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IDTechEx Analyzes the Impact of Large Language Models on the Material Development Landscape

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BOSTON, April 8, 2024 /PRNewswire/ — Materials informatics applies data-driven strategies to materials R&D. Long before generative AI technology reached peak hype, it had a long history of success in this field. A common approach is to use machine learning models trained on databases of material structures and properties, which then capture the underlying structure-property relationship. By inverting these models with optimized properties, new potential materials can be suggested for further study. Large Language Models (LLMs) like the GPT3.5/4 models behind ChatGPT and Microsoft’s Copilot use similar tactics to model language: in 2024, their power to enhance material development is becoming clear.

 
As detailed in IDTechEx’s recent report, “Materials Informatics 2024-2034: Markets, Strategies, Players”, a significant barrier to profitability in materials informatics software is the level of human involvement required in onboarding new clients to a platform and getting their data into a usable format. This can make the activities of a SaaS firm look more like a consulting outfit, reducing the capacity to scale. LLMs offer a lifeline here for software providers and end-users alike.
Enhancing the power of LLMs
 Using retrieval-augmented generation (RAG), an LLM can be made to act as a subject matter expert by giving it access to a library of text and other data that it can query without the owner of the LLM being able to see this data. The analogy is turning an exam from closed- to open-book, with the model not being retrained on new data. This is the essential tool giving LLMs the power to transform materials informatics, with one key factor being the ability to set out approaches to solving materials informatics problems.
An early commercial example here comes from FEHRMANN MaterialsX, the materials technology division of a longstanding German alloy company. MaterialsX initially supplied around 40,000 pages of books, these and other specialist material development and alloy-related information to OpenAI’s GPT-4 model through RAG, with many more added since. MaterialsX quoted a researcher at a German technical university who posed a complex technical alloys question to the model that took the team around ten days to answer: the model took only 30 seconds. The company says it can help set out an entire research methodology to solving alloy development problems, interfacing with other machine learning models and a range of datasets to suggest new material candidates. Following a similar example, RAG could be used to enhance an LLM’s ability to understand any area of materials science, with the potential of customizing the information supplied to the LLM using the customer’s own internal data.
Flattening learning curves
Using LLMs enhanced by RAG, barriers to entry in materials informatics can be reduced: instead of having to train materials scientists to use a new graphical user interface or use code to pose problems to a computer, natural language can become the interface instead. This could help increase the total addressable market for materials informatics firms: earlier-stage organizations and firms with smaller material development departments, for example, could suddenly become viable customers.
The role of a materials informatics firm is to connect the expertise of materials scientists and data scientists/engineers to drive material development. The Catalyst feature of Citrine Informatics’ platform uses LLMs to ease this connection in many ways. One key facet is Catalyst Model Expert, which allows the use of natural language to inject knowledge of relationships between properties into machine learning models. This makes it easier for materials scientists to fully use their domain knowledge to get the best results out of materials informatics software.
Of course, all of these benefits are useless without a dataset to train models of material behavior on. Pulling together and cleaning data from a variety of sources is frequently a time-consuming element of materials informatics projects, especially given the difficulty of standardizing data in the materials industry. LLMs could help organizations here, too, as well by being used to build pipelines and extract data from the isolated Excel sheets and various cloud files that many materials firms still use to store data. Although manual verification is still an important step here, LLMs could provide a major tool to ease the data-cleaning dilemma in materials informatics.
Future outlook
Data security concerns form the major headwind against the adoption of LLMs in materials informatics for many organizations. One worry is that the providers of the LLMs could access proprietary data used in RAG. While one approach could be to use an open-source LLM running locally, matching the capabilities of proprietary models here would likely be difficult.
The challenge for materials informatics SaaS players and LLM providers alike is to reassure their customers of their data security practices. Given the news of accelerating adoption of LLMs in other data-sensitive industries, like the collaboration between PwC, OpenAI, and Harvey to train and deploy foundation models for tax, legal, and HR applications, it seems likely that trust here may grow over time.
Overall, it’s clear that LLMs will have a significant effect on the materials informatics market, making software easier to use, improving machine learning models’ incorporation of materials scientists’ knowledge, and easing the process of gathering data. These represent a small selection of the benefits, with the true effects of these tools expected to emerge in the next few years.
Further insights
IDTechEx’s report, “Materials Informatics 2024-2034: Markets, Strategies, Players”, is now in its fourth edition since IDTechEx began covering the field in 2020. Informed by first-hand interviews with the industry’s major players, the report provides market forecasts, player profiles, investments, roadmaps, and comprehensive company lists, making this essential reading for anyone wanting to get ahead in this field.
To find out about this IDTechEx report, including downloadable sample pages, please visit www.IDTechEx.com/MaterialsInformatics.
For the full portfolio of advanced materials and critical minerals market research from IDTechEx, please see www.IDTechEx.com/Research/AM.
About IDTechEx:
IDTechEx provides trusted independent research on emerging technologies and their markets. Since 1999, we have been helping our clients to understand new technologies, their supply chains, market requirements, opportunities and forecasts. For more information, contact [email protected] or visit www.IDTechEx.com. 
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Media Contact:
Lucy RogersSales and Marketing [email protected] +44(0)1223 812300
Social Media Links:
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Stefanini Group Appoints Farlei Kothe as CEO for NA, EMEA, and APAC Regions

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BRUSSELS, Oct. 10, 2024 /PRNewswire/ — Stefanini Group, a global tech multinational that assists customers in their digital transformation, has appointed Farlei Kothe as the CEO for the NA, EMEA, and APAC regions. With over 15 years of experience at Stefanini, Farlei Kothe’s leadership aims to drive efficiency and strengthen Stefanini’s market position across key regions.

Stefanini aims to integrate its teams across these regions, ensuring seamless collaboration and operational excellence. By uniting resources, the company wants to offer a unified, consistent client experience. “Our focus is to drive results. We are aligning our teams across the NA, EMEA, and APAC regions to break down silos and strengthen Stefanini’s position as a unified, globally competitive organization,” said Farlei Kothe, CEO Officer for the NA, EMEA, and APAC regions.
Stefanini leverages AI and automation to enhance operations, decision-making, and efficiency across regions.
“AI and automation will revolutionize how we operate, driving rapid innovation, improving client services, and streamlining our global operations. We’re on a mission to standardize essential processes and crank up efficiency through smart automation” Farlei Kothe emphasized.
Stefanini is taking bold steps to centralize management, strengthen cross-regional communication, and implement advanced digital tools to optimize collaboration. These shifts will eliminate redundancies, accelerate decision-making, and improve response times for clients across different regions. Clients can expect more consistent services, faster resolutions, and access to a broader range of global resources, all while maintaining local support.
“Farlei has the expertise and entrepreneurial spirit to unify these critical regions and ensure we continue delivering unparalleled value to our clients. They will benefit from a unified approach, gaining access to a wider range of global resources while still receiving localized support,” said Marco Stefanini, Founder and Global CEO of Stefanini Group.
In the short term, the company expects operational costs to decrease, while in the longer term, Stefanini aims for stronger client relationships, improved brand unity, and revenue growth driven by innovative solutions.
About Stefanini
Stefanini is a global tech multinational originating from Brazil, with more than 35 years of experience in the market and a presence in 41 countries. The company invests in a comprehensive innovation ecosystem to support key industry verticals and assist customers in their digital transformation. With robust offerings aligned with market trends such as AI, automation, cloud, Internet of Things (IoT), and User Experience (UX), the company has received multiple awards and recognition in the field of innovation. 
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Northern Data Group Announces Third Quarter 2024 Earnings Conference Call

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FRANKFURT, Germany, Oct. 11, 2024 /PRNewswire/ — Northern Data AG (ETR: NB2) (‘Northern Data Group’ or ‘the Group’ ), a leading provider of AI and high-performance computing (HPC) solutions, today announces that it has scheduled its third quarter 2024 earnings conference call for Thursday, October 17th, 2024, at 4:00 P.M. CET.

During the call, management will discuss its operations and the financial results for the quarter ended September 30, 2024.
This conference call will be available through an audio webcast. Please use this link to register.
Additionally, analysts can join the conference call using their local dial-in number:
Germany Toll-Free: +49 800 0009712United Kingdom/International Toll-Free: +44 800 358 1035United States Toll-Free: +1 855 979 6654Global dial in numbers can be found here
Access code required: 183303
A replay of the conference call will be available through the Investor Relations section of the Northern Data Group website at Publications (northerndata.de)
 
About Northern Data Group:
Northern Data Group (ETR: NB2) Northern Data Group is a leading provider of AI and High-Performance Computing (HPC) solutions, leveraging high-density, liquid cooled, GPU-based technology to empower the world’s most innovative organizations. Together with our partners, we are passionate about the potential of HPC to drive not only technological advancements but also societal progress.

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Artificial Intelligence

At World Fibre Conference, YOFC Unveils Next-Gen Intelligent Networks for the AI Age

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SHANGHAI, Oct. 11, 2024 /PRNewswire/ — At the 2024 World Optical Fibre & Cable Conference held in Shanghai on October 10th, Yangtze Optical Fibre and Cable Joint Stock Limited Company (YOFC), showcased its leadership in optical technology. YOFC, renowned for its extensive work in the R&D and manufacturing of optical preform, fibres, optical cables, and data communications products, has been a principal partner of this event for many years. ZHUANG Dan, Executive Director and President of YOFC, attended the conference and delivered a keynote speech titled “Accelerating the Construction of New Optical Networks in the AI Era and Building a New Chapter of Intelligent Future.” He also engaged in a roundtable discussion with senior executives from international giants such as Europe-based Prysmian and US-based Corning, exploring key industry topics in the AI era and discussing the future of the sector.   

Mr. Zhuang discussed how AI is driving a global scientific and technological revolution, ushering society into a new era of intelligence. The transition is characterized by a dramatic surge in data traffic and increased computational needs, placing greater demands on the infrastructure supported by fibre optic networks. Concurrently, with the advancement of AI technology and the rapid evolution of fibre and cable technology, numerous new fibre products are being developed and introduced to the market. These innovations are designed to enhance various types of network infrastructure and proactively shape an intelligent future.
Specifically, innovative fibres featuring miniaturization, high-density, and anti-bending capabilities can significantly support the evolution of fixed networks towards higher density and speed, enabling the transition from Gigabit to 10 Gigabit. Additionally, advanced fibres with large bandwidth, low-loss, and low-latency properties are vital for rolling out new generations of mobile networks, such as 5G-A and soon 6G. These fibres are not just enhancing mobile networks but are also essential for data centers, where they support massive data flows by providing high-density, low-latency, and energy-efficient optical interconnections. Additionally, the role of submarine cables, which boast large capacity, extended reach, and superior stability, remains indispensable in building the backbone of the global communication network.
Amidst these technological shifts, YOFC has capitalized on the opportunities presented by AI innovations. The company recently unveiled its i-Fibre series, which stands out for its ultra-large capacity, minimal loss, and low latency, combined with integrated sensing, communications capabilities, and environmentally friendly features. Through this initiative, YOFC is aiming to provide robust infrastructure support necessary for building an intelligent future.  
Notably, YOFC’s G.654.E fibre stands out with ultra-low attenuation. It combines a low non-linear effect (large effective area) with a small attenuation coefficient, significantly extending transmission distances. These features make it a preferred choice for 800G and 1.6T ultrahigh-speed transmission in the AI era. Since initiating the R&D of the fibre in 2010, YOFC has achieved a leading position in the global market, deploying more than one million fibre kilometers of this cutting-edge product. With a substantial market presence in China, the company has notably impacted infrastructure projects for major telecoms and utility providers including China Mobile, China Telecom, China Unicom, and the State Grid Corporation of China, and has expanded its influence to projects in the Philippines, Brazil, and beyond.  
To meet the demand for ultra-large bandwidth and high-speed interconnections in data centers, particularly within intelligent computing networks, YOFC has rolled out next-generation high-end multimode fibres, including the OM4 Ultra and OM5. These fibres have been widely adopted in numerous large data centers worldwide, driving intelligent computing into a new era of high efficiency and environmental responsibility.
Additionally, YOFC remains committed to the R&D of next-generation mainstream fibres, such as space division multiplexing (SDM) fibres and hollow-core fibres. SDM fibre, which can increase the transmission capacity of a single fibre by tenfold, is engineered to satisfy the needs for ultra-large capacity and ultra-high density connectivity in the AI era. YOFC has ramped up to mass production, supported by comprehensive in-house capabilities for developing key raw materials and an array of production and testing equipment. The company is actively conducting pilot tests with operators to refine these advancements.
Furthermore, YOFC is pioneering in hollow-core fibre technology, which offers substantial advantages over traditional solid-core fibres by significantly reducing latency and attenuation while boosting capacity. This is particularly beneficial for applications that require minimal latency, such as long-distance communications and data center interconnections crucial for powering extensive AI models. With robust in-house research and collaborative efforts with both domestic and international carriers and data centers, YOFC is not only advancing technology but also solidifying its leadership in the field, accumulating valuable engineering experience and showcasing its industrial expertise.
Sir Charles Kuen Kao, who invented fibre optics, famously declared that this technology would dominate for 1,000 years. Echoing this sentiment, Mr. Zhuang pointed out that the current data and computation surge in the AI era is catalyzing swift advancements and industrial improvements within the industry. According to CRU’s latest forecast, the global fibre and cable market is anticipated to experience an average annual growth rate of 4.6% by 2028, with Asia-Pacific, Africa, and North America exceeding 5%. These figures signal a robust future growth phase for the sector.
Since its establishment in 1988 and the commencement of operations in 1992, YOFC has been committed to connecting every corner of the world with optical fibres. The company has delivered over 1 billion core kilometers of fibres, operating in more than 100 countries and regions while serving over 3 billion people. YOFC has also reduced its carbon footprint by 9.25 million tons and contributed to increasing the global penetration of fibres. On its journey to harness the power of light, YOFC remains steadfast. As Mr. Zhuang indicated, YOFC will stay true to its mission of continuously innovating, and developing more advanced, reliable, and premium products and solutions. In collaboration with industry peers, the company seeks to accelerate the construction of next-generation fibre networks in the AI era, collectively envisioning a grand blueprint for an intelligent future.
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