Paul Schell

Industry Analyst

Research Focus

Paul Schell, Industry Analyst at ABI Research, is responsible for research focusing on Artificial Intelligence (AI) hardware and chipsets with the AI & Machine Learning Research Service, which sits within the Strategic Technologies team. The burgeoning activity around AI means his research covers both established players and startups developing products optimized for AI workloads.

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Topics Covered

AI & Machine Learning

Insights

All Eyes on embedded world 2025 as Edge AI Ecosystem Reaches (for) Maturity

Insight | 1Q 2025 | IN-7746

Cloud AI Market Update: NVIDIA’s Cloud Strategy, Hyperscalers' ASICs, and DeepSeek

Insight | 1Q 2025 | IN-7693

State of the Art AI Data Centers: How Can AI Server OEMs Differentiate Today?

Insight | 4Q 2024 | IN-7634

x86 Duopoly Collaborates to Fend off Arm and RISC-V Threat

Insight | 4Q 2024 | IN-7587

Alliances Form to Oppose NVIDIA’s Stranglehold on AI Systems—Will Fragmentation Play into NVIDIA’s Hand?

Insight | 4Q 2024 | IN-7563

All (AI) Systems Go: AMD Edges Closer to Market Leader NVIDIA with Purchase of ZT Systems

Insight | 3Q 2024 | IN-7509

UALink versus NVLink—Open versus Closed: Chipping Away at NVIDIA’s Proprietary Wall

Insight | 3Q 2024 | IN-7460

AI’s Data Center Power Use Needs Addressing

Insight | 2Q 2024 | IN-7355

Intel Vision 2024: Gelsinger Hopes Enterprise AI Proposition Will Go from RAG to Riches

Insight | 2Q 2024 | IN-7323

Going Beyond Acceptance? Arm Neoverse Server CPUs Stand a Chance in the Market

Insight | 2Q 2024 | IN-7282

Intel Foundry Update—A Plan to Secure Western AI Chips

Insight | 1Q 2024 | IN-7263

The Generative AI PC Arms Race

Insight | 1Q 2024 | IN-7235

Is NVIDIA's AI Dominance in High-Performance Computing Being Challenged?

Insight | 4Q 2023 | IN-7199

Arm Goes Public (Again); SoftBank’s Vision of an AI Revolution Faces Several Hurdles

Insight | 4Q 2023 | IN-7108

China and Europe Bet on RISC-V: Is It Enough to Shake up U.S. Semiconductor Supremacy?

Insight | 3Q 2023 | IN-7080

Research

Edge AI Hardware Landscape: Key Themes & Takeaways from embedded world 2025 and Beyond

Presentation | 2Q 2025 | PT-6029

DeepSeek’s AI Market Turmoil: Froth or Fundamental?

Presentation | 1Q 2025 | PT-3647

Artificial Intelligence and Machine Learning

Market Data | 1Q 2025 | MD-AIML-112

Artificial Intelligence and Machine Learning Market Data Overview: 1Q 2025

Presentation | 1Q 2025 | PT-3643

Artificial Intelligence and Machine Learning: Cloud AI Market Data Overview: 1Q 2025

Presentation | 1Q 2025 | PT-3640

Artificial Intelligence and Machine Learning: Cloud AI

Market Data | 1Q 2025 | MD-AIMLCL-102

Artificial Intelligence and Machine Learning: Personal & Work Devices

Market Data | 1Q 2025 | MD-AIMLED-102

Artificial Intelligence and Machine Learning: Personal & Work Devices Market Data Overview: 1Q 2025

Presentation | 1Q 2025 | PT-3013

Artificial Intelligence and Machine Learning: Edge AI

Market Data | 1Q 2025 | MD-AIMLOD-102

Artificial Intelligence and Machine Learning: Edge AI Market Data Overview 1Q 2025

Presentation | 1Q 2025 | PT-3638

Artificial Intelligence and Machine Learning: TinyML

Market Data | 1Q 2025 | MD-AIMLT-102

Artificial Intelligence and Machine Learning: TinyML Market Data Overview: 1Q 2025

Presentation | 1Q 2025 | PT-3641

AI Server OEM/ODM Market

Report | 4Q 2024 | AN-6284

Commercial and Industrial Machine Vision

Market Data | 3Q 2024 | MD-CIMVR-101

Commercial and Industrial Machine Vision Market Data Overview: 3Q 2024

Presentation | 3Q 2024 | PT-3012

FPGA AI Market Update: 3Q 2024

Presentation | 3Q 2024 | PT-3004

Artificial Intelligence and Machine Learning

Market Data | 3Q 2024 | MD-AIML-111

Artificial Intelligence & Machine Learning: Market Data Overview Q3 2024

Presentation | 3Q 2024 | PT-3299

Artificial Intelligence and Machine Learning: TinyML Market Data Overview: 3Q 2024

Presentation | 3Q 2024 | PT-3246

Artificial Intelligence and Machine Learning: TinyML

Market Data | 3Q 2024 | MD-AIMLT-101

Artificial Intelligence & Machine Learning: Cloud AI Market Data Overview: 2Q 2024

Presentation | 2Q 2024 | PT-3236

Artificial Intelligence & Machine Learning: Cloud AI

Market Data | 2Q 2024 | MD-AIMLCL-101

Artificial Intelligence & Machine Learning: Edge AI Market Data Overview 2Q 2024

Presentation | 2Q 2024 | PT-3011

Artificial Intelligence and Machine Learning: Edge AI

Market Data | 2Q 2024 | MD-AIMLOD-101

Artificial Intelligence and Machine Learning, Personal & Work Devices Market Data Overview: 2Q 2024

Presentation | 2Q 2024 | PT-2603

Artificial Intelligence and Machine Learning: Personal & Work Devices

Market Data | 2Q 2024 | MD-AIMLED-101

Productivity AI for Mobile and PC Devices

Report | 1Q 2024 | AN-6127

Opportunities for Heterogenous Computing: General & Generative AI at the Edge

Report | 1Q 2024 | AN-5471

RISC-V for Edge AI Applications

Report | 1Q 2024 | AN-6121

Paul Schell In The News

Musk's xAI Launches Grok 3: Here's What You Need to Know

CNET (2025-02-27)

"While high-ranking benchmark results are impressive, it says more about the general movement towards models with reasoning capabilities -- or agentic AI -- than it does about the individual competitiveness of models," said Paul Schell, industry analyst for ABI Research. "We take into consideration...

Citation

OpenAI Rolls Out Deep Research Access to More ChatGPT Users

CNET (2025-02-26)

Paul Schell, an analyst at ABI Research, noted the latest Deep Research news from OpenAI follows a pattern seen with previous iterations of ChatGPT in which the company makes gradual improvements and provides more access to less expensive tiers over time.

Citation

After Elon Musk Bid, Sam Altman Says OpenAI Is 'Not for Sale'

CNET (2025-02-11)

"We can already see what a shift to for-profit looks like for OpenAI," Paul Schell, industry analyst at market research firm ABI Research, told CNET. "They are one of the most commercially mature AI firms currently operating in the market, regardless of their true intentions behind their frontier...

Citation

Favorable Refresh Cycle, Windows 10 End Drove 2024 PC Shipment Growth

Tech News World (2025-01-15)

Paul Schell, an industry analyst with global technology intelligence firmABI Research, sees AI PCs as having a significant impact on growth. “We continue to see the introduction of AI PCs, and in particular notebooks/laptops, as being the driving force behind a shortening of refresh cycles,” he...

Citation

Cerebras Takes On Nvidia With AI Model On Its Giant Chip

Forbes (2024-08-27)

“Nvidia’s monopolistic grip on the AI data center will be hard to break,” said Paul Schell, an analyst at global technology intelligence firm ABI Research. “Partnerships with independent software vendors for the creation of fine-tuned enterprise-grade applications to run on their platform will go...

Citation

What AMD’s $4.9B Acquisition of ZT Systems Means for the Data Center

Data Center Knowledge (2024-08-20)

Paul Schell, industry analyst at global technology intelligence firm ABI Research also sees the AMD acquisition as a play against Nvidia. In his view, AI chip vendors are playing catch-up to market leader Nvidia, whose dominance stems from individual chip performance to overall systems-level designs...

Citation

AI-dedicated silicon for IoT to hit $7.3B by 2030

IoT NoW (2024-07-23)

“NPUs for TinyML applications in personal and work devices (PWDs) are already well established. However, they are still nascent outside of this device vertical, and major vendors ST Microelectronics, Infineon and NXP Semiconductors are only just introducing this type of ASIC to their embedded...

Citation

What a generative AI iPhone could look like

CNN (2024-05-28)

Samsung’s “circle to search” feature, which allows users to quickly search for information on a device’s screen with a finger gesture, has received a lot of attention and is featured in marketing campaigns. Multimodal features – which refers to an AI system that can interpret and generate different...

Citation

Apple, Google Talks Could Bring Gemini AI to iPhone

Tech News World (2024-03-19)

“Apple appears to be behind its competitors in addressing generative AI, and this is partly because the pace of innovation has been so high that the timings of its yearly developer conference in summer and product release in autumn have created a mismatch at the current pace in the AI race,” said...

Citation

On-device Generative AI expected to drive heterogenous AI chipset shipments to over 1.8 billion by 2030

Wire19 (2024-02-22)

“Cloud deployment will act as a bottleneck for generative AI to scale due to concerns about data privacy, latency, and networking costs. Solving these challenges requires moving AI inferencing closer to the end-user – this is where on-device AI has a clear value proposition as it eliminates these...

Citation

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Paul Schell

Industry Analyst

Research Focus

Topics Covered

Insights

Research

Paul Schell In The News

Musk's xAI Launches Grok 3: Here's What You Need to Know

OpenAI Rolls Out Deep Research Access to More ChatGPT Users

After Elon Musk Bid, Sam Altman Says OpenAI Is 'Not for Sale'

Favorable Refresh Cycle, Windows 10 End Drove 2024 PC Shipment Growth

Cerebras Takes On Nvidia With AI Model On Its Giant Chip

What AMD’s $4.9B Acquisition of ZT Systems Means for the Data Center

AI-dedicated silicon for IoT to hit $7.3B by 2030

What a generative AI iPhone could look like

Apple, Google Talks Could Bring Gemini AI to iPhone

On-device Generative AI expected to drive heterogenous AI chipset shipments to over 1.8 billion by 2030

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