Datacenter AI Accelerators Q2 2025 – booming AI usage drives demand

The AI-CPU and Accelerator market reached $48B in Q2 2025, growing to over $500B by 2029, driven by accelerators and strong annual growth rates.

The total market for AI-CPUs and Accelerators in Q2 2025 was $48 billion, slightly below the forecast in Q1 due to prolonged US/China export restrictions, and is expected to exceed $500 billion by 2029. In 2019, the combined market was $6.2 billion; by 2024, it had grown to $142 billion. It increased by 2.5 times from 2022 to 2023 and by 2.6 times from 2023 to 2024. We expect growth to slow to 57% from 2024 to 2025, with the market reaching $224 billion by the end of this year. This growth is driven mainly by AI accelerators, rather than CPUs (+19% year-over-year). We anticipate the market for AI CPUs and accelerators to surpass $700 billion in 2030, growing at a 32% CAGR in value and 21% in volume.