The demand for AI chips is skyrocketing, with China seeking an astonishing 115,000 Nvidia chips for its data centers alone. This surge in demand has led to a significant increase in production, with global shipments of graphics processing units (GPUs) jumping by 23% year-over-year in the first quarter of 2022. The market is expected to continue growing, with research firm IDC predicting that GPU shipments will reach 44 million units by 2025.
The growth of AI chips is driven by the increasing adoption of artificial intelligence and machine learning technologies across industries. According to a report by MarketsandMarkets, the global AI chip market size is projected to grow from $1.4 billion in 2020 to $11.2 billion by 2027, at a compound annual growth rate (CAGR) of 43.5%. The report also notes that the Asia-Pacific region will dominate the market, accounting for over 60% of global shipments.
As AI continues to transform industries and revolutionize the way we live and work, the demand for these powerful chips is only expected to continue growing.
Allie K. Miller
@alliekmiller
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Jun 12 This data shows small AI teams are building massive empires.Startup revenue per head is hitting all-time highs. And it’s cutting across multiple types (powerpoint decks, code writing, voice generation, image generation), though not all types are performant (ex: AI detection).
TuringPost
@TheTuringPost
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Jul 7 AI is more WIDELY used than you might expectIt’s the new economic rocket fuel. And people get more money for their higher expertise.PwC analyzed nearly 1B jobs:
– AI-heavy industries earn 3x more per employee.
– Wages grow 2x faster, including in jobs like customer
Robert
@Robert46989257
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Jul 6 A.I. “boom” is the same situation as in 1999. coreweave spends funny money. $NVDA has funny demand.the real world. the REAL DEMAND. the real earnings are not even 1% of the capex which is currently blasted away. its worse then 1929. worse then 1999. $TSLA $NOW $PLTR $CRWV
Spencer Hakimian
@SpencerHakimian
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May 31 The AI boom is already here.Purchases of computer equipment added a full percentage point to GDP in Q1 2025.That’s higher than the peak of the DotCom Bubble.The future is now.
Daniel Newman
@danielnewmanUV
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Jun 12 $AMD – Lisa Su just said the number will be bigger than $500 Billion with Inference growing at > 80%We see the same trend line.—Inference surpasses training
—Agents drive compute intensity/scale
—Inference drives Chip TAM above estimates
Mr Shelby
@mrshelby101
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1h Nvidia’s chips are now the core engine of the AI boom…..essential for everything from ChatGPT to massive data-center operations.Their Q1 2025 revenue skyrocketed 69% year-over-year to $44.1 billion, with Q2 guidance around $45 billion…..a signal that investors are
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