Can AI Improve Mobile Account Churn Detection and Enable Better Retention Efforts?

The high-performance server market illustrates an important principle in the computing markets, which is that a sufficiently-important function or appliance with high price tags creates incentives for a few big end users to shift some procurement to “do it yourself” alternatives. 

In high-performance server markets, for example, a few big end users might already have about 20 percent share. In 2023, for example, the U.S. commercial value of such products was about $53 billion annually, if we included the value of the DIY production as well as commercial sales. 

Supplier	Share (%)
Dell	25-30
HP Enterprise	20-25
Lenovo	10-15
Supermicro	5-10
Other Vendors ( IBM, Fujitsu)	15-20
DIY Solutions
Meta	5-7
Google	5-7
Other Major End Users (Amazon, Microsoft)	10-15

In the AI chip business, possibly 15 percent to 20 percent of total market share is held by DIY suppliers including Meta, Google, Amazon and Microsoft, for example. 

Supplier	Market Share (%)
NVIDIA	50-60
Intel	10-15
AMD	10-15
Google (TPU)	5-10
Other Traditional Vendors (e.g., Qualcomm, MediaTek)	5-10
DIY Solutions
Meta	5-7
Google	5-7
Other Major End Users (e.g., Amazon, Microsoft)	5-10

One might note the same trend in the area of generative AI models, where a few “end users” also are suppliers of models. 

Supplier	Share (%)
OpenAI (GPT-4, GPT-3.5)	30-35
Google (PaLM 2, LaMDA)	20-25
Meta (LLaMA)	10-15
Other Major Vendors (e.g., Anthropic, Cohere)	10-15
DIY Solutions
Meta	5-7
Google	5-7
Other Major End Users (e.g., Amazon, Microsoft)	5-10