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AI and Semiconductors: The Server GPU Gold Rush

Publisher IDC
Published Oct 04, 2023
Length 8 Pages
SKU # IDC18238258

Description

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.

Table of Contents

8 Pages
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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