세계의 AI 가속기 시장 예측 : 유형별, 기술별, 용도별, 최종 사용자별, 지역별 분석(-2032년)

According to Stratistics MRC, the Global AI Accelerator Market is accounted for $33.56 billion in 2025 and is expected to reach $225.77 billion by 2032 growing at a CAGR of 31.3% during the forecast period. An AI Accelerator is a dedicated hardware unit created to boost the speed and efficiency of artificial intelligence operations, including machine learning and deep learning. Devices like GPUs, TPUs, and NPUs enhance data handling and computational power, supporting faster AI model training and inference. Widely applied in areas such as cloud services, autonomous technologies, and edge computing, these accelerators handle intensive algorithms and vast data volumes while improving performance, energy efficiency, and system scalability.

According to Industry Experts, the market for chips powering generative AI will hit USD 50 billion by the end of 2025, with projections to rise to approximately USD 700 billion by 2027.

Market Dynamics:

Driver:

Growing need for high-performance computing (HPC)

The escalating demand for real-time data processing and complex simulations is propelling the adoption of high-performance computing across industries. Sectors such as autonomous driving, genomics, and financial modeling require immense computational throughput, driving interest in AI accelerators. Enterprises are increasingly deploying parallel processing architectures to handle large-scale workloads efficiently. As AI models become more sophisticated, the need for faster training and inference speeds is intensifying. Cloud providers and hyperscalers are investing heavily in custom silicon to optimize performance and reduce latency. This surge in computational requirements is positioning AI accelerators as critical enablers of next-gen digital infrastructure.

Restraint:

Complexity of integration

Integrating AI accelerators into existing IT ecosystems presents significant technical hurdles for enterprises. Compatibility issues with legacy systems, software stacks, and data pipelines often slow deployment timelines. Developers must navigate diverse frameworks, APIs, and hardware configurations to ensure seamless operation. The lack of standardized interfaces and toolchains adds to the integration burden, especially for smaller firms. Training personnel and rearchitecting workflows to leverage accelerator capabilities requires substantial investment. These challenges can delay adoption and limit the scalability of AI-enhanced solutions across organizations.

Opportunity:

Advancements in energy-efficient chip designs

Breakthroughs in low-power architecture and thermal optimization are unlocking new possibilities for AI accelerator deployment. Chipmakers are leveraging advanced packaging, 3D stacking, and novel materials to reduce energy consumption without compromising performance. These innovations are enabling edge devices and mobile platforms to run complex AI workloads sustainably. Regulatory pressure and corporate sustainability goals are further incentivizing the shift toward greener compute solutions. Startups and incumbents alike are exploring neuromorphic and analog computing paradigms to push efficiency boundaries. As energy costs rise, demand for high-performance yet eco-friendly accelerators is creating fertile ground for market expansion.

Threat:

Intense competition from general-purpose CPUs/GPUs

The widespread availability and continual evolution of general-purpose processors pose a competitive threat to specialized AI accelerators. CPUs and GPUs are increasingly optimized for AI workloads, narrowing the performance gap with dedicated chips. Their versatility and broad developer support make them attractive for cost-sensitive applications. Major vendors are bundling AI capabilities into mainstream processors, reducing the need for discrete accelerators in some use cases. This commoditization risks eroding the differentiation of niche accelerator solutions. Without clear performance or efficiency advantages, AI accelerators may struggle to maintain market momentum.

Covid-19 Impact:

The pandemic disrupted global supply chains, delaying fabrication and delivery of AI accelerator components. Lockdowns and remote work mandates shifted demand toward cloud-based inference and edge computing solutions. Chip shortages and logistics bottlenecks impacted production schedules and deployment timelines. However, the crisis accelerated digital transformation, with enterprises investing in AI to automate and optimize operations. Healthcare, logistics, and cybersecurity sectors saw increased adoption of AI accelerators to manage pandemic-related challenges. Post-Covid strategies now emphasize supply chain resilience, distributed compute models, and flexible deployment architectures.

The data centers segment is expected to be the largest during the forecast period

The data centers segment is expected to account for the largest market share during the forecast period, due to its central role in powering large-scale AI applications. Hyperscalers and cloud providers are integrating custom accelerators to enhance throughput and reduce energy costs. These facilities support diverse workloads, from natural language processing to recommendation engines, requiring high-performance compute. Innovations in cooling systems and workload orchestration are improving accelerator utilization and efficiency. The rise of AI-as-a-service platforms is further driving demand for scalable, accelerator-rich infrastructure. As enterprises migrate to cloud-native architectures, data centers remain the backbone of AI deployment.

The healthcare segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the healthcare segment is predicted to witness the highest growth rate, due to driven by the surge in AI-powered diagnostics and personalized medicine. Hospitals and research institutions are leveraging accelerators for imaging analysis, genomics, and drug discovery. The integration of AI into clinical workflows is enhancing decision-making and patient outcomes. Regulatory support for digital health and telemedicine is boosting infrastructure investments. Accelerators are enabling real-time data processing in wearable devices and remote monitoring systems.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share, fueled by rapid digitization and infrastructure expansion. Countries like China, India, and South Korea are investing heavily in semiconductor manufacturing and AI research. Government-backed initiatives are promoting domestic chip development and reducing reliance on imports. The region is witnessing strong growth in AI adoption across finance, manufacturing, and smart cities. Strategic collaborations between global tech firms and local players are accelerating innovation and deployment. With a vast user base and rising compute needs, Asia Pacific is emerging as a dominant force in the accelerator landscape.

Region with highest CAGR:

Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, owing to its leadership in AI innovation and venture capital funding. The U.S. is home to major chip designers, cloud providers, and AI startups driving next-gen accelerator development. Regulatory bodies are streamlining approval pathways for emerging compute technologies, fostering rapid commercialization. Enterprises are integrating accelerators into hybrid cloud and edge environments to boost performance and agility. The region benefits from a mature ecosystem of developers, research institutions, and enterprise adopters. As AI applications diversify, North America continues to set the pace for global accelerator adoption.

Key players in the market

Some of the key players in AI Accelerator Market include NVIDIA Corporation, Amazon Web Services, Advanced Micro Devices, Inc. (AMD), Alphabet Inc., Intel Corporation, Graphcore Limited, Google LLC, Axelera AI, Qualcomm Technologies, Inc., Meta Platforms, Inc., Apple Inc., Samsung Electronics Co., Ltd., Microsoft Corporation, IBM Corporation, and Taiwan Semiconductor Manufacturing Company (TSMC).

Key Developments:

In September 2025, NVIDIA and OpenAI announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. To support this deployment including data center and power capacity, NVIDIA intends to invest up to $100 billion in OpenAI as the new NVIDIA systems are deployed.

In September 2025, Intel Corporation and NVIDIA announced a collaboration to jointly develop multiple generations of custom datacenter and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets. The companies will focus on seamlessly connecting NVIDIA and Intel architectures using NVIDIA NVLink - integrating the strengths of NVIDIA's AI and accelerated computing with Intel's leading CPU technologies and x86 ecosystem to deliver cutting-edge solutions for customers.

Types Covered:

• Graphics Processing Unit (GPU)
• Field-Programmable Gate Array (FPGA)
• Application-Specific Integrated Circuit (ASIC)
• Tensor Processing Unit (TPU)
• Other Types

Technologies Covered:

• Cloud-Based AI Accelerators
• Edge-Based AI Accelerators
• On-Premise AI Accelerators

Applications Covered:

• Data Centers
• Robotics
• Cloud Computing
• Autonomous Vehicles
• Consumer Electronics
• Healthcare & Life Sciences
• Other Applications

End Users Covered:

• IT & Telecom
• Manufacturing
• Automotive
• Aerospace & Defense
• Healthcare
• Retail
• Other End Users

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Technology Analysis
• 3.7 Application Analysis
• 3.8 End User Analysis
• 3.9 Emerging Markets
• 3.10 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global AI Accelerator Market, By Type

• 5.1 Introduction
• 5.2 Graphics Processing Unit (GPU)
• 5.3 Field-Programmable Gate Array (FPGA)
• 5.4 Application-Specific Integrated Circuit (ASIC)
• 5.5 Tensor Processing Unit (TPU)
• 5.6 Other Types

6 Global AI Accelerator Market, By Technology

• 6.1 Introduction
• 6.2 Cloud-Based AI Accelerators
• 6.3 Edge-Based AI Accelerators
• 6.4 On-Premise AI Accelerators

7 Global AI Accelerator Market, By Application

• 7.1 Introduction
• 7.2 Data Centers
• 7.3 Robotics
• 7.4 Cloud Computing
• 7.5 Autonomous Vehicles
• 7.6 Consumer Electronics
• 7.7 Healthcare & Life Sciences
• 7.8 Other Applications

8 Global AI Accelerator Market, By End User

• 8.1 Introduction
• 8.2 IT & Telecom
• 8.3 Manufacturing
• 8.4 Automotive
• 8.5 Aerospace & Defense
• 8.6 Healthcare
• 8.7 Retail
• 8.8 Other End Users

9 Global AI Accelerator Market, By Geography

• 9.1 Introduction
• 9.2 North America
  • 9.2.1 US
  • 9.2.2 Canada
  • 9.2.3 Mexico
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 Italy
  • 9.3.4 France
  • 9.3.5 Spain
  • 9.3.6 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 Japan
  • 9.4.2 China
  • 9.4.3 India
  • 9.4.4 Australia
  • 9.4.5 New Zealand
  • 9.4.6 South Korea
  • 9.4.7 Rest of Asia Pacific
• 9.5 South America
  • 9.5.1 Argentina
  • 9.5.2 Brazil
  • 9.5.3 Chile
  • 9.5.4 Rest of South America
• 9.6 Middle East & Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 UAE
  • 9.6.3 Qatar
  • 9.6.4 South Africa
  • 9.6.5 Rest of Middle East & Africa

10 Key Developments

• 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 10.2 Acquisitions & Mergers
• 10.3 New Product Launch
• 10.4 Expansions
• 10.5 Other Key Strategies

11 Company Profiling

• 11.1 NVIDIA Corporation
• 11.2 Amazon Web Services
• 11.3 Advanced Micro Devices, Inc. (AMD)
• 11.4 Alphabet Inc.
• 11.5 Intel Corporation
• 11.6 Graphcore Limited
• 11.7 Google LLC
• 11.8 Axelera AI
• 11.9 Qualcomm Technologies, Inc.
• 11.10 Meta Platforms, Inc.
• 11.11 Apple Inc.
• 11.12 Samsung Electronics Co., Ltd.
• 11.13 Microsoft Corporation
• 11.14 IBM Corporation
• 11.15 Taiwan Semiconductor Manufacturing Company (TSMC)