Published: 02 August 2024
Generative AI is driving a near-term increase in data center AI semiconductor revenue, while the deployment of AI in PCs, smartphones, edge and endpoint devices drives longer-term revenue gains. AI semiconductor revenue is forecast to be $198 billion by 2028, growing by a five-year CAGR of 30%.
By 2028, data center workload accelerator average starting prices (ASPs) will increase by 50% compared to 2023.
By 2028, to optimize data center infrastructure for AI inference, over 50% of workload accelerators will be AI processors, 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.
Data center discrete GPU revenue will grow from $13.1 billion in 2023 to over $51 billion in 2028.
Revenue from custom AI processor application-specific integrated circuits (ASICs) deployed in data centers for inference will
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Analysts:
Alan Priestley
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