Yole sees data centre CPUs and networking chips gaining on GPUs
Yole Group's data centre processor tracking, reported by Electronics Weekly, shows data centre CPU revenue of about US$13.2 billion in the second quarter of 2026, growing around 35 per cent on the previous quarter as agentic AI workloads add demand for general purpose compute. That outpaced AI ASICs, up 23 per cent to US$15.1 billion, and GPUs, up 13 per cent to US$66.3 billion. Yole also reports that some GPU and ASIC designers are trimming their roadmaps because of steep DRAM price rises. Networking is the fastest growing data centre chip segment in its forecasts: worth about US$53 billion in 2026, it is expected to rise from about 13 to 34 per cent of the data centre semiconductor market by 2031. Scale up switch revenue is forecast to grow 59 per cent a year to US$42 billion by 2031, with co packaged optics making up 23 per cent of that. Broadcom leads scale out switching, with Nvidia close behind and leading network interface cards.
Read at Electronics WeeklySource: Datacentre CPU growth outpaces GPUs and ASICs, Electronics Weekly, published . The summary is the Hub's own; the full story is at the source. Report a rights or accuracy concern
Where this sits in the chip lifecycle: AI accelerator lifecycle, Soft IP lifecycle, SoC and full-chip lifecycle, Silicon photonics and optical interconnect lifecycle, Memory product lifecycle (DRAM, NAND and HBM), Chiplet and advanced packaging lifecycle.
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