AI-First Business Transformation and Client Impact
Grid Dynamics is aligning its entire business around an AI-first approach, infusing AI into go-to-market, service offerings, delivery, and talent management.
AI and Data contributed 23% to overall organic growth in H1 2025, growing nearly 3x faster than the overall business.
Clients are increasingly seeking AI-native partners to lead enterprise AI adoption, with measurable impacts such as over 5% conversion improvements from conversational commerce.
AI-Driven Innovation in Research and IP Management
Clarivate launched 10 AI-powered capabilities since October 2024, including Agentic AI solutions that enable autonomous multistep processes.
The new literature review agent in Web of Science interacts with researchers to customize literature reviews, mimicking human assistants.
AI tailwinds are expected to benefit the patent renewal business, with a fivefold increase in AI-related patent filings over the past year, especially in China.
Outsell recognized Clarivate as a leader in AI among scholarly research organizations, emphasizing its pioneering AI development.
Gannett's Strategic AI Content Licensing Agreement with Perplexity
Gannett announced a strategic licensing agreement with Perplexity, an AI-powered answer engine, which includes licensing fees and advertising revenue sharing.
This deal integrates USA TODAY's trusted journalism into Perplexity's AI search experiences, highlighting a focus on AI-driven content monetization.
The agreement exemplifies Gannett's leadership in embracing transformative AI technology while valuing quality journalism.
Early performance of the AI partnership has exceeded expectations, with plans to expand the beta to more users and increase engagement.
AI and Data Center Opportunities in Semiconductor Portfolio
Microchip has secured design wins in data center infrastructure, including AI acceleration, storage, and network infrastructure, with tier 1 cloud providers and enterprise leaders.
Rich Simoncic highlighted advancements in AI coding assistants, which improve customer productivity by up to 40%, with a new AI agent feature to be released in September 2025.
The company is expanding its connectivity, storage, and compute offerings for AI and data center applications, including intelligent power modules for AI at the edge.
Security enhancements include embedded controllers with post-quantum cryptography support, complying with NSA mandates and standards like CNSA 2.0 and European Cyber Resiliency Act.
Accelerated Path to Data Center Stabilization and Build Efficiency
Adaire Fox-Martin indicated plans to accelerate stabilization of new data centers, reducing the typical 18-24 month build cycle by leveraging fewer phases and larger footprints.
The strategy involves pre-selling or pre-leasing assets to de-risk investments and support faster revenue stabilization.
This approach is driven by increased customer footprint requirements, especially for AI workloads, and aims to support durable growth beyond 2029.
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