The AI chip sector is on a blistering growth trajectory, expected to swell to nearly $92 billion by 2025, with a compound annual growth rate (CAGR) approaching 29% from the previous year. In 2024, NVIDIA held an estimated 80% share of the AI accelerator segment, while AMD and Intel each occupied roughly 8–9%, leaving the remaining 3% to specialized entrants like Google’s TPUs and AWS’s Trainium, as well as nascent startups.
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