Omdia anticipates AI infrastructure spending will peak as a share of complete information heart funding in 2026, earlier than step by step easing via the top of the last decade
In sum – what to know:
Market to hit $286B by 2030 – Omdia tasks robust long-term demand, although the tempo of growth is slowing after a surge between 2022–2024.
AI spending peaks in 2026 – AI will dominate incremental information heart funding mid-decade earlier than step by step really fizzling out towards 2030.
Competitors expands past Nvidia – Customized ASICs, service provider ASSPs, and AMD GPUs are gaining traction as effectivity and mannequin design shift computing demand.
The AI information heart chip market will attain $286 billion by 2030, in line with Omdia’s newest AI Processors for Cloud and Knowledge Heart Forecast tasks
Nevertheless, Omidia highlighted in its report that the expansion within the AI chip market is beginning to gradual.
The surge in AI infrastructure demand led to a serious upward revision: $123 billion in GPUs and AI accelerators shipped in 2024, rising to $207 billion in 2025 and $286 billion by 2030, in line with Omdia.
Whereas shipments grew greater than 250% between 2022 and 2024, year-on-year development is predicted to gradual to about 67% from 2024 to 2025. Omdia anticipates AI infrastructure spending will peak as a share of complete information heart funding in 2026, earlier than step by step easing via the top of the last decade.
“The important thing drivers are the adoption of AI purposes, broader entry to fine-tuning, and reasoning fashions that produce huge quantities of unused tokens,” stated Alexander Harrowell, principal analyst for superior computing at Omdia. “On the identical time, smaller specialised fashions and effectivity positive factors in coaching and inference are curbing demand for compute.”
The report confirmed that Nvidia continues to dominate the market, however 2025 is seeing elevated traction for GPU options. These embody customized ASICs like Google’s TPUs, service provider ASSPs reminiscent of Huawei’s Ascend, Groq, and Cerebras, and AMD’s Intuition GPUs, strengthened by main software program investments in 2024.
