Narrative: Datacenter Compute Processors Q2 2025 – US-China Tensions Reshape the Market

Get insights into the $44.7B datacenter processor market in Q2 2025, where GPUs and ASICs fuel growth and sales are projected to hit $473B by 2030.

The datacenter processor market was valued at $44.7 billion (+44% YoY) in Q2 2025, with GPUs accounting for $27 billion (+40%) and an ASIC market value of $10 billion (+73%). While the growth rate has slowed compared to Q1 2025, it remains very strong, and our revision is mainly driven by delayed and possibly canceled GPU shipments to China. The market breakdown includes datacenter GPUs (61%), CPUs (15%), ASICs (23%), and FPGAs (<2%). Solid GPU sales, steady ASIC demand, and a rebound in the CPU market—especially from hyperscalers and AI adoption—are driving overall growth in Q2 2025. By 2030, datacenter processor sales are projected to reach $473 billion, a downward revision from our Q1 forecast due to extended restrictions in China.