Company: IPODW
Filing Date: 2025-04-29
Form Type: S-1/A
Source: 0001213900-25-036656
Chunk: 185

Company: Dune Acquisition Corp II
Filing Date: 2025-04-29
Form: S-1/A
Chunk 185
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 SaaS is a dynamic and ever -changingcomponent of commercial technology, presenting both challenges and opportunities for service providers, users, and various industries. SaaS applications have become integral to enterprise computing globally, with over half of all applications now SaaS -based, according to a 2023 report by Augment. We believe that the key trends in the SaaS sector that we have identified will continue to shape the future of cloud technologies, driving innovation, efficiency, and business value for organizations worldwide. Artificial Intelligence (“AI”) We believe that transformational innovations in AI technology will have a meaningful, wide -reachingproductivity impact across global industries and markets. According to research conducted by PwC, AI could contribute up to $15.7 trillion to the global economy by 2030, a 14% increase to global GDP. As a result, capital is being rapidly deployed into the space as innovation in AI technology has driven venture capital investments of approximately $290 billion over the last 5 years. Rising demand for generative AI products is projected to add approximately $280 billion of new software revenue according to Bloomberg Intelligence, with the total market expected to grow from $40 billion in 2022 to $1.3 trillion by 2032. We believe that AI -driventransformation is creating opportunities throughout the technology sector, encompassing semiconductor companies producing AI chips and sensors, as well as systems, software, and cloud service providers that utilize these new AI capabilities. 121 Semiconductors We believe that through advancements in AI, edge computing, 5G technology, sustainability, and supply chain resilience, the semiconductor industry is poised to drive industry -agnosticinnovation for the global economy. As these trends unfold, we believe that companies in the semiconductor industry that embrace these changes and invest in cutting -edgetechnologies will be well -positionedto lead the market and capitalize on the opportunities ahead. Precedence Research valued the global semiconductor market size at $545 billion in 2023, expected to surpass $1 trillion by 2033 and poised to grow at a compound annual growth rate (CAGR) of over 7% during the forecast period from 2024 to 2033. Deloitte predicts that the market for specialized chips in the technology sector optimized for generative AI will be valued at more than $50 billion in 2024, up from near zero in 2022. Companies are increasingly demanding chips suited for AI use -cases, including generative AI chips, as secure