REPORT

AI Accelerator Chips
2026 Outlook

As computing demand pushes beyond the limits of Moore’s Law, AI accelerators are driving the next wave of computing innovation, with the market projected to reach $604 billion by 2033. Nvidia, AMD, Broadcom and Marvell are leading this expansion as demand for AI training and inference gains momentum.

In this report, Bloomberg Intelligence examines the forces reshaping the accelerator market, from key growth catalysts and competitive dynamics to supply chain and performance trends.

Key report highlights:

  • $3.5T projected hyperscale and Tier 2 cloud capex as GenAI scaling accelerates demand
  • GPUs are evolving from chips into integrated systems while ASICs head to $120 billion by 2033
  • Extreme market concentration limits opportunities for smaller competitors through the end of the decade

Download the report now to uncover how AI accelerators are powering the future of AI infrastructure.

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