M Global Idea Thematics 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 15 Ways to Play AI Exhibit 1: Performance by AI sub-theme and MS base case upside (median) AI in Biotech AI in Smartphones & Edge Powering GenAI EU Data Centres Global Data Centres Global Semis Infra Sales Exposure Enabler/Adopters Enablers Adopters AI in Gaming AI in Education AI in Software Productivity Winners -5.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% -10.0% -5.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% Median Upside to Base Case YTD Performance AI ...

Industry Investment Rating - The report highlights that 82 2% of organizations are increasing their investments in data and analytics, with 87 0% reporting measurable business value from these investments [21][22] - Generative AI is seen as a transformative technology, with 62 3% of participants considering it a top priority and 89 6% of organizations increasing their investments in it [23][24] Core Views - Generative AI has catalyzed significant positive changes in data and analytics culture, with 66% of respondents now assuming that CDO/CDAO roles are primarily responsible for data and analytics [3][4] - Despite the enthusiasm, only 5% of organizations have implemented generative AI at scale, and 99% believe safeguards are necessary, though only 63% have them in place [3] - Data quality remains a challenge, with only 37% of organizations reporting improvements, and 78% citing cultural and organizational factors as barriers to becoming data-driven [4][40] Key Findings by Section Generative AI Adoption - 60 4% of organizations are in the experimental and testing phase of generative AI, while only 4 7% have implemented it at scale [25] - 49 1% of organizations expect exponential productivity gains from generative AI, while 44 3% are concerned about the spread of misinformation [26][27] CDO/CDAO Role Evolution - The CDO/CDAO role has seen significant growth, with 83 2% of organizations now having appointed someone to this role, up from 12 0% in 2012 [28][29] - Despite its growth, the role remains fragile, with only 51 0% of organizations considering it successful and established, and 42 7% still viewing it as evolving or struggling with turnover [30][31] Data and Analytics Progress - Organizations are making significant strides in data-driven transformation, with 77 6% using data to drive business innovation, up from 59 5% in previous years [38][39] - The percentage of organizations that have created a data-driven culture has more than doubled, from 20 6% to 42 6% [39] Data and AI Ethics - 73 8% of organizations consider data and AI ethics a top priority, but only 42 3% have established policies and practices in place [43] - Only 15 9% believe the industry has done enough to address data and AI ethics, indicating a significant gap in ethical governance [43]