ADI evaluated the total addressable market and outlook over a 10-year period for AI-driven seismic interpretation amidst a shrinking G&G user pool. The study addressed factors impacting the adoption of OSDU and cloud migration among NOCs, majors, and independent operators. Analysis centered on evaluating the trade-off between model-centric and expert-based AI, and geoscientists’ preference globally.
The client
Subsurface AI technology developer
The situation
Market uncertainty regarding the pace of cloud migration and the commercial viability of platform-based vs. tool-based AI offerings.
ADI’s contributions
User pool validated TAM
ADI used SEG and AAPG membership data to validate a bottom-up TAM estimate based on the global pool of potential users.
Technical approach benchmarking
Primary research clarified the operator preference for “Interactive AI” that integrates human expert input with deep learning workflows.
Cloud and OSDU barrier analysis
ADI identified organizational inertia and data fidelity risks as the primary blockers to wider SaaS adoption beyond the oil majors.
Adjacent market screening
The work profiled CCS, offshore wind, and lithium extraction as high-growth adjacent markets requiring specialized seismic interpretation.
Key outcomes
- Strategic prioritization of flagship AI tools over platform services and a targeted customer segmentation roadmap for NOCs and majors.
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