In this webinar, we will examine materials informatics at the intersection of physics-based simulation, artificial intelligence and automated experimentation.

We will explore what these technologies can genuinely accelerate and where the industry still faces fundamental constraints, from the limitations of simulation to the scarcity of high-quality experimental data and the challenge of moving from digital prediction to physical validation.

For investors, the central question is not whether AI will change materials development, but where defensible value will accrue. We will compare the emerging business models, from software and simulation providers to experimental-data enablers, materials-IP owners and self-driving laboratories, and examine their respective moats, capital requirements, scalability and paths to revenue.

The result will be a clear-eyed investment perspective on where the opportunities are becoming real, where the hype is running ahead of the science, and which parts of the materials-informatics stack merit closer attention today.