Core Insights - The AI data center chip market is experiencing rapid growth, but signs indicate a slowdown in growth rates [1] - In 2024, the shipment value of GPUs and AI accelerators is projected to reach $123 billion, increasing to $207 billion in 2025, and $286 billion by 2030 [1] - The annual growth rate from 2022 to 2024 exceeds 250%, but is expected to decline to around 67% from 2024 to 2025 [1] - AI infrastructure spending is anticipated to peak in 2026, with nearly all incremental spending driven by AI, before gradually declining towards 2030 [1] Company Insights - NVIDIA remains the dominant supplier in the market [1] - Alternative GPU solutions are gaining market attention, including Google's TPU, custom ASIC chips, and commercial ASSP from Huawei, Groq, and Cerebras [1] - AMD is making significant progress with its Instinct series GPUs due to major software investments planned for 2024 [1]
机构：2030年AI数据中心芯片市场规模将达2860亿美元
Xin Hua Cai Jing·2025-09-24 01:30