Core Insights - The AI data center chip market is experiencing rapid growth, but signs indicate a slowdown in growth rates [1] Market Forecast - The shipment value of GPUs and AI accelerators is projected to reach $123 billion in 2024, increasing to $207 billion in 2025, and $286 billion by 2030 [1] - The annual growth rate from 2022 to 2024 is expected to exceed 250%, but the growth rate from 2024 to 2025 is anticipated to decline to around 67% [1] AI Infrastructure Spending - AI infrastructure spending is expected to peak in 2026, with nearly all incremental spending driven by AI [1] - After reaching its peak, the proportion of AI infrastructure spending relative to total data center spending is projected to gradually decline by 2030 [1]
Omdia：AI数据中心芯片市场持续快速增长 但已有迹象表明增速开始放缓
Zheng Quan Shi Bao Wang·2025-09-24 01:22