Key Takeaways:

• Cloud AI chipset revenue is surging. The market will grow 65% in 2025 to reach $63.6 billion and is expected to hit $137 billion by 2031, nearly quadrupling in size from 2024.
• Generative AI is the main growth driver. The rise of Gen AI, cloud computing, and AI-optimized silicon is fueling record demand for powerful chipsets that can train and run large AI models.
• GPUs lead the market. Graphics Processing Units remain the top choice for cloud AI workloads, while ASICs are gaining traction and CPUs are growing more slowly.
• Energy use and scalability are key challenges. Power constraints and data center bottlenecks are pushing the industry toward greener designs, hybrid setups, and edge computing.
• Hybrid and multi-cloud strategies are essential. Businesses should invest in flexible cloud infrastructures and monitor fast-moving AI chipset innovations to stay competitive.

According to the latest forecast from ABI Research, the cloud AI chipset market size is set to grow 65% in 2025, reaching US$63.6 billion. Growing at a 21% Compound Annual Growth Rate (CAGR) between 2024 and 2031,  the market is projected to reach US$137 billion by 2031. This translates to a nearly quadrupling of the market size compared to 2024,

The market is expanding rapidly, driven by advancements in Generative Artificial Intelligence (Gen AI), cloud computing, and AI-optimized silicon chipsets. Businesses and organizations are increasingly leveraging cloud AI to train complex Large Language Models (LLMs), run new applications, and integrate Machine Learning (ML) capabilities into their operations.

The 5G market is poised for significant expansion, presenting telco operators with clear opportunities for revenue growth. Enterprises within industries like manufacturing and healthcare are seeing private 5G deployments rapidly catch up to 4G/Long Term Evolution (LTE) deployments as they require advanced cellular capabilities to facilitate mission- and safety-critical applications. Developments such as these will increase the Total Addressable Market (TAM) for 5G services from US$2.7 billion in 2025 to US$29 billion by 2030, representing a Compound Annual Growth Rate (CAGR) of 61%. That is according to ABI Research’s Private Cellular Network Forecasts, which was published in 1Q 2025.

Wireless energy harvesting is rapidly gaining traction in the Internet of Things (IoT) industry as companies look for alternatives to traditional batteries and wired power. While there are several ways to enable energy harvesting, Radio Frequency (RF) harvesting has emerged as a transformative method.

Electricity consumption in data centers poses one of the biggest decarbonization challenges of our time. On one hand, there is a huge demand for energy-guzzling applications within the Generative Artificial Intelligence (Gen AI) and cloud computing domains. On the other hand, cloud AI technologies require an unprecedented amount of power to run.

Mobile World Congress (MWC) 2025 promises to be a landmark event, marking a dramatic shift in focus from communications to computing. In the midst of this transformation, ABI Research anticipates that the tech show will shine a spotlight on the growing rift between China and the West, with a special focus on how telcos are embracing platforms that can power next-gen applications, especially in the realm of Artificial Intelligence (AI).

As we inch closer to Mobile World Congress (MWC) 2025, network Application Programmable Interfaces (APIs) are a hot ticket item within the telecoms industry. They are a way for telco operators to provide developers with access to network capabilities, enhancing user experience and offering more efficient services, while unlocking new features otherwise not possible. APIs have unlocked opportunities across supply chains, with notable successes including app stores like Apple's and Google's, cloud services like Amazon Web Services (AWS) and Azure, and various consumer and enterprise services.

Technological advancements in cellular standards have been the hallmark of MWC for 2 decades, dating back to the 2G and 3G eras. This year, that will change for many reasons:

Mobile World Congress (MWC) 2025 is fast approaching, and ABI Research will be there once again to witness the latest innovations shaping the future of mobile technology. Based on numerous pre-briefings ahead of Barcelona, our analysts are calling the most dramatic shift in MWC's history: watch the telecoms industry finally shed its old skin. Computing and Artificial Intelligence (AI) are not just joining the party, they are taking over the entire show.

T-Mobile US is one of the most successful network carriers in the United States, generating US$66.2 billion in services revenue in 2024. It’s a household name in America, with its antennas and Millimeter Wave (mmWave) technologies being used to connect the Superdome in New Orleans for the Super Bowl. While everyone knows who T-Mobile is, few are familiar with the technological underpinnings of its forward-looking solutions.

The material handling and supply chain industry’s flagship event, ProMat, is just around the corner (March 17 – 20). At the show, leading technology vendors from across the warehousing and logistics industry are set to exhibit their latest supply chain innovations. From Artificial Intelligence (AI) integration to real-time visibility software, these technologies aim to build resilience for organizations’ logistics operations.