REFRESHED DATASET + REPORT
Q1 2025 Data Center Semiconductor Spot Check Report

Futurum Intelligence has released a thorough analysis of the Q1 2025 data center semiconductor market and competitive landscape.

The report provides an in-depth look at the rapidly expanding market for GPUs, XPUs, and CPUs, which grew 66% year-over-year in 2024 to $180B and is projected to reach $583B by 2029.

It highlights NVIDIA’s continued dominance in GPUs with over 90% market share, Broadcom’s leadership in XPUs, and the gradual rise of Arm-based CPUs, while also noting intensifying competition from AMD and emerging XPU players.

It’s compelling reading for its combination of market sizing, competitive intelligence, and strategic recommendations on tracking AI compute demand, memory constraints, and the evolving GPU–XPU balance.

 

Download the Free Report

VENDORS INCLUDED IN THE REPORT

AMD  .  Broadcom  .  Google  .  Microsoft  .  NVIDIA
and more

SNEAK PEEK INSIDE THE REPORT
Q1 2025 Data Center Semiconductor Spot Check Report

  • Overall Expansion of Data Center Semiconductor Market – Q1 2025 saw continued strong growth in computing demand, driven by rapid adoption of advanced reasoning models and multimodal AI. Companies are embedding AI deeper into their operations and customer experiences, while broader societal adoption of these technologies is fueling further investment.

  • NVIDIA Remains the Most Powerful Player – NVIDIA retains more than 90% of the GPU market, thanks to unmatched chip design, a highly entrenched CUDA software ecosystem, and superior scalability. Its lead over AMD widened in early 2025, cementing its dominance.

  • XPU Competition Intensifies – Broadcom still leads the XPU market with nearly 80% share, followed by Marvell at 15%. However, rivals like MediaTek, Alchip, and GUC are gaining traction with cloud service provider projects and challenging Marvell’s position.

Exclusive access to these details and more is available in the Futurum Intelligence Platform.