Gartner Events for Technology Investors

Tuesday, June 30, 10:30 am ET | Virtual

Agenda:

• DRAM outlook
• CXMT Focus
• NAND outlook
• YMTC Focus
• Key Considerations
• Q&A

Thursday, July 2, 9:00 am ET | Virtual

Ranjit Atwal leads Gartner’s research on the impact of GenAI across devices, including AI PCs, smartphones, headsets and wearables, with a focus on how AI is reshaping device usage and demand over time.

Topics covered:

• Our latest update to the ARM/x86 Forecast
• The Strategic Cloud Headwind: How escalating token costs are building the business case for localised edge architectures
• The $40B Capital Realignment to “Infrastructure PCs”: The potential for corporate buyers to redirect data centre allocations into PC refreshes by 2030
• Ecosystem Re-Segmentation: Why future hardware value creation hinges on memory-forward agentic platforms rather than processing benchmark and AI labels

Tuesday, July 14, 1:00 pm ET | Virtual 

Agenda:

• 2026 Emerging Tech Trends Unpacked – Key technologies and strategies shaping the future, validated by investors and industry leaders.
• AI Race & Companies to Beat – Insights on AI competition, emerging market quadrants, and the companies best positioned to win.
• From Generalist AI to Domain-Specific Value Creation - Implications for AI vendor positioning, valuation dispersion, and M&A activity
• The Next Wave of AI Monetization: Agentic, Disaggregated, and Outcome-Driven Systems - Rise of AI-disaggregated applications and the “application cortex” disrupting SaaS
• Physical AI and Edge Intelligence: Expanding AI into the Real Economy - Investment implications across robotics, semis, industrials, and infrastructure
• Data, Simulation, and Earth Intelligence: The New Foundations of Competitive Advantage - How these layers create new platform economies and adjacencies for capital deployment
• Risk, Trust, and Security in an Autonomous World - Evaluating regulatory, geopolitical, and downside risks in next-gen tech portfolios

Wednesday July 22, 12:00 pm ET | Virtual or In-Person (44 Montgomery Street, San Francisco 94104 (WeWork 3rd Floor))

Join us for an exclusive briefing featuring Travis Lee, VP of Cybersecurity Emerging Technologies & Trends, as he unpacks what’s next in cybersecurity and how investors can stay ahead of accelerating market disruptors. 

Topics covered:

• Securing AI agents and their actions, not prompts
• Preparing for the adoption of Digital Trust Authenticity Platforms
• Preemptive security moving toward autonomous interdiction
• Cyberkinetic attack grid demands driven by Physical AI

Thursday, July 23, 11:00 AM ET | Virtual 

Agenda:

• The road to Q1 2028
• Reading project cancellations correctly (Signal vs. Noise)
• The cascading bottleneck: grid à generators à Transformers à Copper  à  Skilled Trades
• Hyperscaler funding health
• The 2027 risk window: GPUs without a home