AI Reshapes Healthcare, Fuels Semiconductor Growth, and Strains Data Centers
AI Poised to Transform Healthcare: Restructuring Costs, Outcomes, and Neurological Care
Artificial intelligence (AI) is reshaping industries worldwide, with its potential in healthcare gaining notable attention. According to a 2024 report by Grand View Research, global AI spend in the healthcare market is projected to reach $208.2 billion by 2030, growing at a compound annual growth rate (CAGR) of 37.5% from 2023 to 2030.?
Investments in clinical AI are driven by its ability to reduce healthcare costs, improve patient outcomes through personalized medicine, and address systemic challenges like workforce shortages and rising demand for preventive care. Advances in medical imaging, big data availability, and government have accelerated adoption.?
In the field of neurology, AI holds immense potential to enhance diagnosis, identify triggers using digital biomarkers, and deliver tailored treatments for complex conditions like epilepsy and migraines.
Knowlepsy, a Marseille-based company is among the leaders leveraging AI and data-driven insights to address challenges in neurological care. In a recent BizTechReports vidcast interview, Knowlepsy’s CEO Firas Rhaiem and Chief Strategy Officer Ali-Frederic Ben-Amor discussed their company’s mission to enhance patient outcomes and optimize healthcare systems.
Transforming Neurological Care
Neurological conditions such as epilepsy, migraines, and strokes have long presented challenges for healthcare providers, from diagnosis to treatment and ongoing patient monitoring. According to Knowlepsy 's Firas Rhaiem , AI is poised to address these challenges by analyzing diverse data sources to generate actionable insights.
“AI is bridging significant gaps in neurological care,” Rhaiem said. “By analyzing data from wearable devices, behavioral patterns, and environmental factors, we can identify triggers and trends that help craft personalized treatment strategies. This is about more than just predictive models—it’s about using data to facilitate real-world impact.”
Global Semiconductor Market to Grow by 15% in 2025, Driven by AI
The global demand for artificial intelligence (AI) and high-performance computing (HPC) will continue to rise, growing by over 15% in 2025, according to IDC ’s latest Worldwide Semiconductor Technology Supply Chain Intelligence report. Major application markets, ranging from cloud data centers to specific industry segments, are expected to undergo upgrades, heralding a new boom for the semiconductor industry.
“As AI continues to drive demand for high-end logic process chips and increases the penetration rate of high-priced high bandwidth memory (HBM), the overall semiconductor market is expected to have double-digit growth in 2025. The semiconductor supply chain - spanning design, manufacturing, testing, and advanced packaging --will create a new wave of growth opportunities under the cooperation between the upstream and downstream industries, “said Galen Zeng , Senior Research Manager at 国际数据公司 Asia/Pacific.
AI-Driven Rapid Growth Will Continue Next Year
The global semiconductor market is poised to grow by 15% in 2025. The memory segment is expected to surge by more than 24%, mainly driven by the increasing penetration of high-end products such as HBM3 and HBM3e, which are required for AI Accelerator, as well as the new generation of HBM4, which is expected to be introduced in the second half of 2025. The non-memory segment is expected to grow 13%, mainly due to the strong demand for advanced node ICs for AI servers, high-end mobile phone ICs, and WiFi7.The mature node ICs market is expected to recover supported by a rebound of the consumer electronics market.
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Gartner Predicts Power Shortages Will Restrict 40% of AI Data Centers By 2027
AI and generative AI (GenAI) are driving rapid increases in electricity consumption, with data center forecasts over the next two years reaching as high as 160% growth, according to Gartner, Inc. As a result, Gartner predicts 40% of existing AI data centers will be operationally constrained by power availability by 2027.
“The explosive growth of new hyperscale data centers to implement GenAI is creating an insatiable demand for power that will exceed the ability of utility providers to expand their capacity fast enough,” said Bob Johnson at Gartner. “In turn, this threatens to disrupt energy availability and lead to shortages, which will limit the growth of new data centers for GenAI and other uses from 2026.”
Gartner estimates the power required for data centers to run incremental AI-optimized servers will reach 500 terawatt-hours (TWh) per year in 2027, which is 2.6 times the level in 2023.
“New larger data centers are being planned to handle the huge amounts of data needed to train and implement the rapidly expanding large language models (LLMs) that underpin GenAI applications,” said Johnson. “However, short-term power shortages are likely to continue for years as new power transmission, distribution and generation capacity could take years to come online and won’t alleviate current problems.”
In the near future, the number of new data centers and the growth of GenAI will be governed by the availability of power to run them. Gartner recommends organizations determine the risks potential power shortages will have on all products and services.
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