As the year came to an end, we tore apart IDC’s assessments for server spending, including the huge jump in accelerated supercomputers for running GenAI and more traditional machine learning workloads and as this year got started, we did forensic analysis and modeling based on the company’s reckoning of Ethernet switching and routing revenues. …

By Decade’s End, AI Will Drive More Than Half Of All Chip Sales was written by Timothy Prickett Morgan at The Next Platform.