AI and Semiconductors: The Server GPU Gold Rush
This IDC Perspective explores the "AI virtual gold rush" and how semiconductor industry dynamics will inform the success of AI strategies. It examines the constraints of the semiconductor industry, how silicon affects the entire IT sector, and possible future developments in the AI processor space."Server GPUs to power AI are currently in high demand. This dynamic will change based on the complex semiconductor market dynamics as well as advances in hardware and software. Companies should carefully monitor these developments to make the most of their AI investments and strategies." — Elisabeth Clemmons, research analyst, Worldwide Thought Leadership Group at IDC
Please Note: Extended description available upon request.
- Executive Snapshot
- Situation Overview
- Overview of the AI Gold Rush
- The Picks and Shovels Challenge
- The Internet System Landscape: The End-to-End TAM of Semiconductors
- Looking at Supply Challenges
- Examining Geopolitics and Geopolitical Flows
- How Silicon Affects the Whole IT Industry
- Advice for the Technology Buyer
- Learn More
- Related Research
- Synopsis
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