At Nvidia's GTC keynote, CEO Jensen Huang discussed AI in the context of cloud, data centers, and robotics, emphasizing the importance of data locality.
The rise of a new computing era driven by extreme parallel processing and accelerated computing is transforming the trillion-dollar data center business.
Data center spending grew significantly in 2024, with AI workloads seeing a substantial increase while traditional workloads declined.
During market transitions like the shift to AI workloads, companies must adapt quickly to align with new conditions and technologies to succeed.
David Floyer's methodology analyzes technology adoption based on value, volume, and velocity, offering insights into market transitions.
Upcoming analysis will focus on the AI inference at the edge of networks and the robotic opportunity, aiming to quantify the potential market.
Quantifying the massive AI market will aid in forecasting the transition to accelerated workloads and drive better understanding of emerging technologies.
Disclosure: Statements made regarding companies are views held by SiliconANGLE Media and should not be considered as investment advice.
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