This dataset is the chip and board layer of the data-center accelerator market. It counts merchant GPUs, merchant and captive AI ASICs, data-center FPGAs, and DPUs. NVIDIA’s compute line is inside that total. NVIDIA’s networking line is not. Server CPUs, memory sold by DRAM makers, and the AI-server layer are not in this dataset. The data starts in 1994 and forecasts through 2032. In 2025, the total market was $219.2 billion. From 2026 the same market is carried forward on three paths: downside, base, and upside.
The market, 1994–2032
In 2025 the total market was $219.2 billion. Our base forecast is $480 billion in 2026 and $1.35 trillion in 2032, with $1.15 trillion at the 2030 checkpoint. The downside case ends at $550 billion in 2032. The upside case ends at $2.40 trillion.
Data set details
The model. Yellow cells are inputs. Totals and forecast dollars are formulas. Units are revenue divided by the blended board price. HBM is inside that price.
The forecast. The forecast holds downside, base, and upside revenue. Base 2026 is $480 billion. Base 2032 is $1.35 trillion. Downside 2032 is $550 billion. Upside 2032 is $2.40 trillion. The 2030 base checkpoint is $1.15 trillion.