Datacenter CPU revenue up 35%, outpacing GPUs and ASICs

Yole Group reports datacenter CPU revenue reached $13.2 billion in Q2 2026, up 34.9% quarter-over-quarter on agentic AI demand. GPUs brought in $66.3 billion and AI ASICs $15.1 billion. Networking is the fastest-growing segment, rising from about 13% of the datacenter chip market in 2026 to 34% by 2031.

• Datacenter CPU revenue hit $13.2B in Q2 2026, up 34.9% quarter-over-quarter
• GPUs reached $66.3B and AI ASICs $15.1B in the same period
• Datacenter networking chips to be a $53B market in 2026, 88% from AI
• Scale-up switch volumes up 94% in 2026, reaching $42B by 2031