Omdia anticipates AI infrastructure spending will peak as a share of whole information middle funding in 2026, earlier than step by step easing via the tip of the last decade
In sum – what to know:
Market to hit $286B by 2030 – Omdia tasks sturdy long-term demand, although the tempo of enlargement is slowing after a surge between 2022–2024.
AI spending peaks in 2026 – AI will dominate incremental information middle funding mid-decade earlier than step by step petering 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 middle chip market will attain $286 billion by 2030, in response to Omdia’s newest AI Processors for Cloud and Knowledge Middle 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 response to Omdia.
Whereas shipments grew greater than 250% between 2022 and 2024, year-on-year progress is predicted to gradual to about 67% from 2024 to 2025. Omdia anticipates AI infrastructure spending will peak as a share of whole information middle funding in 2026, earlier than step by step easing via the tip of the last decade.
“The important thing drivers are the adoption of AI functions, broader entry to fine-tuning, and reasoning fashions that produce huge quantities of unused tokens,” mentioned Alexander Harrowell, principal analyst for superior computing at Omdia. “On the similar time, smaller specialised fashions and effectivity features 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 embrace customized ASICs like Google’s TPUs, service provider ASSPs similar to Huawei’s Ascend, Groq, and Cerebras, and AMD’s Intuition GPUs, strengthened by main software program investments in 2024.
