Here is a link to a summary of ARK Invest's (Cathy Wood) Big Ideas summit:
https://www.zdnet.com/article/ark-invest-big-ideas-2022/
"AI innovation could increase nearly 10-fold to more than $100 trillion in equity market capitalization by 2030. The research points to AI ($85T) as well as mobile-connected devices ($8T), the internet of things ($4.6T), and cloud computing ($10T) as drivers of AI adoption."
"By 2030, AI hardware companies could produce $1.7 trillion in annual revenue collectively."
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