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.
SpaceTech in India
India’s SpaceTech sector is a significant and growing opportunity, projected to reach $44B by 2033. Driven by a surge in demand and lower technology costs, this market needs innovation, particularly in “Inspace propulsion” and “Launch Vehicle” segments. The exploration aims to identify startups to address this demand-supply gap.
Photonic Light Source for Transceivers
The urgent need for faster data communication, driven by AI and cloud computing, is creating a significant opportunity in photonic light source technologies. This exploration focuses on the multi-billion dollar laser market for high-speed optical transmission. The goal is to find startups innovating to overcome challenges in performance, cost, and scalability for next-gen data networks.
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.