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Market research forecasts the data-center AI chip market will reach $860 billion by 2030, driven by inference demand and custom-silicon adoption.
$860B projection implies sustained capex intensity across hyperscaler and independent GPU-cloud buildouts; if realized, it locks in decades of hardware-refresh cycles and sustained demand for chip fabs and packaging capacity.
Trade pressSlicast · September 27, 2026 at 00:53 UTC · US · Source: Aju Press
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