AI Chip Market By Offerings, Function, & Region

List of Tables

The AI chip market is projected to grow from USD 203.24 billion in 2025 to USD 564.87 billion by 2032; it is expected to grow at a compound annual growth rate (CAGR) of 15.7% from 2025 to 2032.

Scope of the Report
Years Considered for the Study	2020-2032
Base Year	2024
Forecast Period	2025-2032
Units Considered	Value (USD Billion)
Segments	By Offerings, Network, Function and Region
Regions covered	North America, Europe, APAC, RoW

"The neural processing unit (NPU) segment is projected to record a high growth rate during the forecast period."

The neural processing unit (NPU) segment is expected to record a high growth rate in the AI chip market from 2024 to 2029. The market growth is attributed to the increasing adoption of high-end smartphones, AI PCs, and laptops, which require dedicated AI capabilities at the edge. The NPUs help accelerate neural network processing to perform AI-driven tasks, including advanced AI image processing and natural language processing. Market players are extensively focusing on developing high-end NPU solutions to stay competitive in the market. For instance, in September 2023, Apple Inc. (US) launched the iPhone 15 Pro series, featuring the A17 Pro chip. The new AI processor is equipped with a dedicated 16-core Neural Engine, capable of performing 35 trillion operations per second (TOPS). Such significant product developments and launches are expected to amplify the adoption of NPUs in the market over the forecast period.

"The machine learning segment is expected to account for significant market share throughout the forecast period."

The machine learning segment of the AI chip market is expected to capture a significant market share. AI chips are crucial in processing large datasets to enable predictive analytics, supporting real-time decision-making, as they are optimized for machine learning tasks such as training and inference. For this category of AI chips, the foremost drivers of adoption were flexibility and scalability of machine learning models within autonomous systems and personalized recommendations. This AI chip is widely used in many sectors, including cloud services, healthcare, finance, automotive, and retail. Companies are developing powerful AI chips to support machine learning capabilities, which enable business insights, improve customer experience, and enhance overall efficiency. For instance, Google (US) announced Trillium in May 2024 as its sixth-generation TPU. It focuses on its cloud platform, featuring an onboard accelerator for accelerating machine learning workloads. Enterprises that have adopted TPUs widely bring machine learning power to predictive analytics, personalization, and operational efficiency. This represents increasing dependence on AI chips in this domain. As businesses seek to harness the power of data for insights, efficiencies, and enhanced customer experiences, demand is surging for machine learning capabilities.

"The US is expected to hold the largest share of the North American market during the forecast period."

The US is expected to hold the largest share of the AI chip market in North America. The presence of prominent technology firms and data center operators is driving the AI chip market across North America. The region hosts companies such as NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (AMD) (US), Google (US); and cloud service providers include Amazon Web Services, Inc. (AWS) (US), Microsoft Azure (US), and Google Cloud (US). For instance, in April 2024, Google (US) announced a USD 3 billion investment to expand its data centers across the US. These data centers are further supported by AI infrastructure, enabling them to provide real-time services worldwide. The region also hosts several startups established in the area to provide AI chips for data centers, including SAPEON Inc. (US), Tenstorrent (Canada), Taalas (Canada), Kneron, Inc. (US), and SambaNova Systems, Inc. (US). North America has a well-established technological infrastructure that supports advanced AI research and development. There are many modern data centers in this region, equipped with state-of-the-art AI hardware. They may include GPUs, TPUs, and specialized AI chips. The presence of large-scale data centers and leading AI chip developers in the region is driving the growth of the AI chip market.

Extensive primary interviews were conducted with key industry experts in the AI chip market to determine and verify the market size for various segments and subsegments, which were gathered through secondary research. The breakdown of primary participants for the report is shown below.

The study draws insights from a range of industry experts, including component suppliers, Tier 1 companies, and OEMs. The break-up of the primaries is as follows:

By Company Type - Tier 1 - 45%, Tier 2 - 32%, and Tier 3 - 23%
By Designation - C-level Executives - 30%, Directors - 45%, and Others - 25%
By Region - Asia Pacific - 26%, Europe - 40%, North America - 22%, and RoW - 12%

Note: Other designations include technology heads, media analysts, sales managers, marketing managers, and product managers.

The three tiers of companies are based on their total revenues as of 2024: Tier 1: >USD 1 billion, Tier 2: USD 500 million to 1 billion, and Tier 3: <USD 500 million.

Prominent players profiled in this report include NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Micron Technology, Inc. (US), Google (US), Samsung (South Korea), SK HYNIX INC. (South Korea), Qualcomm Technologies, Inc. (US), Huawei Technologies Co., Ltd. (China), Apple Inc. (US), Imagination Technologies (UK), Graphcore (UK), Cerebras (US). Apart from this, Mythic (US), Kalray (France), Blaize (US), Groq, Inc. (US), HAILO TECHNOLOGIES LTD (Israel), GreenWaves Technologies (France), SiMa Technologies, Inc. (US), Kneron, Inc. (US), Rain Neuromorphics Inc. (US), Tenstorrent (Canada), SambaNova Systems, Inc. (US), Taalas (Canada), SAPEON Inc. (US), Rebellions Inc. (South Korea), Rivos Inc. (US), and Shanghai BiRen Technology Co., Ltd. (China) are among a few emerging companies in the AI chip market.

Report Coverage

The report defines, describes, and forecasts the AI chip market based on type, technology, frequency, application, and region. It provides detailed information regarding drivers, restraints, opportunities, and challenges influencing the growth of the AI chip market. It also analyzes competitive developments, including acquisitions, product launches, expansions, and strategic actions taken by key players to expand in the market.

Reasons to Buy This Report

The report will help market leaders/new entrants in the market with information on the closest approximations of revenue for the overall AI chip market and its subsegments. The report will help stakeholders understand the competitive landscape and gain more insight to position their business better and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market, providing them with information on key drivers, restraints, opportunities, and challenges.

The report will provide insights into the following pointers:

Analysis of key drivers (Surging use of GPUs and ASICs in AI servers), restraints (Computational workloads and high power consumption by AI chips), opportunities (Increasing investments in AI-enabled data centers by cloud service providers), and challenges (Supply chain disruptions) in the AI chip market.

Product development/Innovation: Detailed insights on upcoming technologies, research & development activities, and product launches/enhancements in the AI chip market.
Market Development: Comprehensive information about lucrative markets; the report analyzes the AI chip market across various regions.
Market Diversification: Exhaustive information about new products launched, untapped geographies, recent developments, and investments in the AI chip market.
Competitive Assessment: In-depth assessment of market share, growth strategies, and offering of leading players such as NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Micron Technology, Inc. (US), Google (US), Samsung (South Korea), SK HYNIX INC. (South Korea), Qualcomm Technologies, Inc. (US), Huawei Technologies Co., Ltd. (China), among others in the AI chip market.

Product Code: SE 5997

1 INTRODUCTION

1.1 STUDY OBJECTIVES
1.2 MARKET DEFINITION
1.3 STUDY SCOPE
- 1.3.1 MARKETS COVERED
- 1.3.2 INCLUSIONS AND EXCLUSIONS
- 1.3.3 YEARS CONSIDERED
1.4 CURRENCY CONSIDERED
1.5 LIMITATIONS
1.6 STAKEHOLDERS
1.7 SUMMARY OF CHANGES

2 EXECUTIVE SUMMARY

2.1 MARKET HIGHLIGHTS AND KEY INSIGHTS
2.2 KEY MARKET PARTICIPANTS: MAPPING OF STRATEGIC DEVELOPMENTS
2.3 DISRUPTIONS SHAPING AI CHIP MARKET
2.4 HIGH-GROWTH SEGMENTS
2.5 REGIONAL SNAPSHOT: MARKET SIZE, GROWTH RATE, AND FORECAST

3 PREMIUM INSIGHTS

3.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI CHIP MARKET
3.2 AI CHIP MARKET, BY COMPUTE
3.3 AI CHIP MARKET, BY FUNCTION
3.4 AI CHIP MARKET, BY END USER
3.5 ASIA PACIFIC: AI CHIP MARKET, BY FUNCTION AND COUNTRY
3.6 AI CHIP MARKET, BY COUNTRY

4 MARKET OVERVIEW

4.1 INTRODUCTION
4.2 MARKET DYNAMICS
- 4.2.1 DRIVERS
  - 4.2.1.1 Pressing need for large-scale data handling and real-time analytics
  - 4.2.1.2 Rising adoption of autonomous vehicles
  - 4.2.1.3 Surging use of GPUs and ASICs in AI servers
  - 4.2.1.4 Continuous advancements in machine learning and deep learning technologies
  - 4.2.1.5 Increasing penetration of AI servers
- 4.2.2 RESTRAINTS
  - 4.2.2.1 Shortage of skilled workforce with technical know-how
  - 4.2.2.2 Computational workloads and power consumption in AI chips
  - 4.2.2.3 Unreliability of AI algorithms
- 4.2.3 OPPORTUNITIES
  - 4.2.3.1 Elevating demand for AI-based FPGA chips
  - 4.2.3.2 Government initiatives to deploy AI-enabled defense systems
  - 4.2.3.3 Growing trend of AI-driven diagnostics and treatments
  - 4.2.3.4 Increasing investments in AI-enabled data centers by cloud service providers
  - 4.2.3.5 Rising popularity of AI-based ASIC technology
- 4.2.4 CHALLENGES
  - 4.2.4.1 Data privacy concerns associated with AI platforms
  - 4.2.4.2 Availability of limited structured data to develop efficient AI systems
  - 4.2.4.3 Supply chain disruptions
4.3 UNMET NEEDS AND WHITE SPACES
- 4.3.1 UNMET NEEDS IN AI CHIPS MARKET
4.4 INTERCONNECTED MARKETS AND CROSS-SECTOR OPPORTUNITIES
- 4.4.1 INTERCONNECTED MARKETS
- 4.4.2 CROSS-SECTOR OPPORTUNITIES
4.5 STRATEGIC MOVES BY TIER-1/2/3 PLAYERS
- 4.5.1 STRATEGIC MOVES BY TIER-1/2/3 PLAYERS

5 INDUSTRY TRENDS

5.1 INTRODUCTION
5.2 PORTER'S FIVE FORCES ANALYSIS
- 5.2.1 THREAT OF NEW ENTRANTS
- 5.2.2 THREAT OF SUBSTITUTES
- 5.2.3 BARGAINING POWER OF SUPPLIERS
- 5.2.4 BARGAINING POWER OF BUYERS
- 5.2.5 INTENSITY OF COMPETITIVE RIVALRY
5.3 MACROECONOMICS INDICATORS
- 5.3.1 INTRODUCTION
- 5.3.2 GDP TRENDS AND FORECAST
- 5.3.3 TRENDS IN AI CHIP MARKET
5.4 VALUE CHAIN ANALYSIS
5.5 ECOSYSTEM ANALYSIS
5.6 PRICING ANALYSIS
- 5.6.1 AVERAGE SELLING PRICE OF COMPUTE, BY KEY PLAYERS
- 5.6.2 AVERAGE SELLING PRICE TREND, BY REGION
5.7 TRADE ANALYSIS
- 5.7.1 IMPORT DATA (HS CODE 854231)
- 5.7.2 EXPORT SCENARIO (HS CODE 854231)
5.8 KEY CONFERENCES AND EVENTS, 2026
5.9 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS
5.10 INVESTMENT AND FUNDING SCENARIO
5.11 CASE STUDY ANALYSIS
- 5.11.1 CDW INTEGRATED AMD EPYC SOLUTIONS TO ENSURE ENERGY EFFICIENCY AND OPTIMUM SPACE UTILIZATION
- 5.11.2 OVH SAS LEVERAGED AMD EPYC PROCESSOR TO OPTIMIZE PERFORMANCE OF CLOUD SOLUTIONS IN AI WORKLOADS
- 5.11.3 INTEL XEON SCALABLE PROCESSORS POWER TENCENT CLOUD'S XIAOWEI INTELLIGENT SPEECH AND VIDEO SERVICE ACCESS PLATFORM
- 5.11.4 AIC HELPS WESTERN DIGITAL TO ENHANCE SSD TESTING AND VALIDATION EFFICIENCY USING AMD PROCESSOR
5.12 IMPACT OF 2025 US TARIFFS - AI CHIP MARKET
- 5.12.1 KEY TARIFF RATES
- 5.12.2 PRICE IMPACT ANALYSIS
- 5.12.3 IMPACT ON REGIONS/COUNTRIES
  - 5.12.3.1 US
  - 5.12.3.2 Europe
  - 5.12.3.3 Asia Pacific
- 5.12.4 IMPACT ON END USERS
  - 5.12.4.1 Consumers
  - 5.12.4.2 Data centers
  - 5.12.4.3 Other organizations
5.13 SERVER COST STRUCTURE/BILL OF MATERIALS
- 5.13.1 CPU SERVER
- 5.13.2 GPU SERVER
5.14 PENETRATION AND GROWTH OF AI SERVERS
5.15 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS (CSPS)
5.16 CAPEX OF CLOUD SERVICE PROVIDERS
5.17 SERVER PROCUREMENT BY CLOUD SERVICE PROVIDERS
5.18 PROCESSOR BENCHMARKING
- 5.18.1 GPU BENCHMARKING
- 5.18.2 CPU BENCHMARKING

6 TECHNOLOGICAL ADVANCEMENTS, AI-DRIVEN IMPACT, PATENTS, INNOVATIONS, AND FUTURE APPLICATIONS

6.1 TECHNOLOGY ANALYSIS
- 6.1.1 KEY TECHNOLOGIES
  - 6.1.1.1 High-bandwidth memory (HBM)
  - 6.1.1.2 GenAI workload
- 6.1.2 COMPLEMENTARY TECHNOLOGIES
  - 6.1.2.1 Data center power management and cooling system
  - 6.1.2.2 High-speed interconnects
- 6.1.3 ADJACENT TECHNOLOGIES
  - 6.1.3.1 AI development frameworks
  - 6.1.3.2 Quantum AI
6.2 TECHNOLOGY ROADMAP
6.3 PATENT ANALYSIS
6.4 FUTURE APPLICATIONS

7 REGULATORY LANDSCAPE

7.1 INTRODUCTION
7.2 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
7.3 STANDARDS

8 CUSTOMER LANDSCAPE AND BUYER BEHAVIOR

8.1 DECISION-MAKING PROCESS
8.2 KEY STAKEHOLDERS INVOLVED IN BUYING PROCESS AND THEIR EVALUATION CRITERIA
- 8.2.1 KEY STAKEHOLDERS IN BUYING PROCESS
- 8.2.2 BUYING CRITERIA
8.3 ADOPTION BARRIERS AND INTERNAL CHALLENGES
8.4 UNMET NEEDS FROM VARIOUS VERTICALS

9 AI CHIP MARKET, BY COMPUTE

9.1 INTRODUCTION
9.2 GPU
- 9.2.1 ABILITY TO HANDLE AI WORKLOADS AND PROCESS VAST DATA VOLUMES TO BOOST ADOPTION
9.3 CPU
- 9.3.1 RISING DEMAND FOR VERSATILE AND GENERAL-PURPOSE AI PROCESSING TO AUGMENT MARKET GROWTH
9.4 FPGA
- 9.4.1 GROWING NEED FOR FLEXIBILITY AND CUSTOMIZATION FOR AI WORKLOADS TO SPUR DEMAND
9.5 NPU
- 9.5.1 RISING DEMAND FOR HIGH-END SMARTPHONES TO DRIVE SEGMENTAL GROWTH
9.6 TPU
- 9.6.1 PRESSING NEED FOR FASTER PROCESSING IN AI RESEARCH AND APPLICATION DEVELOPMENT TO BOOST DEMAND
9.7 DOJO & FSD
- 9.7.1 ACCELERATING DEMAND FOR HIGH-PERFORMANCE, ENERGY-EFFICIENT AI PROCESSING IN AUTONOMOUS VEHICLES TO FUEL ADOPTION
9.8 TRAINIUM & INFERENTIA
- 9.8.1 ABILITY TO TRAIN COMPLEX AI AND DEEP LEARNING MODELS TO DRIVE ADOPTION
9.9 ATHENA ASIC
- 9.9.1 INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE-BASED AI TASKS TO ACCELERATE MARKET GROWTH
9.10 T-HEAD
- 9.10.1 RISING DEMAND FOR CUSTOMIZED, HIGH-PERFORMANCE AI CHIPS ACROSS CHINESE DATA CENTERS TO STIMULATE MARKET GROWTH
9.11 MTIA
- 9.11.1 META'S EXPANSION INTO AR, VR, AND METAVERSE TO FUEL DEMAND
9.12 LPU
- 9.12.1 INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE-BASED AI TASKS TO ACCELERATE MARKET GROWTH
9.13 ASCEND
- 9.13.1 RISING DEMAND FOR UNIFIED AI ARCHITECTURES AND DOMESTIC CHIP ECOSYSTEMS TO DRIVE MARKET EXPANSION
9.14 OTHER ASICS

10 AI CHIP MARKET, BY MEMORY

10.1 INTRODUCTION
10.2 DDR
- 10.2.1 RISING ADOPTION OF AI-ENABLED CPUS IN DATA CENTERS TO SUPPORT MARKET GROWTH
10.3 HBM
- 10.3.1 ELEVATING NEED FOR HIGH THROUGHPUT IN DATA-INTENSIVE AI TASKS TO FUEL MARKET GROWTH

11 AI CHIP MARKET, BY NETWORK

11.1 INTRODUCTION
11.2 NIC/NETWORK ADAPTERS
- 11.2.1 INFINIBAND
  - 11.2.1.1 Growing utilization of HPC and AI models to minimize latency and maximize throughput to boost segmental growth
- 11.2.2 ETHERNET
  - 11.2.2.1 Rising demand for scalable and cost-effective networking solutions to propel demand
11.3 INTERCONNECTS
- 11.3.1 GROWING COMPLEXITY OF AI MODELS REQUIRING HIGH-BANDWIDTH DATA PATHS TO FUEL DEMAND

12 AI CHIP MARKET, BY TECHNOLOGY

12.1 INTRODUCTION
12.2 GENERATIVE AI
- 12.2.1 RULE-BASED MODELS
  - 12.2.1.1 Rising need to detect fraud in finance sector to propel market
- 12.2.2 STATISTICAL MODELS
  - 12.2.2.1 Need for accurate predictions from complex data structures to boost segmental growth
- 12.2.3 DEEP LEARNING
  - 12.2.3.1 Ability to advance AI technologies to boost demand
- 12.2.4 GENERATIVE ADVERSARIAL NETWORKS (GAN)
  - 12.2.4.1 Pressing need to handle large-scale data to fuel demand
- 12.2.5 AUTOENCODERS
  - 12.2.5.1 Ability to compress and restructure data to ensure optimum storage space in data centers to stimulate demand
- 12.2.6 CONVOLUTIONAL NEURAL NETWORKS
  - 12.2.6.1 Surging demand for realistic and high-quality images and videos to accelerate market growth
- 12.2.7 TRANSFORMER MODELS
  - 12.2.7.1 Increasing utilization in image synthesis and captioning applications to foster segmental growth
12.3 MACHINE LEARNING
- 12.3.1 RISING USE IN IMAGE & SPEECH RECOGNITION AND PREDICTIVE ANALYTICS TO CONTRIBUTE TO MARKET GROWTH
12.4 NATURAL LANGUAGE PROCESSING
- 12.4.1 INCREASING NEED FOR REAL-TIME APPLICATIONS TO SUPPORT MARKET GROWTH
12.5 COMPUTER VISION
- 12.5.1 ESCALATING NEED FOR ADVANCED PROCESSING CAPABILITIES TO BOOST DEMAND

13 AI CHIP MARKET, BY FUNCTION

13.1 INTRODUCTION
13.2 TRAINING
- 13.2.1 SURGING NEED TO PROCESS LARGE DATA SETS AND PERFORM PARALLEL COMPUTATION TO CREATE GROWTH OPPORTUNITIES
13.3 INFERENCE
- 13.3.1 SURGING DEPLOYMENT ACROSS VARIOUS INDUSTRIES TO BOOST DEMAND

14 AI CHIP MARKET, BY END USER

14.1 INTRODUCTION
14.2 CONSUMERS
- 14.2.1 GROWING ADOPTION OF AI-ENABLED PERSONAL DEVICES TO PROPEL MARKET
14.3 DATA CENTERS
- 14.3.1 CLOUD SERVICE PROVIDERS
  - 14.3.1.1 Surging AI workloads and cloud adoption to stimulate market growth
- 14.3.2 ENTERPRISES
  - 14.3.2.1 Escalating use of NLP, image recognition, and predictive analytics to create growth opportunities
  - 14.3.2.2 Healthcare
    - 14.3.2.2.1 Integration of AI in computer-aided drug discovery and development to foster market growth
  - 14.3.2.3 BFSI
    - 14.3.2.3.1 Surging need for fraud detection in financial institutions to boost demand
  - 14.3.2.4 Automotive
    - 14.3.2.4.1 Growing focus on safe and enhanced driving experiences to fuel demand
  - 14.3.2.5 Retail & e-commerce
    - 14.3.2.5.1 Increasing use of chatbots and virtual assistants to offer improved customer services to drive market
  - 14.3.2.6 Media & entertainment
    - 14.3.2.6.1 Real-time analysis of viewer preferences, engagement patterns, and demographic information to augment market growth
  - 14.3.2.7 Others
14.4 GOVERNMENT ORGANIZATIONS
- 14.4.1 SIGNIFICANT FOCUS ON AUTOMATING ROUTINE TASKS AND EXTRACTING REAL-TIME ACTIONABLE INSIGHTS TO SUPPORT MARKET GROWTH

15 AI CHIP MARKET, BY REGION

15.1 INTRODUCTION
15.2 NORTH AMERICA
- 15.2.1 US
  - 15.2.1.1 Government-led initiatives to boost semiconductor manufacturing to drive market
- 15.2.2 CANADA
  - 15.2.2.1 Growing emphasis on commercializing AI to spur demand
- 15.2.3 MEXICO
  - 15.2.3.1 Increasing shift toward digital platforms and cloud-based solutions to accelerate demand
15.3 EUROPE
- 15.3.1 UK
  - 15.3.1.1 Growing investments in data center infrastructure to boost demand
- 15.3.2 GERMANY
  - 15.3.2.1 Robust industrial base to offer lucrative growth opportunities
- 15.3.3 FRANCE
  - 15.3.3.1 Increasing number of AI startups to accelerate demand
- 15.3.4 ITALY
  - 15.3.4.1 Rising trend of digitalization in automotive and healthcare sectors to drive market
- 15.3.5 SPAIN
  - 15.3.5.1 Growing collaborations and partnerships among AI manufacturers to spur demand
- 15.3.6 REST OF EUROPE
15.4 ASIA PACIFIC
- 15.4.1 CHINA
  - 15.4.1.1 Surge in research funding and implementation of supportive regulatory policy to augment market growth
- 15.4.2 JAPAN
  - 15.4.2.1 Rising focus on advancing robotic systems to boost market
- 15.4.3 INDIA
  - 15.4.3.1 Government-led initiatives to boost AI infrastructure to foster market growth
- 15.4.4 SOUTH KOREA
  - 15.4.4.1 Thriving semiconductor industry to drive market
- 15.4.5 REST OF ASIA PACIFIC
15.5 REST OF THE WORLD
- 15.5.1 MIDDLE EAST
  - 15.5.1.1 Growing emphasis on digital transformation and technological innovation to drive market
  - 15.5.1.2 GCC countries
  - 15.5.1.3 Rest of Middle East
- 15.5.2 AFRICA
  - 15.5.2.1 Rising internet penetration and mobile subscriptions to drive market
- 15.5.3 SOUTH AMERICA
  - 15.5.3.1 Growing need to store vast volumes of data to boost demand

16 COMPETITIVE LANDSCAPE

16.1 OVERVIEW
16.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2021-2025
16.3 REVENUE ANALYSIS, 2021-2024
16.4 MARKET SHARE ANALYSIS, 2024
- 16.4.1 COMPUTE MARKET SHARE, 2024
- 16.4.2 MEMORY (HBM) MARKET SHARE, 2023
16.5 COMPANY VALUATION AND FINANCIAL METRICS
16.6 BRAND/PRODUCT COMPARISON
16.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024
- 16.7.1 STARS
- 16.7.2 EMERGING LEADERS
- 16.7.3 PERVASIVE PLAYERS
- 16.7.4 PARTICIPANTS
- 16.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2024
  - 16.7.5.1 Company footprint
  - 16.7.5.2 Regional footprint
  - 16.7.5.3 Compute footprint
  - 16.7.5.4 Memory footprint
  - 16.7.5.5 Network footprint
  - 16.7.5.6 Technology footprint
  - 16.7.5.7 Function footprint
  - 16.7.5.8 End user footprint
16.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2024
- 16.8.1 PROGRESSIVE COMPANIES
- 16.8.2 RESPONSIVE COMPANIES
- 16.8.3 DYNAMIC COMPANIES
- 16.8.4 STARTING BLOCKS
- 16.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2024
  - 16.8.5.1 Detailed list of key startups/SMEs
  - 16.8.5.2 Competitive benchmarking of key startups/SMEs
16.9 COMPETITIVE SCENARIO
- 16.9.1 PRODUCT LAUNCHES
- 16.9.2 DEALS

17 COMPANY PROFILES

17.1 KEY PLAYERS
- 17.1.1 NVIDIA CORPORATION
  - 17.1.1.1 Business overview
  - 17.1.1.2 Products/Solutions/Services offered
  - 17.1.1.3 Recent developments
    - 17.1.1.3.1 Product launches
    - 17.1.1.3.2 Deals
  - 17.1.1.4 MnM view
    - 17.1.1.4.1 Key strengths
    - 17.1.1.4.2 Strategic choices
    - 17.1.1.4.3 Weaknesses and competitive threats
- 17.1.2 ADVANCED MICRO DEVICES, INC.
  - 17.1.2.1 Business overview
  - 17.1.2.2 Products/Solutions/Services offered
  - 17.1.2.3 Recent developments
    - 17.1.2.3.1 Product launches
    - 17.1.2.3.2 Deals
  - 17.1.2.4 MnM view
    - 17.1.2.4.1 Key strengths
    - 17.1.2.4.2 Strategic choices
    - 17.1.2.4.3 Weaknesses and competitive threats
- 17.1.3 INTEL CORPORATION
  - 17.1.3.1 Business overview
  - 17.1.3.2 Products/Solutions/Services offered
  - 17.1.3.3 Recent developments
    - 17.1.3.3.1 Product launches
    - 17.1.3.3.2 Deals
  - 17.1.3.4 MnM view
    - 17.1.3.4.1 Key strengths
    - 17.1.3.4.2 Strategic choices
    - 17.1.3.4.3 Weaknesses and competitive threats
- 17.1.4 SK HYNIX INC.
  - 17.1.4.1 Business overview
  - 17.1.4.2 Products/Solutions/Services offered
  - 17.1.4.3 Recent developments
    - 17.1.4.3.1 Product launches
    - 17.1.4.3.2 Deals
    - 17.1.4.3.3 Other developments
  - 17.1.4.4 MnM view
    - 17.1.4.4.1 Key strengths
    - 17.1.4.4.2 Strategic choices
    - 17.1.4.4.3 Weaknesses and competitive threats
- 17.1.5 SAMSUNG
  - 17.1.5.1 Business overview
  - 17.1.5.2 Products/Solutions/Services offered
  - 17.1.5.3 Recent developments
    - 17.1.5.3.1 Product launches
    - 17.1.5.3.2 Deals
  - 17.1.5.4 MnM view
    - 17.1.5.4.1 Key strengths
    - 17.1.5.4.2 Strategic choices
    - 17.1.5.4.3 Weaknesses and competitive threats
- 17.1.6 MICRON TECHNOLOGY, INC.
  - 17.1.6.1 Business overview
  - 17.1.6.2 Products/Solutions/Services offered
  - 17.1.6.3 Recent developments
    - 17.1.6.3.1 Product launches
    - 17.1.6.3.2 Deals
- 17.1.7 APPLE INC.
  - 17.1.7.1 Business overview
  - 17.1.7.2 Products/Solutions/Services offered
  - 17.1.7.3 Recent developments
    - 17.1.7.3.1 Product launches
    - 17.1.7.3.2 Deals
- 17.1.8 QUALCOMM TECHNOLOGIES, INC.
  - 17.1.8.1 Business overview
  - 17.1.8.2 Products/Solutions/Services offered
  - 17.1.8.3 Recent developments
    - 17.1.8.3.1 Product launches
    - 17.1.8.3.2 Deals
- 17.1.9 HUAWEI TECHNOLOGIES CO., LTD.
  - 17.1.9.1 Business overview
  - 17.1.9.2 Products/Solutions/Services offered
  - 17.1.9.3 Recent developments
    - 17.1.9.3.1 Product launches
    - 17.1.9.3.2 Deals
- 17.1.10 GOOGLE
  - 17.1.10.1 Business overview
  - 17.1.10.2 Products/Solutions/Services offered
  - 17.1.10.3 Recent developments
    - 17.1.10.3.1 Product launches
    - 17.1.10.3.2 Deals
- 17.1.11 AMAZON WEB SERVICES, INC.
  - 17.1.11.1 Business overview
  - 17.1.11.2 Products/Solutions/Services offered
  - 17.1.11.3 Recent developments
    - 17.1.11.3.1 Product launches
    - 17.1.11.3.2 Deals
- 17.1.12 TESLA
  - 17.1.12.1 Business overview
  - 17.1.12.2 Products/Solutions/Services offered
- 17.1.13 MICROSOFT
  - 17.1.13.1 Business overview
  - 17.1.13.2 Products/Solutions/Services offered
  - 17.1.13.3 Recent developments
    - 17.1.13.3.1 Product launches
    - 17.1.13.3.2 Deals
- 17.1.14 META
  - 17.1.14.1 Business overview
  - 17.1.14.2 Products/Solutions/Services offered
  - 17.1.14.3 Recent developments
    - 17.1.14.3.1 Product launches
    - 17.1.14.3.2 Deals
- 17.1.15 T-HEAD
  - 17.1.15.1 Business overview
  - 17.1.15.2 Products/Solutions/Services offered
- 17.1.16 IMAGINATION TECHNOLOGIES
  - 17.1.16.1 Business overview
  - 17.1.16.2 Products/Solutions/Services offered
  - 17.1.16.3 Recent developments
    - 17.1.16.3.1 Product launches
    - 17.1.16.3.2 Deals
- 17.1.17 GRAPHCORE
  - 17.1.17.1 Business overview
  - 17.1.17.2 Products/Solutions/Services offered
  - 17.1.17.3 Recent developments
    - 17.1.17.3.1 Product launches
    - 17.1.17.3.2 Deals
- 17.1.18 CEREBRAS
  - 17.1.18.1 Business overview
  - 17.1.18.2 Products/Solutions/Services offered
  - 17.1.18.3 Recent developments
    - 17.1.18.3.1 Product launches
    - 17.1.18.3.2 Deals
17.2 OTHER PLAYERS
- 17.2.1 MYTHIC
- 17.2.2 KALRAY
- 17.2.3 BLAIZE
- 17.2.4 GROQ, INC.
- 17.2.5 HAILO TECHNOLOGIES LTD
- 17.2.6 GREENWAVES TECHNOLOGIES
- 17.2.7 SIMA TECHNOLOGIES, INC.
- 17.2.8 KNERON, INC.
- 17.2.9 RAIN NEUROMORPHICS INC.
- 17.2.10 TENSTORRENT
- 17.2.11 SAMBANOVA SYSTEMS, INC.
- 17.2.12 TAALAS
- 17.2.13 SAPEON INC.
- 17.2.14 REBELLIONS INC.
- 17.2.15 RIVOS INC.
- 17.2.16 SHANGHAI BIREN TECHNOLOGY CO., LTD.

18 RESEARCH METHODOLOGY

18.1 RESEARCH DATA
- 18.1.1 SECONDARY DATA
  - 18.1.1.1 List of key secondary sources
  - 18.1.1.2 Key data from secondary sources
- 18.1.2 PRIMARY DATA
  - 18.1.2.1 List of key interview participants
  - 18.1.2.2 Breakdown of primaries
  - 18.1.2.3 Key industry insights
- 18.1.3 SECONDARY AND PRIMARY RESEARCH
18.2 MARKET SIZE ESTIMATION
- 18.2.1 BOTTOM-UP APPROACH
  - 18.2.1.1 Approach to estimate market size using bottom-up analysis (supply side)
- 18.2.2 TOP-DOWN APPROACH
  - 18.2.2.1 Approach to estimate market size using top-down analysis (demand side)
18.3 DATA TRIANGULATION
18.4 RESEARCH ASSUMPTIONS
18.5 RISK ANALYSIS
18.6 RESEARCH LIMITATIONS

19 APPENDIX

19.1 DISCUSSION GUIDE
19.2 KNOWLEDGESTORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
19.3 CUSTOMIZATION OPTIONS
19.4 RELATED REPORTS
19.5 AUTHOR DETAILS

Product Code: SE 5997

List of Tables

TABLE 1 SUMMARY OF CHANGES: PREVIOUS AND UPDATED VERSIONS
TABLE 2 REGION-WISE MOBILE DATA TRAFFIC
TABLE 3 BLACKWELL PLATFORM OF NVIDIA TO EXCEED TDP OF 1 KW
TABLE 4 IMPACT OF PORTER'S FIVE FORCES ON AI CHIP MARKET
TABLE 5 GDP PERCENTAGE CHANGE, BY KEY COUNTRY, 2021-2030
TABLE 6 ROLE OF PLAYERS IN AI CHIP MARKET ECOSYSTEM
TABLE 7 INDICATIVE PRICING ANALYSIS OF COMPUTE, BY KEY PLAYERS, 2024 (USD)
TABLE 8 INDICATIVE PRICING ANALYSIS OF COMPUTE, 2020-2024 (USD)
TABLE 9 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021-2024 (USD)
TABLE 10 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021-2024 (USD)
TABLE 11 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021-2024 (USD)
TABLE 12 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2020-2024 (USD MILLION)
TABLE 13 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2020-2024 (USD MILLION)
TABLE 14 AI CHIP MARKET: KEY CONFERENCES AND EVENTS, 2026
TABLE 15 US ADJUSTED RECIPROCAL TARIFF RATES
TABLE 16 CPU SERVER BILL OF MATERIALS (BOM), 2024
TABLE 17 GPU/AI SERVERS COST STRUCTURE FOR NVIDIA'S A100, 2024
TABLE 18 GPU/AI SERVERS COST STRUCTURE FOR NVIDIA'S H100, 2024
TABLE 19 COMPARISON OF NVIDIA AI GPU SPECIFICATIONS
TABLE 20 COMPARISON OF CPU SPECIFICATIONS
TABLE 21 TECHNOLOGY ROADMAP
TABLE 22 AI CHIP MARKET: LIST OF MAJOR PATENTS
TABLE 23 FUTURE APPLICATIONS
TABLE 24 NORTH AMERICA: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
TABLE 25 EUROPE: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
TABLE 26 ASIA PACIFIC: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
TABLE 27 REST OF THE WORLD: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
TABLE 28 AI CHIP MARKET: STANDARDS
TABLE 29 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS (%)
TABLE 30 KEY BUYING CRITERIA FOR TOP THREE END USERS
TABLE 31 UNMET NEEDS IN AI CHIP MARKET BY END USER
TABLE 32 AI CHIP MARKET, BY COMPUTE, 2021-2024 (USD MILLION)
TABLE 33 AI CHIP MARKET, BY COMPUTE, 2025-2032 (USD MILLION)
TABLE 34 AI CHIP MARKET, BY COMPUTE, 2021-2024 (THOUSAND UNITS)
TABLE 35 AI CHIP MARKET, BY COMPUTE, 2025-2032 (THOUSAND UNITS)
TABLE 36 GPU: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 37 GPU: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 38 CPU: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 39 CPU: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 40 FPGA: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 41 FPGA: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 42 NPU: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 43 NPU: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 44 AI CHIP MARKET, BY MEMORY, 2021-2024 (USD MILLION)
TABLE 45 AI CHIP MARKET, BY MEMORY, 2025-2032 (USD MILLION)
TABLE 46 AI CHIP MARKET, BY MEMORY, 2021-2024 (PETABYTE)
TABLE 47 AI CHIP MARKET, BY MEMORY, 2025-2032 (PETABYTE)
TABLE 48 AI CHIP MARKET FOR MEMORY, BY REGION, 2021-2024 (USD MILLION)
TABLE 49 AI CHIP MARKET FOR MEMORY, BY REGION, 2025-2032 (USD MILLION)
TABLE 50 AI CHIP MARKET, BY NETWORK, 2021-2024 (USD MILLION)
TABLE 51 AI CHIP MARKET, BY NETWORK, 2025-2032 (USD MILLION)
TABLE 52 AI CHIP MARKET, BY NETWORK, 2021-2024 (THOUSAND UNITS)
TABLE 53 AI CHIP MARKET, BY NETWORK, 2025-2032 (THOUSAND UNITS)
TABLE 54 AI CHIP MARKET FOR NETWORK, BY REGION, 2021-2024 (USD MILLION)
TABLE 55 AI CHIP MARKET FOR NETWORK, BY REGION, 2025-2032 (USD MILLION)
TABLE 56 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2021-2024 (USD MILLION)
TABLE 57 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2025-2032 (USD MILLION)
TABLE 58 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2021-2024 (THOUSAND UNITS)
TABLE 59 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2025-2032 (THOUSAND UNITS)
TABLE 60 AI CHIP MARKET, BY TECHNOLOGY, 2021-2024 (USD MILLION)
TABLE 61 AI CHIP MARKET, BY TECHNOLOGY, 2025-2032 (USD MILLION)
TABLE 62 GENERATIVE AI: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 63 GENERATIVE AI: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 64 GENERATIVE AI: AI CHIP MARKET, BY TYPE, 2021-2024 (USD MILLION)
TABLE 65 GENERATIVE AI: AI CHIP MARKET, BY TYPE, 2025-2032 (USD MILLION)
TABLE 66 RULE-BASED MODELS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 67 RULE-BASED MODELS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 68 STATISTICAL MODELS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 69 STATISTICAL MODELS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 70 DEEP LEARNING: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 71 DEEP LEARNING: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 72 GENERATIVE ADVERSARIAL NETWORKS (GANS): AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 73 GENERATIVE ADVERSARIAL NETWORKS (GANS): AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 74 AUTOENCODERS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 75 AUTOENCODERS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 76 CONVOLUTIONAL NEURAL NETWORKS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 77 CONVOLUTIONAL NEURAL NETWORKS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 78 TRANSFORMER MODELS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 79 TRANSFORMER MODELS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 80 MACHINE LEARNING: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 81 MACHINE LEARNING: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 82 NATURAL LANGUAGE PROCESSING: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 83 NATURAL LANGUAGE PROCESSING: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 84 COMPUTER VISION: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 85 COMPUTER VISION: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 86 AI CHIP MARKET, BY FUNCTION, 2021-2024 (USD MILLION)
TABLE 87 AI CHIP MARKET, BY FUNCTION, 2025-2032 (USD MILLION)
TABLE 88 AI CHIP MARKET FOR COMPUTE, BY FUNCTION, 2021-2024 (THOUSAND UNITS)
TABLE 89 AI CHIP MARKET FOR COMPUTE, BY FUNCTION, 2025-2032 (THOUSAND UNITS)
TABLE 90 AI CHIP MARKET, BY END USER, 2021-2024 (USD MILLION)
TABLE 91 AI CHIP MARKET, BY END USER, 2025-2032 (USD MILLION)
TABLE 92 CONSUMERS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 93 CONSUMERS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 94 DATA CENTERS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 95 DATA CENTERS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 96 CLOUD SERVICE PROVIDERS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 97 CLOUD SERVICE PROVIDERS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 98 ENTERPRISES: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 99 ENTERPRISES: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 100 HEALTHCARE: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 101 HEALTHCARE: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 102 BFSI: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 103 BFSI: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 104 AUTOMOTIVE: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 105 AUTOMOTIVE: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 106 RETAIL & E-COMMERCE: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 107 RETAIL & E-COMMERCE: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 108 MEDIA & ENTERTAINMENT: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 109 MEDIA & ENTERTAINMENT: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 110 OTHERS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 111 OTHERS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 112 GOVERNMENT ORGANIZATIONS: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 113 GOVERNMENT ORGANIZATIONS: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 114 AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 115 AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 116 NORTH AMERICA: AI CHIP MARKET, BY COUNTRY, 2021-2024 (USD MILLION)
TABLE 117 NORTH AMERICA: AI CHIP MARKET, BY COUNTRY, 2025-2032 (USD MILLION)
TABLE 118 NORTH AMERICA: AI CHIP MARKET, BY END USER, 2021-2024 (USD MILLION)
TABLE 119 NORTH AMERICA: AI CHIP MARKET, BY END USER, 2025-2032 (USD MILLION)
TABLE 120 NORTH AMERICA: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2021-2024 (USD MILLION)
TABLE 121 NORTH AMERICA: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2025-2032 (USD MILLION)
TABLE 122 NORTH AMERICA: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2021-2024 (USD MILLION)
TABLE 123 NORTH AMERICA: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2025-2032 (USD MILLION)
TABLE 124 NORTH AMERICA: AI CHIP MARKET, BY COMPUTE, 2021-2024 (USD MILLION)
TABLE 125 NORTH AMERICA: AI CHIP MARKET, BY COMPUTE, 2025-2032 (USD MILLION)
TABLE 126 EUROPE: AI CHIP MARKET, BY COUNTRY, 2021-2024 (USD MILLION)
TABLE 127 EUROPE: AI CHIP MARKET, BY COUNTRY, 2025-2032 (USD MILLION)
TABLE 128 EUROPE: AI CHIP MARKET, BY END USER, 2021-2024 (USD MILLION)
TABLE 129 EUROPE: AI CHIP MARKET, BY END USER, 2025-2032 (USD MILLION)
TABLE 130 EUROPE: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2021-2024 (USD MILLION)
TABLE 131 EUROPE: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2025-2032 (USD MILLION)
TABLE 132 EUROPE: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2021-2024 (USD MILLION)
TABLE 133 EUROPE: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2025-2032 (USD MILLION)
TABLE 134 EUROPE: AI CHIP MARKET, BY COMPUTE, 2021-2024 (USD MILLION)
TABLE 135 EUROPE: AI CHIP MARKET, BY COMPUTE, 2025-2032 (USD MILLION)
TABLE 136 ASIA PACIFIC: AI CHIP MARKET, BY COUNTRY, 2021-2024 (USD MILLION)
TABLE 137 ASIA PACIFIC: AI CHIP MARKET, BY COUNTRY, 2025-2032 (USD MILLION)
TABLE 138 ASIA PACIFIC: AI CHIP MARKET, BY END USER, 2021-2024 (USD MILLION)
TABLE 139 ASIA PACIFIC: AI CHIP MARKET, BY END USER, 2025-2032 (USD MILLION)
TABLE 140 ASIA PACIFIC: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2021-2024 (USD MILLION)
TABLE 141 ASIA PACIFIC: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2025-2032 (USD MILLION)
TABLE 142 ASIA PACIFIC: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2021-2024 (USD MILLION)
TABLE 143 ASIA PACIFIC: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2025-2032 (USD MILLION)
TABLE 144 ASIA PACIFIC: AI CHIP MARKET, BY COMPUTE, 2021-2024 (USD MILLION)
TABLE 145 ASIA PACIFIC: AI CHIP MARKET, BY COMPUTE, 2025-2032 (USD MILLION)
TABLE 146 REST OF THE WORLD: AI CHIP MARKET, BY REGION, 2021-2024 (USD MILLION)
TABLE 147 REST OF THE WORLD: AI CHIP MARKET, BY REGION, 2025-2032 (USD MILLION)
TABLE 148 REST OF THE WORLD: AI CHIP MARKET, BY END USER, 2021-2024 (USD MILLION)
TABLE 149 REST OF THE WORLD: AI CHIP MARKET, BY END USER, 2025-2032 (USD MILLION)
TABLE 150 REST OF THE WORLD: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2021-2024 (USD MILLION)
TABLE 151 REST OF THE WORLD: AI CHIP MARKET FOR DATA CENTERS, BY END USER, 2025-2032 (USD MILLION)
TABLE 152 REST OF THE WORLD: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2021-2024 (USD MILLION)
TABLE 153 REST OF THE WORLD: AI CHIP MARKET FOR ENTERPRISES, BY END USER, 2025-2032 (USD MILLION)
TABLE 154 REST OF THE WORLD: AI CHIP MARKET, BY COMPUTE, 2021-2024 (USD MILLION)
TABLE 155 REST OF THE WORLD: AI CHIP MARKET, BY COMPUTE, 2025-2032 (USD MILLION)
TABLE 156 MIDDLE EAST: AI CHIP MARKET, BY COUNTRY, 2021-2024 (USD MILLION)
TABLE 157 MIDDLE EAST: AI CHIP MARKET, BY COUNTRY, 2025-2032 (USD MILLION)
TABLE 158 OVERVIEW OF STRATEGIES ADOPTED BY AI CHIP PROVIDERS
TABLE 159 AI CHIP MARKET SHARE ANALYSIS, 2024
TABLE 160 MEMORY (HBM) MARKET: DEGREE OF COMPETITION
TABLE 161 AI CHIP MARKET: REGIONAL FOOTPRINT, 2024
TABLE 162 AI CHIP MARKET: COMPUTE FOOTPRINT, 2024
TABLE 163 AI CHIP MARKET: MEMORY FOOTPRINT, 2024
TABLE 164 AI CHIP MARKET: NETWORK FOOTPRINT, 2024
TABLE 165 AI CHIP MARKET: TECHNOLOGY FOOTPRINT, 2024
TABLE 166 AI CHIP MARKET: FUNCTION FOOTPRINT, 2024
TABLE 167 AI CHIP MARKET: END USER FOOTPRINT, 2024
TABLE 168 AI CHIP MARKET: DETAILED LIST OF KEY STARTUPS/SMES, 2024
TABLE 169 AI CHIP MARKET: COMPETITIVE BENCHMARKING OF KEY STARTUPS/SMES, 2024
TABLE 170 AI CHIP MARKET: PRODUCT LAUNCHES, JANUARY 2021-OCTOBER 2025
TABLE 171 AI CHIP MARKET: DEALS, JANUARY 2021-OCTOBER 2025
TABLE 172 NVIDIA CORPORATION: COMPANY OVERVIEW
TABLE 173 NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 174 NVIDIA CORPORATION: PRODUCT LAUNCHES
TABLE 175 NVIDIA CORPORATION: DEALS
TABLE 176 ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW
TABLE 177 ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 178 ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES
TABLE 179 ADVANCED MICRO DEVICES, INC.: DEALS
TABLE 180 INTEL CORPORATION: COMPANY OVERVIEW
TABLE 181 INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 182 INTEL CORPORATION: PRODUCT LAUNCHES
TABLE 183 INTEL CORPORATION: DEALS
TABLE 184 SK HYNIX INC.: COMPANY OVERVIEW
TABLE 185 SK HYNIX INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERING
TABLE 186 SK HYNIX INC.: PRODUCT LAUNCHES
TABLE 187 SK HYNIX INC.: DEALS
TABLE 188 SK HYNIX INC.: OTHER DEVELOPMENTS
TABLE 189 SAMSUNG: COMPANY OVERVIEW
TABLE 190 SAMSUNG: PRODUCTS/SOLUTIONS/SERVICES: PRODUCT OFFERED
TABLE 191 SAMSUNG: PRODUCT LAUNCHES
TABLE 192 SAMSUNG: DEALS
TABLE 193 MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW
TABLE 194 MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 195 MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES
TABLE 196 MICRON TECHNOLOGY, INC.: DEALS
TABLE 197 APPLE INC.: COMPANY OVERVIEW
TABLE 198 APPLE INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 199 APPLE INC.: PRODUCT LAUNCHES
TABLE 200 APPLE INC.: DEALS
TABLE 201 QUALCOMM TECHNOLOGIES, INC.: COMPANY OVERVIEW
TABLE 202 QUALCOMM TECHNOLOGIES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 203 QUALCOMM TECHNOLOGIES, INC.: PRODUCT LAUNCHES
TABLE 204 QUALCOMM TECHNOLOGIES, INC.: DEALS
TABLE 205 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW
TABLE 206 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 207 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCT LAUNCHES
TABLE 208 HUAWEI TECHNOLOGIES CO., LTD.: DEALS
TABLE 209 GOOGLE: COMPANY OVERVIEW
TABLE 210 GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 211 GOOGLE: PRODUCT LAUNCHES
TABLE 212 GOOGLE: DEALS
TABLE 213 AMAZON WEB SERVICES, INC.: COMPANY OVERVIEW
TABLE 214 AMAZON WEB SERVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 215 AMAZON WEB SERVICES, INC.: PRODUCT LAUNCHES
TABLE 216 AMAZON WEB SERVICES, INC.: DEALS
TABLE 217 TESLA: COMPANY OVERVIEW
TABLE 218 TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 219 MICROSOFT: COMPANY OVERVIEW
TABLE 220 MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 221 MICROSOFT: PRODUCT LAUNCHES
TABLE 222 MICROSOFT: DEALS
TABLE 223 META: COMPANY OVERVIEW
TABLE 224 META: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 225 META: PRODUCT LAUNCHES
TABLE 226 META: DEALS
TABLE 227 T-HEAD: COMPANY OVERVIEW
TABLE 228 T-HEAD: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 229 IMAGINATION TECHNOLOGIES: COMPANY OVERVIEW
TABLE 230 IMAGINATION TECHNOLOGIES: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 231 IMAGINATION TECHNOLOGIES: PRODUCT LAUNCHES
TABLE 232 IMAGINATION TECHNOLOGIES: DEALS
TABLE 233 GRAPHCORE: COMPANY OVERVIEW
TABLE 234 GRAPHCORE: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 235 GRAPHCORE: PRODUCT LAUNCHES
TABLE 236 GRAPHCORE: DEALS
TABLE 237 CEREBRAS: COMPANY OVERVIEW
TABLE 238 CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED
TABLE 239 CEREBRAS: PRODUCT LAUNCHES
TABLE 240 CEREBRAS: DEALS
TABLE 241 AI CHIP MARKET: RESEARCH ASSUMPTIONS

List of Figures

FIGURE 1 AI CHIP MARKET SEGMENTATION AND REGIONAL SCOPE
FIGURE 2 MARKET SCENARIO
FIGURE 3 AI CHIP MARKET, 2022-2032
FIGURE 4 MAJOR STRATEGIES ADOPTED BY KEY PLAYERS IN AI CHIP MARKET, 2021-2025
FIGURE 5 DISRUPTIONS INFLUENCING AI CHIP MARKET GROWTH
FIGURE 6 AI CHIP MARKET: HIGH-GROWTH SEGMENTS, 2025-2032
FIGURE 7 ASIA PACIFIC TO LEAD MARKET BY 2032
FIGURE 8 INCREASING PENETRATION OF AI SERVERS TO DRIVE MARKET
FIGURE 9 GPU SEGMENT TO DOMINATE MARKET FROM 2025 TO 2032
FIGURE 10 INFERENCE SEGMENT TO LEAD MARKET DURING FORECAST PERIOD
FIGURE 11 DATA CENTERS SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD
FIGURE 12 INFERENCE SEGMENT AND CHINA TO HOLD LARGEST MARKET SHARES IN ASIA PACIFIC IN 2032
FIGURE 13 CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD
FIGURE 14 AI CHIP MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES
FIGURE 15 AI CHIP MARKET: IMPACT ANALYSIS OF DRIVERS
FIGURE 16 NVIDIA DATACENTER GPU POWER CONSUMPTION IN TDP
FIGURE 17 INTEL DATACENTER GPU POWER CONSUMPTION IN TDP
FIGURE 18 AI CHIP MARKET: IMPACT ANALYSIS OF RESTRAINTS
FIGURE 19 AI CHIP MARKET: IMPACT ANALYSIS OF OPPORTUNITIES
FIGURE 20 AI CHIP MARKET: IMPACT ANALYSIS OF CHALLENGES
FIGURE 21 AI CHIP MARKET: PORTER'S FIVE FORCES ANALYSIS
FIGURE 22 AI CHIP MARKET: VALUE CHAIN ANALYSIS
FIGURE 23 AI CHIP MARKET: ECOSYSTEM ANALYSIS
FIGURE 24 AVERAGE SELLING PRICE OF COMPUTE, BY KEY PLAYERS, 2024 (USD)
FIGURE 25 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021-2024
FIGURE 26 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021-2024
FIGURE 27 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021-2024
FIGURE 28 IMPORT SCENARIO FOR HS CODE 854231-COMPLIANT PRODUCTS IN TOP 5 COUNTRIES, 2020-2024
FIGURE 29 EXPORT SCENARIO FOR HS CODE 854231-COMPLIANT PRODUCTS IN TOP 5 COUNTRIES, 2020-2024
FIGURE 30 REVENUE SHIFTS AND NEW REVENUE POCKETS FOR AI CHIP MARKET PLAYERS
FIGURE 31 INVESTMENT AND FUNDING SCENARIO, 2021-2025 (USD MILLION)
FIGURE 32 CPU SERVERS: BILL OF MATERIALS (BOM) SHARE, 2024
FIGURE 33 NVIDIA A100 SERVERS: BILL OF MATERIALS (BOM) SHARE, 2024
FIGURE 34 NVIDIA H100 SERVERS: BILL OF MATERIALS (BOM) SHARE, 2024
FIGURE 35 GLOBAL OVERALL SERVER AND AI SERVER SHIPMENTS, 2021-2032 (THOUSAND UNITS)
FIGURE 36 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS (CSPS) IN VARIOUS REGIONS
FIGURE 37 CAPEX AND IT EQUIPMENT SPENDS BY GLOBAL CSPS/HYPERSCALERS, 2020-2030 (USD BILLION)
FIGURE 38 CAPEX OF TOP CSPS/HYPERSCALERS, 2024
FIGURE 39 GLOBAL IT EQUIPMENT SPENDS BY CSPS/HYPERSCALERS, 2024
FIGURE 40 AI SERVER PROCUREMENT BY CSPS, 2021-2030 (THOUSAND UNITS)
FIGURE 41 NVIDIA AI CHIPS WITH HIGH-BANDWIDTH MEMORY
FIGURE 42 AI CHIP MARKET: PATENTS APPLIED AND GRANTED, 2014-2025
FIGURE 43 AI CHIPS DECISION-MAKING FACTORS
FIGURE 44 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS
FIGURE 45 KEY BUYING CRITERIA FOR TOP THREE END USERS
FIGURE 46 ADOPTION BARRIERS AND INTERNAL CHALLENGES
FIGURE 47 GPU SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD
FIGURE 48 HBM SEGMENT TO REGISTER HIGHER CAGR THAN DDR SEGMENT DURING FORECAST PERIOD
FIGURE 49 NIC/NETWORK ADAPTERS SEGMENT TO LEAD MARKET DURING FORECAST PERIOD
FIGURE 50 MACHINE LEARNING SEGMENT TO LEAD MARKET DURING FORECAST PERIOD
FIGURE 51 INFERENCE SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD
FIGURE 52 DATA CENTERS SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD
FIGURE 53 ASIA PACIFIC TO BE FASTEST-GROWING MARKET DURING FORECAST PERIOD
FIGURE 54 NORTH AMERICA: AI CHIP MARKET SNAPSHOT
FIGURE 55 EUROPE: AI CHIP MARKET SNAPSHOT
FIGURE 56 ASIA PACIFIC: AI CHIP MARKET SNAPSHOT
FIGURE 57 REVENUE ANALYSIS OF TOP THREE PLAYERS, 2021-2024 (USD MILLION)
FIGURE 58 COMPUTE MARKET SHARE, 2024
FIGURE 59 MEMORY (HBM) MARKET SHARE, 2024
FIGURE 60 COMPANY VALUATION, 2026
FIGURE 61 FINANCIAL METRICS (EV/EBITDA), 2026
FIGURE 62 AI CHIP MARKET: BRAND/PRODUCT COMPARISON
FIGURE 63 AI CHIP MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2024
FIGURE 64 AI CHIP MARKET: COMPANY FOOTPRINT, 2024
FIGURE 65 AI CHIP MARKET: COMPANY EVALUATION MATRIX (STARTUPS/SMES), 2024
FIGURE 66 NVIDIA CORPORATION: COMPANY SNAPSHOT
FIGURE 67 ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT
FIGURE 68 INTEL CORPORATION: COMPANY SNAPSHOT
FIGURE 69 SAMSUNG: COMPANY SNAPSHOT
FIGURE 70 MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT
FIGURE 71 APPLE INC.: COMPANY SNAPSHOT
FIGURE 72 QUALCOMM TECHNOLOGIES, INC.: COMPANY SNAPSHOT
FIGURE 73 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY SNAPSHOT
FIGURE 74 GOOGLE: COMPANY SNAPSHOT
FIGURE 75 AMAZON WEB SERVICES, INC.: COMPANY SNAPSHOT
FIGURE 76 TESLA: COMPANY SNAPSHOT
FIGURE 77 MICROSOFT: COMPANY SNAPSHOT
FIGURE 78 META: COMPANY SNAPSHOT
FIGURE 79 AI CHIP MARKET: RESEARCH DESIGN
FIGURE 80 AI CHIP MARKET: RESEARCH FLOW
FIGURE 81 AI CHIP MARKET: BOTTOM-UP APPROACH
FIGURE 82 MARKET SIZE ESTIMATION METHODOLOGY (SUPPLY SIDE): REVENUE GENERATED BY AI CHIP MANUFACTURERS
FIGURE 83 AI CHIP MARKET: TOP-DOWN APPROACH
FIGURE 84 DATA TRIANGULATION

AI Chip Market By Offerings (GPU, CPU, FPGA, NPU, TPU, Trainium, Inferentia, T-head, Athena ASIC, MTIA, LPU, Memory {DRAM (HBM, DDR)}, Network {NIC/Network Adapters, Interconnects}), Function (Training, Inference), & Region - Global Forecast to 2032

Description

Table of Contents

List of Tables

The study draws insights from a range of industry experts, including component suppliers, Tier 1 companies, and OEMs. The break-up of the primaries is as follows:

The report will provide insights into the following pointers:

TABLE OF CONTENTS

1 INTRODUCTION

2 EXECUTIVE SUMMARY

3 PREMIUM INSIGHTS

4 MARKET OVERVIEW

5 INDUSTRY TRENDS

6 TECHNOLOGICAL ADVANCEMENTS, AI-DRIVEN IMPACT, PATENTS, INNOVATIONS, AND FUTURE APPLICATIONS

7 REGULATORY LANDSCAPE

8 CUSTOMER LANDSCAPE AND BUYER BEHAVIOR

9 AI CHIP MARKET, BY COMPUTE

10 AI CHIP MARKET, BY MEMORY

11 AI CHIP MARKET, BY NETWORK

12 AI CHIP MARKET, BY TECHNOLOGY

13 AI CHIP MARKET, BY FUNCTION

14 AI CHIP MARKET, BY END USER

15 AI CHIP MARKET, BY REGION

16 COMPETITIVE LANDSCAPE

17 COMPANY PROFILES

18 RESEARCH METHODOLOGY

19 APPENDIX

List of Tables

List of Figures