Live session on August 26, 2026
11:00 a.m. EDT1 hour
Key semiconductor trends shaping the next phase of AI infrastructure growth
How the shift from AI training to inference and agentic AI is changing demand
Why token economics are becoming a critical measure of AI infrastructure value
How technology investments can align with emerging AI workload requirements
As the market shifts from training models to supporting inference and agentic AI workloads, the economics of AI are evolving. Metrics such as throughput, efficiency and cost per token are becoming increasingly important indicators of competitive advantage and long-term value creation.
This session explores the trends reshaping the semiconductor ecosystem and what they mean for product leaders. Gartner experts examine how compute, memory, storage and networking technologies — as well as advances in packaging, power semiconductors, leading-edge logic and chip design and manufacturing — must evolve to support emerging AI workload demands and capture future growth opportunities.
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Meet your hosts
Gaurav Gupta
Chief of Research