Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<div><ul><li>The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.</li><li>AI Flood Watch. December’s AI landscape was defined by surging infrastructure bets colliding with mounting financial scrutiny.</li><li>At CES 2026, Nvidia unveiled its Vera Rubin platform, promising 5x training gains and dramatically cheaper token generation, while AMD showcased competitive alternatives as the compute arms race shows no signs of cooling. </li></ul></div>

The WTR AI Flow Newsletter highlights recent developments in AI and, in the future, will spotlight individual companies and their AI initiatives.AI Flood Watch. December’s AI landscape was defined by surging infrastructure bets colliding with mounting financial scrutiny.At CES 2026, Nvidia unveiled its Vera Rubin platform, promising 5x training gains and dramatically cheaper token generation, while AMD showcased competitive alternatives as the compute arms race shows no signs of cooling. 

AI Flow Newsletter : Monitoring The "Currents" Of AI - 9 January 2026

<ul><li>The global Smart Cities market size was valued at $1.5 trillion in 2020 and is projected to grow to $11 trillion by 2030, a CAGR of more than 20%.</li><li>While North America is currently the largest market, Asia-Pacific is projected to overtake it in a few years.</li><li>Smart Cities are urban areas that utilize digital infrastructure and interconnected systems, most likely using artificial intelligence (AI). </li></ul>

The global Smart Cities market size was valued at $1.5 trillion in 2020 and is projected to grow to $11 trillion by 2030, a CAGR of more than 20%.While North America is currently the largest market, Asia-Pacific is projected to overtake it in a few years.Smart Cities are urban areas that utilize digital infrastructure and interconnected systems, most likely using artificial intelligence (AI). 

Tech Talk: Smart Cities Delivering on the Promise

<ul><li>Artificial intelligence (AI). AI is already having a major impact on the tech sector, and this is only going to accelerate in 2024.</li><li>With an estimated market size of $137 billion in 2022, AI is projected to grow significantly to $1.8 trillion by 2030, a CAGR of 38%.</li><li>We can expect to see more sophisticated AI applications and algorithms that can perform complex tasks and make decisions with human-like accuracy. </li></ul>

Artificial intelligence (AI). AI is already having a major impact on the tech sector, and this is only going to accelerate in 2024.With an estimated market size of $137 billion in 2022, AI is projected to grow significantly to $1.8 trillion by 2030, a CAGR of 38%.We can expect to see more sophisticated AI applications and algorithms that can perform complex tasks and make decisions with human-like accuracy. 

Top 10 Tech Trends in 2024 - What's Likely to Drive Tech Next Year

<ul><li>The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.</li><li>The number of cyberattacks is growing at a significant rate.</li><li>In 2021, there were more than 6.5 billion cyberattacks worldwide.</li></ul>

The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.The number of cyberattacks is growing at a significant rate.In 2021, there were more than 6.5 billion cyberattacks worldwide.

Tech Talk: Cybersecurity : What's the Latest? How Big Is It? Who Is in the Game?

<ul><li>The digital transformation services market is big, at more than $2 trillion this year, and growing at a 23% CAGR. </li><li>According to Gartner, 91% of organizations have a digital initiative currently ongoing and 67% of senior executives believe their organizations must become significantly more digitized.</li><li>The reason digital transformation is growing is the benefits of a true digital transformation are significant, including improved operations, time-to-market, and customer experience, and COVID-19 just accelerated the trend. </li></ul>

The digital transformation services market is big, at more than $2 trillion this year, and growing at a 23% CAGR. According to Gartner, 91% of organizations have a digital initiative currently ongoing and 67% of senior executives believe their organizations must become significantly more digitized.The reason digital transformation is growing is the benefits of a true digital transformation are significant, including improved operations, time-to-market, and customer experience, and COVID-19 just accelerated the trend. 

United States

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

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International Business Machines (IBM US)

Tech Talk: Smart Cities Delivering on the Promise

The global Smart Cities market size was valued at $1.5 trillion in 2020 and is projected to grow to $11 trillion by 2030, a CAGR of more than 20%.

Water Tower Research

Top 10 Tech Trends in 2024 - What's Likely to Drive Tech Next Year

Artificial intelligence (AI). AI is already having a major impact on the tech sector, and this is only going to accelerate in 2024.

Water Tower Research

Tech Talk: Cybersecurity : What's the Latest? How Big Is It? Who Is in the Game?

The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.

Water Tower Research

Tech Talk: Digital Transformation

According to Gartner, 91% of organizations have a digital initiative currently ongoing and 67% of senior executives believe their organizations...

Water Tower Research

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