From Silicon to Strategy: Mapping the AI Chip Value Chain

The global AI chip market is expanding rapidly. As AI workloads become more complex and large scale, enterprises are demanding higher performance, lower latency, and integration capabilities that go beyond traditional compute approaches. Chip-level decisions are now being treated as a strategic component of enterprise infrastructure, with organizations seeking to balance workload flexibility, ecosystem integration, and silicon-level optimization.

At the same time, the provider landscape is diversifying rapidly. Hyperscalers, established providers, and emerging participants are all introducing differentiated architectures, toolchains, and delivery models – creating a dynamic environment that requires enterprises to rethink infrastructure strategies. This shift is reshaping expectations around how AI workloads are deployed and scaled, and how enterprises derive value from AI-native infrastructure.

In this report, we present a strategic outlook on the AI chip market, analyze provider segments, adoption shifts, and enterprise priorities. The report leverages Everest Group’s AIMPACT framework to offer a practical playbook for evaluating, selecting, and operationalizing AI-specific chips.