Gartner notes Intel's early strategic acquisitions in security
What happened
Gartner research vice president Earl Perkins noted that component makers were beginning to prioritize security in Internet of Things products, moving past initial concerns about convenience and time-to-market. Perkins cited ARM's 2015 purchase of Offspark as evidence of this trend. He specifically named Intel as a vendor that had started this strategic journey years earlier through several acquisitions.
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Why it matters
The shift toward software-defined security is recognized by Gartner as a factor that will shape future sales in the industry. This trend reflects a growing industry recognition that security must be foundational in chipsets and firmware.
Gartner is currently tracking the AI PC market, which includes Intel supplying AI-ready Core Ultra processors and Nvidia planning partnerships with Acer and ASUS for DGX Spark PCs.
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Who's involved
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- AMDSpeculative
The strategic focus on security through acquisitions by Intel could influence the competitive landscape, potentially affecting AMD's market share in the semiconductor industry.
Keep exploring
Part of
Gartner is tracking the AI PC market, noting that Intel supplied AI-ready Core Ultra processors, and Nvidia is planning partnerships with Acer and ASUS for DGX Spark PCs.Also in this story
- Nvidia is advancing its strategic partnerships by collaborating with Microsoft on software and having RTX Spark target major manufacturers, while Goldman Sachs upgraded the stock.
- Newegg is featuring products from ASUS, Intel, Netgear, and Fanatec, including PC rigs powered by Intel processors.