Ben Bajarin's 2025 Big Tech Predictions: AI Infrastructure and Compute
Thursday, Jan 2, 2025 6:20 pm ET
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As we approach 2025, the AI landscape continues to evolve, with significant advancements in infrastructure and compute capabilities. Ben Bajarin, a renowned tech industry analyst, has shared his insights into the future of AI infrastructure and compute, highlighting key trends and predictions that will shape the industry in the coming years. In this article, we will explore these predictions and their implications for investors and tech enthusiasts alike.

1. GPU vs. Custom ASIC Competitive Landscape
Ben Bajarin predicts that while custom ASICs demonstrate meaningful cost-performance advantages, particularly in inference scenarios, the implications for market share are more complex than raw performance metrics might suggest. This nuanced competitive landscape will impact AI infrastructure investment decisions in 2025 by encouraging balanced investments in both GPUs and ASICs, supporting ASIC startups, optimizing AI workloads, diversifying AI hardware providers, and emphasizing energy efficiency.
2. Micron's Mixed Reality and AI Strength Colliding with Consumer Weakness in FQ1 2025
Micron's mixed reality and AI strength colliding with consumer weakness in FQ1 2025 will influence AI infrastructure investment strategies by validating the demand for AI infrastructure, particularly in data centers and high-performance memory solutions. This, along with the broader trends in AI advancements and connectivity expansion, will drive investment opportunities in scalable, sustainable, and transformative AI infrastructure.
3. Vertiv Holdings' Role as a Critical Infrastructure Layer Enabling AI's Next Phase
Vertiv Holdings' role as a critical infrastructure layer enabling AI's next phase will significantly impact AI infrastructure investment decisions in 2025. As AI workloads drive unprecedented demands on data center infrastructure, Vertiv's comprehensive suite of power and thermal management solutions positions it as a critical enabler of this computing revolution. This will drive investment in Vertiv's solutions to ensure optimal performance, energy efficiency, and reliability for AI workloads, as well as attract environmentally conscious investors.
4. Growth of AI Workloads and Real-Time Multimodal Data
The growth of AI workloads and real-time multimodal data is expected to significantly impact the demand for AI infrastructure companies in 2025. As AI workloads continue to drive growth, pioneering organizations will transition to liquid cooling to maximize performance and energy efficiency. This shift will accelerate broader industry adoption of liquid cooling as a mainstream solution for AI data centers, creating new opportunities for AI infrastructure companies. Additionally, the increasing demand for real-time multimodal data will fuel the need for intelligent data flywheels, transforming how enterprises operate and deliver value.
In conclusion, Ben Bajarin's 2025 big tech predictions for AI infrastructure and compute highlight the growing demand for advanced AI capabilities and the need for scalable, sustainable, and efficient infrastructure solutions. As AI workloads and real-time multimodal data continue to drive growth, investors and tech enthusiasts should stay informed about the latest trends and predictions to capitalize on the opportunities presented by this rapidly evolving landscape.