Permalink to 25% CAGR 2024-28 for datacentre ICs

“In a notable turn of events in 2023, revenues for accelerators surpassed those of CPUs. The gap between accelerator and CPU revenues is predicted to widen further over the next five years as accelerated computing gains traction across diverse domain-specific workloads, ultimately enhancing overall efficiency in data centers,” says Dell’Oro’s Baron Fung.