The evolutionary dynamics of the artificial intelligence ecosystem

Jacobides, M G, Brusoni, S and Candelon, F (2021) The evolutionary dynamics of the artificial intelligence ecosystem. Strategy Science, 6 (4). pp. 412-435. ISSN 2333-2050 OPEN ACCESS

Abstract

We analyze the sectoral and national systems of firms and institutions that collectively engage in artificial intelligence (AI). Moving beyond the analysis of AI as a general-purpose technology or its particular areas of application, we draw on the evolutionary analysis of sectoral systems and ask, “Who does what?” in AI. We provide a granular view of the complex interdependency patterns that connect developers, manufacturers, and users of AI. We distinguish between AI enablement, AI production, and AI consumption and analyze the emerging patterns of cospecialization between firms and communities. We find that AI provision is characterized by the dominance of a small number of Big Tech firms, whose downstream use of AI (e.g., search, payments, social media) has underpinned much of the recent progress in AI and who also provide the necessary upstream computing power provision (Cloud and Edge). These firms dominate top academic institutions in AI research, further strengthening their position. We find that AI is adopted by and benefits the small percentage of firms that can both digitize and access high-quality data. We consider how the AI sector has evolved differently in the three key geographies—China, the United States, and the European Union—and note that a handful of firms are building global AI ecosystems. Our contribution is to showcase the evolution of evolutionary thinking with AI as a case study: we show the shift from national/sectoral systems to triple-helix/innovation ecosystems and digital platforms. We conclude with the implications of such a broad evolutionary account for theory and practice.

More Details

Item Type: Article
Subject Areas: Strategy and Entrepreneurship
Additional Information:

© 2021 INFORMS

Date Deposited: 03 Jun 2021 08:43
Date of first compliant deposit: 01 Jun 2021
Subjects: Information and communication technology, ethical aspects
Information and communication technology, social aspects
Last Modified: 18 Jul 2024 01:39
URI: https://lbsresearch.london.edu/id/eprint/1789
More

Export and Share


Download

Accepted Version - Text
Supplemental Material - Text

Statistics

Altmetrics
View details on Dimensions' website

Downloads from LBS Research Online

View details

Actions (login required)

Edit Item Edit Item