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AI Chip Market to Reach $677.59 Billion by 2035 as Inference and Custom Silicon Reshape Global Compute Demand

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DC Market Insights forecasts 13.85% CAGR through 2035; GPUs hold 76.9% of 2025 market value while AI ASICs and SoCs expand at 19.61% annually

LONDON, Oct. 8, 2026 /PRNewswire/ — The global AI Chip Market was valued at $185.26 billion in 2025 and is projected to reach $677.59 billion by 2035, expanding at a compound annual growth rate of 13.85%, according to a new study published by DC Market Insights. The market is moving from a training-led buildout toward a broader compute cycle in which inference, custom cloud silicon, on-device neural processing units and sovereign AI programs increasingly determine chip volumes, architecture choices and capital allocation.

Full report: https://www.dcmarketinsights.com/report/ai-chip-market

$185.26B

$677.59B

13.85 %

56.4 %

2025 market size

2035 forecast

CAGR, 2025-2035

North America share

“The AI chip market is entering a second phase. The first was defined by training demand and merchant GPUs; the next will
be defined by inference economics, custom silicon and deployment across many more endpoints. Data center accelerators
still account for more than 90% of value today, but AI ASICs and SoCs are growing faster than GPUs, and inference is
projected to become the largest function by 2035. That combination broadens the opportunity while raising the importance of
software ecosystems, memory bandwidth, power availability and supply-chain execution.”

— Amit Jain, Senior Consultant, ICT & Emerging Technologies, DC Market Insights, and author of the AI Chip
Market report

AI Chip Spending Scales Beyond Training

DC Market Insights estimates that the AI Chip Market expanded from $13.57 billion in 2020 to $185.26 billion in 2025 as data center accelerators moved into volume production. The firm forecasts a further rise to $260.01 billion in 2026, followed by slower but still substantial growth through 2035. Data center accelerators accounted for 91.6% of market value in 2025, illustrating how strongly the current market remains tied to hyperscale and AI data center investment.

The next leg of growth is increasingly linked to inference. AI inference represented $85.60 billion, or 46.2% of 2025 value, compared with $86.92 billion for training. DC Market Insights projects inference to grow at 17.76% annually and reach $439.05 billion by 2035, or 64.8% of total market value. The shift matters because inference is persistent: deployed models serve users and agents for years, creating recurring demand for cost-efficient accelerators across cloud, enterprise, automotive and edge environments.

Custom AI Silicon Gains Share While GPUs Remain the Largest Segment

GPUs generated $142.39 billion in 2025 and represented 76.9% of the market, making them the dominant AI chip category. DC Market Insights forecasts GPU revenue to reach $440.85 billion by 2035 at an 11.96% CAGR. AI ASICs and SoCs, however, are the fastest-growing major chip type. Their value is projected to increase from $32.64 billion in 2025 to $195.65 billion in 2035, a 19.61% CAGR, lifting their share from 17.6% to 28.9%.

The increase in custom silicon reflects efforts by hyperscale cloud providers and AI labs to lower inference cost per token and improve performance per watt. Google, Amazon Web Services and Microsoft are deploying their own TPU, Trainium and Maia architectures, while Broadcom is a major design and supply-chain partner for custom accelerators. Merchant suppliers are responding by expanding inference-focused products, strengthening rack-scale platforms and integrating higher-bandwidth memory and networking more tightly with compute.

Gigawatt-Scale Agreements Extend Visibility Into 2029

The report identifies large supply agreements as one of the clearest indicators of future demand. In October 2025, AMD and OpenAI announced a 6 GW GPU agreement beginning with 1 GW of Instinct MI450 capacity in the second half of 2026. OpenAI and Broadcom also agreed to deploy 10 GW of custom AI accelerators, with deployments targeted to begin in the second half of 2026 and complete by the end of 2029.

DC Market Insights estimates that one gigawatt of AI capacity can carry roughly $17 billion to $22 billion of accelerator content at 2025 prices. Commitments at this scale push AI semiconductor demand beyond conventional annual procurement cycles and increase the strategic value of foundry capacity, advanced packaging, high-bandwidth memory, substrate availability, interconnects and power infrastructure.

Edge and Device AI Expands the Addressable Market

Although data centers dominate market value, edge and device AI chips are projected to grow faster, at 16.64% annually. Their share rises from 8.4% of the market in 2025 to 10.7% in 2035. The category includes automotive AI SoCs, client NPUs in PCs and smartphones and industrial or robotics accelerators used in smart cameras, machines and edge gateways.

DC Market Insights values automotive AI chips at $6.42 billion in 2025 and industrial and edge AI chips at $3.94 billion. Client NPU value in AI-capable PCs and smartphones totaled an estimated $5.13 billion. The expansion of Copilot-class PCs, higher TOPS requirements, automated driving, robotics and machine vision creates a second demand pool that is less concentrated than hyperscale data center spending.

North America Leads, but Asia Pacific and the Middle East Gain Momentum

North America accounted for $104.42 billion, or 56.4% of global AI chip value in 2025, and is forecast to reach $349.15 billion by 2035. Asia Pacific represented 26.8% of the market at $49.69 billion and is projected to reach $196.82 billion by 2035, expanding at a 14.76% CAGR. Europe held a 10.0% share, while the Middle East and Africa represented 4.8% and Latin America 2.1%.

The Middle East and Africa is the fastest-growing region in the report at 16.60% annually, supported by sovereign AI investment in Saudi Arabia and the United Arab Emirates. At the country level, the United States was the largest market at $96.30 billion, equal to 52.0% of global value. China ranked second at $22.94 billion. India is projected to be the fastest-growing major country market at 20.46% annually, reaching $23.15 billion by 2035.

Competitive Landscape Centers on Merchant GPUs and Custom Accelerators

NVIDIA leads the AI Chip Market with an estimated 72% of 2025 value, according to DC Market Insights. AMD remains the principal merchant GPU challenger, while Broadcom is the largest custom AI ASIC partner in the firm’s estimate. Google, Amazon Web Services and Microsoft increasingly shape demand through in-house accelerators, while Intel, Qualcomm, Huawei, Mobileye, Horizon Robotics, Marvell Technology, Cambricon Technologies and Hailo compete across data center, automotive and edge applications.

Recent supplier disclosures underscore the scale of demand. NVIDIA reported $89.00 billion in data center revenue for the quarter ended July 26, 2026, up 117% from a year earlier. Microsoft introduced its Maia 200 inference accelerator in January 2026, and Qualcomm is entering data center inference with AI200 and AI250 products. The competitive frontier is therefore broadening from peak training performance toward inference efficiency, cost per token, memory capacity, software compatibility and supply certainty.

2035 Forecast Range Spans $528.13 Billion to $823.51 Billion

DC Market Insights’ base case places the AI Chip Market at $677.59 billion in 2035. A low case, which assumes slower delivery of AI power capacity, flat real capital spending after 2028 and weaker edge and device demand, produces a $528.13 billion market. A high case in which grid capacity and HBM supply keep pace with announced programs and edge demand exceeds the base model reaches $823.51 billion.

The scenario range highlights the market’s dependence on infrastructure outside the chip itself. Power delivery, data center construction, high-bandwidth memory and advanced packaging can constrain accelerator deployments even when end-user demand remains strong. For investors and suppliers, this makes AI chip growth inseparable from the wider data center buildout and from the supply chains supporting each new generation of accelerated systems.

About the AI Chip Market Study

The study covers chips whose primary role is AI computation, including data center GPUs, custom AI ASICs and SoCs, client NPUs, FPGAs and other AI accelerators sold for data centers, vehicles, consumer devices and industrial edge systems. The report uses 2025 as the base year, 2020-2024 as the historical period and 2026-2035 as the forecast period.

DC Market Insights built the model bottom-up from unit and pricing assumptions across data center accelerators, automotive AI SoCs, client NPUs and industrial or edge AI chips, then reconciled the totals against supplier disclosures and regional deployment indicators. The report was written by Amit Jain and reviewed by Deepti Agrawal, Senior Editor, Research.

Get Free Sample Report  – https://www.dcmarketinsights.com/report/ai-chip-market

Related Reports from DC Market Insights

Data Center Accelerator Market — $169.77 billion in 2025 to $605.42 billion by 2035; 13.56% CAGR.Data Center GPUs Market — $153.59 billion in 2025 to $679.88 billion by 2035; 16.04% CAGR.AI Server Market — $246.33 billion in 2025 to $1,098.47 billion by 2035; 16.13% CAGR.Data Center Chip Market — $314.87 billion in 2025 to $1,021.48 billion by 2035; 12.49% CAGR.AI Data Center Market — $21.74 billion in 2025 to $123.60 billion by 2035; 18.91% CAGR.

About DC Market Insights

DC Market Insights is the data center research and consulting practice of Credence Research, founded in 2015. The firm sizes markets, forecasts them to 2035 and advises investors, operators, vendors and governments on commercial due diligence, site selection, market entry and power strategy, market sizing, competitive intelligence and policy and investment decisions. DC Market Insights is supported by more than 200 analysts and consultants and the wider organization completes more than 450 consulting projects a year.

Its research spans the full data center value chain, including facilities, power, cooling, construction, AI compute, cloud, interconnection, software, services, storage and networking. Each report carries the name of the analyst who built it and is reviewed by a second analyst or editor before publication.

Media and Research Contact

DC Market Insights

Email: sales@dcmarketinsights.com

United States: +1 628 262 7656

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Office: Tower C-1105, S 25, Akash Tower, Vishal Nagar, Pimple Nilakh, Pune, MH 411027, India

Contact: www.dcmarketinsights.com/contact-us

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Explore DC Market Insights proprietary data and decision-support tools: Data Center Map | Data Center Operators | Deal Tracker | Power & Policy Tracker | Data Center PUE Calculator

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GoDaddy Inc. to Announce Third Quarter 2026 Financial Results on Thursday, October 29, 2026

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TEMPE, Ariz., Oct. 8, 2026 /PRNewswire/ — GoDaddy Inc. (NYSE: GDDY) will release financial results for the third quarter of 2026 on Thursday, October 29, 2026, after the U.S. stock market closes.

Following the news release, GoDaddy management will host a live webcast at 5:00 p.m. Eastern Time, which will be available on GoDaddy’s Investor Relations website at https://investors.godaddy.net. To participate, please register here.

Following the webcast’s completion, a recording will be available on GoDaddy’s Investor Relations website.

About GoDaddy
GoDaddy, the world’s largest domain name registrar, helps millions of entrepreneurs globally start, grow, and scale their businesses. People come to GoDaddy to name their idea, build a website and logo, sell their products and services and accept payments. Airo®, the company’s agentic operating system for small businesses, helps entrepreneurs get their idea online, run their business day-to-day and grow through an integrated identity, presence and commerce experience. GoDaddy’s expert guides are available 24/7 to provide assistance. To learn more about the company, visit www.GoDaddy.com.

Source: GoDaddy Inc.

© 2026 GoDaddy Inc. All Rights Reserved.

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SOURCE GoDaddy Inc.

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OMNICOM MEDIA AND REMBRAND PARTNER TO SCALE IN-CONTENT ADVERTISING ACROSS PREMIUM STREAMING

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First-to-market capability brings together Acxiom, Omni, and Rembrand’s VISTA platform, with access to premium inventory from major media partners

NEW YORK, Oct. 8, 2026 /PRNewswire/ — Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, and in-content advertising platform Rembrand are partnering to bring in-content advertising into the mainstream media mix with a first-to-market capability that enables brands to identify, plan, and activate in-content placements across first-look premium streaming inventory from multiple major media companies.

The partnership provides OM’s Content Collective – the group’s branded content center of excellence – first-mover access to Rembrand’s AI-powered VISTA platform, which scans publisher content to identify scenes that can be monetized by insertion of in-content advertising. Using AcxiomRealID™ and direct integrations with major streamers, brands can identify the most relevant content for a given audience. Pairing this intelligence with Rembrand’s VISTA platform, brands unlock a more systematic and scalable way to find relevant programming and activate against those opportunities across participating streaming partners.

Historically, in-content advertising has been managed through bespoke partnerships and individual content integrations. The new capability brings those opportunities into a common planning framework, giving media teams visibility across participating publishers and allowing in-content placements to be considered alongside broader media investments.

The collaboration is rooted in a fundamental shift in consumer behavior. Omnicom Media’s recent research, From Tuned Out to Leaned In: How to Combat Ad Avoidance, found that 65% of U.S. consumers avoid advertising to some degree, whether by skipping, scrolling, muting, or ignoring ads. As consumers use subscriptions, apps, AI, and other tools to exert greater control over their media experiences, brands need new ways to reach people without creating another interruption.

Additionally, commissioned research conducted by Omnicom Media’s Partner Intelligence team in collaboration with Rembrand evaluated the effectiveness of in-content advertising, finding that, when paired with traditional video ads, perceptions of premium content amplify the performance of ICAs, driving a 5.5 times impact on message recall, and a 4x increase in both purchase intent and perceptions of the brand as premium.

“Our research identified how quickly consumers actively or passively disengage when advertising feels intrusive or overly repetitive,” said Megan Pagliuca, Chief Product Officer, Omnicom Media. “To address this, we have launched new capabilities in streaming to address negative reach, improve relevance and measurability of traditional brand experiences, and now we are complementing these with a first of its kind data driven, scalable approach to in-content advertising.”

How It Works

The capability connects four stages:

Audience matching: Acxiom audience segments are matched with streaming viewership data to identify shows, movies, and genres that best index with a target audience.Inventory mapping: Relevant programming is matched against in-content advertising opportunities available through VISTA.Inventory expansion: Additional content can be onboarded through established processes with participating streaming partners when relevant opportunities are not yet available.Activation: Brands deploy in-content placements against selected audiences and programming across participating publishers.

The result is a way to put brands directly into content consumers have chosen to watch, while providing greater visibility into in-content supply across publishers.

“In-content advertising has always offered brands the opportunity to show up within content people have actively chosen to watch,” said John Sedlak, Chief Revenue Officer, Rembrand. “Our collaboration with Omnicom Media makes those opportunities easier to identify, plan and activate across premium streaming, bringing a new level of scale and consistency to the category.”

Applications range from an automaker placing a new model in relevant programming across a streamer, using Acxiom in-market auto segments to reach shoppers who routinely avoid traditional ads, to a beverage brand appearing in top-indexing summer programming during key seasonal purchase periods. Retail brands can similarly use in-content placements to directly connect exposure to the path to purchase.

Summing up the response to-date from clients who have been briefed on the new capability, Jillian Davis, Director of Marketing Technology for Auto Trader and Kelly Blue Book parent company Cox Automotive said, “We’re always eager to leverage new, scalable and organic ways to reach our customers within premium content.”

CONTACT:  isabelle.gauvry@omc.com

ABOUT OMNICOM MEDIA
Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, is the world’s largest global media management network. Powered by the Omni Intelligence Platform, Omnicom Media agencies leverage $75.6 billion in billings, 47,000+ specialists across 70+ markets, and the industry’s most powerful portfolio identity, commerce, and intelligence assets to design dynamic Growth Ecosystems that enable the world’s most ambitious businesses to grow faster and smarter. The Omnicom Media portfolio includes global media agency brands OMD, PHD, Initiative, Hearts United and UM; core Omnicom Integrated Media offerings Acxiom, the world’s premier identity solution, and the Flywheel end-to-end commerce solution; and specialty services across the cloud consulting, creator, financial, healthcare, and sports & entertainment categories.  For more information visit omnicommedia.com

ABOUT REMBRAND
Rembrand is the leading In-Content Advertising platform, using AI to seamlessly integrate brands into video content. The company’s technology provides a non-intrusive and engaging advertising experience for viewers while delivering increased brand awareness and improved engagement for advertisers. Rembrand works with a vast network of global content owners and media companies to deliver unparalleled reach and scale for its brand partners.  For more info, visit www.rembrand.com.

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SOURCE Omnicom Media

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Equifax Reports Accelerated Adoption of VantageScore® 4.0 Across the Mortgage Industry

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Nearly 2,000 Mortgage Lenders Implementing Modern, Alternative Data-Driven Scoring Model; Equifax Extends $1 VantageScore 4.0 Pricing through the End of 2028 to Drive Industry Adoption, Homeownership Affordability, and Cost Savings

Nearly 2,000 mortgage lenders and resellers are taking advantage of the Equifax offer of free VantageScore® 4.0 credit scores with paid legacy scores, and more than 165 lenders are exclusively using VantageScore 4.0 at the $1 price for certain types of loans.Equifax maintains $1 VantageScore 4.0 mortgage credit score pricing through the end of 2028 to expand industry adoption, reduce loan acquisition costs, and drive potential $1 billion in industry cost savings.Equifax continues to enhance the value of mortgage solutions by delivering The Work Number® Report Indicator and additional alternative data including telco, pay TV and utilities attributes alongside the Equifax mortgage credit report at no additional cost.

ATLANTA, Oct. 8, 2026 /PRNewswire/ — Equifax® (NYSE: EFX) today announced a significant milestone in mortgage scoring modernization, with nearly 2,000 lenders taking advantage of free VantageScore® 4.0 credit scores with paid legacy scores from April 2026 through September 2026, including a 230% increase in VantageScore 4.0 credit scores pulled between April 2026 and August 2026 for mortgages. This accelerated mortgage lender adoption follows Federal Housing Finance Agency (FHFA) approval of VantageScore 4.0 for use in Fannie Mae and Freddie Mac mortgages. Mortgage lenders are rapidly embracing this modern scoring model and Fair Credit Reporting Act (FCRA) governed alternative data not included in traditional credit reports to expand access to credit and drive housing affordability for millions of Americans.

“Our AI technology helps borrowers see their best loan options in minutes. With lenders now able to choose their credit score model, we added VantageScore 4.0 as one of the scoring models we use, giving us more flexibility in how we evaluate applicants, while keeping the experience quick and easy,” said Magesh Sarma, Chief Operating Officer, AmeriSave Mortgage Corporation.

Equifax is maintaining $1 VantageScore 4.0 mortgage credit score pricing through the end of 2028 to expand adoption, reduce loan acquisition costs, and drive a potential $1 billion in cost savings for the industry and consumers from the cost difference among score providers.

“The landmark decision by FHFA Director William Pulte and Housing and Urban Development Secretary Scott Turner to open VantageScore 4.0 for use across both conventional and FHA-insured loans has advanced homebuying into a new era of credit scoring competition that drives greater performance and cost savings for both lenders and consumers,” said Mark W. Begor, CEO of Equifax. “We are seeing strong momentum across the mortgage sector as lenders rapidly adopt VantageScore 4.0 to drive better decisioning and expand access to credit.”

More data drives better decisions
VantageScore 4.0 utilizes up to 24 months of trended data and incorporates alternative data, such as rental, utility, and telco payment histories, providing lenders with a more comprehensive view of borrower creditworthiness without adding additional risk. The model provides deeper financial insights that can deliver a 20% lift in originations and generate credit scores for consumers with thin credit files.

“The strong industry adoption has been driven by years of preparation by our teams to ensure that VantageScore 4.0 could be accessible to all lenders, allowing them to effectively test and evaluate the score through their processes,” said Joel Rickman, General Manager and SVP of U.S. Mortgage and Verification Services at Equifax. “Equifax is deeply committed to supporting the mortgage industry and the consumers we serve, especially as we navigate the most difficult mortgage market in decades. We view our role in expanding homeownership as a vital responsibility while delivering significant savings to consumers and the mortgage industry.”

Equifax remains the only Nationwide Consumer Reporting Agency to provide alternative data insights – such as payment histories for telco, pay TV, and utilities – alongside tri-merge consumer credit reports for the mortgage market at no additional cost to lenders. Equifax also empowers lenders with early access to an employment indicator through its suite of The Work Number® Report Indicator solutions at no additional cost including:

The Work Number® Report Indicator for Mortgage: Streamlines underwriting workflows by providing an indicator of whether data from The Work Number is available on the applicant

For more information about Equifax mortgage solutions and VantageScore 4.0, please visit our website.

ABOUT EQUIFAX INC.
At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com. 

FOR MORE INFORMATION:
Tiffany Smith for Equifax 
mediainquiries@equifax.com 

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SOURCE Equifax Inc.

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