AI processor sales will reach just above $71 billion, compared to the $53.6 billion sold last year. Additionally, Gartner predicts this revenue will increase further by 29 percent to nearly $92 billion in 2025.By AI chips, Gartner seems to mean any processor or accelerator that's specifically capable of speeding up machine-learning tasks in hardware, be that a datacenter accelerator, or an AI PC processor, or something in a car, and so on.
Speaking of which, this growth for AI chips is driven in part by datacenters. $21 billion of that estimated $71 billion in AI semiconductor revenue is derived from datacenter products alone, according to Gartner's stats. Chief among these server-grade parts are Nvidia's Hopper and the forthcoming, and competing GPUs and other processors from suppliers including AMD, Intel, and others will undoubtedly contribute to the total as well.
"Today, generative AI is fueling demand for high-performance AI chips in data centers. In 2024, the value of AI accelerators used in servers, which offload data processing from microprocessors, will total $21 billion, and increase to $33 billion by 2028," Gartner VP analyst Alan Priestly said.Will Windows drive a PC refresh? Everyone's talking about AIAdditionally, Gartner says $33.
With demand for AI real-time data analytics booming, having so much computing power centred around the CPU may not be the best strategyNvidia said to be prepping AI PC chip with Arm and Blackwell cores