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

According to Mordor Intelligence, the GPU software market size is expected to increase from USD 15.84 billion in 2025 to USD 22.67 billion in 2026 and reach USD 84.96 billion by 2031, growing at a CAGR of 30.24% over 2026-2031.

This report is Segmented by Component (Software, and Services), Deployment Mode (Cloud-Based, On-Premises, and More), Enterprise Size (Large Enterprises, and Small and Medium Enterprises), Application (Artificial Intelligence and Machine Learning, and More), End User (Cloud Service Providers and Hyperscalers, Automotive, BFSI, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global GPU Software Market Trends and Insights

Increasing Adoption of Generative AI and Large Language Model Workloads

Generative AI spending remains the strongest growth driver for the GPU software market because large model training and inference place sustained pressure on scheduling, memory use, and runtime efficiency. Inference serving has become especially important because software overhead per request directly affects the operating cost of enterprise AI deployments. NVIDIA stated in its fiscal 2026 results that Blackwell Ultra delivers up to 50x better performance and 35x lower cost for agentic AI than Hopper on the SemiAnalysis InferenceX benchmark, which supports faster platform migration and shorter refresh cycles. NVIDIA also said that the CUDA-X ecosystem now spans nearly 6,000 accelerated applications, which shows how deeply the GPU software market is tied to an established software base rather than hardware alone. The same product cycle also introduced Cosmos and Isaac GR00T open models for physical AI and robotics, which extends the GPU software market into factory automation and autonomous system simulation.

Rising Demand for GPU Orchestration in Hybrid and Multi-Cloud Environments

The GPU software market is also benefiting from rising demand for orchestration across public cloud, private cloud, and sovereign environments. Enterprises are increasingly using permanent hybrid setups where sensitive model training stays on owned or controlled infrastructure and overflow inference runs move to external cloud capacity. Mirantis launched integration between its k0rdent AI platform and NVIDIA Run:ai in April 2026, and the company said this allows neoclouds and enterprises to deploy production-ready AI environments in minutes rather than weeks. Mirantis and Supermicro also announced a validated sovereign AI and hybrid cloud stack in March 2026, which shows that suppliers are turning hybrid orchestration into a more standardized commercial offer. This pattern supports faster expansion in hybrid cloud and private cloud because the software layer manages workload placement, data locality, and utilization across different infrastructure environments.

High Integration Complexity Across Heterogeneous GPU and Cloud Stacks

Integration complexity remains a real brake on the GPU software market because production environments often combine different chips, drivers, server types, and deployment models. Each hardware generation brings new interconnect behavior, memory hierarchies, and software dependencies, which raises testing and optimization work for enterprise teams. AMD said its ROCm 7.0 software for the Instinct MI350 series added broader FP4 and FP6 support and new data center scalability features, which shows that alternative software stacks are advancing but still add another layer of compatibility work for users. NVIDIA's fiscal 2026 results also underline how deeply its ecosystem is embedded through CUDA-X and thousands of accelerated applications, which makes migration away from an established stack slower and more expensive. As a result, multi-vendor deployments often face longer validation cycles and slower returns on infrastructure spending in the GPU software market.

Other drivers and restraints analyzed in the detailed report include:

1. Growing Use of GPU Software for High-Performance Computing Workloads
2. Expansion of Cloud Gaming and Real-Time Rendering Use Cases
3. Security, Privacy, and Data Sovereignty Concerns in Shared GPU Environments

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

Segment Analysis

Software held 76.11% of the GPU software market in 2025, which shows that customers place more value on orchestration, observability, and inference optimization than on access to compute alone. NVIDIA said the CUDA-X ecosystem supports nearly 6,000 accelerated applications, and that scale continues to support a deep installed base for the software layer across AI, science, and visualization workloads. This position also helps explain why software is the fastest-growing component at 31.21% CAGR through 2031, because enterprises are moving from isolated clusters to more persistent workload management frameworks. The services segment accounted for the remaining share of the GPU software market in 2025, and much of that revenue came from managed GPU cloud and deployment support.

The commercial line between software and services is becoming less clear in the GPU software industry because suppliers increasingly bundle orchestration, monitoring, and optimization into managed infrastructure offers. Mirantis positioned its k0rdent AI integration with NVIDIA Run:ai as a way to automate AI platform deployment and lifecycle management, which shows how software functionality is being wrapped into broader service delivery. CoreWeave also reported strong fiscal 2025 growth and a larger enterprise focus, which indicates that GPU-native providers are monetizing software control layers alongside cloud capacity rather than treating them as separate products. This bundling supports higher recurring revenue and makes stand-alone component comparisons less straightforward across the GPU software market.

Cloud-based deployment accounted for 45.33% of the GPU software market in 2025, while hybrid cloud and private cloud is projected to grow at 31.62% CAGR through 2031. The largest installed base still sits in cloud environments because they give enterprises faster access to GPU capacity and let them scale training and inference without owning all hardware. At the same time, the fastest growth is shifting toward hybrid designs because those setups give users more control over data placement and security while preserving burst capacity. Mirantis and Supermicro announced a validated sovereign AI and hybrid cloud deployment stack in March 2026, which reflects rising commercial demand for ready-built hybrid GPU environments.

On-premises deployment remains relevant in regulated sectors and research settings where data residency and system control cannot be compromised. Edge and embedded deployment is still a smaller base in the GPU software market, but it is becoming more relevant in automotive validation, industrial digital twins, and other asset-level inference workloads. SoftBank launched Infrinia AI Cloud OS in January 2026 to let AI data center operators provide multi-tenant Kubernetes-as-a-Service and inference-as-a-Service on GPU infrastructure, and that release points to stronger software support for distributed deployment models. The deployment mix is therefore widening, but the software layer remains the main tool for tying these environments together.

Complete Report Scope:

• By Component
  • Software
  • Services
• By Deployment Mode
  • Cloud-Based
  • On-Premises
  • Hybrid Cloud / Private Cloud
  • Edge / Embedded
• By Enterprise Size
  • Large Enterprises
  • Small and Medium Enterprises
• By Application
  • Artificial Intelligence and Machine Learning
  • High-Performance Computing
  • Data Analytics
  • Graphics Rendering and Visualization
  • Simulation and Digital Twins
  • Video Processing and Streaming
  • Gaming and Cloud Gaming Infrastructure
  • Other Applications
• By End User
  • Cloud Service Providers and Hyperscalers
  • IT and Telecommunications
  • Healthcare and Life Sciences
  • BFSI
  • Media and Entertainment
  • Automotive
  • Manufacturing
  • Other End Users (Government and Defense, Retail and E-Commerce)
• 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 48.44% of the GPU software market share in 2025, which made it the largest regional contributor. The region leads because it combines hyperscaler capital spending, deep enterprise AI adoption, and a strong installed base of software developers working within established GPU ecosystems. CoreWeave said its revenue backlog rose to USD 99.4 billion as of March 31, 2026, up from USD 66.8 billion at year-end 2025, which points to a large committed demand base centered heavily in North American cloud and enterprise activity. NVIDIA's fiscal 2026 results also showed the continued expansion of the CUDA-X ecosystem and Blackwell platform transition, which supports ongoing upgrade cycles across North American customers. This keeps North America in a strong position through the forecast period even as regional growth rates elsewhere move higher.

Asia-Pacific is projected to expand at 31.42% CAGR through 2031, making it the fastest-growing region in the GPU software market. SoftBank launched Infrinia AI Cloud OS in January 2026 for AI data center operators that want to offer multi-tenant Kubernetes-as-a-Service and inference-as-a-Service on GPU infrastructure. NTT DATA also launched GPU as a Service for large-scale machine learning workloads in Japan, targeting use cases such as LLM development, autonomous driving, and drug discovery. These moves show that the GPU software market in Asia-Pacific is being supported by local platform development as well as demand from cloud-first enterprise adoption and sovereign AI investment programs.

Europe and the rest of the world contribute a different growth profile to the GPU software market, one shaped more directly by data control and sovereign infrastructure needs. The European Parliament's 2025 study on software and cyber dependencies highlighted the extent of Europe's reliance on non-EU providers, which adds urgency to regional control over AI and cloud infrastructure. Deutsche Telekom and NVIDIA brought Germany's first Industrial AI Cloud online in Munich in February 2026 with around 10,000 NVIDIA Blackwell GPUs and 0.5 ExaFLOPS of capacity, which shows how that policy pressure is translating into real infrastructure. Bitkom also said AI and HPC workloads accounted for 15% of German data center capacity in 2025 and are projected to reach 40% by 2030, which supports the case for continued regional build-out.

1. Amazon Web Services, Inc.
2. Microsoft Corporation
3. Google LLC
4. NVIDIA Corporation
5. IBM Corporation
6. Oracle Corporation
7. Alibaba Cloud Computing Co. Ltd.
8. CoreWeave, Inc.
9. Akamai Technologies, Inc.
10. Lambda, Inc.
11. DigitalOcean Holdings, Inc.
12. OVH Groupe SA
13. Scaleway SAS
14. Runpod, Inc.
15. Vast.ai, Inc.
16. Gcore Holding Ltd.
17. Nebius Group N.V.
18. Tencent Cloud Computing (Beijing) Co., Ltd.
19. Hewlett Packard Enterprise Company
20. Red Hat, Inc.

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 Impact of Macroeconomic Factors on the Market
• 4.3 Market Drivers
  • 4.3.1 Increasing Adoption of Generative AI and Large Language Model Workloads
  • 4.3.2 Rising Demand for GPU Orchestration in Hybrid and Multi-Cloud Environments
  • 4.3.3 Growing Use of GPU Software for High-Performance Computing Workloads
  • 4.3.4 Expansion of Cloud Gaming and Real-Time Rendering Use Cases
  • 4.3.5 Shift Toward Fractional GPU Provisioning and Pay-Per-Use Access Models
  • 4.3.6 Rising Enterprise Focus on GPU Utilization, Monitoring, and Cost Optimization
• 4.4 Market Restraints
  • 4.4.1 High Integration Complexity Across Heterogeneous GPU and Cloud Stacks
  • 4.4.2 Security, Privacy, and Data Sovereignty Concerns in Shared GPU Environments
  • 4.4.3 Limited Availability of Advanced GPU Infrastructure and Related Talent
  • 4.4.4 High Ongoing Cost of Enterprise-Grade GPU Software and Managed Services
• 4.5 Industry Value Chain Analysis
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 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 Component
  • 5.1.1 Software
  • 5.1.2 Services
• 5.2 By Deployment Mode
  • 5.2.1 Cloud-Based
  • 5.2.2 On-Premises
  • 5.2.3 Hybrid Cloud / Private Cloud
  • 5.2.4 Edge / Embedded
• 5.3 By Enterprise Size
  • 5.3.1 Large Enterprises
  • 5.3.2 Small and Medium Enterprises
• 5.4 By Application
  • 5.4.1 Artificial Intelligence and Machine Learning
  • 5.4.2 High-Performance Computing
  • 5.4.3 Data Analytics
  • 5.4.4 Graphics Rendering and Visualization
  • 5.4.5 Simulation and Digital Twins
  • 5.4.6 Video Processing and Streaming
  • 5.4.7 Gaming and Cloud Gaming Infrastructure
  • 5.4.8 Other Applications
• 5.5 By End User
  • 5.5.1 Cloud Service Providers and Hyperscalers
  • 5.5.2 IT and Telecommunications
  • 5.5.3 Healthcare and Life Sciences
  • 5.5.4 BFSI
  • 5.5.5 Media and Entertainment
  • 5.5.6 Automotive
  • 5.5.7 Manufacturing
  • 5.5.8 Other End Users (Government and Defense, Retail and E-Commerce)
• 5.6 Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 Europe
    • 5.6.2.1 Germany
    • 5.6.2.2 United Kingdom
    • 5.6.2.3 France
    • 5.6.2.4 Italy
    • 5.6.2.5 Rest of Europe
  • 5.6.3 Asia-Pacific
    • 5.6.3.1 China
    • 5.6.3.2 Japan
    • 5.6.3.3 South Korea
    • 5.6.3.4 India
    • 5.6.3.5 Southeast Asia
    • 5.6.3.6 Rest of Asia-Pacific
  • 5.6.4 South America
  • 5.6.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share 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 Amazon Web Services, Inc.
  • 6.4.2 Microsoft Corporation
  • 6.4.3 Google LLC
  • 6.4.4 NVIDIA Corporation
  • 6.4.5 IBM Corporation
  • 6.4.6 Oracle Corporation
  • 6.4.7 Alibaba Cloud Computing Co. Ltd.
  • 6.4.8 CoreWeave, Inc.
  • 6.4.9 Akamai Technologies, Inc.
  • 6.4.10 Lambda, Inc.
  • 6.4.11 DigitalOcean Holdings, Inc.
  • 6.4.12 OVH Groupe SA
  • 6.4.13 Scaleway SAS
  • 6.4.14 Runpod, Inc.
  • 6.4.15 Vast.ai, Inc.
  • 6.4.16 Gcore Holding Ltd.
  • 6.4.17 Nebius Group N.V.
  • 6.4.18 Tencent Cloud Computing (Beijing) Co., Ltd.
  • 6.4.19 Hewlett Packard Enterprise Company
  • 6.4.20 Red Hat, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment