and insights on current trends within their respective domains.

First, access to transcript data, which FactSet collects, organizes, and makes available to its clients. This data aids investors, analysts, and other stakeholders in making informed decisions based on the company’s communicated information. The transcript data provides detailed information on corporate events, with hourly updates and weekly full refreshes. These transcripts cover events for over 49,000 companies (about 39,000 active companies). We utilize Elasticsearch technology to quickly examine data from February 24, 2023, to August 23, 2024, at three-month intervals for companies focused on RBICS Technology sector and are listed in developed countries: Japan, Taiwan, the United Kingdom, Germany, South Korea, the United States, France, Italy, Finland, Israel, and Canada. We also filter companies to have its total market capitalization equal or greater than $5 billion and an average daily trading volume equal or greater than $20 million.

Then leverage OpenAI’s LLM model, GPT-4-0513 via API to analyze and summarize all these transcripts, resulting in the following analysis:

2023-02-24: The trend highlights the increasing demand for creative capabilities and digital transformation in social platforms and movies. There is a growing need for advanced semiconductor solutions and packaging due to higher performance demands. Cloud adoption and hybrid work environments continue to gain momentum, with significant investments in infrastructure. Industrial growth is driven by automation due to labor shortages, focusing on yield improvements and die shrinks. Additionally, there is a notable trend towards electrification in various sectors.

2023-05-26: Organic content creation is becoming more prevalent as businesses engage audiences through compelling stories using digital tools. Cloud and hyperscale customers are developing their own silicon solutions for accelerated compute. The automotive market is driven by content demand but faces a reset due to softer demand and high inventory levels. Innovation is spurred by global inflections like clean energy and electric vehicles, with a trend towards regionalizing supply chains.

2023-08-25: There is a significant shift towards personalization in content creation, facilitated by AI and digital tools. Generative AI solutions are expected to see a 50% CAGR growth, impacting data centers and enterprise applications. Electronics and automation in factories are accelerating due to global labor shortages. AI integration in hardware and software development is driven by the complexity of semiconductor manufacturing. Hybrid work environments continue to evolve, impacting productivity and connectivity solutions.

2023-11-24: The use of generative AI is expanding in various sectors like construction and financial reporting, with AI becoming pervasive in data centers and IoT. There is a growing trend towards hybrid multi-cloud environments, with a shift to advanced cloud solutions. The automotive sector is moving towards electrification with increased electronic content in EVs. Renewable energy deployment is driving growth in energy storage technologies. Edge computing is also gaining traction.

2024-02-23: Compute requirements for AI, especially in large language models, are increasing, with significant growth expected by 2025. AI is driving transformation across firms with potential market reacceleration. AI adoption is increasing server market share for certain companies and driving growth in AI-related products. Energy efficiency in computing and growth in battery management systems are notable trends.

2024-05-24: Generative AI is significantly impacting video creation and enterprise applications, with a massive expected growth in the AI market. The automotive and industrial sectors are adopting more advanced technologies like autonomous driving and electrification. Consumer preferences are shifting towards higher-end products, influencing product pricing. There is a convergence of silicon and system design, enhancing product development processes.

2024-08-23: AI and generative AI demand are rapidly increasing, transforming various sectors and boosting data center revenues. The automotive and EV market is experiencing strong growth with new technologies like 3D-IC and silicon carbide. The shift from on-premises to cloud solutions continues, with SaaS improving gross margins across various sectors. Hybrid work and digital transformation trends persist, driving demand for connectivity and productivity solutions.