Institution: AI Data Center Chip Market Sustains Rapid Growth, Yet Signs of a Deceleration Are Already Emerging
1 week ago / Read about 0 minute
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According to the latest "Cloud and Data Center AI Processor Forecast Report" issued by Omdia, the AI data center chip market is currently undergoing rapid expansion. However, there are already discernible indicators suggesting a deceleration in its growth rate. The flourishing development of AI infrastructure has necessitated a substantial upward revision of prior forecasts.
It is projected that the shipment value of GPUs and AI accelerators will soar to USD 123 billion in 2024, escalate further to USD 207 billion in 2025, and ultimately reach a staggering USD 286 billion by 2030. Despite the market's annual growth rate surpassing 250% from 2022 to 2024, it is anticipated to plummet to approximately 67% between 2024 and 2025.
The proportion of AI infrastructure expenditure within the total data center spending is expected to peak in 2026. During this time, nearly all incremental spending will be propelled by AI, followed by a gradual decline through to 2030.