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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

United Kingdom: +44 7453 598 606

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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/C O R R E C T I O N — Hexaware Technologies Limited/

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In the news release, Hexaware Becomes an Anthropic Preferred Partner, Bringing Claude to the Core of Its AI-native Platforms, issued 08-Oct-2026 by Hexaware Technologies Limited over PR Newswire, we are advised by the company that some corrections have been made throughout the release. The complete, corrected release follows:

Hexaware Becomes a Preferred Partner in the Claude Partner Network, Bringing Claude to the Core of Its AI-native Platforms

Multi-year partnership combines Claude powered by Anthropic with Hexaware’s Zerovity™ and AgentVerse™ platforms to deliver outcome-based AI services for enterprises

MUMBAI, India, LONDON and JERSEY CITY, N.J., Oct. 8, 2026 /PRNewswire/ — Hexaware Technologies (NSE: HEXT), a global provider of IT services and solutions, today announced a multi-year partnership with Anthropic. Under the partnership, Hexaware becomes a Preferred Partner in Anthropic’s Claude Partner Network.

The partnership brings Claude to the core of two Hexaware platforms: Zerovity™, its AI-native engineering platform, and AgentVerse™, its agent build and governance platform with more than 600 pre-built agents. Hexaware will use Claude to deliver outcome-based services across IT operations and software engineering, as enterprise clients increasingly buy results rather than effort.

Hexaware has more than 1,100 Claude-certified professionals. Hexaware and Anthropic will work together on go-to-market, joint solution development, and customer deployments, and Hexaware will expand Claude training across its delivery teams.

Clients can engage in two ways:

Start with a business outcome: Hexaware’s Zero Friction Enterprise™ offerings target technical debt, security vulnerabilities, backlogs, support tickets, process bottlenecks, and license costs.Start with the development tools: Clients can connect their development tools directly to the Zerovity™ harness, which applies token optimization and in-built software delivery agents.

The alliance builds on Hexaware’s existing relationship with Anthropic, including its authorization to resell Claude through Amazon Bedrock.

“Enterprises are focused on driving business outcomes,” said Siddharth Dhar, President & Global Head – AI, Hexaware. “We are putting Claude at the heart of Zerovity™ and AgentVerse™, so our clients reach production results faster, at a cost they can plan around.”

“Our teams have already certified more than 1,100 people on Claude,” said Vinod Chandran, Chief Operating Officer, Hexaware. “As a Preferred Partner, we can take that capability to clients together with Anthropic, from the first proof of value to production at scale.”

“Enterprises are putting Claude in the hands of their employees and using it to run many of the systems their business depends on. Many want a partner who can help bring Claude into production and find the highest-value use cases across every team” said Era Sahni, Head of Partnerships – International, Anthropic. “Hexaware’s customers already trust them with IT operations and software engineering. That is where much of this work gets done and where Claude can have an outsized impact.”

About Hexaware

Hexaware is a global technology and business process services company. Every day, Hexawarians wake up with a singular purpose: to create smiles through great people and technology. With offices across the world, we empower enterprises worldwide to realize digital transformation at scale and speed by partnering with them to build, transform, run, and optimize their technology and business processes. Learn more about Hexaware at https://hexaware.com. 

About Anthropic

Anthropic is an AI safety and research company building reliable, interpretable, and steerable AI systems. Anthropic’s Claude family of AI models is widely recognized for its strength in complex reasoning, long-context understanding, agentic workflows, and software development. Its safety-first approach to AI development has made Anthropic a partner of choice for enterprises operating in risk-sensitive, mission-critical, and regulated environments. For more information, visit anthropic.com.

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FF EAI Robotics Ecosystem Inc. to Present at the 2026 ThinkEquity Conference

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LOS ANGELES, Oct. 8, 2026 /PRNewswire/ — FF EAI Robotics Ecosystem Inc. (“FFR” or the “Company”) (NASDAQ: FFR) a U.S.-based Embodied AI (EAI) robotics company, today announced that it will be participating in The ThinkEquity Conference on October 15, 2026, at the Mandarin Oriental Hotel in New York. The ThinkEquity Conference gathers institutional investors, corporate clients, and other industry professionals to highlight groundbreaking innovations and financial strategies.

The event will bring together senior executives from across AI and technology, biotechnology, aerospace and defense, oil and gas, and metals and mining sectors.

Jerry Wang, CEO, will be presenting at 4:00 PM ET on October 15th. Members of the FFR management will also be holding one-on-one investor meetings throughout the day. Interested investors can register to attend and schedule one-on-one meetings here. 

About ThinkEquity
ThinkEquity is a boutique investment bank founded by professionals who have collaborated for over a decade, collectively financing over $50 billion in public and private capital raises, restructurings, and mergers and acquisitions. Past ThinkEquity conferences have featured over 80 company presentations, 750+ attendees, and 750+ one-on-one meetings, providing a valuable platform for companies and investors to connect. To register to attend The ThinkEquity Conference, please follow this link.

About FFR
FF EAI Robotics Ecosystem Inc. (NASDAQ: FFR) is a U.S.-based Embodied AI (EAI) robotics company that is in the process of acquiring the FF EAI Robotics business. Upon completion of the acquisition, the Company will focus on the research and development, manufacturing, commercialization, and deployment of intelligent robotic technologies, products, and industry solutions.

The Company is committed to building a “Four-Core Full-Stack” AI ecosystem covering the full lifecycle of robotics, consisting of EAI Brain & Developer Platform, EAI Devices, Industry Productivity Solutions, and EAI Data Factory. Guided by the technology and product philosophy of “One Brain, Multi-forms, Multi-capabilities,” the Company aims to empower humanoid, biomimetic, and other robotic form factors through a unified EAI Brain, while continuously expanding their multi-task and multi-scenario capabilities. The ecosystem is designed to support the full robotics lifecycle, including R&D, deployment, data collection and training, operations, and commercial applications.

The FF EAI Robotics business has already achieved commercial deliveries of humanoid and biomimetic robotic products. Through its multi-form-factor robotic products, EAI technology platform, closed-loop data capabilities, and industry solutions, the business continues to advance the scaled adoption of robotics across real-world applications. The Company also operates RoboShare, a robot-sharing and services platform designed to connect robotic assets, service capabilities, customer demand, and ecosystem partners, further strengthening its robotics commercialization and service ecosystem.

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SOURCE FF EAI Robotics Ecosystem Inc.

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Trinity Capital Achieves $880 Million of New Commitments and $614 Million in Funded Investments in the Third Quarter of 2026

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PHOENIX, Oct. 8, 2026 /PRNewswire/ — Trinity Capital Inc. (NYSE: TRIN) (the “Company”), a leading alternative asset manager, today announced a portfolio update for the third quarter and first three quarters of 2026. Trinity Capital originated $880 million of new commitments in the third quarter of 2026, bringing new commitments for the first three quarters of 2026 to $2.0 billion.

Third quarter 2026 investment highlights:

Gross investments funded totaled approximately $614 million, which was comprised of $378 million in secured loans, $159 million in equipment financings and $77 million in warrant and equity investments.The Company originated approximately $880 million of new commitments, which was comprised of $534 million in secured loans, $270 million in equipment financings and $76 million in equity investments.The Company funded approximately $432 million to 15 new portfolio companies, $118 million to 24 existing portfolio companies and $64 million to multi-sector holdings.Gross proceeds received from repayments and exits of the Company’s investments totaled approximately $495 million, which included $237 million from debt investments sold, $195 million from early debt repayments and refinancings, $57 million from scheduled/amortizing debt payments and $6 million from warrant and equity exits.

Aggregate investment highlights for the first three quarters of 2026:

Gross investments funded totaled approximately $1.5 billion, which was comprised of $1.1 billion in secured loans, $322 million in equipment financings and $131 million in warrant and equity investments.The Company originated approximately $2.0 billion of total new commitments, which was comprised of $1.5 billion in secured loans, $380 million in equipment financings and $131 million in equity investments.The Company funded approximately $927 million to 36 new portfolio companies and $526 million to 35 existing portfolio companies and $86 million to multi-sector holdings.Gross proceeds received from repayments and exits of the Company’s investments totaled approximately $1.1 billion, which included $523 million from early debt repayments and refinancings, $381 million from debt investments sold, $184 million from scheduled/amortizing debt payments and $22 million from warrant and equity exits.

Trinity Capital will release its complete third quarter 2026 financial results on Wednesday, November 4, 2026 and will discuss its financial results on a conference call the same day at 12:00 p.m. ET.

To listen to the call, please dial (800) 267-6316 or (203) 518-9783 internationally and reference Conference ID: TRINQ326 if asked, approximately 10 minutes prior to the start of the call. A live webcast of the third quarter 2026 financial results conference call will also be available on the Investor Relations section of the Company’s website at ir.trinitycapital.com. A replay will be available on the Company’s website for 90 days following the conference call.

About Trinity Capital Inc.

Trinity Capital Inc. (NYSE: TRIN) is an international alternative asset manager that seeks to deliver consistent returns for investors through access to private credit markets. Trinity Capital sources and structures investments in well-capitalized growth-oriented companies across five distinct lending verticals: Sponsor Finance, Equipment Finance, Tech Lending, Asset Based Lending, and Healthcare & Life Sciences. Headquartered in Phoenix, Arizona, Trinity Capital’s dedicated team is strategically located across the United States and Europe. For more information on Trinity Capital, please visit trinitycapital.com and stay connected to the latest activity via LinkedIn.

Forward-Looking Statements

This press release may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Statements other than statements of historical facts included in this press release may constitute forward-looking statements and are not guarantees of future performance or results and involve a number of risks and uncertainties. Actual results may differ materially from those in the forward-looking statements as a result of a number of factors, including those described from time to time in filings with the Securities and Exchange Commission (“SEC”). The Company undertakes no duty to update any forward-looking statement made herein, except as required by law. All forward-looking statements speak only as of the date of this press release. More information on risks and other potential factors that could affect the Company’s financial results, including important factors that could cause actual results to differ materially from plans, estimates or expectations, is included in the Company’s filings with the SEC, including in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections of the Company’s most recently filed annual report on Form 10-K and subsequent SEC filings.

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SOURCE Trinity Capital Inc.

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