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Hyperscalers are a bigger threat to Nvidia s market share than AMD, Intel

Hyperscalers are a bigger threat to Nvidia s market share than AMD, Intel
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Smart NICs to be $5bn market by 2028

The Smart NIC market will top $5 billion by 2028, says Dell’Oro. Accelerated computing will continue to push the boundaries in server connectivity,

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25% CAGR 2024-28 for datacentre ICs

The datacentre IC lmarket will have a 25% CAGR 2024-2028, says Dell’Oro, which thinks thar accelerators, consisting mostly of GPUs, will account for

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Accelerator revenues to be worth 2x CPU revenues

Accelerators, mainly used for AI applications, drove the server semiconductor and component market to 29% y-o-y growth in 3Q 2023, says Dell’Oro, which

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Data centre capex to grow 11% in 2024

Data centre capex is forecast to grow 11% in 2024 as select hyperscale cloud service providers return to an expansion cycle and the spending freeze in

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