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Research Apr 2025
... Access Insights Already a Gartner client? Internet of Things endpoint electronics revenue is forecast to grow by 12% in 2025. Organizations are investing in IoT technologies to drive cost optimization and operational efficiency. Overview Table of Contents List of Tables Gartner Recommended Reading Notes Gar ...

Analyst(s):   Kay Arnott   |   Peter Middleton
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Research Jun 2025
... Access Insights Already a Gartner client? Server market spending is projected to reach $369 billion in 2025, following $234 billion in 2024. This reflects a year-over-year change of 59.5% in constant currency, with a 20.2% five-year CAGR through 2029. The focus on AI capacity will outweigh any impacts ...

Analyst(s):   Adrian O'Connell   |   Amit Goyal
Premium Research Jul 2025
... In 2Q25, the GIISST sank into the moderate shortage zone, driven by an accelerated surge in demand for AI-related advanced nodes. This surge in demand resulted in a 5.5% quarter-on-quarter decline in inventory levels throughout the supply chain. Gartner Insights Abstract ...

Analyst(s):   Kanishka Chauhan   |   Jainendra Singh
Research Apr 2025
... Access Insights Already a Gartner client? Owing to a higher than expected demand for AI-related advanced node wafers and packaging, 2025 foundry revenue is forecast at $157.3 billion, representing a 14.3% growth from 2024. Foundry capacity, capex, shipments and utilization rates are all trending upwar ...

Analyst(s):   Yashika Goyal   |   Thomas Chiang
Research May 2025
... Access Insights Already a Gartner client? Creating better AI is now the primary trigger driving interest in web data collection solutions. Providers must adapt quickly to take full advantage of the trend. Dive into this competitive landscape and learn what it takes to lead the market. Overview Strategic ...

Analyst(s):   Omar Ansari   |   Kevin Quinn
Research Aug 2025
... Access Insights Already a Gartner client? HDD units are projected to decline at 13.3% CAGR (2024-2029), while SSD units are projected to increase at 2.7% CAGR. The growing demand for higher capacity drives due to AI-driven use-cases and ASP/GB decline due to technological advancements, will lead HDD r ...

Analyst(s):   Chandrashekar S   |   Amit Goyal
Research Jun 2025
... Access Insights Already a Gartner client? The IAM market faces growing uncertainty due to evolving human and machine identities, alongside AI-augmented threat advancements. As providers expand their portfolios into adjacent segments, new competitive market dynamics are in flux. Overview Strategic Planni ...

Analyst(s):   Tarun Rohilla   |   Sean ONeill
Research Jul 2025
... Access Insights Already a Gartner client? The widespread integration of new neural processing units in smartphones will enable higher-performing and more efficient generative AI model inferencing. In 2026, an estimated 71% of premium smartphones sold will be able to run on-device GenAI models and appl ...

Analyst(s):   Ranjit Atwal   |   Namrata Banerjee
Research Jul 2025
... Access Insights Already a Gartner client? Foundation models drive current AI infrastructure demand, while DSLMs and real-time inference needs will shape specialized, purpose-built AI infrastructure. As a result, AI-optimized IaaS spending is projected to grow at a five-year CAGR of 70.9% from 2024 to ...

Analyst(s):   Colleen Graham   |   Hardeep Singh
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