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AI Data Center Evolution
Currently, two major companies dominate the AI-specific application-specific integrated circuits (ASIC) market: Broadcom and Marvell Technology. This market is projected to grow at an average annualized rate of nearly 19% through 2032, as AI data center operators seek custom-built solutions to meet specific needs.
Nvidia, the previous market leader, introduced the DGX-1 supercomputer in 2016, allowing various AI platforms to flourish, but operators are now increasingly opting for custom ASICs. For example, Google is utilizing its Tensor Processing Units, which contribute to the efficiency of its AI services, while Amazon’s Graviton processors offer 60% more power efficiency, reducing costs by up to 20% for customers.
With rising interest from tech giants like Intel, which recently announced a dedicated group for custom processing solutions, the competitive landscape of the AI ASIC market is set to evolve rapidly.
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