The Advanced Computing Intelligence Service's briefing on events during 2Q22. Covers Intel Falcon Shores XPU, Rialto Bridge GPU, Meteor Lake CPU, AMD analyst day announcements, trend towards edge-to-cloud product families. Introduces findings from the AI Processors for the Edge and AI Processors for the Cloud and Data Center forecasts and reports.
The Analyst Team
Principal Analyst, Advanced Computing for AI
Alexander covers the market for semiconductors as it relates to AI and machine learning. This includes GPUs, dedicated AI ASICs and ASSPs, FPGAs, and future technologies, as well as companies such as Arm, NVIDIA, Cerebras Systems, Hailo, and Ambarella. He can help you with market forecasting, technology strategy, and positioning.
Starting as a journalist at Mobile Communications International magazine, Alexander has 17 years’ experience. Since joining Omdia in 2016, Alexander has covered technologies for small and medium enterprises, with a focus on mobile and, more recently, 5G for enterprises. He developed the Omdia Enterprise 5G Innovations Tracker to monitor the emerging enterprise 5G and CBRS ecosystem. He was the second employee of start-up consulting firm STL Partners, where he worked on mobile, open source, distributed computing, and the two-sided business model.
Principal Analyst | Advanced Computing | AI & IoT
Jonathan Cassell brings more than 30 years of experience in the technology field, with an extensive background in market research, journalism, and marketing. Cassell’s familiarity with semiconductor and AI technologies gives him a unique perspective and deep insights on the markets for AI chipsets and hardware. In the role of technology analyst, Cassell worked at Gartner Group, covering the market for consumer-electronics-oriented semiconductors. As a journalist, Cassell rose to the rank of editor-in-chief at the semiconductor-oriented publication Electronic News. Cassell also worked extensively in a marketing capability for market research firms.
AI Processors for Cloud and Data Center Forecast Report – 2022 Database
Data / 02 Dec 2022 / Jonathan Cassell
Forecasts volume and revenue for AI accelerators in the data center 2021-2027. Includes GPUs, proprietary-core AI ASSPs, AI ASICs, and FPGAs. With breakouts by workload category, use case, industry, training/inference, and performance.
Omdia Market Radar: AI Processors for Cloud and Enterprise Data Centers – 2022
Data / 02 Sep 2022 / Jonathan Cassell
In this Market Radar, Omdia explores the leading competitors in the market for AI processors for cloud and enterprise data centers.
AI Chipsets for Edge Forecast Report – 2022 Database
Data / 11 Aug 2022 / Alexander Harrowell
The 2022 edition of the AI Processors for the Edge Forecast. In this service, we report and forecast shipments and revenue for processors with hardware acceleration for artificial intelligence (AI) workloads at the edge.
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