... This research provides TSPs with an analysis of the year-over-year revenue growth and operating margins of 17 representative public BPS providers. The further classification by BPS subsegments allows providers to benchmark themselves against others in their respective functional area. Gartner Insight ...
Analyst(s): Mohit Khemka
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... Access Insights Already a Gartner client? As Kubernetes services become commonplace, the differentiation focus is shifting to its adjacent areas. TSPs of cloud container services should accelerate differentiation in serverless container services, hybrid/multicloud, ecosystems, aPaaS component integrat ...
... Access Insights Already a Gartner client? AI network fabric spending is poised to reach $11.33 billion and grow by 27.1% CAGR through 2028, primarily fueled by demand from hyperscalers building massive data center infrastructure to support growing AI and generative AI service requirements from custome ...
... Access Insights Already a Gartner client? Advances in AI compute servers, accelerators cards and high-bandwidth memory are creating network infrastructure bottlenecks. The increase in AI network fabric spending will be dramatic: a 34% CAGR in the next five years to reach $37 billion by 2029. Overview Fo ...
... This data reveals the relative mind share of chosen technology areas and vendors through five quarters of end-user inquiry trends and topics by job role, buyer decision stage, region, industry sector and organization size. Table of Contents List of Tables List of Figures List of References Overview Gartne ...
... Access Insights Already a Gartner client? Demand faltered in 4Q24 as key customers paused on purchasing to digest excess inventory. NAND prices deteriorated and are projected to soften 15% during 1H25 before rebounding 10% in 2H25. NAND vendors will restrain supply growth throughout 2025 to force bett ...
... Access Insights Already a Gartner client? Oversupply conditions persist in 4Q20 and into 1H21, but the recovery in pricing and sales is more pronounced during 2H21 and through 2022. Resilient demand from PC and SSDs and stronger growth in smartphones overwhelms conservative supply during the recovery ...
... Access Insights Already a Gartner client? Revenue from optical transceivers is expected to grow at a slightly higher rate of 16.1% year over year in 2021 as compared to previous forecast. While emerging workloads continue to propel the adoption of optical modules in the data centers, chip shortages in ...
... Access Insights Already a Gartner client? NAND pricing bottomed during 3Q23 and is poised to gradually recover starting in early 2024 and accelerating each quarter and through 2025. With inventory at NAND vendors and key customers largely back to normal by mid-2024, 2024 revenue is forecast to surge b ...