optical_io

by Andy Sun (achoenix@gmail.com)

Last update: 2025/10/04

Site Navigation

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• System Design
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  • Huawei System

License & Citation

AI Chips

Products

Incumbents

• NVIDIA GPU: Hopper, Blackwell, Rubin
• AMD GPU: MI300 Series
• Intel NPU: Gaudi
• Huawei NPU: Ascend 910
• Qualcomm NPU: Cloud AI 100

Start-ups

• Cerebras
• Groq
• Graphcore
• SambaNova
• Untether AI

Market Research

AI Chips for Data Center and Cloud to Exceed US$400 Billion by 2030

Author: Jameel Rogers, Technology Analyst at IDTechEx [link]

IDTechEx forecasts that the AI Chips market will reach US$453 billion by 2030 at a CAGR of 14% between 2025 and 2030.

AI Chips Market by AI Chip Type. For full data, refer to “AI Chips for Data Centers and Cloud 2025-2035: Technologies, Market, Forecasts”. Source: IDTechEx

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