AI
Gartner Takes Another Stab At Forecasting AI Spending
The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. …
IT spending
Compute
Gartner Radically Raises Datacenter Spending Forecasts
Back in early September, the prognosticators at IDC put out an ebullient but simple AI spending forecast going out to 2029, and Gartner followed suit with a much more detailed AI spending forecast, which we augmented and expanded with the help of the market researcher a few weeks later. …
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. …
Compute
How To Cash In On Massive Datacenter Spending
Both the global economy and spending on information technology are so vast that it is hard to really grasp the numbers sometimes. …
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. …
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. …
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. …
Compute
Inflation Up, Economy Jittery, And IT Spending Consequentially Slows
The increasing cost of goods and services is making everyone a little crazy, and corporate IT departments are not immune from the effects of the dual concerns of rising inflation and the desire by central banks to use interest rates to curb our economic enthusiasm and slow that inflation to a much more sane level. …