The cloud accelerator market share study was conducted at UBS bank, one of the leading research hubs and close followers of market trends. According to UBS, NVIDIA commands 71.2% of the cloud accelerator location share, which includes GPUs and other types of ASICs. The study also included AMD, and other ASICs. For the AMD front, the situation is entirely different as the 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%.

For NVIDIA, the company has managed to penetrate its GPUs in 258 datacenter locations, serving as cloud GPU providers. This is a significant number considering that 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 AI infrastructure, and even its older GPUs, which include A100 and H100, are capturing a significant part of the GPU cloud market share. As "Blackwell" SKUs, designed for a million GPU scale systems, are scaled, and we enter the "Rubin" era, NVIDIA's lead may only expand.