Data Center GPU Companies - Nvidia Corporation (US) and Advanced Micro Devices, Inc. (US) are the Key Players

The global data center GPU market is expected to be valued at USD 119.97 billion in 2025 and reach USD 228.94 billion by 2030, growing at a CAGR of 13.7% during the forecast period.

The data center GPU market is expanding on the back of increasing adoption of artificial intelligence (AI) and machine learning (ML) applications across sectors. The increasing demand for high-compute performance in processing complex AI workloads and the expansion of cloud-based services with GPU acceleration as a key differentiator are among the main drivers. Additionally, the increasing demand for quicker data processing and computation in applications such as deep learning and big language models will call for the use of high-performance GPUs within data centers. All these factors will, in turn, propel the continued growth of the data center GPU market.

Major Data Center GPU Companies Include:

• NVIDIA Corporation (US)
• Advanced Micro Devices, Inc. (US)
• Intel Corporation (US)
• Google Cloud (US)
• Microsoft (US)
• Amazon Web Services, Inc. (US)
• IBM (US)
• Alibaba Cloud (Singapore)
• Oracle (US)
• Tencent Cloud (China)
• Coreweave (US)
• Vast.ai (US)
• Lambda (US)
• DigitalOcean (US)
• JarvisLabs.ai (India),

NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), Intel Corporation (US), Google Cloud (US), Microsoft (US), Amazon Web Services, Inc. (US), IBM (US), Alibaba Cloud (Singapore), Oracle (US), Tencent Cloud (China), CoreWeave (US), Vast.ai (US), Lambda (US), DigitalOcean (US), and JarvisLabs.ai (India) are some key players in the data center GPU market. The three major players, NVIDIA Corporation (US), Advanced Micro Devices (AMD) (US), and Intel Corporation (US), rely on product innovation, strategic partnerships, and acquisitions to strengthen their market positions. NVIDIA leads the way with its groundbreaking GPU architecture. AMD benefits from its open-source software platform, constantly augmenting its Instinct series of GPUs. Intel, through its Gaudi AI accelerators and Xe GPU architecture, is putting its CPUs and GPUs together to provide end-to-end solutions for data centers.

Launched in October 2024, the AMD Instinct MI325X is designed for AI and machine learning workloads in data centers. It offers high computational performance and is optimized for complex rendering and simulation tasks. This GPU is suitable for AI-driven visualization, media rendering, and data-intensive applications.
In August 2024, AMD agreed to acquire ZT Systems, a data center hardware company, in a cash and stock transaction valued at USD 4.9 billion. ZT’s expertise in designing and optimizing cloud computing solutions was expected to enhance AMD's data center AI infrastructure offerings.

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Nvidia Corporation (US)

NVIDIA Corporation is a leading US-based technology firm specializing in graphics processing units (GPUs), system-on-chip (SoC) solutions, and artificial intelligence (AI) infrastructure. The company is recognized for its innovative GPU technology, which has transformed the gaming, data center, AI, and professional visualization markets. NVIDIA operates through two main segments: Compute & Networking and Graphics. The Graphics segment includes GeForce GPUs for gamers, game streaming services, and enterprise graphics solutions. The Compute & Networking segment offers data center platforms, automotive AI solutions, and high-performance networking technologies, including InfiniBand and Ethernet products. The company invests heavily in research and development to advance GPU architecture and machine learning technology. With over 50 offices worldwide, NVIDIA holds multiple patents related to its products and technologies.

Advanced Micro Devices, Inc. (US)

Advanced Micro Devices, Inc. (AMD) is a US-based semiconductor company specializing in graphics and computing technology. It offers a variety of products, including accelerated processing units (APUs), processors, graphics cards, and system-on-chip (SoC) through four segments: Data Center, Gaming, Client, and Embedded. The Data Center segment features server CPUs, FPGAs, DPUs, GPUs, and Adaptive SoCs designed for data centers, along with AI infrastructure. The Client segment provides chipsets and CPUs for PCs, while the Gaming segment focuses on GPUs and semi-custom SoCs for entertainment platforms. The Embedded segment includes various embedded FPGAs, GPUs, CPUs, and APUs.

AMD chips are optimized for AI and machine learning workloads, such as Ryzen processors with Vega graphics for desktops and laptops, and AMD Instinct accelerators for high-performance computing, providing up to 1.1 teraflops of FP64 performance. EPYC processors support up to 128 PCIe 4.0 lanes and 4TB of memory. In February 2022, AMD acquired Xilinx, known for its programmable semiconductor products. The company operates globally across regions such as Hong Kong, Japan, Europe, and Taiwan, holding around 7,500 patents and 2,000 pending applications in the U.S. as of December 30, 2023.

Intel Corporation (US)

Intel Corporation (US) designs, produces, and sells computer systems and related products, including computing, communication, data storage, and networking components. Renowned for its innovative microprocessor technology, Intel operates through several segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Intel Foundry Services (IFS), and All Other. The CCG segment focuses on system architecture and applications for PCs, while DCAI provides solutions for enterprises and cloud service providers. NEX offers a range of computing systems, and Mobileye develops autonomous driving technologies. IFS focuses on system-on-chip solutions for AI applications, and All Other encompasses non-reportable segments.
Intel serves various applications, including data centers, PCs, and IoT devices, with a lineup of AI processors for high-end computing and data science. The company has a global presence, with operations in Asia, Europe, and North America, and nine manufacturing facilities in countries such as the US, Ireland, Germany, and Vietnam.

Market Ranking

The data center GPU market is consolidated, with the top three players, NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), and Intel Corporation (US), collectively holding around 95–100% of the global data center GPU market share.

NVIDIA Corporation (US) holds a dominant position in the data center GPU market. Its robust portfolio of high-performance GPUs optimized for AI training and inference is complemented by its CUDA software platform, which enjoys widespread adoption among developers. Advanced Micro Devices, Inc. (US) has been steadily gaining market share, offering competitive GPU solutions with a focus on performance and open standards, particularly with its Instinct series of accelerators. Intel Corporation (US) is also making significant strides in this space, leveraging its integrated GPU and CPU expertise to provide comprehensive solutions for data center workloads, with its Ponte Vecchio architecture representing a key advancement in its high-performance computing offerings.