AI chip market projected to reach $223.95 billion by 2030

AI chip market semiconductor industry AI data centers inference computing circular economy

The global AI technology landscape is undergoing significant structural shifts across hardware, infrastructure, and regional competition. The AI chip market is projected to reach $223.95 billion by 2030, growing at a CAGR of 41.1%, with the Asia-Pacific region expected to become the largest market by that time. While NVIDIA currently leads the market with a 25.42% share, industry trends suggest a shift toward specialized AI inference chips as spending on inference is expected to surpass training costs by 2026.

In response to these shifts, major corporations are restructuring. AMD has transitioned into a full-stack AI infrastructure provider, and Schneider Electric Japan has launched a new organizational structure to support the entire AI data center lifecycle, from design to operation. Meanwhile, in China, companies like Huawei are utilizing system-level architectures to mitigate the impact of advanced chip restrictions. Additionally, Hitachi is leveraging AI research within Japan's SIP program to advance circular economy systems through improved material quality assessment.

Entities

AMD · Advantest · Alibaba Group · DeepSeek · Hitachi · Hitachi, Ltd. · Huawei · Kioxia Holdings · Nvidia · Nvidia Corporation · Schneider Electric · Tokyo Electron

Claims

What the coverage asserts, and how many sources carry each claim.

[● 2 SOURCES] The AI chip market is projected to reach $223.95 billion by 2030. www.the-miyanichi.co.jp · www.dreamnews.jp
[● 2 SOURCES] The AI chip market is expected to grow at a CAGR of 41.1% through 2030. www.the-miyanichi.co.jp · www.dreamnews.jp
[○ 1 SOURCE] Hitachi is conducting AI research and development for circular economy systems as part of the Cabinet Office's SIP program. www.dempa-times.co.jp
[○ 1 SOURCE] AMD has completed a strategic transition to become a full-stack AI infrastructure provider by 2026. news.yesky.com
[● 2 SOURCES] NVIDIA holds a 25.42% share of the AI chip market. www.the-miyanichi.co.jp · www.dreamnews.jp
[○ 1 SOURCE] AI spending is expected to shift from model training to inference by 2026. atmarkit.itmedia.co.jp
[○ 1 SOURCE] Schneider Electric Japan is launching a new organizational structure to support the entire AI data center lifecycle. ascii.jp
[● 2 SOURCES] Asia-Pacific is forecasted to be the largest regional market for AI chips by 2030. www.the-miyanichi.co.jp · www.dreamnews.jp