ResearchAndMarkets launches data center AI chip market report for 2026-2040

ResearchAndMarkets.com has added a new report, "The Global Market for Computing and AI for Data Centers 2026-2040," that tracks the fast-expanding market for processors used in AI data centers. The report says the sector was valued at approximately $215 billion in 2025 and is being driven by demand from generative AI, large language models and agentic AI systems. It frames GPUs as the leading architecture for AI workloads, highlights Nvidia's dominant position, and says AI ASICs (application-specific integrated circuits) are the fastest-growing processor category as Google, Amazon Web Services, Microsoft and Meta push custom silicon. The study also reviews competition in server CPUs, supply-chain constraints around High Bandwidth Memory and CoWoS (advanced chip packaging technology), and the split between U.S.-aligned and China-domestic semiconductor ecosystems under U.S. export controls. Its coverage spans market forecasts from 2021 to 2040, technology roadmaps, market share, Mainland China, strategic scenarios through 2040, and 81 company profiles.

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