Can GPUs Continue To Dominate AI Compute?

GPUs are 70% of installed worldwide AI compute capacity by manufacturer (see figure 1), with custom silicon accounting for 30%, primarily Google and Amazon. Fig. 1: Current installed worldwide AI compute capacity by manufacturer. Source: Epoch.ai Installed AI compute capacity has grown 17X in three years. In 2023, Nvidia had 90% share and Google 10%. Custom AI compute took 20% share in the last 3 years. Will this continue? (Note, Epoch’s data does not include Meta, Microsoft, or Cerebras AI comp