AI
Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets
Given two endpoints and a compound annual growth rate between those two points over a specific amount of time is not as useful as it seems. …
Gartner
Compute
The Chips Are Definitely Not Down
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
AI
A Second Opinion On Future GenAI Spending
Two weeks ago, before we began our nightmare travels to get to the 2025 edition of Nvidia’s GPU Technology Conference in San Jose, we put together an analysis of the AI server and storage spending forecasts put out by the good folks at IDC. …
Compute
GenAI Boom: Datacenter Spending Forecast Raised Again
Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
Cloud
Cloud Spending Forecast Trimmed For This Year And Next
The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. …
AI
System Spending Forecast Goes Through The Datacenter Roof
The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …
AI
Ongoing Saga: How Much Money Will Be Spent On AI Chips?
Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …
Compute
Sweetened IT Spending Forecast Is Not Precisely A GenAI Boom
Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. …
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. …