North America Data Center GPU Market

The North America data center GPU market is projected to reach USD 79.81 billion by 2030 from USD 43.19 billion in 2025, at a CAGR of 13.1% during the forecast period.

The North American data center GPU market is experiencing robust growth due to the rising adoption of artificial intelligence (AI) and machine learning (ML) applications across various 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 faster data processing and computation in applications such as deep learning and large language models will necessitate the use of high-performance GPUs within data centers. All these factors will, in turn, propel the continued growth of the North American data center GPU market.

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Nvidia Corporation (US), Advanced Micro Devices, Inc. (US), Intel Corporation (US), Google Cloud (US), Microsoft (US), Amazon Web Services, Inc. (US), IBM (US), Oracle (US), CoreWeave (US), Vast.ai (US), Lambda (US), and DigitalOcean (US) are some of the key players in the North American data center GPU market.

Launched in October 2024, the AMD Instinct MI325X is designed for AI and ML 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 Systems’ expertise in designing and optimizing cloud computing solutions is expected to enhance AMD’s data center AI infrastructure offerings.

NVIDIA Corporation (US)

NVIDIA Corporation (US) is a world-leading multinational tech firm focused on designing and manufacturing graphics processing units (GPUs), system-on-chips (SoCs), and AI infrastructure solutions. The firm has been recognized for transforming the gaming, data center, AI, and professional visualization markets through its innovative GPU technology. The company’s AI and deep learning platforms are generally considered to be crucial enablers of AI computing and machine learning use cases. NVIDIA is a leader in AI infrastructure, offering a comprehensive stack of hardware, software, and services. It runs its business through two reportable segments: Compute & Networking and Graphics. The scope of the Graphics segment encompasses GeForce GPUs for gamers, game streaming services, NVIDIA RTX/Quadro for enterprise workstation graphics, virtual GPU for computing, automotive, and 3D internet applications. The Compute & Networking segment consists of data center computing platforms, automotive AI and solutions, networking, NVIDIA AI Enterprise software, and DGX Cloud. The computing platform puts an entire computer onto a single chip. It supports multi-core CPUs and GPUs to power supercomputing for drones, autonomous robots, consoles, cars, as well as entertainment and mobile gaming devices.

The firm offers servers, PCs, and gaming GPUs and CPUs within the Compute & Networking segment. It specializes in providing accelerated platforms for computing and networking solutions. Among these is the NVIDIA Data Center platform, which is designed to support computationally intensive tasks such as AI, data analysis, and scientific computing. NVIDIA’s networking portfolio comprises InfiniBand and Ethernet products, offering high-performance networking solutions essential for AI and HPC applications that span thousands of computing nodes. It also provides GPU acceleration for data centers, laptops, desktops, supercomputers, and autonomous machines. They spend aggressively on research & development with a focus on the evolution of GPU architecture, artificial intelligence, and machine learning technology. The firm holds multiple granted and pending patents in the US jurisdiction, pertaining to the products it produces and the technology employed in these products.

Advanced Micro Devices (AMD), Inc. (US)

Advanced Micro Devices, Inc. (US) is a semiconductor solutions company that develops and integrates graphics and computing technology. The company offers a range of products, including accelerated processing units, processors, graphics, and system-on-chip solutions. The company has four reportable segments, namely, Data Center, Gaming, Client, and Embedded. The Data Center segment’s portfolio involves server CPUs, FPGAs, DPUs, GPUs, and Adaptive SoC products for data centers. The company provides AI infrastructure in the data center segment. The Client segment includes chipsets, CPUs, and APUs for desktop and notebook personal computers. The Gaming segment involves discrete GPUs, semi-custom SoC products, and development services for entertainment platforms and computing devices. The Embedded segment encompasses embedded FPGAs, GPUs, CPUs, APUs, and Adaptive SoC products. Advanced Micro Devices, Inc. (US) supports a range of applications, including automotive, defense, industrial, networking, data center and computing, consumer electronics, networking & telecommunication, and healthcare.

Advanced Micro Devices offers a range of chips specifically designed for AI and ML workloads. AMD Ryzen processors with Vega graphics integrate powerful AI processing capabilities into desktops and laptops. In the case of HPC and data centers, AMD Instinct accelerators deliver up to 1.1 teraflops of FP64 performance and support industry-standard frameworks, including TensorFlow and PyTorch. The AMD EPYC processors also offer robust AI capabilities, featuring a maximum of 128 PCIe 4.0 lanes and up to 4TB of memory support. The company’s AI infrastructure solutions offer high-performance computing for many AI workloads.

Advanced Micro Devices bought Xilinx in February 2022. Xilinx developed and created programmable semiconductor products and associated technologies, including programmable system-on-chips (SoCs), printed circuit boards (PCBs), software design tools, and intellectual property (IP). AMD (US) has a geographic footprint in Hong Kong, Singapore, Japan, the US, Europe, China, and Taiwan.

Market Ranking

The North American 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 North American data center GPU market share.

NVIDIA Corporation (US) holds a dominant position in the North American data center GPU market, boasting a robust portfolio of high-performance GPUs optimized for AI training and inference. This is complemented by its CUDA software platform, which enjoys widespread adoption among developers. Advanced Micro Devices, Inc. (US) has been steadily gaining market share by offering competitive GPU solutions that 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.

Related Reports:

North American Data Center GPU Market by Deployment (Cloud, On-premises), Function (Training, Inference), Application (Generative AI, Machine Learning, Natural Language Processing), End User (CSP, Enterprises), & Country - Forecast to 2030

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