Banner showcasing Counterpoint's semiconductor presentation. Three screenshots with graphs are in the middle

Banner showcasing Counterpoint's semiconductor presentation. Three screenshots with graphs are in the middle

PDF | 12 Pages

Overview

With AI technologies evolving at a rapid clip the industry is evolving from Gen AI to Agentic AI – a significant step towards more intelligent and independent AI systems that can proactively address complex problems.
And as we move from the digital to Physical AI, problems become even more complex.

This report lays out how and when the industry arrives at Physical AI including the ecosystem and key players helping to drive the sector forward.
We cover implications for semiconductor consumption and the semi and AI infrastructure segments set to benefit the most.

Table of contents

• AI Evolution
• AI Ecosystem
• Gen AI Maturity
• Agentic AI
• Physical AI
• AI Models Growth
• Semiconductor Consumption Growth
• Who is Making Money?

LEAD AUTHOR

Neil Shah

Neil Shah

Neil Shah

Neil Shah

Neil Shah
Vice President of Research