AI Insights: Tracking AI’s Biggest Shifts with the AI IMPACT Framework
19 minutes

AI Insights: Tracking AI’s Biggest Shifts with the AI IMPACT Framework

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Primary Analyst:
Charlie Poon, Analyst
Contributors
Primary Analyst:
Charlie Poon, Analyst
Sector Lead: John Harmon, CFA, Associate Director of Technology Research
Insight Report

Reasons to Read

Artificial intelligence is advancing across compute, power, models, policy, retail adoption and labor at once. Discover how the Coresight Research AI IMPACT framework distills this fast-moving news flow into actionable intelligence across six pillars. 
 
Read this report to discover answers to these and other questions: 

  • How are funding, compute and energy turning AI into an infrastructure battlefield?
  • How are frontier models becoming autonomous co-workers?
  • How are open-weight models reshaping pricing and competitive advantage?
  • Why are regulators and copyright disputes becoming central to AI strategy?
  • What does AI-assisted shopping adoption signal for agentic commerce and retailers?

Data in this research report include: AI funding rounds and valuations; compute, energy and data-center deals; frontier and open-weight model timelines; regulatory and copyright developments; US agentic commerce market-size estimates; consumer GenAI shopping adoption; retailer AI assistant launches; and AI-linked layoffs. 
 
Companies mentioned in this report include: OpenAI, Anthropic, Meta, Amazon, Google, NVIDIA, DeepSeek, Moonshot AI, Alibaba, Ace Hardware, Ulta Beauty, Tesco and HSBC.

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