The Artificial Intelligence (AI) market continues to heat up, with tech juggernauts and emergent startups alike constantly innovating to accommodate new enterprise demands. AMD is one company that is privy to evolving market trends. At its Advancing AI 2025 event in San Jose, California, AMD unveiled new chips, system designs, and partnerships aimed at grabbing more of the AI compute market. Beyond the hardware and software upgrades, a recurring theme at the event was the expanding client list of neocloud providers. While neoclouds have enjoyed recent traction in the AI space, several roadblocks lie ahead before long-term success is a sure thing.
Artificial Intelligence (AI) is undergoing a rapid evolution across Southeast Asia (SEA), with private sector investment expected to reach US$3.2 billion by 2028. ABI Research has observed AI spending by businesses accelerating across industries like telecommunications, logistics, manufacturing, banking, and insurance.
For the first time, NVIDIA GTC partnered with VivaTech Paris to host one of the largest technology events of the year. Drawing over 180,000 attendees, the event highlighted sovereign Artificial Intelligence (AI) and its transformative potential for the European ecosystem. NVIDIA took this opportunity to position itself, once again, as the de facto partner for regional AI development, while also continuing to develop its message around agentic inference and AI democratization.
From tariff impacts on the supply chain to advanced satellite innovations, ABI Research’s latest whitepapers shed light on the transformative forces shaping the global technology landscape in 2025. This blog highlights 10 must-read publications this year, each offering unique insights and strategic guidance across manufacturing, connectivity, smart infrastructure, and more.
Since the release of ChatGPT in 2022, Large Language Models (LLMs) have dominated tech conversations. While Generative Artificial Intelligence (Gen AI) has captured attention with its ability to produce content, a new development is emerging: Agentic Artificial Intelligence (AI). Unlike Gen AI, which focuses on generating text, images, or code, AI agents are built to take meaningful action. They can navigate multi-step processes, make autonomous decisions, and integrate seamlessly into enterprise systems.
Qualcomm is strategically leveraging its heritage in connectivity to carve out a broad position in the Artificial Intelligence (AI) landscape. Its approach is about embedding intelligence seamlessly from the network edge into a vast array of devices, from battery-powered embedded devices and edge AI “boxes” to AI Personal Computers (PCs) and now desktops, and finally the data center. COMPUTEX did not see any new silicon from Qualcomm, but it did offer a convention of partners and customers, and messaging about Qualcomm’s strategy as robust across most locations of compute with the exception of the data center.
NVIDIA was one of the few semiconductor vendors with significant announcements, and a larger presence over last year’s COMPUTEX. The company has forged closer ties with Taiwan, in no small part linked to Jensen Huang’s personal ties to the island, and this was also symbolically demonstrated by the decision to build another “Headquarters (HQ)” near Taipei named NVIDIA Constellation. This is also a manifestation of the divergence from the United States and the rest of the world brought on by the risk of trade restrictions, and a sign of Taiwan’s importance in the high-end technology supply chain.
A new frontline is the low-end Artificial Intelligence (AI) workstation. As with enterprise and consumer AI Personal Computers (PCs), this is not just about packing more Tera Operations per Second (TOPS); it is a strategic battle for AI developers, ecosystem dominance, and resulting market share in a segment poised for growth. At COMPUTEX 2025, both Intel and AMD unveiled their competitive strategies for monetizing more demanding enterprise AI workloads, such as fine-tuning and even small training workloads, that will reside outside of the cloud for cost, data privacy, and latency reasons.
Our analyst team just got back from COMPUTEX 2025. See how the biggest semiconductor companies are driving innovation in the AI industry with the following articles:
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- The Emergence of a New Battleground: Intel Versus AMD in AI Workstations
- NVIDIA's Strategy: Dominating AI Through Ecosystem, Access, and Interconnect
- Qualcomm's AI Strategy: Leveraging Connectivity Legacy Across Edge AI, Capturing AI PC Market Share, and a Foray into Data Center via NVLink Fusion
As we gear up for COMPUTEX 2025, the Artificial Intelligence (AI) Personal Computer (PC) narrative, which saturated the 2024 show with its narrow focus on Terra-Operations per Second (TOPS) and vendor benchmarking battles between Intel, AMD, and, increasingly, Qualcomm, remains under pressure to mature. The 2024 drive for raw performance was the first step, providing Independent Software Vendors (ISVs) with platforms for developing AI applications. The 2025 spotlight must shift toward genuine user experience and productivity enhancement. We'll be scrutinizing how the next wave of silicon, beyond simply meeting Microsoft's Copilot+ thresholds, enables applications that move beyond impressive but limited Proofs of Concept (PoCs) like stable diffusion demos. The key will be whether developers, armed with more robust tools and access to runtimes like Copilot+, can finally deliver the innovative, everyday creativity and productivity boosters that actually justify widespread device upgrades.