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Gartner Takes Another Stab At Forecasting AI Spending

31 January 2026 at 00:18

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. …

Gartner Takes Another Stab At Forecasting AI Spending was written by Timothy Prickett Morgan at The Next Platform.

By Decade’s End, AI Will Drive More Than Half Of All Chip Sales

13 January 2026 at 21:34

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.

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