가속 컴퓨팅 시장 : 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the accelerated computing market size is expected to grow from USD 180.72 billion in 2025 to USD 217.82 billion in 2026 and is forecast to reach USD 546.42 billion by 2031 at 20.19% CAGR over 2026-2031.

This report is Segmented by Processor Type (Graphics Processing Unit (GPU), Application-Specific Integrated Circuit, and More), Deployment (On-Premises and Data Center, Edge and Embedded, and More), Function (Training, and Inference), End User (Hyperscale Cloud Service Providers, Enterprise and Colocation Data Centers, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Accelerated Computing Market Trends and Insights

Rising Large Language Model Training Intensity

Frontier model training now sits at the center of capital allocation across the accelerated computing market. Epoch AI data showed that training compute for frontier language models grew 5x per year since 2020, and power requirements doubled annually over the same period. The largest known training run by mid-2026 consumed 5X1026 FLOPs, which was 24 times the compute used for GPT-4. That pattern matters because hardware demand no longer rises only with pre-training volume, as post-training steps such as fine-tuning, pruning, and reinforcement learning continue to extend the compute cycle after the base model is built. NVIDIA's Blackwell platform reinforced this shift in June 2026, when MLPerf Training v6.0 results showed DeepSeek-V3 671B trained in 2.02 minutes on 8,192 GB300 NVL72 GPUs at CoreWeave. The accelerated computing market, therefore, continues to favor vendors that can deliver scale at the rack level, not just higher performance at the chip level.

Rapid Expansion of Edge Inference Workloads

The accelerated computing market is expanding as inference workloads are spreading across devices and systems that cannot rely on distant cloud capacity for every task. That change gives greater weight to latency, local responsiveness, and power efficiency, thereby improving the position of ASICs, FPGAs, and specialized inference engines in automotive, industrial, and medical settings. The move toward agentic AI adds another layer, because separating prefill and decode stages creates room for different processors to handle different parts of the same workflow. NVIDIA validated that direction in December 2025 through a USD 20 billion licensing agreement with Groq, bringing LPU dataflow engines into liquid-cooled Rubin-generation LPX racks for low-latency inference. AWS also accelerated the inference cycle in June 2026 by making EC2 G7 instances generally available with NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs, delivering up to 4.6x higher AI inference performance than the earlier generation. As these deployments scale, the accelerated computing market is likely to spread spending across a broader hardware mix instead of concentrating nearly all value in centralized training clusters.

Sub-5 Nm Capacity Concentration

The accelerated computing market remains exposed to a narrow supply base at the most advanced process nodes. In June 2026, Wei said demand for advanced nodes exceeded available capacity by 25-30%, and relief was not expected until at least 2027. The constraint is not limited to logic production, because advanced packaging capacity for linking accelerator dies with HBM has also remained under pressure. That means some chip designers still face a practical barrier even after completing product design, because they cannot scale shipments without foundry and packaging allocation. The result is that procurement in the accelerated computing market can be delayed even when end demand remains strong. This also slows the pace at which smaller accelerator vendors can convert design wins into meaningful revenue, keeping supply concentrated among players with secured manufacturing access.

Other drivers and restraints analyzed in the detailed report include:

1. Hyperscaler Custom Silicon Adoption
2. Growing Adoption of Energy-Efficient Accelerator Architectures
3. Export-Control Uncertainty for Advanced Accelerators

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

GPUs held a 55.34% share of the accelerated computing market in 2025, reflecting the depth of NVIDIA's CUDA ecosystem and its broad integration into AI frameworks, enterprise stacks, and cloud services. That share was not based solely on chip performance, because procurement teams also value software maturity, developer familiarity, and the lower switching costs that come with existing GPU workflows. In practice, GPUs remain the default choice for organizations seeking immediate access to high-throughput AI training and general-purpose inference. They also continue to benefit when buyers cannot commit early enough to a stable workload profile for custom chip design. This keeps the processor layer of the accelerated computing market centered on GPUs even as alternatives improve.

Custom ASICs are projected to grow at a 21.32% CAGR through 2031, making them the fastest-growing processor segment in the accelerated computing market. Their momentum comes mainly from hyperscaler programs that are designed around internal workloads with high utilization and tighter software control. Google's TPU roadmap and Microsoft's Maia 200 deployment show why the model is attractive, as both programs prioritize performance per watt and per dollar rather than broad third-party compatibility. FPGAs continue to hold a smaller but useful role in low-latency and reconfigurable use cases, while CPUs and NPUs are gaining relevance in edge inference where cost and efficiency matter more than maximum throughput. The accelerated computing industry still favors GPUs for broad deployment, but the accelerated computing market is steadily making more room for custom silicon where workloads are large, repeatable, and economically stable.

On-premises and data center deployments accounted for 51.48% of the accelerated computing market in 2025, underscoring that dense, centralized infrastructure still has the largest revenue base. This position is tied to hyperscalers and large enterprises that need clustered systems for frontier model training, large-batch inference, and secure internal deployments. High rack density, power delivery, cooling readiness, and software orchestration all favor buyers who can control their own infrastructure or work through specialized colocation models. That makes on-premises and data center environments the anchor for current revenue across the accelerated computing market. It also explains why suppliers still prioritize large-system integration and packaging scale at the top end of the product stack.

Edge and embedded deployment is forecast to grow at a 21.51% CAGR through 2031, which makes it the fastest-growing deployment model in the accelerated computing market. Growth comes from autonomous vehicles, industrial robots, and connected medical systems that require deterministic local processing rather than round-trip cloud reliance. These deployments are changing hardware selection because low latency and power efficiency matter more than peak floating-point output in many endpoint scenarios. Cloud remains important for enterprise buyers that cannot fund private clusters, but ownership economics become more attractive when utilization stays high for long periods. As inference workloads spread across more real-world environments, the accelerated computing market is likely to see a more balanced mix between centralized capacity and distributed compute footprints.

Complete Report Scope:

• By Processor Type
  • Graphics Processing Unit (GPU)
  • Application-Specific Integrated Circuit (ASIC)
  • Field-Programmable Gate Array (FPGA)
  • Central Processing Unit (CPU) and Neural Processing Unit (NPU)
• By Deployment
  • On-Premises and Data Center
  • Cloud-Based
  • Edge and Embedded
• By Function
  • Training
  • Inference
• By End User
  • Hyperscale Cloud Service Providers
  • Enterprise and Colocation Data Centers
  • Automotive OEMs and Tier-1 Suppliers
  • Healthcare and Life Sciences
  • Financial Services
  • Telecom and 5G Infrastructure
  • Government, Defense, and Research
  • Manufacturing and Industrial Automation
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Southeast Asia
    • Rest of Asia-Pacific
  • South America
  • Middle East and Africa

Geography Analysis

North America accounted for 41.26% of the accelerated computing market share in 2025, making it the largest regional contributor. The region benefits from the deepest concentration of hyperscaler capital, mature AI software ecosystems, and the broadest installed base of enterprise AI users. It also remains the main operating base for platform leaders that influence procurement standards, benchmark expectations, and commercial deployment models across the accelerated computing market. The United States leads this position through large-scale data center buildouts, while Canada adds capacity through Ontario and Quebec, and Mexico is gaining relevance from nearshore supply-chain shifts. Export compliance remains part of the regional operating picture because the January 2026 BIS framework affects how U.S.-based suppliers structure overseas sales and customer certifications.

Asia-Pacific is projected to grow at a 21.65% CAGR through 2031, which makes it the fastest-growing regional block in the accelerated computing market. Growth is being supported by sovereign AI compute programs that are moving from policy statements into funded infrastructure projects. Japan committed USD 13 billion through METI to semiconductor and industrial AI programs, and Microsoft said it would invest JPY 1.6 trillion (USD 10.3 billion) in Japan between 2026 and 2029 as regional AI infrastructure expands. South Korea's Financial Services Commission approved USD 5.7 billion for national AI infrastructure in May 2026, including a national AI compute center with 15,000 GPUs and an operator group led by Naver Cloud, Samsung SDS, and Ellis Group. China remains a large demand center but is developing under a different supply framework, as export restrictions continue to push domestic accelerator vendors into a stronger position.

Europe and the remaining regions account for the balance of the accelerated computing market, led by Germany, the United Kingdom, and France. European demand is being supported by automotive compute for ADAS and autonomous driving, industrial automation in manufacturing centers, and financial services use cases in the United Kingdom. South America, the Middle East and Africa, and smaller Asia-Pacific countries represent emerging pockets where national digital programs and data center investment are increasing demand for AI infrastructure. In these regions, the accelerated computing market is likely to develop through a mix of public-sector programs, sovereign data requirements, and selective enterprise adoption rather than through hyperscaler concentration alone.

1. NVIDIA Corporation
2. Advanced Micro Devices, Inc.
3. Intel Corporation
4. Qualcomm Incorporated
5. Broadcom Inc.
6. Marvell Technology, Inc.
7. Cerebras Systems, Inc.
8. Groq, Inc.
9. Tenstorrent Inc.
10. Graphcore Limited
11. SambaNova Systems, Inc.
12. Rebellions Inc.
13. Hailo Technologies Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rising Large Language Model Training Intensity
  • 4.2.2 Rapid Expansion of Edge Inference Workloads
  • 4.2.3 Hyperscaler Custom Silicon Adoption
  • 4.2.4 Growing Adoption of Energy-Efficient Accelerator Architectures
  • 4.2.5 Advanced Cooling and Rack Density Optimization
  • 4.2.6 Silicon Photonics and Optical Interconnect Integration
• 4.3 Market Restraints
  • 4.3.1 Sub-5 Nm Capacity Concentration
  • 4.3.2 High Total Cost of Ownership for Liquid-Cooled Clusters
  • 4.3.3 Export-Control Uncertainty for Advanced Accelerators
  • 4.3.4 HBM and Advanced Packaging Bottlenecks
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Suppliers
  • 4.8.3 Bargaining Power of Buyers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Processor Type
  • 5.1.1 Graphics Processing Unit (GPU)
  • 5.1.2 Application-Specific Integrated Circuit (ASIC)
  • 5.1.3 Field-Programmable Gate Array (FPGA)
  • 5.1.4 Central Processing Unit (CPU) and Neural Processing Unit (NPU)
• 5.2 By Deployment
  • 5.2.1 On-Premises and Data Center
  • 5.2.2 Cloud-Based
  • 5.2.3 Edge and Embedded
• 5.3 By Function
  • 5.3.1 Training
  • 5.3.2 Inference
• 5.4 By End User
  • 5.4.1 Hyperscale Cloud Service Providers
  • 5.4.2 Enterprise and Colocation Data Centers
  • 5.4.3 Automotive OEMs and Tier-1 Suppliers
  • 5.4.4 Healthcare and Life Sciences
  • 5.4.5 Financial Services
  • 5.4.6 Telecom and 5G Infrastructure
  • 5.4.7 Government, Defense, and Research
  • 5.4.8 Manufacturing and Industrial Automation
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Italy
    • 5.5.2.5 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 China
    • 5.5.3.2 Japan
    • 5.5.3.3 South Korea
    • 5.5.3.4 India
    • 5.5.3.5 Southeast Asia
    • 5.5.3.6 Rest of Asia-Pacific
  • 5.5.4 South America
  • 5.5.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Vendor Positioning Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 NVIDIA Corporation
  • 6.4.2 Advanced Micro Devices, Inc.
  • 6.4.3 Intel Corporation
  • 6.4.4 Qualcomm Incorporated
  • 6.4.5 Broadcom Inc.
  • 6.4.6 Marvell Technology, Inc.
  • 6.4.7 Cerebras Systems, Inc.
  • 6.4.8 Groq, Inc.
  • 6.4.9 Tenstorrent Inc.
  • 6.4.10 Graphcore Limited
  • 6.4.11 SambaNova Systems, Inc.
  • 6.4.12 Rebellions Inc.
  • 6.4.13 Hailo Technologies Ltd.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment