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Nvidia to consume 77% of wafers used for AI processors in 2025: Report
AWS, AMD, and Google lose wafer share.
While Nvidia is operating at an unprecedented scale and continues ramping up production dramatically, AMD's share of AI wafer usage will actually decline next year. Microsoft's Maia 200 and its enhanced version have similarly small wafer allocations because these chips remain secondary for the company as it continues to use Nvidia's GPUs for training and inference. Technically, HPC includes everything from AI GPUs to processors for client PCs (smartphones are another category, and it accounted for 35% of TSMC's revenue in 2024) to game consoles.
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