Sr Director Analyst - AI Driven Compute Architecture and Custom Silicon

Gartner•Irving, TX

1d•$172,000 - $202,500•Remote

About The Position

This is an individual contributor role, based remotely in North America. Gartner Analysts are industry thought leaders who create must-have insights, market predictions and best practices for a broad range of world-leading organizations. A Senior Director Analyst serves as a leader within Gartner’s Emerging Market Dynamics Group, establishing oneself as a credible voice within their designated market at local, regional and global levels. Utilizing exceptional research and analytical skills, a Senior Director Analyst plays a significant role in producing pragmatic and provocative insights that Gartner clients consume and apply to propel their businesses toward key objectives. They are a trusted source of advice for clients, reinforcing Gartner’s value through phone and virtual meetings, sales support visits, Gartner conferences and face-to-face engagements to discuss complex client challenges and offer appropriate recommendations. This role will focus on AI-driven compute architecture and custom silicon. The successful candidate will analyze how the evolution of AI models is changing computing architectures and creating new demand for custom silicon, accelerators, memory technologies and semiconductor platforms. The role extends beyond traditional ASIC analysis to encompass the broader evolution of compute architecture and its future implications. The analyst will own the quantitative and market-intelligence view of ASICs and associated software, future technology transitions and related economics. They will translate AI use cases, model demand and manufacturing constraints into implications for ASIC semiconductor supply, market development and competitive strategy.

Requirements

Bachelor’s degree or equivalent experience in electronics, semiconductor engineering, software engineering or a related discipline; graduate degree or MBA in marketing, operations or a related field is desirable.
12+ years of experience in semiconductors or a related industry, with recent experience focused on AI platforms, AI models, compute architecture or custom silicon.
Customer-facing experience within the semiconductor supply chain.
Experience engaging with market-intelligence, product-planning, engineering and sales organizations.
Strong knowledge of embedded software and the custom semiconductor supply chain.
Understanding of AI platforms and models and their impact on ASIC design and compute architecture.
Knowledge of GPUs, ASICs, XPUs, domain-specific accelerators, edge AI processors and AI SoCs.
Familiarity with large language models, small language models, multimodal models, agentic systems, physical AI, robotics AI, industrial AI and automotive AI.
Understanding of infrastructure implications, including memory requirements, interconnect, packaging innovation, compute clustering and edge-versus-cloud deployment.
Understanding of commercial models, including merchant silicon, custom silicon, build-versus-buy decisions, hyperscaler design strategies and enterprise AI appliance markets.
Familiarity with companies and organizations such as Intel, TSMC, Broadcom, Marvell, ASE, Synopsys and other relevant semiconductor and technology providers.
Experience building quantitative market models, forecasts, scenarios and market-share analyses.
Demonstrate executive presence; can immediately establish credibility with executives and additional stakeholders
Strong organizational skills; ability to work under tight deadlines and produce high quality deliverables
Demonstrate excellence in research and writing ability
Strong written and verbal proficiency, analytical and presentation skills; ability to engage clients and respond effectively to questions
Proficient in analyzing and synthesizing data; can effectively apply patterns and frameworks while drawing and defending conclusions to client challenges
Strong communication skills - able to explain complex concepts concisely and simply
Subject matter expertise; comfortable presenting at large and small-scale speaking engagements
Strong business and financial acumen
Deep knowledge of the global and competitive landscape within subject area as well as the interplay in that market
Ability to work independently, while also being intrinsically motivated to collaborate across teams and support the workflow of others, in a multicultural global team
Learning agile and adept with navigating highly matrixed environments
Ability to represent Gartner's research methodology and strategies effectively at all levels

Nice To Haves

graduate degree or MBA in marketing, operations or a related field is desirable.

Responsibilities

Create innovative, thought provoking, and highly leveraged “must-have insights” content
Develop new insights and ideas through thought leadership and offer compelling, actionable approaches to client's needs and requests that accelerate the client's ability to act
Develop in-depth analysis to identify the root cause of a client’s barriers or overall needs and reframe thinking to drive strategy forward
Demonstrate thought leadership in establishing Insights positions across a team of analysts
Bring provocative, independent insights to Gartner leaders that can evolve the course of a research agenda
Research, analyze and predict market trends and shifts to provide clients and vendors with actionable insights
Provide clients and prospects with actionable advice aligned to their designated content area via virtual or face-to-face interactions
Create and deliver high value presentation materials on and off stage for Gartner events, industry and professional association conferences, and client briefings
Support BTI and Sales: Provide sales support serving as voice of the market to help Insights teams create content and to drive engagement with clients to make progress against their critical priorities to grow their business
Provide high quality and timely content peer review
Build credibility as an industry expert to represent Gartner insights, methodology and strategy
Actively participate in innovation, ideation, and research discussions and collaborate effectively with peers in the Insights community
Identify research process improvements or develop new processes that help the team and BTI provide excellent service delivery
Be a mentor and a coach by supporting more junior team members
Be client-centric while actively seeking to help clients engage regularly and often with Gartner insights and interactions