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Premium Research Aug 2025
... intelligence supercycle is rewriting the rules for value creation and growth in high tech. Product leaders must reimagine their business and product models to meet the needs of economic buyers investing in answers and outcomes instead of products. This will disrupt the market and compress margins across ...

Analyst(s):   Eric Goodness   |   John Lovelock   |   Mark McDonald
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Research Aug 2025
... pull-in orders associated with potential tariff impacts from the broader non-AI-related semiconductor market. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Notes Gartner Insights Abstract ...

Analyst(s):   Thomas Chiang   |   Yashika Goyal
Research Jul 2025
... AI-optimized servers. Worldwide server shipments are expected to grow at a 6.8% CAGR from 2024 through 2029. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Note 1 Gartner Insights Abstract ...

Analyst(s):   Adrian O'Connell   |   Amit Goyal
Research Apr 2025
... 14.3% from 2024. Foundry capacity, capex, shipments and utilization rates are all trending upward in 2025. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Gartner Insights Abstract ...

Analyst(s):   Yashika Goyal   |   Thomas Chiang
Research Jul 2025
... through 2029. The focus on AI capacity will outweigh any impacts from tariffs or geopolitical uncertainty. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Gartner Insights Abstract ...

Analyst(s):   Adrian O'Connell
Research Jul 2025
... Growth in this market will be driven by the continuous demand for AI, GenAI, cloud adoption and digitalization. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Gartner Insights Abstract ...

Analyst(s):   Roshni Mathew   |   Srujan Akurathi   |   Ankit Singh
Research Jun 2025
... Demand for automation increasingly drove business process services organizations to augment their offerings with transformative digital delivery models using assets and generative AI. Overview Market Share Data Overall Market Segment Performance Analysis Top Vendors Analyzed Other Notable Vendors ...

Analyst(s):   Mohit Khemka   |   Scott Frederick
Research Jul 2025
... forecast period, while memory continues aggressive spending until 2028 when the next cyclical decline begins. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Notes Gartner Insights Abstract ...

Analyst(s):   Bob Johnson   |   Menglin Cao   |   Gaurav Gupta
Research May 2025
... forecast period, while memory continues aggressive spending until 2027 when the next cyclical decline begins. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Gartner Insights Abstract ...

Analyst(s):   Gaurav Gupta   |   Bob Johnson   |   Menglin Cao
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