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Gartner

American technology research and advisory firm.

gartner.comDistinguished VP Analyst: John-David Lovelock
10
Articles · since Mar 2026
811

Coverage · About Gartner

All 10 articles →
Apr 8, 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 8, 2026 · By SCN Staff · 12 min read
Mar 15, 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 15, 2026 · By SCN Staff · 7 min read

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May 11, 2026
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Apr 14, 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 6, 2026
AIFlatAttention Claims 4× Speedup Over FlashAttention-3 — But on What Hardware?

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John-David LovelockDistinguished VP Analyst

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