High-end cloud AI accelerator shipments will exceed 10 million models in 2025, with Nvidia dealing with rising strain as Huawei and AWS rise.
Abstract
DIGITIMES’ examine exhibits that the mixed capex of the 4 main US cloud service suppliers (CSPs), together with Google and Amazon Web Services (AWS), is estimated to have elevated by over 30% year-over-year in 2025, whereas signicantly expanded demand for sovereign AI computing energy can be projected to assist ramp up shipments of high-end cloud AI accelerators in 2025, marking a 38% annual development.
Nvidia will stay the market chief; nevertheless, as a result of delayed shipments of the GB200, its 2025 cargo forecast was revised down. In distinction, Huawei and AWS are anticipated to realize cargo development charges of 118% and 114%, respectively, highlighting rising development pressures on Nvidia.
Additionally, manufacturing processes and packaging applied sciences accelerated their upgrades. TSMC’s 3nm course of penetration is anticipated to achieve 5.5%, whereas SMIC’s N+2 course of penetration is projected at 3.2%. On the packaging entrance, Chinese OSAT service supplier SJ Semiconductor’s SmartPoser know-how will even see elevated market share, indicating that high-end cloud AI accelerators are increasing towards a multi-process and multi-platform course.
Table of contents
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Introduction
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Key elements affecting high-end cloud AI accelerator shipments
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Chart 1: Key elements affecting high-end cloud AI accelerator shipments in 2025: demand
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Chart 2: Key elements affecting high-end cloud AI accelerator shipments in 2025: Supply
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High-end cloud AI accelerator shipments exceed 10 million models in 2025
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Chart 3: High-end cloud GPU and ASIC accelerator shipments, 2023-2025 (okay models)
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Shipments breakdown
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Huawei, AWS 2025 shipments to soar, benefiting from operation and partnership enchancment
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Chart 4: High-end cloud AI accelerator shipments by provider, 2023-2025 (okay models)
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Nvidia, Google, AWS prime Three in 2025, Huawei to surpass AMD to 4th
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Chart 5: High-end cloud AI accelerator cargo share by provider, 2023-2025
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Nvidia shipments breakdown
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Nvidia 2025 shipments slip to six.4m as a result of weak GB200 demand
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Chart 6: Nvidia high-end cloud GPU shipments, 2023-2025 (okay models)
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B300 to surpass B200 in shipments as GB300 Compute Tray returns to Bianca structure
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Chart 7: Nvidia high-end cloud GPU cargo share by mannequin, 2023-2025
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Upstream know-how breakdown
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TSMC 3nm to account for five.5%, whereas SMIC N+2 to realize 3.2%
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Chart 8: High-end cloud AI accelerator cargo…
