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AI chip market to exceed US $190 billion by 2030 as hyperscalers ramp up custom silicon
The AI chip industry is projected to reach US $190 billion by 2030, fueled by cloud providers’ push for custom silicon and rapid data-center expansion.
The global AI semiconductor market is expected to surpass US $190 billion by 2030, growing at a CAGR of 31 %, driven by data-center demand and AI model training. Nvidia, AMD, and startups like Cerebras and Groq are expanding fabrication partnerships. Amazon and Google are doubling investment in custom chips—Trainium, Inferentia, and TPU v6—aiming to reduce GPU reliance. Asia’s foundries, led by TSMC and Samsung, are scaling AI chip capacity by 25 % for 2026.