Current & Ongoing Deep Explorations
Edge AI
The Edge AI market presents a significant opportunity, with an estimated value over $20 billion and a projected growth of 20% CAGR into the 2030s. This growth is driven by the demand for low-latency, local AI and is supported by new hardware and AI models. The fragmented landscape creates a chance for startups to gain a foothold.
Data Center Energy Infrastructure
The power demands of AI are creating a significant bottleneck for data centers. This exploration focuses on the multi-billion dollar market for energy infrastructure. The goal is to identify startups innovating in areas like microgrids and advanced conductors to solve the “time to power” issue and meet the urgent energy needs of AI workloads.
Next-Gen Robotics Software
Next-gen robotics software, specifically Robotic Foundation Models (RFMs), is driving a shift from hardware to software investment. These scalable AI models allow non-experts to implement robotic solutions. This exploration highlights the market potential, challenges, and opportunities in this space, including the use of data and simulation, to inform TDK’s strategic advancements.