Forecast
History through 2025. Later years are omitted on this public cut.
This public cut shows history through 2025 for server spend, CPU, GPU, and ASIC. Later years are omitted.
The public history is collected from the underlying demand, supply, coverage, and hyperscaler-spend series, using company filings, channel checks, supplier estimates, and JP Data modeling. Companies considered include Intel, AMD, NVIDIA, SK hynix, Samsung, Micron, enterprise SSD suppliers, hyperscalers, and captive ASIC programs.
Demand: Server / CPU / GPU / ASIC
History through 2025.
Download PNG · Through 2025
Server demand: accelerated vs non-accelerated
History through 2025.
Download PNG · Through 2025
CPU: demand vs supply
History through 2025.
Download PNG · Through 2025
GPU: demand vs supply
History through 2025.
Download PNG · Through 2025
ASIC: demand vs supply
History through 2025.
Download PNG · Through 2025
Coverage: CPU / GPU / ASIC
Forecast tab coverage (supply ÷ demand). CPU stays above 100%; GPU and ASIC ease but stay below full coverage.
Download PNG · Through 2025
Last model update:
How to interpret this data
Use the forecast as a scenario-based extension of the live model, not as company guidance or a guarantee of future market outcomes.
Related data
Frequently asked questions
What does this page measure?
History through 2025. Later years are omitted on this public cut.
Can JP Data provide a custom company, product, region, or scenario cut?
Yes. Request custom data with the required market boundary, products, companies, geography, and time horizon.