Technology Business Research, Inc.

Winners and Losers in a Fragmenting AI Infrastructure Market

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AI infrastructure growth is surging, but vendors must navigate fragmented demand and shifting ecosystems to find success

As AI infrastructure demand accelerates, vendors are being forced into increasingly difficult strategic trade-offs. The market is no longer moving in a single direction; it is fragmenting across customer segments, silicon strategies and deployment models.
 
Hyperscalers are driving growth on the ODM side of the market while investing in the development of AI services and custom AI ASICs to gain control over cost and performance. Merchant accelerator vendors, like NVIDIA and AMD, are doubling down on investments to influence the AI ecosystem beyond the infrastructure layer.
 
At the same time, OEMs such as Dell Technologies, Hewlett Packard Enterprise and Supermicro are diverging in how they pursue growth in the rapidly evolving AI infrastructure market, splitting between higher-margin enterprise opportunities and high-volume neocloud deals, where ecosystem relationships have become increasingly integral. Success now depends on aligning with the right market segment at the right time, while balancing long-term market share and profitability.

In the on-demand webinar below, Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau give an in-depth look at what TBR’s data and analysis show for market expectations into 2030, including:

  • How the AI infrastructure market will evolve over the next five years, with insights by customer group
  • Why the hyperscalers are NVIDIA’s biggest threat, despite being the company’s largest customers
  • How OEM strategies are diverging, including which strategies TBR sees as most beneficial, and the importance of ecosystem relationships

 

 
This TBR Insights Live session is available on demand on our YouTube channel. Visit this link to download the presentation’s slide deck.
 
If you’d like to further explore the data mentioned in this TBR Insights Live session, sign up for a free trial of TBR Insight Center™ today.
 
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.