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Research Dec 2023
... Access Insights Already a Gartner client? Generative AI is driving a near-term increase in the data center AI semiconductor revenue, while the deployment of AI into PCs, smartphones, edge and endpoint devices drives longer-term revenue. AI semiconductor revenue is forecast to be $139.8 billion by 2027 ...

Analyst(s):   Alan Priestley
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Research Nov 2020
... Access Insights Already a Gartner client? Despite 2020 being a difficult year, many emotion artificial intelligence technology providers continued to develop new use cases by applying AI to COVID-19-related issues. 2021 will see more emotion AI technologies in customer experience enhancement, fraud de ...

Analyst(s):   Annette Zimmermann
Research Oct 2024
... Access Insights Already a Gartner client? DRAM revenue recovery will slow in 1H25 led by price stability in server memory and a slowdown in low-power memory pricing (reflecting a smartphone inventory correction). Higher HBM shipments will result in a further 10% price increase in 2025, fueling overall ...

Analyst(s):   Shrish Pant
Premium Research Nov 2024
... 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 ...

Analyst(s):   Rahul Yadav
Premium Research Jan 2023
... Average revenue growth for 3Q22 was 8.3% YoY, while average operating margin was 13.8%. HR providers grew above average in revenue growth and operating margin, while CM providers continue to decline in both. Technology and service providers can learn more by downloading the attached presentation. Gar ...

Analyst(s):   Hardeep Singh
Research Apr 2024
... Access Insights Already a Gartner client? A multiyear recovery forecast through 2026 has kicked off with a 50% price increase forecast for 1H24. Despite subdued demand in 1H24, AI data center storage is finally accelerating. Forecast NAND sales growth is 82.8% and 21.4% in 2024 and 2025, respectively, ...

Analyst(s):   Joseph Unsworth
Research Oct 2023
... Access Insights Already a Gartner client? In 2023, India’s IT spending will grow by 4.2% in constant currency, reaching $113 billion. The growth rate will rebound in 2024 to 10.1%, to be the fastest among the world’s major economies. Table of Contents List of Tables Overview Gartner Recommended Reading Not ...

Analyst(s):   Linglan Wang
Research Nov 2024
... Access Insights Already a Gartner client? AI-optimized servers are expected to account for 3 million units in new sales in 2028 and $224 billion of end-user spending, representing a spending CAGR of 33.8% from 2023 to 2028. This forecast of AI-optimized servers covers AI types, training or inference s ...

Analyst(s):   Adrian O'Connell
Premium Research Aug 2023
... In 2Q23, the index came in lower than our original expectations because of the production throttling by foundries. This presentation provides technology and service providers a view of the current and projected semiconductor inventory situation. Gartner Insights Abstract ...

Analyst(s):   Kanishka Chauhan
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