The Intelligence Inside: How AI Chips Are Transforming Every Industry
The AI chip market is no longer a niche corner of the semiconductor industry — it has become one of the fastest-growing, most strategically important technology markets. From hyperscale datacenters training massive language models to tiny edge devices running on-device inference, a diverse set of chips — GPUs, CPUs, FPGAs, NPUs, TPUs, custom ASICs (Trainium, Inferentia, Athena-style ASICs), memory stacks (HBM, DDR), and networking adapters — are being designed and deployed to satisfy different performance, power, latency and cost trade-offs. This post walks through market size and share signals, breaks down segmentation by offering and function (training vs inference), and highlights the trends shaping the next five years. Market size and headline numbers Independent market estimates vary by scope and definition (AI chipset, AI a...