Material Insights · Understanding the Material World

AI and digital platforms: Buys directly from

Model builders and apps selling AI as assistants, APIs and copilots, not hardware

Buys directly from

Data centres and cloudSoftware and IT servicesMedia and entertainmentEducation and researchFinance: banking, insurance, markets

Depends on through its suppliers

Building materialsComputers and electronicsConstruction and infrastructureElectrical equipmentMachinery and equipmentMetal productsPaper and packagingPlastic and rubber productsReal estateSemiconductorsTelecommunicationsWater and sanitationWood products