AMD's Data Center revenue rose 97% to $8.5 billion in the third quarter of 2026, and Broadcom's AI chip revenue rose 221% to $16.7 billion. World chip sales hit $517.7 billion in that quarter.
Why this market is moving now
- Demand is still rising fast: NVIDIA's Data Center revenue grew 117% year on year in the quarter to July 2026.
- Export controls shape the market, and NVIDIA's outlook for late 2026 assumes no Data Center compute revenue from China.
- Custom AI chips are gaining ground, with Broadcom's AI semiconductor revenue up 221% to $16.7 billion in one quarter.
- The whole chip market is being pulled up by AI, with world semiconductor sales of $517.7 billion in the third quarter of 2026.
Key figures
Global figures for this market, with the year each one describes. Use Cite to copy a reference to this page.
| Figure | Value | Year | Cite |
|---|---|---|---|
| NVIDIA's Data Center revenue rose 68% to a record $193.7 billion in fiscal 2026, which ended in January 2026. | 193.7 USD billion | 2026 | |
| NVIDIA's Data Center revenue rose 142% to $115.2 billion in fiscal 2025, which ended in January 2025. | 115.2 USD billion | 2025 | |
| NVIDIA's Data Center revenue was $89.0 billion in the quarter ended 26 July 2026, up 117% from a year earlier, out of total revenue of $96.2 billion. | 89.0 USD billion | 2026 | |
| NVIDIA expects revenue of $108.0 billion, plus or minus 2%, for the quarter to October 2026 and assumes no Data Center compute revenue from China. | 108.0 USD billion | 2026 | |
| AMD's Data Center segment revenue was a record $8.5 billion in the third quarter of 2026, up 97% year on year, helped by the launch of its Instinct MI450 Series GPUs. | 8.5 USD billion | 2026 | |
| AMD expects total revenue of about $17 billion, plus or minus 3%, in the fourth quarter of 2026. | 17 USD billion | 2026 | |
| Broadcom's AI semiconductor revenue, from custom AI accelerators and networking, was $16.7 billion in its quarter ended 2 August 2026, up 221% year on year. | 16.7 USD billion | 2026 | |
| Broadcom expects its AI semiconductor revenue to rise to $21.7 billion in its fiscal fourth quarter of 2026. | 21.7 USD billion | 2026 | |
| TSMC, the world's leading dedicated chip foundry, had third-quarter 2026 revenue of $46.72 billion, up 41.2% year on year. | 46.72 USD billion | 2026 | |
| Global semiconductor sales were $517.7 billion in the third quarter of 2026, up 24.1% from the second quarter. | 517.7 USD billion | 2026 |
Calculated figures (shares, changes and prices per kilogram) are plain arithmetic on the reported values. Read how we work.
Companies to watch
NVIDIA
Largest AI accelerator supplier, with Data Center revenue of $193.7 billion in fiscal 2026.
AMD
Sells Instinct GPUs and EPYC CPUs; Data Center segment revenue was $8.5 billion in the third quarter of 2026.
Broadcom
Designs custom AI accelerators and networking chips; AI semiconductor revenue was $16.7 billion in its fiscal third quarter of 2026.
TSMC
World's leading dedicated chip foundry; third-quarter 2026 revenue was $46.72 billion.
What the full report covers
- 01Executive summary
The answer in one page: size, direction and what moves it - 02Market definition and scope
What is in and out of the global market - 03Global market size, 2021 to 2025
Historical series and growth rates - 04Countries and regions
Demand, supply and trade by country and region - 05Outlook to 2031
Base, low and high scenarios with stated assumptions - 06Rules, policy and deadlines
Regulation and programmes that change demand - 07Drivers and barriers
What accelerates or slows adoption, by customer segment - 08Prices, costs and margins
Unit economics where public data allows - 09Competitive landscape
8 to 12 company profiles with recent moves - 10Opportunities and risks
For new entrants, suppliers and investors - 11Method and assumptions
How every figure was built
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Frequently asked questions
How big is the AI accelerator chip market?
There is no official market total. The largest supplier, NVIDIA, reported Data Center revenue of $193.7 billion in fiscal 2026, up 68%, and $89.0 billion in the quarter to July 2026 alone.
Who are the largest AI chip makers?
NVIDIA leads, with $89.0 billion of Data Center revenue in one quarter. Broadcom's AI semiconductor revenue was $16.7 billion and AMD's Data Center segment revenue was $8.5 billion in their latest quarters.
How fast is the AI chip market growing?
NVIDIA's Data Center revenue grew 117% year on year in the quarter to July 2026, AMD's Data Center revenue grew 97% and Broadcom's AI semiconductor revenue grew 221% in their latest quarters.
How do export controls affect AI chip sales?
NVIDIA's revenue outlook of $108.0 billion for the quarter to October 2026 assumes no Data Center compute revenue from China.
Who manufactures AI chips?
Chip designers rely on foundries such as TSMC, the world's leading dedicated foundry, whose third-quarter 2026 revenue rose 41.2% to $46.72 billion.
How big is the global semiconductor market?
Global semiconductor sales were $517.7 billion in the third quarter of 2026, up 24.1% from the second quarter.
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