Allied Business Intelligence, Inc.

ABI Research is a global technology intelligence and advisory firm headquartered in New York City, U.S.. The company's core mission is to provide in-depth research, market data, and strategic guidance on transformative technologies to help business leaders and decision-makers enhance their plans, grow revenues, and identify new opportunities.

Operating as a subscription-based advisory firm, ABI Research offers key services including market intelligence, competitive benchmarking, Data-as-a-Service (DaaS), and tailored consulting. Their extensive coverage spans approximately 32 technology sectors, such as Artificial Intelligence & Robotics, Telecommunications (including 5G, 6G, and Open RAN), Automotive (autonomous driving, electrification), Connectivity (Bluetooth, Wi-Fi 7, Satellite IoT), Digital Security, and Industrial Markets (smart manufacturing, supply chain management). Notable platforms include the Innovators Network, launched in May 2024 for peer collaboration, and ABI DataStream, a DaaS platform introduced in November 2024 that provides API access to proprietary data.

Founded by Tim Archdeacon, who serves as CEO, ABI Research is privately held. Other key leaders include Stuart Carlaw, President and Managing Director, and Ed Rerisi, COO. The firm positions itself at the intersection of end-market companies and technology solution providers, acting as a crucial bridge to facilitate successful technology implementations and deliver strategies designed to attract and retain customers.

Latest updates

Hyperscaler Data Center Capacity Set to Multiply 6x by 2035, Driven by AI and Cloud Demand

Event summary

  • Hyperscaler IT load to grow from 24.37 GW in 2025 to 147.13 GW by 2035, a 6x increase.
  • Number of hyperscaler sites to rise modestly from 3,182 to 3,558, but high-capacity sites (>10 MW) will drive growth.
  • Available capacity to expand from 33.96 GW to 228.96 GW, with under-the-roof capacity growing from 45.08 GW to 276.63 GW.
  • Power and grid constraints emerging as critical bottlenecks for hyperscaler expansion.
  • North America leads in hyperscaler capacity, with Asia-Pacific growing fastest.

The big picture

The hyperscaler market is shifting from facility count to compute density, driven by AI and cloud demand. Power access is becoming the primary constraint, reshaping competitive dynamics and regional strategies. Operators that can balance capacity scaling with energy efficiency and compliance will dominate the next decade.

What we're watching

Power Constraints
How grid availability and energy policy will shape hyperscaler expansion strategies.
Regional Dynamics
Whether North America can maintain its lead as Asia-Pacific accelerates its growth.
Competitive Positioning
The pace at which major cloud providers can secure long-term power agreements and high-capacity transmission.

Smart Home Healthcare Market to Accelerate, Driven by Remote Monitoring Demand

Event summary

  • ABI Research forecasts smart home healthcare shipments to reach 170 million units by 2030, up from 124 million in 2026.
  • This represents an 8.1% Compound Annual Growth Rate (CAGR) for the period.
  • Key device categories include connected CGMs, digital scales, PERS devices, baby monitors, and blood pressure monitors.
  • ResMed reported 10% YoY revenue growth in 2025, Dexcom 16% YoY, and Abbott Laboratories over 10% YoY in its Medical Devices business.
  • Medical Guardian launched cellular-enabled RPM devices in April 2025, integrated with its MGEngage360 platform.

The big picture

The accelerating growth in smart home healthcare reflects a broader shift towards preventative care, aging-in-place solutions, and a desire for greater patient autonomy. Fueled by an aging global population and increasing chronic disease prevalence, the market represents a significant opportunity for device manufacturers and healthcare providers alike. The strong revenue growth reported by ResMed, Dexcom, and Abbott underscores the financial viability of this trend, but also signals intensifying competition within the space.

What we're watching

Connectivity Shift
While Bluetooth remains dominant due to battery life advantages, the adoption of cellular-based devices by Medical Guardian suggests a growing need for continuous, smartphone-independent monitoring, potentially impacting Bluetooth’s long-term dominance.
Data Security
Increased reliance on connected devices and data transmission raises concerns about patient data security and privacy, which will likely necessitate stricter regulatory oversight and cybersecurity investments.
Integration Challenges
The seamless integration of these devices with existing healthcare provider workflows and electronic health record (EHR) systems will be crucial for widespread adoption and will determine the true value proposition for healthcare providers.
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