AI Chip GPUs

Data Center GPU/Accelerator Shipments

Quarterly shipments of AI accelerators: the specialized chips (GPUs, TPUs, custom ASICs) that train and run AI models in data centers. NVIDIA captures over 80% of unit volume; AMD, Intel, and Google's TPUs trail well behind. Figures in thousands of units.

AI Accelerator Architecture Comparison

Side-by-side comparison of AI training and inference accelerators: specs, memory, performance, and pricing
ProductArchitectureNodeTransistorsMemoryMem BWFP16 TFLOPSFP8 TFLOPSTDPInterconnectLaunchedPrice Est.
NVIDIA logoH100 SXM
Hopper4nm (TSMC)80B80GB HBM33.35 TB/s1,9793,958700WNVLink 4.0 (900 GB/s)2023-Q1$25,000–$40,000
NVIDIA logoB200
Blackwell4nm (TSMC)208B192GB HBM3E8 TB/s5,00010,0001000WNVLink 5.0 (1.8 TB/s)2024-Q4$30,000–$50,000
NVIDIA logoGB200 NVL72
Blackwell4nm (TSMC)208B (x72)13.5TB HBM3E576 TB/s162K1440K120kWNVLink 5.0 (full rack)2025-Q1$2M–$3M (rack)
AMD logoMI300X
CDNA 35nm/6nm (TSMC)153B192GB HBM35.3 TB/s1,3072,614750WInfinity Fabric (896 GB/s)2023-Q4$10,000–$15,000
AMD logoMI325X
CDNA 3.55nm/6nm (TSMC)153B256GB HBM3E6 TB/s1,3072,614750WInfinity Fabric (896 GB/s)2024-Q4$15,000–$20,000
AMD logoMI350X
CDNA 43nm (TSMC)185B288GB HBM3E8 TB/s5,00010,0001000WUALink / Infinity Fabric 4.02025-Q2TBD
Intel logoGaudi 2
Gaudi7nm (TSMC)~25B96GB HBM2E2.46 TB/s432864600W24x 100GbE RDMA2023-Q2$12,000–$15,000
Intel logoGaudi 3
Gaudi5nm (TSMC)~50B128GB HBM2E3.7 TB/s1,8353,670900W24x 200GbE RDMA2024-Q4$15,000–$20,000
Broadcom logoGoogle TPU v5e
Custom ASIC7nm (TSMC)~20B16GB HBM2E820 GB/s197394200WICI (Inter-Chip Interconnect)2023-Q3Cloud-only
Broadcom logoGoogle TPU v6e (Trillium)
Custom ASIC5nm (TSMC)~35B32GB HBM31.6 TB/s460920300WICI v22024-Q4Cloud-only

AI Chip Product Roadmap

Product availability timeline for AI accelerators across NVIDIA, AMD, Intel, and Broadcom/Google
Legacy
In Production
Announced
Roadmap
2020
2021
2022
2023
2024
2025
2026
2027
2028
NVIDIA logoNVIDIA
A100 (7nm)
H100 (4nm)
H200 (4nm)
B100/B200 (4nm)
GB200 NVL72 (4nm)
Rubin (R100) (3nm)
Feynman (2nm)
AMD logoAMD
MI250X (6nm)
MI300X (5nm)
MI325X (5nm)
MI350X (3nm)
MI400 (2nm)
Intel logoIntel
Gaudi 2 (7nm)
Gaudi 3 (5nm)
Jaguar Shores (Intel 18A)
Broadcom logoBroadcom
Google TPU v5e (7nm)
Google TPU v6e (Trillium) (5nm)
Google TPU v7 (Ironwood) (5nm)
Meta MTIA v2 (5nm)

Data Center GPU + Accelerator Revenue by Vendor (Quarterly)

Quarterly data center AI accelerator revenue by vendor (NVDA, AMD, INTC, AVGO). NVDA holds roughly 85% share.

NVIDIA Data Center Compute vs Networking

NVIDIA-disclosed Data Center compute versus networking, only for fiscal quarters where both lines were printed. Networking (InfiniBand, Spectrum-X, NVLink fabric) was $14.8B in FY27 Q1, almost 20% of Data Center.

Hyperscaler Custom AI Accelerators

Company-stated custom accelerators (Google TPU, AWS Trainium, Azure Maia, Meta MTIA) plus Intel Foundry external customer revenue. This is a landscape table, not a shipment ranking. Foundry names appear only when the cited page states them.
ProductOwnerWhat the owner has saidFoundry (only if disclosed)
TPU Ironwood (7th gen)GoogleGoogle Cloud describes Ironwood as the 7th-generation TPU, built for inference and training at Gemini scale, available on Google CloudNot stated on the cited Cloud blog; TSMC is widely assumed and is not treated as a Google disclosure here
Trainium2 / Trn2Amazon Web ServicesAWS documents Trainium2 as the current-generation training chip for Amazon EC2 Trn2 instances and UltraServers, sold as an NVIDIA alternative for AWS-hosted trainingNot stated on the cited AWS product page
Azure MaiaMicrosoftMicrosoft describes Azure Maia as an in-house AI accelerator for Azure OpenAI and internal training and inference. Maia 100 is the first generation discussed on the Azure blogMaia 3 on Intel 18A is reported by Intel/Microsoft coverage; the cited Azure Maia blog does not name a foundry for Maia 100
MTIAMetaMeta's engineering blog describes MTIA as a family of training and inference accelerators for ranking and recommendation, now in production inside Meta data centersMeta has publicly worked with Broadcom on custom silicon; the cited MTIA blog is about the chip, not a foundry share figure
Intel Foundry external AI siliconIntel Foundry customersIntel's Q2 2026 10-Q: third-party foundry and assembly/test revenue was $293 million in the quarter (vs $22 million a year earlier). That is the disclosed external foundry print, not a named list of AI chipsIntel Foundry
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AI Chip GPUs: Market Data | Sterling