AI Monitor
Stay informed and ahead in the Artificial Intelligence landscape.
Cutting-Edge AI Insights and Trends
Visible Alpha’s AI Monitor delivers unparalleled insights into the rapidly evolving landscape of artificial intelligence. Our monthly analyses and real-time monitoring tools empower professionals and enthusiasts alike to stay informed and ahead in the dynamic world of AI.
AI Monitor Key Metrics
AI growth and performance overview
Discover the rapid advancement of AI through our focused analysis on growth trends and performance metrics. Gain insights into key developments and industry benchmarks in the dynamic AI landscape.
AI-exposed revenue expectations
Unveil the forefront players in AI with a detailed breakdown of the top 10 companies leading in AI-exposed revenue. Explore their expectations, strategies, and how they’re shaping the future of AI-driven profitability.
Detailed breakdown
Explore the core of our AI Monitor with an extensive and detailed breakdown. Uncover nuanced insights and in-depth analytics that reveal the intricate dynamics of the AI industry. This module provides a thorough understanding of the current AI landscape and its future potential.
Expert AI Analysis
Our experts dissect the latest AI Monitor data, offering detailed analysis and commentary in our blog. Gain expert perspectives to complement the raw data and understand what it means for the future of AI.
AI Monitor Purpose & Process
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Goals and Objectives
The objective of the Visible Alpha AI Monitor is to show the investment community which companies are likely to drive AI going forward. As the world embraces AI and its applications to enterprise workflows and our daily lives, big questions exist about how AI’s impact on company business models will unfold over the next 3-5 years. AI can potentially free people from tedious work to enable more focus on critical workflows that require human creativity and analysis.
A primary goal of the Visible Alpha AI Monitor is to show which U.S. companies and specific line items we are keeping an eye on as the embryonic AI theme emerges across company fundamentals and begins to scale broadly across the economy. We are monitoring how AI may be reflected in the numbers and which companies may be benefitting more or less. This universe attempts to be comprehensive and to show investors the dynamics of both the large and smaller U.S. players. Additionally, it aims to help investors identify new names that may be smaller and less covered, but potentially growing and emerging more quickly.
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Methodology
Using Visible Alpha’s comprehensive database of detailed estimates pulled directly from sell-side analysts’ spreadsheet models, we have assembled an aggregation with a universe of 69 publicly-traded companies that are contributing to the infrastructure and broad scaling of AI capabilities. This monitor aims to provide a current and future snapshot as to where AI-related revenues are and are not growing across each of these 69 companies, and particularly the 10 largest.
We have aggregated the revenues of specific business segments at firms that are driving the wider AI trend. For larger firms, we have attempted to pinpoint where in their revenue model AI is driving growth. For some smaller firms, we are simply incorporating 100% of revenues. The AI-exposed revenue lines we identify are intended to be used as a proxy for monitoring the growth of each company’s AI business. Given both lack of discrete company disclosures and how intertwined AI and conventional technologies and services can be, these lines should not be taken as exact quantifications of AI revenues, but are, we believe, the best systematic approximation available.
The AI Monitor provides three measures of stock performance for its universe. These metrics are meant to show the returns of various weighting schemes. The returns are calculated on both an equal-weighted and market-cap weighted basis. The universe performance of the AI Monitor is also weighted based on AI-exposed revenues and calculated in aggregate. From 2024, the return calculations were standardized and market-cap-weighted now reflects year-over-year changes.
For Visible Alpha subscribers, details of these companies can all be found within the Visible Alpha Insights platform. Each company included in the monitor has coverage by at least four sell-side analysts. In addition, given the quickly evolving state of the AI space, these line items are subject to change and may shift significantly over time. We plan to refresh the data on an ongoing basis and provide regular updates.