AI Chip Market Bifurcation: Training vs Inference (2024-2028)
@MilkRoadAI's chart drew 11.8K views on X: #39 of 41 business charts about the 10 largest tech stocks we read. Read Oct 14, 2026.
In the AI chip training market, NVIDIA maintains a 90% market share from 2024 to 2028, while in the inference market, Custom ASICs are projected to increase their share from 37% in 2024 to 45% in 2028, and NVIDIA's share is projected to decrease from 46.5% to 40% over the same period.
AI Chip Market Bifurcation: Training vs Inference (2024-2028)
The numbers
9 of 40 numbers are printed on the original chart; the rest are estimates read off its axis. Read off the image by our vision model; check the original before you quote one.
| Label | Series | % | How we know |
|---|---|---|---|
| 2024 | NVIDIA | 90 | printed |
| 2024 | AMD | 5 | estimate |
| 2024 | Intel | 2 | estimate |
| 2024 | Other | 3 | estimate |
| 2024 | Custom ASICs | 37 | printed |
| 2024 | NVIDIA | 46.5 | printed |
| 2024 | AMD | 7.5 | estimate |
| 2024 | Other | 9 | estimate |
| 2025 | NVIDIA | 90 | printed |
| 2025 | AMD | 5 | estimate |
| 2025 | Intel | 2 | estimate |
| 2025 | Other | 3 | estimate |
| 2025 | Custom ASICs | 38 | estimate |
| 2025 | NVIDIA | 45 | estimate |
| 2025 | AMD | 7.5 | estimate |
| 2025 | Other | 9.5 | estimate |
| 2026 | NVIDIA | 90 | printed |
| 2026 | AMD | 5 | estimate |
| 2026 | Intel | 2 | estimate |
| 2026 | Other | 3 | estimate |
| 2026 | Custom ASICs | 40 | estimate |
| 2026 | NVIDIA | 43 | estimate |
| 2026 | AMD | 7.5 | estimate |
| 2026 | Other | 9.5 | estimate |
| 2027 | NVIDIA | 90 | printed |
| 2027 | AMD | 5 | estimate |
| 2027 | Intel | 2 | estimate |
| 2027 | Other | 3 | estimate |
| 2027 | Custom ASICs | 43 | estimate |
| 2027 | NVIDIA | 40 | estimate |
| 2027 | AMD | 7.5 | estimate |
| 2027 | Other | 9.5 | estimate |
| 2028 | NVIDIA | 90 | printed |
| 2028 | AMD | 5 | estimate |
| 2028 | Intel | 2 | estimate |
| 2028 | Other | 3 | estimate |
| 2028 | Custom ASICs | 45 | printed |
| 2028 | NVIDIA | 40 | printed |
| 2028 | AMD | 7 | estimate |
| 2028 | Other | 8 | estimate |
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