<p>➀ The datacentre processor market is projected to grow from $147B in 2024 to $372B by 2030, driven by AI expansion, with NVIDIA dominating the server GPU market (over 90% share) through its CUDA ecosystem and Blackwell/Rubin platforms;</p><p>➁ AI ASICs and custom chips (e.g., Google TPUs, AWS Trainium, Huawei Ascend) are rising as cost-efficient solutions for hyperscalers, while Arm-based CPUs like Amazon Graviton and Nvidia Grace gain traction for power efficiency;</p><p>➂ Geopolitical tensions and export controls spur local AI infrastructure investments, with China accelerating domestic semiconductor development and NVIDIA adapting export-compliant chips amid industry consolidation (e.g., SoftBank-Graphcore, AWS-Tenstorrent).</p>