AI Inference Market to Reach $255B by 2030; Broadcom’s ASICs Positioned to Profit
Analysts forecast AI inference market expansion from $106B to $255B by 2030, creating a $149B opportunity where Broadcom’s custom ASIC division could secure major contracts with Alphabet, Anthropic and OpenAI. Broadcom also faces intensifying competition from AMD’s 6GW GPU contract with Meta, which could pressure its data-center infrastructure unit.
1. AI Inference Market Growth
Industry forecasts indicate the AI inference market will expand from $106 billion in 2025 to $255 billion by 2030, fueled by demand for inference-as-a-service, edge AI deployments and custom compute solutions at hyperscalers and enterprises.
2. Broadcom’s ASIC Positioning
Broadcom’s custom ASIC division is well positioned to capture a significant portion of this growth, targeting approximately $149 billion in incremental revenue, with pipeline opportunities involving major AI clients such as Alphabet, Anthropic and OpenAI.
3. Competitive Pressure from GPU Deals
Competitive dynamics are shifting as AMD’s new five-year, 6GW GPU contract with Meta—projected to generate $90–$100 billion through 2030—may drive higher data-center networking demand but also erode Broadcom’s infrastructure margins due to intensified chip competition.