Silicon vendors and OEMs working together to support AI adoption

While OEMs are responsible for developing and delivering AI-driven and AI-enabling hardware offerings to market, silicon vendors’ innovations are at the heart of the AI hardware revolution.

The first wave of AI hardware demand has centered on high-performance AI infrastructure purpose-built to support large-scale AI model training workloads. But the rise of AI inferencing is giving way to a second wave of AI hardware demand as clients increasingly transition from the prototyping phase to the deployment phase with custom AI solutions. On the infrastructure side of the AI hardware market, OEMs such as Dell Technologies, Hewlett Packard Enterprise and Supermicro are integrating accelerated computing platforms from companies like NVIDIA. On the client devices side of the market, OEMs such as HP Inc. and Lenovo are developing new AI PC offerings based on system on a chip (SoC) platforms developed by AMD, Intel, Qualcomm and the like.

Join Senior Analyst Ben Carbonneau and Principal Analyst Angela Lambert Thursday, May 22, 2025, for an update on developments within the rapidly expanding AI PC and AI server markets as well as key findings from TBR’s AI PC and AI Server Market Landscape. This new research explores the nuances and interconnectedness of the semiconductor and OEM hardware industries, comparing market shares across various industry views and highlighting competitive analysis and forward-looking insights.

In this free session on AI hardware market trends you’ll learn:

TBR’s forecast for the AI PC and AI PC SoC markets
Our performance outlook for the AI server and AI server GPGPU (general-purpose computing on GPUs) markets
The latest industry trends and ecosystem partnerships
Key market dynamics contributing to and inhibiting growth

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.