Picking Apart An Ebullient GenAI Spending Forecast

April 2, 2025 Timothy Prickett Morgan

In one of the big ironies of our time, companies are embedding AI acceleration functions into PCs that most consumers do not actively want while at the same time datacenter operators (be they captive or independent) are actively trying to get AI compute engines (mostly Nvidia and sometimes AMD GPUs) so they can train their GenAI and other machine learning models – and they can’t get enough of these accelerated servers.

Because a lot of PCs are already enhanced with AI functions, more and more PCs are falling under the label of an “AI PC,” and therefore the market for …