San Francisco / New Delhi, NFAPost: The latest report from IDTechEx projects that the market for AI chips will surpass US$400 billion by 2030. This growth is driven by the deployment of AI data centers, commercialization of AI, and increasing performance requirements from large AI models.
The report highlights that while the market is set to soar, the underlying technology must evolve to meet demands for more efficient computation, lower costs, higher performance, massively scalable systems, faster inference, and domain-specific computation.
Market Growth: The AI chips market is expected to reach US$453 billion by 2030, growing at a CAGR of 14% from 2025 to 2030.
Technological Evolution: To stay competitive, AI chip technology must advance, addressing energy efficiency and cost concerns.
Investment and Innovation: Significant global investments and government policies are pushing frontier AI towards new heights, necessitating exceptional volumes of AI chips in data centers.
GPUs and AI Chips: GPUs have been crucial for AI system performance, but face limitations such as high total cost of ownership and low utilization for specific AI operations.
Custom AI ASICs: Hyperscalers are increasingly adopting custom AI ASICs from designers like Broadcom and Marvell, which offer energy-efficient inference and lower costs.
Alternative AI Chips: Both large vendors and startups are developing AI chips with novel architectures to enhance AI workload efficiency.
The report underscores the importance of continuous innovation in AI chip design and manufacturing. Technologies such as dataflow-controlled processors, wafer-scale packaging, spatial AI accelerators, processing-in-memory, and coarse-grained reconfigurable arrays are paving the way for future advancements.
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