Analyst CornerAnalyst Corner: From Models to Markets—The Accelerating Shift Toward AI Applications, with Charlie Poon Charlie Poon, Analyst Sector Lead: John Harmon, CFA, Associate Director of Technology Research June 8, 2025 Reasons to ReadWelcome 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. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicWeekly US Store Openings and Closures Tracker 2025, Week 17: Announced Closures Up 90% Year Over Year; JD Sports Reveals Global Store PlansWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 StoresUS CPG Sales Tracker: Growth Momentum Eases Amid Greater Consumer Caution