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Forecasts for AI accelerators in the data center (2022–28). Covers GPUs, AI ASSPs, AI ASICs, and FPGAs by workload category, use case, industry, training/inference, power consumption, and performance. Includes a user-defined pivot table.
This forecast has been extensively updated in the light of developments in this market during 2023, such as NVIDIA’s 2Q results and the LLM boom. Assumptions around average selling prices have also been changed to reflect new information.
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.
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Principal Market Forecaster
Neil Dunay is Principal Market Forecaster, forecasting on enterprise technology, particularly for AI and other emerging technologies. His focus is on leveraging statistical tools to discover interrelationships among technological, economic, demographic, and sales trends that drive market evolution.
Neil joined Omdia in March 2020, following more than 20 years of experience researching ICT markets. Before joining Omdia, he was an engagement manager at International Planning and Research in Waltham, Massachusetts, where he assisted leading global technology companies in their strategic planning decisions by estimating their technology product market positions and forecasting market opportunities. Before IPR, Neil was a telecommunications industry analyst for KMI/PennWell in Newport and Providence, Rhode Island, where he estimated and forecast markets for fiber-optic cable and optoelectronic equipment for telecom clients. Neil holds a Master of Arts in international economics from The Johns Hopkins School of Advanced International Studies in Washington, D.C.
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