
Data Center GPU - Company Evaluation Report, 2025 (Abridged Report)
Description
The Data Center GPU Companies Quadrant is a comprehensive industry analysis that provides valuable insights into the global market for Data Center GPU. This quadrant offers a detailed evaluation of key market players, technological advancements, product innovations, and industry trends. MarketsandMarkets 360 Quadrants evaluated over 112 companies, of which the Top 12 Data Center GPU Companies were categorized and recognized as quadrant leaders.
A data center GPU (Graphics Processing Unit) is a high-performance computing accelerator specifically engineered to handle massive parallel processing tasks within data center environments. While their origins lie in rendering graphics for video games, their architecture, featuring thousands of individual processing cores, is exceptionally well-suited for the demanding computational requirements of modern workloads. They excel at running the complex mathematical operations needed for artificial intelligence, machine learning, deep learning, and other high-performance computing (HPC) applications far more efficiently than a standard CPU.
The explosive growth of artificial intelligence is the single most significant driver for the data center GPU market. The process of training large-scale AI models, such as those powering generative AI and advanced analytics, demands a level of parallel processing power that only GPUs can deliver effectively. Major cloud service providers like AWS, Google, and Microsoft have built vast GPU-based infrastructure to offer AI and machine learning platforms to their customers, creating enormous demand. The use of GPUs in scientific research, financial modeling, and drug discovery further propels the market.
Despite their power, data center GPUs present formidable challenges. They are extremely expensive, with top-tier models commanding premium prices, making large-scale deployment a massive capital investment. Their high performance comes at the cost of immense power consumption and heat generation, leading to significant operational expenses for electricity and sophisticated cooling systems. The supply chain for these cutting-edge chips is dominated by a very small number of manufacturers, which can lead to supply constraints, long lead times, and limited price competition, creating a bottleneck for the entire industry.
The 360 Quadrant maps the Data Center GPU companies based on criteria such as revenue, geographic presence, growth strategies, investments, and sales strategies for the market presence of the DATA Center GPU quadrant. The top criteria for product footprint evaluation included Application (Generative AI, Rule Based Models, Statistical Models, Deep Learning, Generative Adversarial Networks (GAN), Autoencoders, Convolutional Neural Networks (CNNs), Transformer Models, Machine Learning, Natural language processing (NLP), Computer Vision), Function (Training and Inference), Deployment (Cloud and On-premises), and by End User [Cloud Service Providers (CSPs), Enterprises, Healthcare, BFSI, Automotive, Retail & E-commerce, Media & Entertainment, Others, Government Organizations].
Key Players:
Major vendors in the Data Center GPU market are NVIDIA Corporation (NVIDIA) (US), Intel Corporation (Intel) (US), Advanced Micro Devices, Inc. (AMD) (US). In the GPU as a service landscape (GPUaaS), companies like Amazon Web Services, Inc. (US), Microsoft (US), Google (US), Oracle (US), IBM (US), CoreWeave (US), Alibaba Cloud (Singapore), JarvisLabs.ai (India), and Yotta Infrastructure (India). The key strategies major vendors implement in the Data Center GPU market are partnerships, collaborations, product launches, and product enhancements.
NVIDIA Corporation
NVIDIA Corporation has solidified its position as the world's dominant leader in artificial intelligence and accelerated computing. Its data center GPUs are the foundational hardware for the AI revolution, while its GeForce line leads the gaming and creator markets. NVIDIA’s core strategy extends beyond silicon; it is fortifying its powerful CUDA software ecosystem, which creates a deep competitive moat. By providing full-stack solutions that integrate hardware, networking, and enterprise AI software, NVIDIA is cementing its role as the essential platform provider for nearly every company building advanced AI and data-driven applications.
Intel Corporation
Intel Corporation is executing a historic turnaround strategy to re-establish its leadership in the semiconductor industry. While still a major force in PC and server CPUs with its Core and Xeon processors, its focus is on regaining manufacturing process leadership through an ambitious technology roadmap. A cornerstone of its strategy is building Intel Foundry Services (IFS) into a world-class chip manufacturer for external clients. Simultaneously, Intel is competing in the crucial AI accelerator market with its Gaudi processors, positioning itself as a key provider for the next era of computing.
Advanced Micro Devices, Inc.
Advanced Micro Devices (AMD) has solidified its position as a leader in high-performance computing, challenging across all major semiconductor markets. Its EPYC server processors have captured significant data center share, while its Ryzen CPUs remain highly competitive in PCs. AMD's primary strategic focus is now on the AI accelerator market, positioning its Instinct GPUs and open ROCm software platform as the leading alternative to NVIDIA. By leveraging its innovative chiplet architecture and broad portfolio, including Xilinx FPGAs, AMD is aggressively competing to power the future of both traditional and AI-driven computing.
A data center GPU (Graphics Processing Unit) is a high-performance computing accelerator specifically engineered to handle massive parallel processing tasks within data center environments. While their origins lie in rendering graphics for video games, their architecture, featuring thousands of individual processing cores, is exceptionally well-suited for the demanding computational requirements of modern workloads. They excel at running the complex mathematical operations needed for artificial intelligence, machine learning, deep learning, and other high-performance computing (HPC) applications far more efficiently than a standard CPU.
The explosive growth of artificial intelligence is the single most significant driver for the data center GPU market. The process of training large-scale AI models, such as those powering generative AI and advanced analytics, demands a level of parallel processing power that only GPUs can deliver effectively. Major cloud service providers like AWS, Google, and Microsoft have built vast GPU-based infrastructure to offer AI and machine learning platforms to their customers, creating enormous demand. The use of GPUs in scientific research, financial modeling, and drug discovery further propels the market.
Despite their power, data center GPUs present formidable challenges. They are extremely expensive, with top-tier models commanding premium prices, making large-scale deployment a massive capital investment. Their high performance comes at the cost of immense power consumption and heat generation, leading to significant operational expenses for electricity and sophisticated cooling systems. The supply chain for these cutting-edge chips is dominated by a very small number of manufacturers, which can lead to supply constraints, long lead times, and limited price competition, creating a bottleneck for the entire industry.
The 360 Quadrant maps the Data Center GPU companies based on criteria such as revenue, geographic presence, growth strategies, investments, and sales strategies for the market presence of the DATA Center GPU quadrant. The top criteria for product footprint evaluation included Application (Generative AI, Rule Based Models, Statistical Models, Deep Learning, Generative Adversarial Networks (GAN), Autoencoders, Convolutional Neural Networks (CNNs), Transformer Models, Machine Learning, Natural language processing (NLP), Computer Vision), Function (Training and Inference), Deployment (Cloud and On-premises), and by End User [Cloud Service Providers (CSPs), Enterprises, Healthcare, BFSI, Automotive, Retail & E-commerce, Media & Entertainment, Others, Government Organizations].
Key Players:
Major vendors in the Data Center GPU market are NVIDIA Corporation (NVIDIA) (US), Intel Corporation (Intel) (US), Advanced Micro Devices, Inc. (AMD) (US). In the GPU as a service landscape (GPUaaS), companies like Amazon Web Services, Inc. (US), Microsoft (US), Google (US), Oracle (US), IBM (US), CoreWeave (US), Alibaba Cloud (Singapore), JarvisLabs.ai (India), and Yotta Infrastructure (India). The key strategies major vendors implement in the Data Center GPU market are partnerships, collaborations, product launches, and product enhancements.
NVIDIA Corporation
NVIDIA Corporation has solidified its position as the world's dominant leader in artificial intelligence and accelerated computing. Its data center GPUs are the foundational hardware for the AI revolution, while its GeForce line leads the gaming and creator markets. NVIDIA’s core strategy extends beyond silicon; it is fortifying its powerful CUDA software ecosystem, which creates a deep competitive moat. By providing full-stack solutions that integrate hardware, networking, and enterprise AI software, NVIDIA is cementing its role as the essential platform provider for nearly every company building advanced AI and data-driven applications.
Intel Corporation
Intel Corporation is executing a historic turnaround strategy to re-establish its leadership in the semiconductor industry. While still a major force in PC and server CPUs with its Core and Xeon processors, its focus is on regaining manufacturing process leadership through an ambitious technology roadmap. A cornerstone of its strategy is building Intel Foundry Services (IFS) into a world-class chip manufacturer for external clients. Simultaneously, Intel is competing in the crucial AI accelerator market with its Gaudi processors, positioning itself as a key provider for the next era of computing.
Advanced Micro Devices, Inc.
Advanced Micro Devices (AMD) has solidified its position as a leader in high-performance computing, challenging across all major semiconductor markets. Its EPYC server processors have captured significant data center share, while its Ryzen CPUs remain highly competitive in PCs. AMD's primary strategic focus is now on the AI accelerator market, positioning its Instinct GPUs and open ROCm software platform as the leading alternative to NVIDIA. By leveraging its innovative chiplet architecture and broad portfolio, including Xilinx FPGAs, AMD is aggressively competing to power the future of both traditional and AI-driven computing.
- Tables List
- Table 1 Data Center Gpu Market: Porter's Five Forces Analysis
- Table 2 Role Of Players In Data Center Gpu Ecosystem
- Table 3 List Of Applied/Granted Patents Related To Data Center Gpu,
- January 2025
- Table 4 Key Conferences And Events, 2025–2026
- Table 5 Overview Of Strategies Adopted By Data Center Gpu
- Vendors And Cloud Service Providers
- Table 6 Data Center Gpu Market Share Analysis, 2024
- Table 7 Data Center Gpu Market: Regional Footprint, 2024
- Table 8 Data Center Gpu Market: Deployment Footprint, 2024
- Table 9 Data Center Gpu Market: Function Footprint, 2024
- Table 10 Data Center Gpu Market: End User Footprint, 2024
- Table 11 Gpu-as-a-service (Gpuaas) Market: List Of Key Startups/Smes, 2024
- Table 12 Gpu-as-a-service (Gpuaas) Market:
- Competitive Benchmarking Of Key Startups/Smes, 2024
- Table 13 Data Center Gpu Market: Product Launches,
- February 2022−january 2025
- Table 14 Data Center Gpu Market: Deals, February 2022−january 2025
- Table 15 Nvidia Corporation: Company Overview
- Table 16 Nvidia Corporation: Products/Solutions/Services Offered
- Table 17 Nvidia Corporation: Product Launches
- Table 18 Nvidia Corporation: Deals
- Table 19 Advanced Micro Devices, Inc.: Company Overview
- Table 20 Advanced Micro Devices, Inc.: Products/Solutions/Services Offered
- Table 21 Advanced Micro Devices, Inc.: Product Launches
- Table 22 Advanced Micro Devices, Inc.: Deals
- Table 23 Intel Corporation: Company Overview
- Table 24 Intel Corporation: Products/Solutions/Services Offered
- Table 25 Intel Corporation: Product Launches
- Table 26 Intel Corporation: Deals
- Table 27 Google: Company Overview
- Table 28 Google: Products/Solutions/Services Offered
- Table 29 Google: Product Launches
- Table 30 Google: Deals
- Table 31 Microsoft: Company Overview
- Table 32 Microsoft: Products/Solutions/Services Offered
- Table 33 Microsoft: Deals
- Table 34 Amazon Web Services, Inc.: Company Overview
- Table 35 Amazon Web Services, Inc.: Products/Solutions/Services Offered
- Table 36 Amazon Web Services, Inc.: Product Launches
- Table 37 Amazon Web Services, Inc.: Deals
- Table 38 Ibm: Company Overview
- Table 39 Ibm: Products/Solutions/Services Offered
- Table 40 Ibm: Product Launches
- Table 41 Ibm: Deals
- Table 42 Alibaba Cloud: Company Overview
- Table 43 Alibaba Cloud: Products/Solutions/Services Offered
- Table 44 Alibaba Cloud: Product Launches
- Table 45 Alibaba Cloud: Deals
- Table 46 Oracle: Company Overview
- Table 47 Oracle: Products/Solutions/Services Offered
- Table 48 Oracle: Product Launches
- Table 49 Oracle: Deals
- Table 50 Coreweave: Company Overview
- Table 51 Coreweave: Products/Solutions/Services Offered
- Table 52 Coreweave: Deals
- Table 53 Tencent Cloud: Company Overview
- Table 54 Tencent Cloud: Products/Services/Solutions Offered
- Table 55 Tencent Cloud: Expansions
- Table 56 Lambda: Company Overview
- Table 57 Lambda: Products/Solutions/Services Offered
- Table 58 Lambda: Deals
- Table 59 Vast.Ai: Company Overview
- Table 60 Runpod: Company Overview
- Table 61 Scalematrix Holdings, Inc.: Company Overview
- Table 62 Digitalocean: Company Overview
- Table 63 Jarvislabs.Ai: Company Overview
- Table 64 Fluidstack: Company Overview
- Table 65 Ovh Sas: Company Overview
- Table 66 E2e Networks Limited: Company Overview
- Table 67 Ace Cloud: Company Overview
- Table 68 Snowcell: Company Overview
- Table 69 Linode Llc: Company Overview
- Table 70 Yotta Data Services Pvt Ltd: Company Overview
- Table 71 Vultr: Company Overview
- Table 72 Rackspace Technology: Company Overview
- Table 73 Gcore: Company Overview
- Table 74 Nebius B.V.: Company Overview
- Figures List
- Figure 1 Cloud Segment To Account For Larger Market Share In 2030
- Figure 2 Inference Function Segment To Dominate Market In 2030
- Figure 3 Generative Ai Segment To Witness Highest Cagr During Forecast Period
- Figure 4 Cloud Service Providers To Lead Market During Forecast Period
- Figure 5 Asia Pacific To Lead Market In 2030
- Figure 6 North America To Hold Largest Market Share In 2025
- Figure 7 Drivers, Restraints, Opportunities, And Challenges In
- Data Center Gpu Market
- Figure 8 Impact Analysis: Drivers
- Figure 9 Data Center Electricity Consumption 2022–2026
- Figure 10 Impact Analysis: Restraints
- Figure 11 Impact Analysis: Opportunities
- Figure 12 Impact Analysis: Challenges
- Figure 13 Data Center Gpu Market: Porter's Five Forces Analysis
- Figure 14 Data Center Gpu: Ecosystem Analysis
- Figure 15 Data Center Gpu Market: Value Chain Analysis
- Figure 16 Data Center Gpu Market: Patent Analysis, 2014–2024
- Figure 17 Trends/Disruptions Influencing Customer Business
- Figure 18 Revenue Analysis Of Five Key Players In Data Center Gpu Market,
- 2021–2024 (Usd Million)
- Figure 19 Data Center Gpu Market: Share Of Key Players
- Figure 20 Company Valuation, 2025 (Usd Trillion)
- Figure 21 Financial Metrics (Ev/Ebitda), 2025
- Figure 22 Brand/Product Comparison
- Figure 23 Data Center Gpu Market: Competitive Evaluation Matrix
- (Key Players), 2024
- Figure 24 Gpu-as-a-service (Gpuaas) Market: Competitive Evaluation Matrix
- (Key Players), 2024
- Figure 25 Data Center Gpu Market: Company Footprint, 2024
- Figure 26 Gpu-as-a-service (Gpuaas) Market: Evaluation Matrix
- (Startups/Smes), 2024
- Figure 27 Nvidia Corporation: Company Snapshot
- Figure 28 Advanced Micro Devices, Inc.: Company Snapshot
- Figure 29 Intel Corporation: Company Snapshot
- Figure 30 Google: Company Snapshot
- Figure 31 Microsoft: Company Snapshot
- Figure 32 Amazon Web Services, Inc.: Company Snapshot
- Figure 33 Ibm: Company Snapshot
- Figure 34 Oracle: Company Snapshot
- Figure 35 Coreweave: Company Snapshot
- Figure 36 Tencent Cloud: Company Snapshot
- Figure 37 Data Center Gpu Market: Research Design
Table of Contents
126 Pages
- 1 Introduction
- 1.1 Market Definition
- 1.2 Stakeholders
- 2 Executive Summary
- 3 Market Overview
- 3.1 Introduction
- 3.2 Market Dynamics
- 3.2.1 Drivers
- 3.2.1.1 Growing Adoption Of Ai And Machine Learning
- 3.2.1.2 Growing Demand For High Performance Computing (Hpc)
- 3.2.1.3 Cloud Computing Expansion
- 3.2.2 Restraints
- 3.2.2.1 High Costs Of Gpus And Infrastructure
- 3.2.2.2 Short Product Lifecycle
- 3.2.3 Opportunities
- 3.2.3.1 Growth In Autonomous Systems
- 3.2.3.2 Emergence Of Edge Computing
- 3.2.3.3 Advancements In Quantum Computing Synergy
- 3.2.4 Challenges
- 3.2.4.1 Existence Of Alternative Technologies
- 3.2.4.2 Stringent Regulatory Framework
- 3.2.4.3 Supply Chain Disruptions
- 3.3 Porter's Five Forces Analysis
- 3.4 Ecosystem Analysis
- 3.5 Value Chain Analysis
- 3.6 Technology Analysis
- 3.6.1 Key Technologies
- 3.6.1.1 Parallel Processing Architectures
- 3.6.1.2 High Bandwidth Memory (Hbm)
- 3.6.2 Adjacent Technologies
- 3.6.2.1 Application-specific Integrated Circuits (Asic)
- 3.6.2.2 Field-programmable Gate Arrays (Fpga)
- 3.6.3 Complementary Technologies
- 3.6.3.1 Non-volatile Memory Express (Nvme)
- 3.6.3.2 Infiniband
- 3.7 Patent Analysis
- 3.8 Key Conferences And Events, 2025–2026
- 3.9 Trends/Disruptions Impacting Customer Business
- 4 Competitive Landscape
- 4.1 Overview
- 4.2 Key Player Strategies/Right To Win, 2022–2025
- 4.3 Revenue Analysis, 2018–2022
- 4.4 Market Share Analysis, 2024
- 4.5 Company Valuation And Financial Metrics
- 4.6 Brand/Product Comparison
- 4.7 Company Evaluation Matrix For Data Center Gpus: Key Players, 2024
- 4.7.1 Stars
- 4.7.2 Emerging Leaders
- 4.7.3 Pervasive Players
- 4.7.4 Participants
- 4.8 Company Evaluation Matrix For Gpu-as-a-service (Gpuaas): Key Players, 2024
- 4.8.1 Stars
- 4.8.2 Emerging Leaders
- 4.8.3 Pervasive Players
- 4.8.4 Participants
- 4.8.5 Company Footprint: Key Players, 2024
- 4.8.5.1 Company Footprint
- 4.8.5.2 Regional Footprint
- 4.8.5.3 Deployment Footprint
- 4.8.5.4 Function Footprint
- 4.8.5.5 End User Footprint
- 4.9 Company Evaluation Matrix For Gpu-as-a-service (Gpuaas): Startups/Smes, 2024
- 4.9.1 Progressive Companies
- 4.9.2 Responsive Companies
- 4.9.3 Dynamic Companies
- 4.9.4 Starting Blocks
- 4.9.5 Competitive Benchmarking: Startups/Smes, 2024
- 4.9.5.1 Detailed List Of Key Startups/Smes
- 4.9.5.2 Detailed List Of Key Startups/Smes
- 4.10 Competitive Scenario And Trends
- 4.10.1 Product Launches
- 4.10.2 Deals
- 5 Company Profiles
- 5.1 Key Players
- 5.1.1 Nvidia Corporation
- 5.1.1.1 Business Overview
- 5.1.1.2 Products/Solutions/Services Offered
- 5.1.1.3 Recent Developments
- 5.1.1.3.1 Product Launches
- 5.1.1.3.2 Deals
- 5.1.1.4 Mnm View
- 5.1.1.4.1 Key Strengths
- 5.1.1.4.2 Strategic Choices
- 5.1.1.4.3 Weaknesses And Competitive Threats
- 5.1.2 Advanced Micro Devices, Inc.
- 5.1.2.1 Business Overview
- 5.1.2.2 Products/Solutions/Services Offered
- 5.1.2.3 Recent Developments
- 5.1.2.3.1 Product Launches
- 5.1.2.3.2 Deals
- 5.1.2.4 Mnm View
- 5.1.2.4.1 Key Strengths
- 5.1.2.4.2 Strategic Choices
- 5.1.2.4.3 Weaknesses And Competitive Threats
- 5.1.3 Intel Corporation
- 5.1.3.1 Business Overview
- 5.1.3.2 Products/Solutions/Services Offered
- 5.1.3.3 Recent Developments
- 5.1.3.3.1 Product Launches
- 5.1.3.3.2 Deals
- 5.1.3.4 Mnm View
- 5.1.3.4.1 Key Strengths
- 5.1.3.4.2 Strategic Choices
- 5.1.3.4.3 Weaknesses And Competitive Threats
- 5.1.4 Google
- 5.1.4.1 Business Overview
- 5.1.4.2 Recent Developments
- 5.1.4.2.1 Product Launches
- 5.1.4.2.2 Deals
- 5.1.4.3 Mnm View
- 5.1.4.3.1 Key Strengths
- 5.1.4.3.2 Strategic Choices
- 5.1.4.3.3 Weaknesses And Competitive Threats
- 5.1.5 Microsoft
- 5.1.5.1 Business Overview
- 5.1.5.2 Products/Solutions/Services Offered
- 5.1.5.3 Recent Developments
- 5.1.5.3.1 Deals
- 5.1.5.4 Mnm View
- 5.1.5.4.1 Key Strengths
- 5.1.5.4.2 Strategic Choices
- 5.1.5.4.3 Weaknesses And Competitive Threats
- 5.1.6 Amazon Web Services, Inc.
- 5.1.6.1 Business Overview
- 5.1.6.2 Products/Solutions/Services Offered
- 5.1.6.3 Recent Developments
- 5.1.6.3.1 Product Launches
- 5.1.6.3.2 Deals
- 5.1.7 Ibm
- 5.1.7.1 Business Overview
- 5.1.7.2 Products/Solutions/Services Offered
- 5.1.7.3 Recent Developments
- 5.1.7.3.1 Product Launches
- 5.1.7.3.2 Deals
- 5.1.8 Alibaba Cloud
- 5.1.8.1 Business Overview
- 5.1.8.2 Products/Solutions/Services Offered
- 5.1.8.3 Recent Developments
- 5.1.8.3.1 Product Launches
- 5.1.8.3.2 Deals
- 5.1.9 Oracle
- 5.1.9.1 Business Overview
- 5.1.9.2 Products/Solutions/Services Offered
- 5.1.9.3 Recent Developments
- 5.1.9.3.1 Product Launches
- 5.1.9.3.2 Deals
- 5.1.10 Coreweave.
- 5.1.10.1 Business Overview
- 5.1.10.2 Products/Solutions/Services Offered
- 5.1.10.3 Recent Developments
- 5.1.10.3.1 Deals
- 5.1.11 Tencent Cloud
- 5.1.11.1 Business Overview
- 5.1.11.2 Products/Solutions/Services Offered
- 5.1.11.3 Recent Developments
- 5.1.11.3.1 Expansions
- 5.1.12 Lambda
- 5.1.12.1 Business Overview
- 5.1.12.2 Products/Solutions/Services Offered
- 5.1.12.3 Recent Developments
- 5.1.12.3.1 Deals
- 5.2 Other Players
- 5.2.1 Vast.Ai
- 5.2.2 Runpod
- 5.2.3 Scalematrix Holdings, Inc.
- 5.2.4 Digitalocean
- 5.2.5 Jarvislabs.Ai
- 5.2.6 Fluidstack
- 5.2.7 Ovh Sas
- 5.2.8 E2e Networks Limited
- 5.2.9 Ace Cloud
- 5.2.10 Snowcell
- 5.2.11 Linode Llc
- 5.2.12 Yotta Data Services Pvt Ltd.
- 5.2.13 Vultr
- 5.2.14 Rackspace Technology
- 5.2.15 Gcore
- 5.2.16 Nebius B.V.
- 6 Appendix
- 6.1 Research Methodology
- 6.1.1 Research Data
- 6.1.1.1 Secondary Data
- 6.1.1.2 Primary Data
- 6.1.2 Research Limitations
- 6.2 Company Evaluation Matrix: Methodology
- 6.3 Author Details
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