Learn TBR’s forecast for the AI PC and AI PC SoC markets, our performance outlook for the AI server and AI server GPGPU markets, the latest industry trends and ecosystem partnerships, and key market dynamics contributing to and inhibiting growth
To support the burgeoning demands of AI, NVIDIA is staying true to the playbook through which it has already derived so much success — investing in platform innovation and the support of its growing partner ecosystem to drive the adoption of AI technology across all industries.
Though revenue mixes are increasingly shifting in favor of software, driven in part by acquisitions (e.g., Cisco’s purchase of Splunk), hardware continues to dominate the market, accounting for 80% of benchmarked vendor revenue in 3Q24. Industry-standard servers being sold to cloud and GPU “as a Service” providers are overwhelmingly fueling market growth, more than offsetting unfavorable cyclical demand weakness in the storage and networking markets.
Over the past several quarters, OEMs have focused on incorporating local AI-powered features into their new PC releases, with initial neural processing unit (NPU)-enabled use cases leveraging AI to further enhance collaboration experiences and extend battery life. However, AI agents take the NPU’s functionality a step further, combining the capabilities of large language models (LLMs) with other resources to partially or fully automate a wide range of tasks, including responding to emails, booking hotel stays, or opening and closing IT help desk tickets.
Learn the potential impact of AI PCs on PC refresh cycles in 2025; how PC makers will set themselves apart; and expectations for the PC market overall in 2025 based on TBR’s latest research and analysis
The industry enthusiasm surrounding AI has quickly led to shifts in organizations’ strategic priorities and expected investments such as demand for servers. Despite the hype, few organizations have operationalized GenAI to date. Instead, most are focused on overcoming initial barriers to adoption, including understanding the business implications of this new technology frontier.
When OEMs first started releasing AI PCs, they shared expectations that the advent of this new product category would help drive the next major PC refresh cycle. However, even as vendors continue to roll out new generations of AI PCs containing increasingly powerful NPUs, adoption remains relatively slow. To build out the market and drive greater adoption of AI PCs over the next few years, silicon providers, PC OEMs and ISVs will need to collaborate around and invest in developing applications that increase the functionality of these devices beyond what can be achieved by a traditional, non-AI PC.
Much like its OEM peers, Dell Technologies (Dell) has increasingly made partnering a cornerstone of its strategy, particularly as it relates to the company’s AI business. Dell leverages its AI partner ecosystem to drive the codevelopment of AI solutions like those included in the company’s Dell AI Factory with NVIDIA portfolio.
Underneath the enthusiasm for hybrid AI, Lenovo’s mission remains unchanged: It is driving transformation to become a technology leader in global devices, infrastructure solutions and services worldwide. Lenovo positions itself as having an end-to-end technology portfolio, a user-centered approach and an immense emphasis on open innovation. The company offers its customers choices thanks to its partnerships across semiconductor, AI platforms and ISVs; and it leverages its Solutions and Services Group to accelerate solution development between its own portfolio and partner ecosystem.
Join TBR’s IT Infrastructure research leads Thursday, Dec. 5, 2024, for a live discussion and Q&A on how IT infrastructure consumption services have evolved in 2024 and what TBR expects to see from the services in 2025.