AI-enabled scientific research and publishing Report Interpretation
J.P. Morgan argues that AI-generated research raises the need for peer review, provenance and trusted scientific records rather than displacing them. RELX’s LeapSpace is viewed as the broadest current workspace proposition, while Claude Science is more complementary than disruptive.
Summary
J.P. Morgan argues that AI-generated research raises the need for peer review, provenance and trusted scientific records rather than displacing them. RELX’s LeapSpace is viewed as the broadest current workspace proposition, while Claude Science is more complementary than disruptive.
- AI should increase research output requiring editorial assessment, validation and peer review.
- Trusted, structured and governed scientific records become more valuable as AI lowers the cost of producing plausible content.
- LeapSpace combines Elsevier content, Scopus and workflow tools, which the report sees as an advantage in building an end-to-end research environment.
- The report expects selective, rights-managed cross-publisher interoperability rather than unrestricted content access.
- RELX STM growth is expected to rise from 4% in 2024 toward 8% in the medium term after 6% growth in Q2 2026.
Report Interpretation
Overview
This thematic report examines how AI may reshape scientific research and publishing. It concludes that the industry is likely to evolve into complementary layers: publishers maintain the trusted record, research workspaces organise evidence and workflow, and AI models supply reasoning and execution.
Core views
The report’s central argument is that scientific publishing is fundamentally a validation business rather than a content-creation business. Publishers organise editorial selection, peer review, integrity checks, provenance, citation verification and preservation; journal brands and impact factors also signal the significance of research. As AI makes it easier to generate fluent manuscripts, analyses and submissions, the report expects the scarcity of credible validation to become more valuable. Higher researcher productivity could produce more outputs requiring assessment, supporting peer-review demand, open-access article-processing charges, and the value, pricing and retention of subscriptions. AI also changes the value of the scientific record. Rather than simply helping users find and read individual articles, it can synthesise thousands of studies, compare results and methods, identify conflicting evidence, trace ideas, find gaps and connect disciplines. This depends on comprehensive, structured, attributed and continuously updated evidence, including citations, corrections, retractions and permissions. The report argues that a general-purpose model using open-web material cannot necessarily establish whether evidence is complete, current, contested or based on retracted research. Publishers’ trusted records, including visibility into rejected work and research dead ends, therefore become important inputs to AI-led discovery. The report frames the market as three complementary layers: the trusted scientific record; the researcher workspace spanning discovery, collaboration, funding, authoring and publication; and scientific intelligence and execution, where models and agents reason, code, analyse data and operate software. Elsevier and Springer Nature lead the first layer, while LeapSpace and Nature Research Assistant represent workspace initiatives. Claude Science represents the intelligence and execution layer. The report argues that the relevant future model is LeapSpace plus Claude, rather than direct substitution between them: the workspace provides governed evidence, provenance and the researcher relationship, while models provide reasoning, computation and task execution. RELX is presented as especially well positioned through Elsevier’s content, Scopus, research-integrity capabilities and existing tools. Scopus connects articles, citations, authors, institutions and disciplines across thousands of publishers, while Elsevier content represents approximately 28% of all citations. The report describes LeapSpace as the most advanced and complete current workspace, spanning funding, discovery, analysis, collaboration, writing and publication. It argues that a common workspace can retain researcher context across tasks and expand the addressable market into institutional and individual workspaces, corporate R&D, collaboration and funding intelligence, research strategy, workflow integration and supervised agentic tools. Based on legal-research-assistant experience, the report says an assistant alone could increase the value of research and services by approximately 30–40%, while LeapSpace could become a broader research operating system. Springer Nature’s Nature Research Assistant is assessed as narrower, focused on literature understanding, authoring and manuscript development. Its strengths are the Nature brand, publishing portfolio, author and reviewer relationships, editorial expertise and research-integrity capabilities. The report believes it can improve submissions, turnaround times and peer-review economics, but judges LeapSpace to have the broader integrated-data and workflow starting point. Springer Nature’s options are to build a competing full workspace, license content into LeapSpace while retaining a focused authoring and publishing role, or participate more fully in a common industry platform. The report considers the latter particularly compelling for smaller publishers, while Springer Nature’s scale may support the more focused licensing approach. Cross-publisher access is considered necessary for a credible workspace because researchers need broad evidence rather than a single publisher’s catalogue. However, the report expects selective interoperability: attribution, measured usage, royalties, publisher-neutral presentation, and restrictions on training, retention and derivative use. Elsevier has an incentive to license third-party content into LeapSpace, but less incentive to grant broad model-training or permanent corpus access that could enable an external platform to replicate its discovery and workflow functions. Scale and network effects favour the workspace with broad content and strong researcher relationships, although the report notes that greater concentration could reduce competition and slow innovation. For RELX, J.P. Morgan says STM represented approximately 30% of value and expects its growth to close the gap with the group: from 2% ten years ago to 4% in 2024 and 8% in the medium term. STM growth accelerated to 6% in Q2 2026, driven by no print, greater data-and-tools exposure, more open access and more productive researchers producing more articles. The report expects further acceleration as intelligence is applied to the scientific record and LeapSpace moves into research planning and execution.
Analysis framework
The report begins by defining publishers’ role in validation and the scientific record, then assesses how AI affects research volume and the need for verification. It uses a three-layer market model to compare publisher-owned records and workspaces with frontier-model capabilities, evaluates RELX and Springer Nature’s product positions, and considers licensing incentives and network effects across publishers.
Methodology notes
Three-layer model of the scientific-research value chain
The report separates trusted validation and records, researcher workspaces, and AI intelligence/execution to show why publisher and model-provider roles are complementary.
Trusted scientific record, peer-review systems, citation networks and workflow ownership
The report identifies these assets as the durable sources of publisher differentiation as AI makes content generation easier.
AI productivity feeds through to research output, peer review and workspace demand
The report links more efficient research creation to greater validation demand and a broader market for publisher workflow tools.
Asset mapping & comparison
Structured mapping from thesis to named assets (strengths, weaknesses, peers, risks).
- RELX / ElsevierThe report sees RELX as best placed to build an end-to-end research workspace through LeapSpace.
- Strengths
- Elsevier content, Scopus, research-integrity capabilities, workflow tools and broad researcher relationships.
- Comparison
- LeapSpace is viewed as more complete than Nature Research Assistant; Claude Science is complementary rather than a substitute.
- Risks
- AI may increase low-quality submissions, publishing-process manipulation and pressure on qualified reviewers.
- Springer NatureA major scientific publisher facing a choice between expanding its workspace and licensing content into a broader platform.
- Strengths
- Nature brand, publishing portfolio, author and reviewer relationships, editorial expertise and integrity capabilities.
- Weaknesses
- Nature Research Assistant is currently narrower and less integrated across the research workflow than LeapSpace.
- Comparison
- The report sees LeapSpace as having a broader data and workflow starting point, particularly through Scopus.
- Risks
- A common platform could reduce competition and slow future innovation.
- Wolters KluwerDiscussed as an AI-recovery beneficiary alongside RELX and Springer Nature.
- Comparison
- The report identifies RELX, WK and Springer as particular beneficiaries of the continuing AI recovery trade.
- Risks
- Residual AI concerns remain.
Key data
- Scientific publishing share of RELX valuec30%The report’s estimate of the activity’s contribution to RELX value.
- Scientific publishing share of Springer Nature valuec85%The report’s estimate of the activity’s contribution to Springer Nature value.
- Elsevier share of all citationsc28%Cited as supporting the depth of evidence available to LeapSpace.
- Potential research-and-services value increasec30-40%Based on the report’s reference to experience with legal research assistants.
- RELX STM growth2% ten years ago; 4% in 2024; 6% in Q2 2026; 8% medium termThe report expects acceleration through mix, AI-enabled intelligence and LeapSpace.
Impact & implications
The report argues that AI should increase the importance of trusted validation and allow publishers to participate earlier in the research lifecycle. It sees the greatest strategic value accruing to platforms that combine broad, governed evidence with workflow ownership and model flexibility.
Risks
- AI may increase poor-quality submissions, attempts to manipulate publishing processes and pressure on the finite supply of qualified reviewers.
- A more concentrated research-workspace market could reduce competition and slow future innovation.
- Incomplete cross-publisher evidence coverage could reduce the quality and credibility of research-assistant outputs.
What to watch
- Whether LeapSpace secures controlled, commercially licensed access to third-party publisher content.
- How Springer Nature chooses between expanding its own workspace and licensing into LeapSpace.
- The pace of RELX STM growth toward the report’s 8% medium-term expectation.
- Whether AI-driven research volume increases demand for peer review, open-access processing and publisher workflow tools.