“As AI-driven compute demands grow, we expect custom silicon to grow as a share of compute spend: we believe custom ASICs could grow to over a third of the compute market by 2030.”
Asset manager; analyst research note "The State Of AI Infrastructure: Demand, Costs, And Custom Silicon"
Said 2026Deadline Dec 31, 2030ARK Invest analyst research, "The State Of AI Infrastructure: Demand, Costs, And Custom Silicon," 2026
Resolves on custom (non-GPU) accelerators' share of AI compute spend in 2030.