... Access Insights Already a Gartner client? The current economic and geopolitical uncertainty is causing many organizations to either pause or delay spending on new investments. The exception is spending on data center systems where growth in constant currency is expected to be 43.6% in 2025, up from 28 ...
Analyst(s): Grigory Betskov | Colleen Graham | Srujan Akurathi | Rishi Padhi | Deborah Neitz Daily | Amit Goyal
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... Access Insights Already a Gartner client? Economic uncertainty, strategic caution and shifting priorities drive a cloud spending recalibration, slowing new digital initiatives. As a result, 2025 worldwide public cloud services spending has been downgraded and is now forecast to grow by 17.9% in consta ...
Analyst(s): Shailendra Upadhyay | Hardeep Singh | Arunasree Cheparthi | Colleen Graham | Robin Schumacher | Amarendra . | Varsha Mehta
... Access Insights Already a Gartner client? Global semiconductor revenue, driven by AI-related processing, HBM, networking chips, will exceed $1 trillion by 2029. Through 2025, OEM, ODM and EMS semiconductor spending patterns — both order pull-ins and push-outs — will increase inventory related chip com ...
Analyst(s): Joseph Unsworth | Roger Sheng | Masatsune Yamaji | Shrish Pant | Jon Erensen | Rajeev Rajput
... Access Insights Already a Gartner client? The semiconductor wafer fab equipment market grew 11.3% in 2025, with the top 10 vendors’ growth rates ranging from 28.4% to -7.5%. Product leaders must compress lead times and execute suitable outperformance strategies to capture short-term orders and win in ...
... Access Insights Already a Gartner client? Growth in the AI services market will shift from AI-first offerings to AI-enhanced offerings throughout the portfolio by 2030 as embedded functionality becomes standard. Service providers must help clients to achieve outcomes from AI projects to justify future ...
... technologies. At a Glance Overview AI Position Noteworthy Events, Key Initiatives and Activities Top Strengths and Challenges Trending Topics Vendor Market Coverage Contributors Gartner Insights Abstract ...
Analyst(s): Andrew Lerner | Ed Anderson | Chris Middlebrook
... where intelligence runs. Product leaders who move early to deliver personal agent experiences will define the next era of PCs, while laggards risk market irrelevance. Overview Strategic Planning Assumptions Analysis Conclusion Gartner Recommended Reading Gartner Insights Abstract ...
Analyst(s): Tracy Tsai | Steve Kleynhans | Erin Pierre
... migrate to the edge, WLAN vendors must evolve platforms to serve as AI control planes to support them. Those that don’t, risk falling behind and losing market relevance. Overview Strategic Planning Assumption(s) Analysis Gartner Recommended Reading Note 1: Wi-Fi 8 Chipsets Enable Local AI Inference Gartner ...
... Industrial AI is disrupting the traditional OT hardware market. As AI, edge and IoT converge, value will shift from physical equipment to software-defined OT platforms. Tech product and services leaders that reposition portfolios around this transition can capture manufacturing’s next $300 billion technology ...