DIGITIMES' study shows that the combined capex of the four major US cloud service providers (CSPs), including Google and Amazon Web Services (AWS), is estimated to have increased by over 30% year-over-year in 2025, while signicantly expanded demand for sovereign AI computing power is also projected to help ramp up shipments of high-end cloud AI accelerators in 2025, marking a 38% annual growth.
Nvidia will remain the market leader; however, due to delayed shipments of the GB200, its 2025 shipment forecast was revised down. In contrast, Huawei and AWS are expected to achieve shipment growth rates of 118% and 114%, respectively, highlighting emerging growth pressures on Nvidia.
Additionally, manufacturing processes and packaging technologies accelerated their upgrades. TSMC's 3nm process penetration is anticipated to reach 5.5%, while SMIC's N+2 process penetration is projected at 3.2%. On the packaging front, Chinese OSAT service provider SJ Semiconductor's SmartPoser technology will also see increased market share, indicating that high-end cloud AI accelerators are expanding toward a multi-process and multi-platform direction.
Key factors affecting high-end cloud AI accelerator shipments
Chart 1: Key factors affecting high-end cloud AI accelerator shipments in 2025: demand
Chart 2: Key factors affecting high-end cloud AI accelerator shipments in 2025: Supply
High-end cloud AI accelerator shipments exceed 10 million units in 2025
Chart 3: High-end cloud GPU and ASIC accelerator shipments, 2023-2025 (k units)
Huawei, AWS 2025 shipments to soar, benefiting from operation and partnership improvement
Chart 4: High-end cloud AI accelerator shipments by supplier, 2023-2025 (k units)
Nvidia, Google, AWS top 3 in 2025, Huawei to surpass AMD to 4th
Chart 5: High-end cloud AI accelerator shipment share by supplier, 2023-2025
Chart 6: Nvidia high-end cloud GPU shipments, 2023-2025 (k units)
B300 to surpass B200 in shipments as GB300 Compute Tray returns to Bianca architecture
Chart 7: Nvidia high-end cloud GPU shipment share by model, 2023-2025
TSMC 3nm to account for 5.5%, while SMIC N+2 to achieve 3.2%
Chart 8: High-end cloud AI accelerator shipment share by foundry node, 2023-2025
Chart 9: High-end cloud AI accelerator shipment share by OSAT technology, 2023-2025
Chart 10: Summary of high-end cloud AI accelerator shipments in 2025