... Optical transceivers revenue within data centers are expected to grow at 11.1% CAGR to reach $10.5Bn in 2024 from 2019. This is driven by the need for high bandwidth interconnects, greater scalability and performance leading to technology transition from VCSELs based transceivers to silicon photonics ...
Analyst(s): George Brocklehurst | Anushree Verma
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... Access Insights Already a Gartner client? Owing to higher-than-expected demand for AI-related advanced node wafers and packaging, foundry revenue in 2025 is forecasted to reach $157.3 billion, representing year-over-year growth of 14.3% from 2024. Foundry capacity, capex, shipments and utilization rates ...
... 83.1% CAGR from 2024 through 2028. This forecast covers the role of cloud providers and specialty providers in delivering AI compute infrastructure for training and inference workloads. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading ...
... 3% growth from 2023. Foundry shipments, capex and utilization rates are all trending upward in 2024 due to higher demand and average selling prices for advanced node wafers. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Gartner Insights ...
... leaders must formalize expectations through data contracts, creating machine-enforceable commitments that certify the consistent delivery of data products for AI and analytics. Insights at a Glance Strategic Planning Assumption Issue Impact Using Data Contracts as a Foundation to Scale Trusted Data Products ...
Analyst(s): Michele Launi | Thornton Craig | Rahael Cherian | Michael Simone | Robert Thanaraj
... must align enterprise AI strategy with sovereign AI ambitions to unlock competitive advantage and turn risks into opportunities. Leaders responsible for AI should use this checklist to determine where to lead, where to proceed cautiously, and where to limit risk exposure. Insights at a Glance Strategic ...
Analyst(s): Lydia Clougherty Jones | Priya Sundararaman
... To avoid harm and damage, it is critical to secure each of the physical AI layers that sense, perceive, think, plan, act, coordinate and define goals for actions in the real world. Overview Strategic Planning Assumption(s) Analysis Gartner Recommended Reading Gartner Insights Abstract ...
... Access Insights Already a Gartner client? Zero trust is important for modern security, yet cybersecurity leaders often struggle to operationalize it effectively. This content offers practical guidance based on the U.S. DOD’s automation and orchestration pillar and Gartner insights to build a resilient ...
Analyst(s): Kevin Schmidt | Eric Ahlm | Pete Shoard | Dennis Xu
... Access Insights Already a Gartner client? Zero trust is important for modern security, yet cybersecurity leaders often struggle to operationalize it effectively. This content offers practical guidance based on the U.S. DOD’s visibility and analytics pillar and Gartner insights to build a resilient zero-trust ...
Analyst(s): Eric Ahlm | Christine Lee | Pete Shoard | Jeremy D'Hoinne