{"id":18914,"date":"2024-08-30T09:27:15","date_gmt":"2024-08-30T01:27:15","guid":{"rendered":"https:\/\/www.1ai.net\/?p=18914"},"modified":"2024-08-30T09:27:15","modified_gmt":"2024-08-30T01:27:15","slug":"omdia%ef%bc%9a2029-%e5%b9%b4-ai-%e6%95%b0%e6%8d%ae%e4%b8%ad%e5%bf%83%e8%8a%af%e7%89%87%e5%b8%82%e5%9c%ba%e5%b0%86%e8%be%be-1510-%e4%ba%bf%e7%be%8e%e5%85%83%ef%bc%8c2026-%e5%b9%b4%e5%90%8e%e5%a2%9e","status":"publish","type":"post","link":"https:\/\/www.1ai.net\/en\/18914.html","title":{"rendered":"Omdia: AI data center chip market will reach $151 billion in 2029, with growth slowing after 2026"},"content":{"rendered":"<p>Research and consulting organizations <a href=\"https:\/\/www.1ai.net\/en\/tag\/omdia\" title=\"_Other Organiser\" target=\"_blank\" >Omdia<\/a> In an article published on the 1st of this month, local time, it was stated that the AI Data Center<a href=\"https:\/\/www.1ai.net\/en\/tag\/%e8%8a%af%e7%89%87\" title=\"[Sees articles with [chips] labels]\" target=\"_blank\" >chip<\/a>Market demand will reach $151 billion (currently around RMB 1.08 trillion) by 2029, although growth will slow down significantly after 2026.<\/p>\n<p>AI data center chip market size is just under $10 billion in 2022, according to Omdia's \"Cloud and Data Center Artificial Intelligence Processor Forecast\" report.<strong>It has grown to $78 billion this year.<\/strong>(currently approximately RMB556,287 million) and will continue to rise.<\/p>\n<p>However, there may be a clear inflection point in 2026.<strong>Driving growth will shift from technology adoption to changes in demand for AI applications<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18915\" title=\"5ee57852j00sj0c0j000td000ms00fhm\" src=\"https:\/\/www.1ai.net\/wp-content\/uploads\/2024\/08\/5ee57852j00sj0c0j000td000ms00fhm.jpg\" alt=\"5ee57852j00sj0c0j000td000ms00fhm\" width=\"820\" height=\"557\" \/><\/p>\n<p>Alexander Harrowell, senior principal analyst for computing at Omdia, said:<\/p>\n<blockquote>\n<ul>\n<li>The important change is that the underlying data center semiconductor market has seen an upward revision, driven by AI growth. In addition to this, we note that<strong>Custom chips for hyperscalers, especially Google's TPUs, are starting to take market share from GPUs<\/strong>. We anticipate that they will become increasingly important.<\/li>\n<li>The size of the largest AI models has not advanced since January 2021, and the focus of innovation has shifted to a wider variety of smaller models. There are also indications that similarly sized models are becoming more efficient from generation to generation. This is a disadvantage for investment in AI infrastructure, although it also allows more organizations to participate, which tends to make up for the loss of depth in breadth.<\/li>\n<li>Reasoning will become more important over time. We anticipate that a growing user base and applications will require more inference infrastructure.<\/li>\n<\/ul>\n<\/blockquote>","protected":false},"excerpt":{"rendered":"<p>AI data center chip market demand will reach $151 billion (currently about 1.08 trillion yuan) in 2029, although growth will slow down significantly after 2026, research and consulting firm Omdia said in an article published on the first day of this month, local time. According to Omdia's Cloud and Data Center AI Processor Forecast report, the AI data center chip market, which was just under $10 billion in 2022, has grown to $78 billion this year (currently about RMB 556.287 billion) and will continue to rise. However, a clear inflection point may occur in 2026, when the driver of growth shifts from technology adoption to AI application requirements.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[1981,238],"collection":[],"class_list":["post-18914","post","type-post","status-publish","format-standard","hentry","category-news","tag-omdia","tag-238"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/18914","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/comments?post=18914"}],"version-history":[{"count":0,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/18914\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/media?parent=18914"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/categories?post=18914"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/tags?post=18914"},{"taxonomy":"collection","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/collection?post=18914"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}