What's Inside

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Charlie Poon, Analyst, discusses recent AI (artificial intelligence)-focused developments and events—including Amazon’s AWS Summit and Google I/O—that point to a shift in focus from hardware to applications in the world of AI.

We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

Companies mentioned in this report include: AWS (Amazon), Google, HK01, OpenAI, SAP

Other relevant research:

• The Agentic AI Playbook: How to Redefine Retail with Intelligent Autonomy—a free report, sponsored by AWS
• Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution
• All our coverage of AI in retail
• Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology.
• Read previous Analyst Corner reports, including last week’s report, which offers three insights on China e-commerce dynamics, drawing on data from the China Online Consumer Brand Index.