A new cloud accelerator market share study from UBS bank highlights how dominant Nvidia has become in datacenter deployments. According to UBS, Nvidia commands 71.2% of the cloud accelerator location share, which includes GPUs and other types of ASICs. The analysis also covers AMD and a range of custom accelerators, underscoring how concentrated this infrastructure market has become around a single vendor.
On the AMD side, the picture is sharply different, as UBS data shows AMD only captures 5.8% of the cloud accelerator location share. The remaining portion is split between ASICs designed by the likes of AWS, Meta, Broadcom, MediaTek, and many others, which command 22.3%. This distribution suggests that while AMD is present, most non Nvidia infrastructure is being filled by hyperscale operators and semiconductor firms building their own specialized silicon.
The study notes that Nvidia has managed to place its GPUs in 258 datacenter locations, serving as cloud GPU providers. This footprint is described as significant because some of these customers are ordering tens and even hundreds of thousands of GPUs at once, especially as the demand expands. Nvidia is still the backbone of the entire Artificial Intelligence infrastructure, and even its older GPUs, which include A100 and H100, are capturing a significant part of the GPU cloud market share. As new ‘Blackwell’ SKUs, which are designed for a million GPU scale systems, roll out and the industry moves into the ‘Rubin’ era, the report suggests Nvidia’s lead may only expand further.
