Dr. Gaurav Gupta is a VP Analyst and Chief of Research in the Emerging Market Dynamics team. Dr. Gupta offers advice across the AI Infrastructure stack, with a focus on semiconductor manufacturing and design value chain including capital spending, advanced process technologies, AI analytics, and chip industry economics and geopolitical impact. Dr Gupta's latest research expands into future energy-efficient AI compute technologies for evolving AI/GenAI workloads, including new paradigms, such as Quantum Computing, Custom Silicon, Liquid Cooling, and Sovereign AI. Additionally, Dr. Gupta has responsibility of being Vendor Lead Analyst for Nvidia.
Prior to joining Gartner, Dr. Gupta worked as a Knowledge Expert at McKinsey & Co. where he advised clients across the globe in the semiconductor and electronics industry with a focus on business transformation (cost, operations, and growth) and product strategy (launch/development/planning). He has a strong technical background in the semiconductor industry in process, yield, R&D, and integration, having worked at Intel and IBM prior to the stint with McKinsey & Co.
McKinsey & Co., Knowledge Expert, 2 years
IBM, Advisory Engineer, 4 years
Intel, Senior Engineer, 4 years
Market Opportunities in Infrastructure and Hardware
Market Opportunities in Semiconductors
Technology Market Business and Economics
Emerging Technologies and Trends Impact on Products and Services
AI, Automation and Emerging Technology
Ph.D., Materials Science, University of Michigan, Ann Arbor
B.Tech, Materials Science, IIT Roorkee, India
Semiconductor chip manufacturing and design supply chain and Roadmap & business model (technology/process) in the semiconductor industry, AI analytics in chip industry
AI Infrastructure, including liquid cooling, energy, compute, Sovereign AI, overall technology stack for AI, Inference
future of compute with energy and/or power efficiency as a primary incentive
Quantum computing - hardware technology, use cases, ecosystem
Market trends, forecast and share for semiconductor manufacturing equipment, capex and fab capacity, advanced process technologies, EDA, custom silicon, AI Compute - GPUs and AI ASICs