Gartner News
5 articles
growth-positive
AMD, Arm Offer Window Into AI Landscape Ahead of Nvidia Earnings
Advanced Micro Devices Inc. (AMD) and Arm Holdings Plc are set to report their earnings, providing insights into the demand for AI infrastructure. Despite a 14% decline in the Philadelphia Semiconductor Index, AMD and Arm are expected to show revenue growth, with AMD projected to report $7.1 billion, a 30% increase, and Arm $1.23 billion, a 33% increase. This growth is driven by continued spending from major tech companies like Meta, Alphabet, and Microsoft on AI infrastructure. Palantir Technologies also boosted its 2025 revenue outlook due to high demand for its AI software. Analysts suggest that Nvidia, a key player in AI hardware, will likely perform well given the positive earnings expectations for AMD and Arm.
Customers
Growth-Negative
Global PC Shipments Fall 9% in Quarter Seen as Bottom for Market
Worldwide personal computer shipments have declined by 9% in Q3, according to Gartner Inc. This is expected to be the lowest point in a two-year market slump. Apple Inc. experienced the largest drop among major PC makers, with shipments falling 24% from the same quarter a year earlier. HP Inc. was the only vendor to see gains, with a 6.4% increase in units. Lenovo Group Ltd. maintained its top position, holding 25% of the global market. However, Gartner analysts believe the PC markets decline may have bottomed out and predict recovery by the end of 2023.
Customers
growth-positive
4 Israeli startups on Gartner 2021 Cool Vendors list
Gartner has published its 2021 Cool Vendors list, featuring Israeli startups Apiiro, Lightrun, Run:AI, and VOOM. Each company is listed in a different Cool Vendor category. Apiiro focuses on multi-dimensional application risk management, Lightrun enables developers to gain insights into live applications, Run:AI acts as an operating system for AI, and VOOM specializes in insurance products for high-risk mobility verticals. The Cool Vendors list is published annually by Gartner to highlight innovative and impactful companies. The listed startups are considered growth-positive for Gartner.
PartnersExpand
growth-negative
Research and Advisory Firm Gartner Closes Israeli Innovation Outpost
Gartner Inc. has closed its Israeli innovation center, which was based on its 2014 acquisition of Senexx. The closure has a negative impact on the companys growth. The key theme of the article is the closure of the innovation center. The key issues discussed are the acquisition of Senexx and the management changes resulting from the closure. The article mentions Gartner Inc. as the company involved. The event described in the article occurred on November 3, 2018. The confidence level of the answer is 8.
AcquisitionManagement Changes
growth-positive
Gartner acquires web data search co Senexx
Gartner Inc. has acquired Senexx, a cloud-based questions and answers platform. The acquisition will enhance Gartners web search capability and content recommendation engine. Senexx will be expanded into Gartners Israel development center, with the company hiring senior software engineers and data scientists.
AcquisitionExpand