AI
Dell Says It Can Finally Make Some Big Money On GenAI
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …
forecast
AI
Dicing, Slicing, And Augmenting Gartner’s AI Spending Forecast
When we try to predict the weather, we use ensembles of the initial conditions on the ground, in the oceans, and throughout the air to create a kind of probabilistic average forecast and then we take ensembles of models, which often have very different answers for extreme weather conditions like hurricanes and typhoons, to get a better sense of what might happen wherever and whenever we are concerned. …
AI
IDC Makes Ebullient AI Spending Forecast Out To 2029
Ever since Nvidia reported its most recent financial results, where company co-founder and chief executive officer Jensen Huang said that there would be somewhere between $3 trillion and $4 trillion in spending on AI between now and the end of the decade, we have been on the prowl for any market research that backs up this claim or is its source. …
AI
Even AI Can’t Predict How Much Accelerated Iron The World Will Buy
As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …
AI
The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back
Every time Lisa Su, chief executive officer at AMD, announces a new Instinct GPU accelerator, the addressable market for AI acceleration in the datacenter seems to expand. …
Compute
IDC Boosts Datacenter Compute And Storage Spending Forecast
When you have to compile the revenue streams of thousands of major IT hardware, software, and services suppliers into the datacenter, it takes a bit of time to get that data, get it right, and then aggregate it for a datacenter market analysis. …
Compute
Server And Storage Spending Growth Looks Rosy Out To 2027
For a market that is so integral to the global economy, it sure is hard to get a complete dataset on quarterly and annual spending on information technology. …
AI
IT Spending In 2024 Cools Thanks To “Change Fatigue”
Change may be inevitable, but it is also a pain in the neck. …
Compute
The Interplay Of GDP, Inflation, And IT Spending
Data changes behavior and behavior changes data. It is a phenomenon that is akin to the Observer Effect in physics in that you can’t observe something without changing its behavior. …
Cloud
Cloud Spending Curtailed, On Premises Spending Heading Into Recession
The central bankers of the world want to curb inflation by putting a serious crimp in demand, and it looks like they may get what they want – sort of – in 2023 when it comes to datacenter infrastructure. …