AI Chips & Semiconductors

Data Center GPU/Accelerator Shipments

Estimated quarterly data center AI accelerator shipments by company (thousands of units). Sources: industry estimates, TrendForce.

Estimated quarterly data center GPU/accelerator shipments (thousands of units). Sources: industry estimates, TrendForce, JPMorgan research.

AI Accelerator Architecture Comparison

Side-by-side comparison of AI training and inference accelerators — specs, memory, performance, and pricing
ProductArchitectureNodeTransistorsMemoryMem BWFP16 TFLOPSFP8 TFLOPSTDPInterconnectLaunchedPrice Est.
NVIDIA logoH100 SXM
Hopper4nm (TSMC)80B80GB HBM33.35 TB/s1,9793,958700WNVLink 4.0 (900 GB/s)2023-Q1$25,000–$40,000
NVIDIA logoB200
Blackwell4nm (TSMC)208B192GB HBM3E8 TB/s5,00010,0001000WNVLink 5.0 (1.8 TB/s)2024-Q4$30,000–$50,000
NVIDIA logoGB200 NVL72
Blackwell4nm (TSMC)208B (x72)13.5TB HBM3E576 TB/s162K1440K120kWNVLink 5.0 (full rack)2025-Q1$2M–$3M (rack)
AMD logoMI300X
CDNA 35nm/6nm (TSMC)153B192GB HBM35.3 TB/s1,3072,614750WInfinity Fabric (896 GB/s)2023-Q4$10,000–$15,000
AMD logoMI325X
CDNA 3.55nm/6nm (TSMC)153B256GB HBM3E6 TB/s1,3072,614750WInfinity Fabric (896 GB/s)2024-Q4$15,000–$20,000
AMD logoMI350X
CDNA 43nm (TSMC)185B288GB HBM3E8 TB/s5,00010,0001000WUALink / Infinity Fabric 4.02025-Q2TBD
Intel logoGaudi 2
Gaudi7nm (TSMC)~25B96GB HBM2E2.46 TB/s432864600W24x 100GbE RDMA2023-Q2$12,000–$15,000
Intel logoGaudi 3
Gaudi5nm (TSMC)~50B128GB HBM2E3.7 TB/s1,8353,670900W24x 200GbE RDMA2024-Q4$15,000–$20,000
Broadcom logoGoogle TPU v5e
Custom ASIC7nm (TSMC)~20B16GB HBM2E820 GB/s197394200WICI (Inter-Chip Interconnect)2023-Q3Cloud-only
Broadcom logoGoogle TPU v6e (Trillium)
Custom ASIC5nm (TSMC)~35B32GB HBM31.6 TB/s460920300WICI v22024-Q4Cloud-only

Specifications from official datasheets. Prices are estimated street prices or reported CSP costs. GB200 NVL72 figures are for the full 72-GPU rack system. Sources: NVIDIA, AMD, Intel, Broadcom datasheets and press releases.

AI Chip Product Roadmap

Product availability timeline for AI accelerators across NVIDIA, AMD, Intel, and Broadcom/Google
Legacy
In Production
Announced
Roadmap
2020
2021
2022
2023
2024
2025
2026
2027
2028
NVIDIA logoNVIDIA
A100 (7nm)
H100 (4nm)
H200 (4nm)
B100/B200 (4nm)
GB200 NVL72 (4nm)
Rubin (R100) (3nm)
Feynman (2nm)
AMD logoAMD
MI250X (6nm)
MI300X (5nm)
MI325X (5nm)
MI350X (3nm)
MI400 (2nm)
Intel logoIntel
Gaudi 2 (7nm)
Gaudi 3 (5nm)
Jaguar Shores (Intel 18A)
Broadcom logoBroadcom
Google TPU v5e (7nm)
Google TPU v6e (Trillium) (5nm)
Google TPU v7 (Ironwood) (5nm)
Meta MTIA v2 (5nm)

Product availability timeline based on official announcements and analyst roadmaps. “Announced” products have confirmed specs but are not yet shipping. Sources: company keynotes, product launches, investor presentations.

AI Chips & Semiconductors - Gpus | Sterling