Data-center AI chips market seen nearly doubling by 2030

The data-center artificial intelligence chips market is forecast to jump from $15.37 billion in 2025 to $37.29 billion by 2030, driven by generative AI, cloud demand and expanded data-center builds. North America leads now, but Asia-Pacific is expected to grow fastest as 5G, AI inference and energy-efficient computing needs accelerate.

Why it matters: - Data-center AI chips sit at the center of cloud AI, machine learning and high-performance computing. - Faster growth in this market signals more spending on the hardware that powers generative AI, analytics and inference at scale. - Energy efficiency is becoming a bigger buying factor as data centers add more AI workloads.

What happened: - The Business Research Company said the global data-center artificial intelligence chips market will rise from $15.37 billion in 2025 to $18.4 billion in 2026. - The report projects the market will reach $37.29 billion by 2030. - The forecast implies a 19.7% CAGR from 2025 to 2026 and 19.3% CAGR through 2030. - The report was published Sept. 29, 2026. - The company also offered a free sample of the report and a full report.

The details: - The market’s growth is being driven by rising adoption of AI applications. - Demand for cloud-based AI services is adding to chip purchases. - Data center expansion and high-performance computing needs are also supporting demand. - Machine learning workloads are increasing in volume. - The report says future growth will be fueled by generative AI processing, AI inference optimization, specialized AI accelerators, investment in AI-focused data centers and energy-efficient AI computing. - The report highlights trends including high-performance accelerator development, energy-efficient semiconductor architectures, new memory technologies for AI processing, greater chip scalability in data centers and packaging designed for AI workloads. - Data-center AI chips are specialized processors built to accelerate AI training, inference, analytics and high-performance computing in data centers. - The chips are used by cloud providers, enterprises and research institutions. - The report covers Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, the Middle East and Africa. - New 2026 report features include market attractiveness scoring, TAM analysis, company scoring matrix graphics and tables, Excel-based forecasting dashboards, market hotspots infographics, and updated graphics and tables.

Between the lines: - The forecast suggests AI infrastructure spending is shifting from experimentation to sustained buildout. - The emphasis on efficiency points to a market where power and thermal limits matter as much as raw compute. - The report links 5G growth to data-center AI demand because more connected devices create more data to process. - Ericsson projected in May 2025 that global 5G mobile subscriptions will rise from 1.62 billion in 2023 to 6.29 billion by 2030. - North America held the largest market share in 2025. - Asia-Pacific is expected to be the fastest-growing region during the forecast period.

What's next: - Data-center AI chip vendors are likely to focus on efficiency, memory integration and advanced packaging. - AI-focused data center investments should remain a key demand driver through 2030. - The market’s regional mix may shift as Asia-Pacific scales faster than North America.

The bottom line: - The market is still in a steep growth phase, and the next competitive edge will likely come from chips that deliver more AI performance with less power.