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Recent #AI adoption news in the semiconductor industry

electronicsweekly
2 months ago

Q4 server market grew 91% y-o-y

➀ The server market grew 91% year-over-year in Q4 2024, with revenue reaching a record $77.3 billion. Revenue from x86 servers increased 59.9% to $54.8 billion, and non-x86 servers increased 262.1% to $22.5 billion. Servers with embedded GPUs saw a 192.6% year-over-year growth.

➁ Nvidia dominated the server GPU market with over 90% of shipments with embedded GPUs in 2024Q4. The adoption of servers with embedded GPUs by hyperscalers and cloud service providers has been a significant driver of market growth.

➂ The U.S. was the second fastest-growing region in the server market, with China also experiencing significant growth. Dell Technologies and Supermicro tied for the number one position in the market, followed by Hewlett Packard Enterprise, IEIT Systems, and Lenovo.

AI adoptionDell TechnologiesGrowthIDCMarket ShareNVIDIASupermicroserver market
seekingalpha
11 months ago

Why Pure Storage Stock Is A Smart Buy: Unpacking The Growth Drivers

1. Pure Storage benefits from secular trends like AI adoption and hybrid cloud architecture, driving demand for advanced storage solutions. 2. The company's innovative products, including flash memory and Storage-as-a-Service, position it as a leader in the storage market. 3. Despite competition, Pure Storage's growth potential and current valuation suggest it remains a compelling investment for aggressive growth investors.
AI adoptionHigh-Performance ComputingHybrid cloud architecture
zdnet
11 months ago

China's AI Presence Grows Despite US Obstacles

1. Chinese companies lead in adopting generative AI technologies, with 83% of respondents indicating use; 2. China's AI industry is rapidly expanding, with over 4,300 AI-related firms and a sector size exceeding 500 billion yuan; 3. The Chinese government aims to accelerate AI integration into the national economy and establish standards by 2026 to fundamentally transform industrial production and economic development patterns.
AIAI adoptionChina