Paul Schell
Industry Analyst
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Topics Covered
AI & Machine Learning
Insights
All Eyes on embedded world 2025 as Edge AI Ecosystem Reaches (for) Maturity
Insight | 1Q 2025 | IN-7746
Cloud AI Market Update: NVIDIA’s Cloud Strategy, Hyperscalers' ASICs, and DeepSeek
Insight | 1Q 2025 | IN-7693
State of the Art AI Data Centers: How Can AI Server OEMs Differentiate Today?
Insight | 4Q 2024 | IN-7634
x86 Duopoly Collaborates to Fend off Arm and RISC-V Threat
Insight | 4Q 2024 | IN-7587
Alliances Form to Oppose NVIDIA’s Stranglehold on AI Systems—Will Fragmentation Play into NVIDIA’s Hand?
Insight | 4Q 2024 | IN-7563
All (AI) Systems Go: AMD Edges Closer to Market Leader NVIDIA with Purchase of ZT Systems
Insight | 3Q 2024 | IN-7509
UALink versus NVLink—Open versus Closed: Chipping Away at NVIDIA’s Proprietary Wall
Insight | 3Q 2024 | IN-7460
AI’s Data Center Power Use Needs Addressing
Insight | 2Q 2024 | IN-7355
Intel Vision 2024: Gelsinger Hopes Enterprise AI Proposition Will Go from RAG to Riches
Insight | 2Q 2024 | IN-7323
Going Beyond Acceptance? Arm Neoverse Server CPUs Stand a Chance in the Market
Insight | 2Q 2024 | IN-7282
Intel Foundry Update—A Plan to Secure Western AI Chips
Insight | 1Q 2024 | IN-7263
The Generative AI PC Arms Race
Insight | 1Q 2024 | IN-7235
Is NVIDIA's AI Dominance in High-Performance Computing Being Challenged?
Insight | 4Q 2023 | IN-7199
Arm Goes Public (Again); SoftBank’s Vision of an AI Revolution Faces Several Hurdles
Insight | 4Q 2023 | IN-7108
China and Europe Bet on RISC-V: Is It Enough to Shake up U.S. Semiconductor Supremacy?
Insight | 3Q 2023 | IN-7080
Research
DeepSeek’s AI Market Turmoil: Froth or Fundamental?
Presentation | 1Q 2025 | PT-3647
Artificial Intelligence and Machine Learning
Market Data | 1Q 2025 | MD-AIML-112
Artificial Intelligence and Machine Learning Market Data Overview: 1Q 2025
Presentation | 1Q 2025 | PT-3643
Artificial Intelligence and Machine Learning: Cloud AI Market Data Overview: 1Q 2025
Presentation | 1Q 2025 | PT-3640
Artificial Intelligence and Machine Learning: Cloud AI
Market Data | 1Q 2025 | MD-AIMLCL-102
Artificial Intelligence and Machine Learning: Personal & Work Devices
Market Data | 1Q 2025 | MD-AIMLED-102
Artificial Intelligence and Machine Learning: Personal & Work Devices Market Data Overview: 1Q 2025
Presentation | 1Q 2025 | PT-3013
Artificial Intelligence and Machine Learning: Edge AI
Market Data | 1Q 2025 | MD-AIMLOD-102
Artificial Intelligence and Machine Learning: Edge AI Market Data Overview 1Q 2025
Presentation | 1Q 2025 | PT-3638
Artificial Intelligence and Machine Learning: TinyML
Market Data | 1Q 2025 | MD-AIMLT-102
Artificial Intelligence and Machine Learning: TinyML Market Data Overview: 1Q 2025
Presentation | 1Q 2025 | PT-3641
AI Server OEM/ODM Market
Report | 4Q 2024 | AN-6284
Commercial and Industrial Machine Vision
Market Data | 3Q 2024 | MD-CIMVR-101
Commercial and Industrial Machine Vision Market Data Overview: 3Q 2024
Presentation | 3Q 2024 | PT-3012
FPGA AI Market Update: 3Q 2024
Presentation | 3Q 2024 | PT-3004
Artificial Intelligence and Machine Learning
Market Data | 3Q 2024 | MD-AIML-111
Artificial Intelligence & Machine Learning: Market Data Overview Q3 2024
Presentation | 3Q 2024 | PT-3299
Artificial Intelligence and Machine Learning: TinyML Market Data Overview: 3Q 2024
Presentation | 3Q 2024 | PT-3246
Artificial Intelligence and Machine Learning: TinyML
Market Data | 3Q 2024 | MD-AIMLT-101
Artificial Intelligence & Machine Learning: Cloud AI Market Data Overview: 2Q 2024
Presentation | 2Q 2024 | PT-3236
Artificial Intelligence & Machine Learning: Cloud AI
Market Data | 2Q 2024 | MD-AIMLCL-101
Artificial Intelligence & Machine Learning: Edge AI Market Data Overview 2Q 2024
Presentation | 2Q 2024 | PT-3011
Artificial Intelligence and Machine Learning: Edge AI
Market Data | 2Q 2024 | MD-AIMLOD-101
Artificial Intelligence and Machine Learning, Personal & Work Devices Market Data Overview: 2Q 2024
Presentation | 2Q 2024 | PT-2603
Artificial Intelligence and Machine Learning: Personal & Work Devices
Market Data | 2Q 2024 | MD-AIMLED-101
Productivity AI for Mobile and PC Devices
Report | 1Q 2024 | AN-6127
Opportunities for Heterogenous Computing: General & Generative AI at the Edge
Report | 1Q 2024 | AN-5471
RISC-V for Edge AI Applications
Report | 1Q 2024 | AN-6121
Paul Schell In The News
Musk's xAI Launches Grok 3: Here's What You Need to Know
CNET (2025-02-27)
"While high-ranking benchmark results are impressive, it says more about the general movement towards models with reasoning capabilities -- or agentic AI -- than it does about the individual competitiveness of models," said Paul Schell, industry analyst for ABI Research. "We take into consideration...
Citation
OpenAI Rolls Out Deep Research Access to More ChatGPT Users
CNET (2025-02-26)
Paul Schell, an analyst at ABI Research, noted the latest Deep Research news from OpenAI follows a pattern seen with previous iterations of ChatGPT in which the company makes gradual improvements and provides more access to less expensive tiers over time.
Citation
After Elon Musk Bid, Sam Altman Says OpenAI Is 'Not for Sale'
CNET (2025-02-11)
"We can already see what a shift to for-profit looks like for OpenAI," Paul Schell, industry analyst at market research firm ABI Research, told CNET. "They are one of the most commercially mature AI firms currently operating in the market, regardless of their true intentions behind their frontier...
Citation
Favorable Refresh Cycle, Windows 10 End Drove 2024 PC Shipment Growth
Tech News World (2025-01-15)Paul Schell, an industry analyst with global technology intelligence firmABI Research, sees AI PCs as having a significant impact on growth. “We continue to see the introduction of AI PCs, and in particular notebooks/laptops, as being the driving force behind a shortening of refresh cycles,” he...
Cerebras Takes On Nvidia With AI Model On Its Giant Chip
Forbes (2024-08-27)
“Nvidia’s monopolistic grip on the AI data center will be hard to break,” said Paul Schell, an analyst at global technology intelligence firm ABI Research. “Partnerships with independent software vendors for the creation of fine-tuned enterprise-grade applications to run on their platform will go...
Citation
What AMD’s $4.9B Acquisition of ZT Systems Means for the Data Center
Data Center Knowledge (2024-08-20)
Paul Schell, industry analyst at global technology intelligence firm ABI Research also sees the AMD acquisition as a play against Nvidia. In his view, AI chip vendors are playing catch-up to market leader Nvidia, whose dominance stems from individual chip performance to overall systems-level designs...
Citation
AI-dedicated silicon for IoT to hit $7.3B by 2030
IoT NoW (2024-07-23)
“NPUs for TinyML applications in personal and work devices (PWDs) are already well established. However, they are still nascent outside of this device vertical, and major vendors ST Microelectronics, Infineon and NXP Semiconductors are only just introducing this type of ASIC to their embedded...
Citation
What a generative AI iPhone could look like
CNN (2024-05-28)
Samsung’s “circle to search” feature, which allows users to quickly search for information on a device’s screen with a finger gesture, has received a lot of attention and is featured in marketing campaigns. Multimodal features – which refers to an AI system that can interpret and generate different...
Citation
Apple, Google Talks Could Bring Gemini AI to iPhone
Tech News World (2024-03-19)
“Apple appears to be behind its competitors in addressing generative AI, and this is partly because the pace of innovation has been so high that the timings of its yearly developer conference in summer and product release in autumn have created a mismatch at the current pace in the AI race,” said...
Citation
On-device Generative AI expected to drive heterogenous AI chipset shipments to over 1.8 billion by 2030
Wire19 (2024-02-22)
“Cloud deployment will act as a bottleneck for generative AI to scale due to concerns about data privacy, latency, and networking costs. Solving these challenges requires moving AI inferencing closer to the end-user – this is where on-device AI has a clear value proposition as it eliminates these...
Citation