target audience: TECH SUPPLIER  Publication date: May 2023 - Document type: Market Perspective - Doc  Document number: # US50595223

Generative AI Especially Benefits AI Infrastructure OEMs, ODMs, and Cloud Service Providers

By:  Peter Rutten

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Table of Contents


  • Executive Snapshot

    • Figure: Executive Snapshot: Generative AI Especially Benefits AI Infrastructure OEMs, ODMs, and Cloud Service Providers

  • New Market Developments and Dynamics

    • The Insatiable Hunger for Compute and Data

    • Who Captures the Most Value from Generative AI?

    • The Generative AI Market Participants Who Have Most to Gain

    • Hosting Services

    • Server and Storage OEMs and ODMs

    • And the Winner Is …

    • The End-User Perspective

    • The Pros and Cons of the Datacenter

    • The Pros and Cons of the Cloud

  • Advice for the Technology Supplier and Services Provider

    • For Server and Storage OEMs

    • For Cloud Service Providers

  • Learn More

    • Related Research

    • Synopsis