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.

Strategic Takeaways

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.

• 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.

Will Artificial Intelligence (AI) redefine manufacturing, or is it just another tech buzzword? At Hannover Messe 2025, ABI Research analysts saw AI and Generative Artificial Intelligence (Gen AI) on full display. Practical applications are demonstrating efficiency gains, robust autonomous capabilities, and operational resilience. Their new cousin, Agentic AI, has also emerged as a key facilitator for digitally transforming the factory floor. Agentic AI is the brains behind fine-tuned copilots that enhance anything from inventory management to industry-specific Product Lifecycle Management (PLM). However, manufacturers remain skeptical about Agentic AI, and vital infrastructure considerations are still in discussion.

Intel Vision 2025 was held on March 31 to April 1 in Las Vegas, roughly 300 miles northwest of last year’s Phoenix venue. The event marked a critical moment for Intel as new Chief Executive Officer (CEO) Lip-Bu Tan outlined his strategy to revitalize the US$160 billion semiconductor firm as a semiconductor leader. Tan plans to reverse Intel’s recent decline by adopting a “day one startup mentality,” transforming the company into a customer-centric, Artificial Intelligence (AI)-powered innovator with a software-first approach. ABI Research views this as a high-stakes endeavor, given Wall Street’s focus on short-term results and Intel’s need to compete with agile rivals. Leveraging Intel’s manufacturing strength, an impressive Intellectual Property (IP) portfolio, and robust Research & Development (R&D) capabilities, Tan aims for a sustained transformation of the Santa Clara, California-based firm.

NVIDIA’s GPU Technology Conference (GTC) 2025 wasn’t just another tech event—it was a bold declaration of where Artificial Intelligence (AI) is headed. With 25,000 in-person attendees and a buzzing virtual crowd of 300,000, there was immense energy and excitement in the air. Jensen Huang’s keynote set the stage, unveiling a vision that swaps traditional computing standards for a new era of AI computational efficiency driven by token generation. ABI Research’s April 2025 recap whitepaper dives deep into these shifts, and we’ve distilled six key highlights that every business leader and tech strategist needs to know.