... Gartner First Takes Fresh insights on emerging trends Arm’s expansion to directly design and sell server processor chips is disrupting the AI infrastructure ecosystem. The new Arm AGI CPU will drastically increase Arm’s TAM, threaten x86 competition, and bring risks as well as strategic options for se ...
Analyst(s): Warren Peng | Jon Erensen | Daniel Bowers | Gaurav Gupta
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... The next generation of unicorns won’t be built by founders who simply know their market. They will be led by those who can shape their market with AI. Gartner interviewed founders and CEOs of top-performing unicorns to determine what is required for founders aspiring to breakout success. Overview Strategic ...
... Gartner client? The AI boom in data centers has created a significant gap between semiconductor companies, as seen in their investment, market sentiment, and market valuation. To remain competitive and manage risk, investors must look beyond the AI trend by diversifying the product lines in their investment ...
... Access Insights Already a Gartner client? Total enterprise IT spending in the CMS market is forecast to reach $889.8 billion in 2026, up from $773.2 billion in 2025. Spending is expected to see a constant currency five-year CAGR of 12.9% to exceed an estimated $1.2 trillion by 2029. Overview Table of ...
Analyst(s): Inna Agamirzian | Peter Kjeldsen | Gregor Petri
... adaptive enterprise architecture governance model to guide business and IT investment decisions is critical. This Accelerator helps heads of enterprise architecture develop an adaptive enterprise architecture governance approach to flexibly guide technology decisions toward achieving desired business ...
... Access Insights Already a Gartner client? AI-optimized servers are expected to account for 3.7 million units in new sales in 2029 and $461 billion in end-user spending, representing a spending CAGR of 26.9% from 2024 through 2029. The focus on AI capacity will outweigh any impacts from tariffs or geop ...