target audience: TECH BUYER  Publication date: Oct 2023 - Document type: IDC Perspective - Doc  Document number: # US51255023

AI and Semiconductors: The Server GPU Gold Rush

By: 

  • Elisabeth Clemmons
  • Shane Rau
  • Rick Villars
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Table of Contents


  • Executive Snapshot

    • Figure: Executive Snapshot: AI and Semiconductors — The Server GPU Gold Rush

  • Situation Overview

    • Overview of the AI Gold Rush

    • The Picks and Shovels Challenge

    • The Internet System Landscape: The End-to-End TAM of Semiconductors

    • Figure: The Internet System Landscape: TAM and Taxonomy

    • Looking at Supply Challenges

    • Examining Geopolitics and Geopolitical Flows

    • How Silicon Affects the Whole IT Industry

  • Advice for the Technology Buyer

  • Learn More

    • Related Research

    • Synopsis