CDOTrends – Tariff Toss-Up: Did The West Just Accidentally Supercharge Asia’s AI?

CDOTrends: This article explores how Western-imposed tariffs on Chinese technology firms have inadvertently accelerated the growth of Asia’s AI sector. VP, Senior Research Director Frederic Giron addresses the impact of tariffs on the cost structures of tech companies while VP, Principal Analyst Charlie Dai highlights that the shift has led to increased AI investments, positioning Asia as a formidable player in the global AI landscape.

Read the full article here. Read more from Frederic and Charlie.

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Media Coverage

Forbes – Gen Z Is Celebrating ChatGPT’s 3rd Birthday

November 28, 2025
Forbes: This article cites Forrester’s Consumer prediction that 90% of consumers who use genAI in 2026 will help monetize it without even realizing it. VP, Research Director Mike Proulx further adds that commerce will grow on the ChatGPT platform “as more integrations help connect the dots from chats to products.” Read the full article here. Read more from Mike here. Learn [...]
Media Coverage

CNBC – How Google Put Together The Pieces For Its AI Comeback

November 27, 2025
CNBC: VP, Principal Analyst Mike Gualtieri is interviewed about Google’s “AI comeback,” and how the company’s ownership of YouTube gives the company an edge when it comes to training models for image and video generation. Read the full article here. Read more from Mike here.