What It Means: A Forrester Podcast
The Return Of Infrastructure: Building An AI Base
Jan 30, 2025
Michele Pelino and Naveen Chhabra, both Principal Analysts at Forrester, dive into the critical role of tech infrastructure in the AI age. They discuss the pressures of semiconductor shortages and how businesses are navigating supply chain issues. The conversation highlights the stark differences in infrastructure needs across industries such as healthcare and legal sectors. They also explore the evolving demand for AI in enterprises versus consumers and the transformative impact of technology influenced by advancements in 5G and satellite connectivity.
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Quick takeaways
- Organizations must reevaluate their technology infrastructure to effectively support AI applications amidst semiconductor supply constraints and rising costs.
- The slow adoption of AI PCs highlights a gap in recognizing their value for general employees, necessitating targeted solutions for different job functions.
Deep dives
The Rise of Infrastructure and AI Demand
The importance of technology infrastructure is experiencing a resurgence, particularly driven by the increasing demand for AI. Organizations are recognizing that to host AI applications effectively, robust infrastructure is crucial. This renewed focus is highlighted by the significant supply constraints in the semiconductor market, notably with NVIDIA, which heavily influences the availability of AI-capable systems. The scarcity of critical components is dampening companies' aspirations for rapid AI advancement and complicating their strategic planning as they navigate security and hosting concerns.
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