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The article delves into the massive spending by companies, especially hyperscalers and cloud builders, on AI accelerators and related chips for AI training and inference clusters. The challenge lies in estimating the exact amount due to the complexity of delineating AI chippery from the surrounding system components. The market size estimation is further complicated by uncertainties around the usage of servers loaded with GPUs for AI and HPC workloads.
The piece references forecasts from IDC and AMD CEO Lisa Su regarding the total addressable market for datacenter AI accelerators, which is projected to grow significantly in the coming years. It also discusses GPU sales forecasts, highlighting the dominance of Nvidia in the market. Additionally, insights from Gartner and IDC on AI semiconductor sales and server revenues shed light on the evolving landscape of AI chip spending.
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