The Global Market for Computing and AI for Data Centers Report 2026–2040: Evaluating GPUs, Custom ASICs, Arm vs x86, and Strategies of Nvidia, AMD, Google, and AWS
Expanding from a market valued at $215 billion in 2025, the sector is undergoing structural transformation as merchant GPU leaders (Nvidia, AMD) compete and collaborate with hyperscalers deploying proprietary custom ASICs (Google TPU, AWS Trainium/Inferentia, Microsoft Maia, Meta MTIA) and Arm-based CPUs (AWS Graviton, Google Axion, Nvidia Grace/Vera). This 490-page report delivers a comprehensive 15-year evaluation across processor architectures, silicon manufacturing node roadmaps, server tray deployments, wafer consumption, and strategic profiling across 81 major industry organizations. Expanding from a market valued at $215 billion in 2025, the sector is undergoing structural transformation as merchant GPU leaders (Nvidia, AMD) compete and collaborate with hyperscalers deploying proprietary custom ASICs (Google TPU, AWS Trainium/Inferentia, Microsoft Maia, Meta MTIA) and Arm-based CPUs (AWS Graviton, Google Axion, Nvidia Grace/Vera). This 490-page report delivers a comprehensive 15-year evaluation across processor architectures, silicon manufacturing node roadmaps, server tray deployments, wafer consumption, and strategic profiling across 81 major industry organizations.
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The Global Market for Computing and AI for Data Centers Report 2026–2040: Evaluating GPUs, Custom ASICs, Arm vs x86, and Strategies of Nvidia, AMD, Google, and AWS Why it matters: Research is expanding the infrastructure surface for builders, which can change where inference...
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