Paul Schell
Senior Analyst
Topics Covered
Insights
Lenovo’s ODM+ in the Context of Increasing EU Supply Chain Sovereignty
Insight | 4Q 2025 | IN-7972
Snapdragon Summit 2025: Ambitious Agentic Vision, but Hurdles Remain
Insight | 4Q 2025 | IN-7947
Decades in the Making: AI Clusters Demand Specific Knowledge, Still Residing in U.S. Firms
Insight | 3Q 2025 | IN-7928
Neocloud Market Heterogeneity: Why Are AI Silicon Vendors Becoming Clouds?
Insight | 3Q 2025 | IN-7889
COMPUTEX 2025—Taiwan Delivers: AI Workstation Democratization, Maturing AI PC Propositions & Edge AI Systems
Insight | 2Q 2025 | IN-7859
AI Server OEM Tariff Strategies in Turbulent Times: How Will (or Should) Vendors React?
Insight | 2Q 2025 | IN-7815
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
Report | 4Q 2025 | AN-6476
Market Data | 3Q 2025 | MD-AIMLCL-103
Presentation | 3Q 2025 | PT-3881
Presentation | 3Q 2025 | PT-3885
Market Data | 3Q 2025 | MD-AIMLED-103
Market Data | 3Q 2025 | MD-AIMLOD-103
Presentation | 3Q 2025 | PT-3884
Market Data | 3Q 2025 | MD-AIMLT-103
Market Data | 3Q 2025 | MD-AIML-113
Competitive Ranking | 3Q 2025 | CA-1578
Market Data | 2Q 2025 | MD-AISS-101
Presentation | 2Q 2025 | PT-3728
Presentation | 2Q 2025 | PT-6029
Presentation | 1Q 2025 | PT-3647
Market Data | 1Q 2025 | MD-AIML-112
Presentation | 1Q 2025 | PT-3643
Presentation | 1Q 2025 | PT-3640
Market Data | 1Q 2025 | MD-AIMLCL-102
Market Data | 1Q 2025 | MD-AIMLED-102
Presentation | 1Q 2025 | PT-3013
Market Data | 1Q 2025 | MD-AIMLOD-102
Presentation | 1Q 2025 | PT-3638
Market Data | 1Q 2025 | MD-AIMLT-102
Presentation | 1Q 2025 | PT-3641
Report | 4Q 2024 | AN-6284
Market Data | 3Q 2024 | MD-CIMVR-101
Presentation | 3Q 2024 | PT-3012
Presentation | 3Q 2024 | PT-3004
Market Data | 3Q 2024 | MD-AIML-111
Presentation | 3Q 2024 | PT-3299
Presentation | 3Q 2024 | PT-3246
Market Data | 3Q 2024 | MD-AIMLT-101
Presentation | 2Q 2024 | PT-3236
Market Data | 2Q 2024 | MD-AIMLCL-101
Presentation | 2Q 2024 | PT-3011
Market Data | 2Q 2024 | MD-AIMLOD-101
Presentation | 2Q 2024 | PT-2603
Market Data | 2Q 2024 | MD-AIMLED-101
Report | 1Q 2024 | AN-6127
Report | 1Q 2024 | AN-5471
Report | 1Q 2024 | AN-6121