AI and Semiconductors: The Server GPU Gold Rush

Executive Snapshot

• Figure: Executive Snapshot: AI and Semiconductors — The Server GPU Gold Rush

Situation Overview

• Overview of the AI Gold Rush

• The Picks and Shovels Challenge

• The Internet System Landscape: The End-to-End TAM of Semiconductors

• Figure: The Internet System Landscape: TAM and Taxonomy

• Looking at Supply Challenges

• Examining Geopolitics and Geopolitical Flows

• How Silicon Affects the Whole IT Industry

Advice for the Technology Buyer

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• Related Research

• Synopsis