Published: 06 May 2024
GenAI is driving demand for high-performance AI chips for use in data centers. Longer term, AI-based applications will move out of data centers into PCs, smartphones, edge and endpoint devices. Revenue from AI semiconductors is forecast to be $159 billion in 2028, growing by a five-year CAGR of 24%.
By 2028, to optimize data center infrastructure for AI inference, over 50% of workload accelerators will be custom ASICs, up from 30% in 2023.
By 2028, AI techniques in data center applications will lead over 25% of new servers to include workload accelerators, up from under 10% in 2023.
Revenue from custom AI processor ASICs deployed in data centers for inference will grow from $400 million in 2023 to $4.2 billion in 2028.
By 2028, the value of AI accelerators used in servers will be more than $32.8 billion, up from $14 billion in 2023.
The rapid developments in
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Analysts:
Alan Priestley
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