The market for inference-optimized chips will grow to over $50 billion in 2026.
Deloitte
Deloitte further predicts that while the market for inference-optimized chips will grow to over $50 billion in 2026
- Who
- Deloitte
- Made
- November 2025 11 months ago
- Target
- Dec 31, 2026 in 7 weeks (stated as "in 2026")
- Status
- Openin 7 weeks
- Source
- Deloitte 2026 Technology, Media & Telecommunications Predictions (press release) Primary: their own words
More from Deloitte
With better orchestration the agentic AI market could reach $45 billion in 2030.Up to half of organizations will put more than 50% of digital transformation budgets toward AI automation in 2026.AI could push annual industrial robot sales past one million units and $20 billion by 2030.Inference will account for roughly two-thirds of all AI compute in 2026.
Related predictions
By the end of 2030 each leading lab will have compute to run hundreds of millions of human-level AIs.
Noam Brown, OpenAIAGIAt least two countries will turn data-center ratepayer protection into tariffs or equivalent obligations in 2027.
ForresterAsia/Pacific AI and GenAI spending will grow from $121.5 billion in 2025 to $555.2 billion by 2030.
IDCEuropean AI spending will reach nearly $470 billion in 2030.
IDCAI will add about 8.3% to US GDP by 2030.
Azeem Azhar, Exponential ViewJobsThere will be no meaningful relief in memory supply for enterprise storage before 2028.
IDCCompute