OrganizationFinancial/Analyst

Gartner

American technology research and advisory firm.

gartner.comDistinguished VP Analyst: John-David Lovelock

Articles · since Mar 2026

Coverage · About GartnerAll 9 articles →

Apr 9, 2026

AIAnalysis

NVIDIA's $4 Billion Photonics Bet Is an Admission: The AI Buildout Has a Materials Problem

NVIDIA's $4B investment in Lumentum and Coherent signals indium phosphide scarcity and power equipment lead times are gating $2.52T AI spending forecast.

Apr 9, 2026 · By SCN Staff · 12 min read

Mar 16, 2026

AINews

Agentic AI in 2026: The Infrastructure Isn't Ready for What's Coming

Chatbot inference is stateless and cheap. Agentic AI is persistent, multi-step, and compute-hungry. The data center architectures built for one don't work for the other.

Mar 16, 2026 · By SCN Staff · 7 min read

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May 15, 2026

AIAI Training Power Demand Is Outrunning Grid Build Times. xAI Bet It Could Outrun Regulators Too.

May 12, 2026

AIApple's Mac Shortage Signals Memory Supply Chain Has Reorganized Around Data Center AI

Apr 15, 2026

AIAnthropic Locks 3.5 GW of Google TPU Capacity as Commercial AI Pre-Purchases Infrastructure Scientific Computing Will Need

Apr 8, 2026

AIAI Costs Are Falling 1,000x. It Is Not Enough.

Apr 7, 2026

AIFlatAttention Claims 4× Speedup Over FlashAttention-3 — But on What Hardware?