AI industry – is there such a thing and how does it look?

Anders Henten and Reza Tadayoni

24th ITS Biennial Conference, Seoul 2024. New bottles for new wine: digital transformation demands new policies and strategies from International Telecommunications Society (ITS)

Abstract: The aim of this paper is to present a descrip􀆟ve analysis of Artificial Intelligence (AI) from an industry supply side point of view. Almost all non-technical research in AI is concerned with the user side, i.e. what AI is used for and where, and what the likely implications are, etc. Indeed, there is no doubt that this is where most emphasis should be. However, the supply side is grossly under-researched, with few exceptions (Simon, 2019; Jacobides et al., 2021), and the purpose of this paper is to shed light on what the AI industry looks like – presupposing that such an industry exists in the sense that it can, to some extent at least, be set apart from IT industries in general. The research question of the paper is, therefore, concerned with the extent to which an AI industry can be set apart from the IT industry as such and what the structure of the industry looks like.

Date: 2024
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