LONDON, Aug. 1, 2024
/PRNewswire/ -- The current hypergrowth in GPUs and other
accelerator chips for AI in the cloud and the data center will
eventually slow down but not until it has transformed the industry,
finds the latest edition of Omdia's AI Processors for Cloud and
the Data Center Forecast. The market has grown from just under
$10bn in 2022 to $78bn this year, and Omdia expects it will
eventually reach $151bn in 2029.
However, there is likely to be a distinct inflection point in 2026,
with a shift from technology adoption to change in demand for AI
applications as the driver of growth.
Omdia's Principal Analyst for Advanced Computing, Alexander
Harrowell said: "The most significant change is the upward
revision of the underlying data center semiconductor market driven
by growth in AI. Beyond that, we're noticing hyperscalers' custom
chips, especially Google's TPUs, starting to capture market share
from GPUs. We expect them to be increasingly important."
"The size of the biggest AI models has not advanced since
January 2021, and the focus of
innovation has shifted to a much greater variety of smaller ones.
There are also signs that models of similar size are becoming more
efficient generation on generation. This is a headwind for
investment in AI infrastructure, although it also permits more
organizations to get involved, which tends to make up in breadth
what is lost in depth. Over time, inference is going to become much
more important. We expect a growing user base and fleet of
applications to require more inference infrastructure. "
ABOUT OMDIA
Omdia, part of Informa Tech, is a
technology research and advisory group. Our deep knowledge of tech
markets combined with our actionable insights empower organizations
to make smart growth decisions.
Fasiha Khan:
Fasiha.khan@informa.com
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SOURCE Omdia