According to Yole Developpement, the datacentre GPU and AI ASIC market is on a trajectory of remarkable growth, with revenue estimates soaring to $156 billion by 2025 and further to $233 billion by 2029. The surge in the market witnessed in 2023 is set to continue through 2024, eventually stabilizing in 2025.
The proliferation of Generative AI since late 2022 has driven a surge in demand for high-speed memory technologies like DDR5 DRAM, GDDR6 DRAM, and HBM. This has directly contributed to the flourishing HBM market, with anticipated robust growth in bit shipments at a staggering 48% CAGR between 2023 and 2029.
The disruptive impact of Generative AI extends to the packaging market segment, which is forecasted to grow to a substantial $333 million by 2029. Datacenter processor shipments aimed at AI acceleration exhibited strong growth in 2023, a trend projected to persist through 2024 and 2025.
Yole's projections underscore a bullish outlook for the datacenter GPU market, with expectations set at $162 billion by 2029, demonstrating a robust nearly 26% CAGR from 2023 to 2029. Noteworthy within this segment are flagship GPUs like Nvidia H100, B100, and AMD MI300, predominantly utilized for generative AI training and inferences, poised for significant growth.
Simultaneously, AI ASICs are experiencing robust expansion, projected to reach a substantial $71 billion market by 2029, translating to an impressive 35% compound annual growth rate. The convergence of cutting-edge technologies and burgeoning demand in the data center space paints a promising future for GPUs and AI ASICs, paving the way for transformative innovations and industry growth.
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