Deep Learning Market Size and Share

Deep Learning Market (2025 - 2030)
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Deep Learning Market Analysis by Mordor Intelligence

The deep learning market size is estimated at USD 47.89 billion in 2025 and is projected to reach USD 232.75 billion by 2030, advancing at a 37.19% CAGR. Hardware accelerators now deliver larger models at lower latencies, while transformer breakthroughs accelerate adoption across every industry. Financial institutions, hospitals, manufacturers, and retailers embed neural networks directly into workflows instead of confining them to research labs. Hardware vendors, cloud platforms, and software specialists form new alliances that reduce time-to-deployment for enterprise buyers. At the same time, energy use, regulatory scrutiny, and skills shortages challenge the pace of scale-out.

Key report Takeaways

  • By offering, Software and Services held 67.9% of deep learning market share in 2024, while Hardware is forecast to expand at a 37.5% CAGR through 2030.  
  • By end-user industry, the BFSI sector led with 24.5% revenue share in 2024; Healthcare and Life Sciences is projected to grow at a 38.3% CAGR to 2030.  
  • By application, Image and Video Recognition accounted for 35.7% of deep learning market size in 2024, whereas Autonomous Systems and Robotics will advance at a 38.7% CAGR through 2030.  
  • By deployment mode, Cloud solutions captured 62.1% share of deep learning market size in 2024 and are set to grow at 39.5% CAGR to 2030.  
  • By geography, North America commanded 32.5% of the deep learning market in 2024, while Asia-Pacific is forecast to post the fastest 37.2% CAGR between 2025 and 2030.

Segment Analysis

By Offering: Hardware Acceleration Drives Infrastructure Transformation

Hardware posted a 37.5% CAGR forecast through 2030, propelled by demand for GPUs, custom ASICs, and wafer-scale engines. NVIDIA’s GB10 Grace Blackwell superchip powers personal AI stations priced at USD 3,000 that can handle 200-billion-parameter models . Cerebras Systems demonstrates inference at 1,500 tokens per second on its wafer-scale platform, representing a 57-fold speed improvement over legacy GPU clusters.[3]Cerebras Systems, “Wafer-Scale Engine Delivers 1,500 TPS Inference,” cerebras.net Telecommunication operators, automotive OEMs, and cloud providers adopt these accelerators to shrink floor space and energy consumption. Start-ups leverage lower capex to prototype vertical solutions, narrowing time-to-market for industry-specific applications.

Software and Services still command most revenues because recurring subscriptions, managed platforms, and integration projects generate predictable cash-flows. Vertical foundation models for healthcare, finance, and manufacturing drive service demand as clients seek domain expertise. Cloud vendors bundle model-as-a-service offerings with orchestration tools, letting enterprises avoid infrastructure management. Customization mandates consulting help, sustaining double-digit growth even as hardware outpaces in percentage terms. The symbiosis between hardware innovation and software monetization ensures balanced expansion across the deep learning market.

Deep Learning Market
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By End-User Industry: Healthcare Transformation Accelerates Enterprise Adoption

BFSI controlled 24.5% of deep learning market share in 2024, leveraging fraud detection, risk modeling, and algorithmic trading. Large banks integrate transformer-based customer-service agents that resolve 70% of queries on first contact, raising satisfaction scores and trimming costs. Payment networks embed anomaly detection on streaming data to block fraudulent transactions within milliseconds.

Healthcare and Life Sciences display the fastest 38.3% CAGR as diagnostic approvals surge. Radiology workflows that once required manual review now achieve instant triage, while genomic analysts deploy foundation models to identify promising drug targets in weeks instead of months. Hospitals adopt privacy-preserving federated learning to safeguard patient records, satisfying regulators and insurance providers. Pharmaceutical firms invest in AI-driven protein-folding and simulation tools, accelerating clinical trial timelines. This momentum positions healthcare as a pivotal revenue engine for the deep learning market.

By Application: Autonomous Systems Signal Market Evolution Beyond Perception

Image and Video Recognition captured 35.7% of deep learning market size in 2024 owing to surveillance, quality control, and augmented-reality use cases. Edge devices now process vision workloads on-site, cutting latency and bandwidth. Retailers deploy shelf-scanning cameras to optimize inventory, while cities integrate traffic analytics to reduce congestion.

Autonomous Systems and Robotics will expand at a 38.7% CAGR through 2030. NVIDIA’s Isaac GR00T foundation model enables humanoid robots to perform context-aware manipulation in warehouses and elder-care facilities. Logistics providers pilot last-mile delivery bots that navigate complex urban settings. Manufacturers roll out AI-guided cobots that learn new tasks from a handful of demonstrations, improving flexibility amid labor shortages. The shift from passive sensing to decision-making cements autonomy as the next frontier of the deep learning market.

Deep Learning Market
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By Deployment Mode: Cloud Supremacy Reinforces Centralized AI Architecture

Cloud services owned 62.1% of deep learning market size in 2024 and are on track for a 39.5% CAGR, reflecting enterprises’ preference for scalable compute and integrated tooling. OpenAI now trains and serves models on Google Cloud’s infrastructure, underscoring reliance on hyperscale capacity . Providers package accelerator instances, managed notebooks, and vector databases into turnkey stacks that reduce deployment cycles from months to weeks.

On-premise solutions remain vital for data-sovereign workloads. Qualcomm’s AI Appliance helps insurers and retailers run models locally, preserving privacy while lowering egress fees. Hybrid patterns emerge where training occurs in the cloud but latency-sensitive inference runs at the edge or in the data center. As organizations refine workload placement, the deep learning market balances centralized scale with distributed agility.

Geography Analysis

North America held 32.5% of the deep learning market in 2024, semiconductor fabrication expands domestically as TSMC invests USD 165 billion in Arizona plants, reducing supply-chain risk. Canada capitalizes on research excellence to spin out NLP start-ups, while Mexico becomes a near-shore assembly base for AI hardware. Regional energy grids, especially in Virginia and Texas, struggle to accommodate racks drawing up to 140 kW, prompting utilities to accelerate renewable capacity.

Asia-Pacific is the fastest climber with a 37.2% CAGR forecas. India implements national AI centers that offer subsidized compute credits to start-ups, spawning a wave of fintech and agritech solutions. Japan leverages robotics heritage to commercialize service robots for aging populations, while South Korea couples 5G leadership with edge AI deployments in smart factories. Australia experiments with autonomous mining trucks, and Southeast Asian e-commerce firms apply recommendation engines to vast mobile consumer bases. The diversity of use cases underpins sustained regional demand for deep learning solutions.

Europe advances at a steady pace despite compliance overhead from the EU AI Act, which can impose fines up to 3% of global turnover for violations. German automakers integrate explainable AI for safety-critical perception in electric vehicles, while Italian machinery makers embed predictive maintenance analytics. Nordic countries power data centers with hydro and wind resources, marketing carbon-neutral AI services that appeal to sustainability-minded clients. The United Kingdom operates a flexible post-Brexit framework, attracting US and Asian firms seeking access to both European and Commonwealth markets. Collectively, these dynamics position Europe as a hub for responsible and energy-efficient deep learning market growth.

Deep Learning Market CAGR (%), Growth Rate by Region
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Competitive Landscape

Start-ups such as Cerebras, Groq, and SambaNova carve out niches by optimizing inference workloads for lower power envelopes. AMD’s MI350 family challenges incumbents with 35× generation-on-generation gains, prompting price competition that benefits buyers.

In software and services, fragmentation prevails. Vertical specialists build proprietary models tuned to healthcare, finance, or industrial processes. System integrators package these models with workflow automation and compliance monitoring. Patent filings in generative AI surpassed 14,000 families by 2023, half of which relate to deep learning, underscoring intense IP rivalry. As vendors jockey for talent, acquisition premiums rise for teams with proven deployment experience.

Strategic alliances now blur traditional sector lines. Cloud providers bundle custom silicon, data platforms, and managed inference endpoints. Chipmakers co-design software frameworks to lock in developer mindshare. Telecom operators leverage 5G assets to enter edge AI services, partnering with hardware firms for integrated base-station accelerators. This race to offer full-stack solutions elevates switching costs and cements long-term customer relationships across the deep learning market.

Deep Learning Industry Leaders

  1. NVIDIA Corporation

  2. Google LLC (Alphabet)

  3. Amazon Web Services, Inc.

  4. Microsoft Corporation

  5. IBM Corporation

  6. *Disclaimer: Major Players sorted in no particular order
Deep Learning Market Concentration
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Recent Industry Developments

  • June 2025: OpenAI finalizes a partnership with Google Cloud to secure multi-year compute capacity, illustrating hyperscale dependency for model training.
  • May 2025: AMD unveils MI350 processors with 35× performance gains and forecasts a USD 500 billion AI-silicon market by 2028.
  • April 2025: NVIDIA commits to manufacturing American-made AI supercomputers, mitigating supply-chain risk.
  • March 2025: NVIDIA and Alphabet expand collaboration on robotics, drug discovery, and grid management through Omniverse and Cosmos platforms.
  • April 2025: NVIDIA announces plans to manufacture American-made AI supercomputers in the US for the first time, addressing supply chain security concerns and supporting domestic AI infrastructure development.

Table of Contents for Deep Learning Industry Report

1. INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2. RESEARCH METHODOLOGY

3. EXECUTIVE SUMMARY

4. MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Explosive growth in unstructured data volumes
    • 4.2.2 Declining cost and performance leap of AI accelerators
    • 4.2.3 Consumer grade DL integration (voice, vision, IoT)
    • 4.2.4 Medical-imaging and diagnostics adoption surge
    • 4.2.5 Vertical foundation models unlocking niche markets
    • 4.2.6 Edge/on-device DL for privacy and ultra-low latency
  • 4.3 Market Restraints
    • 4.3.1 High energy footprint and cooling costs
    • 4.3.2 Scarcity of specialised DL talent
    • 4.3.3 Tightening global AI regulation (e.g., EU AI Act)
    • 4.3.4 IP/copyright liability for training data
  • 4.4 Supply Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Force Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Assesment of Macroeconomic Factors on the market

5. MARKET SIZE AND GROWTH FORECASTS (VALUE)

  • 5.1 By Offering
    • 5.1.1 Hardware
    • 5.1.2 Software and Services
  • 5.2 By End-user Industry
    • 5.2.1 BFSI
    • 5.2.2 Retail and eCommerce
    • 5.2.3 Manufacturing
    • 5.2.4 Healthcare and Life Sciences
    • 5.2.5 Automotive and Transportation
    • 5.2.6 Telecom and Media
    • 5.2.7 Security and Surveillance
    • 5.2.8 Other Applications
  • 5.3 By Application
    • 5.3.1 Image and Video Recognition
    • 5.3.2 Speech and Voice Recognition
    • 5.3.3 NLP and Text Analytics
    • 5.3.4 Autonomous Systems and Robotics
    • 5.3.5 Predictive Analytics and Forecasting
    • 5.3.6 Other Applications
  • 5.4 By Deployment Mode
    • 5.4.1 Cloud
    • 5.4.2 On-Premise
  • 5.5 By Geography
    • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
    • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Rest of South America
    • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Russia
    • 5.5.3.7 Rest of Europe
    • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 India
    • 5.5.4.4 South Korea
    • 5.5.4.5 Australia
    • 5.5.4.6 Rest of Asia-Pacific
    • 5.5.5 Middle East and Africa
    • 5.5.5.1 Middle East
    • 5.5.5.1.1 Saudi Arabia
    • 5.5.5.1.2 United Arab Emirates
    • 5.5.5.1.3 Turkey
    • 5.5.5.1.4 Rest of Middle East
    • 5.5.5.2 Africa
    • 5.5.5.2.1 South Africa
    • 5.5.5.2.2 Nigeria
    • 5.5.5.2.3 Egypt
    • 5.5.5.2.4 Rest of Africa

6. COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
    • 6.4.1 NVIDIA Corporation
    • 6.4.2 Google LLC (Alphabet)
    • 6.4.3 Amazon Web Services, Inc.
    • 6.4.4 Microsoft Corporation
    • 6.4.5 IBM Corporation
    • 6.4.6 Meta Platforms, Inc.
    • 6.4.7 Intel Corporation
    • 6.4.8 Advanced Micro Devices, Inc.
    • 6.4.9 SAS Institute Inc.
    • 6.4.10 RapidMiner, Inc.
    • 6.4.11 Baidu, Inc.
    • 6.4.12 Qualcomm Technologies, Inc.
    • 6.4.13 Huawei Technologies Co., Ltd.
    • 6.4.14 Graphcore Ltd.
    • 6.4.15 Cerebras Systems, Inc.
    • 6.4.16 Xilinx (part of AMD)
    • 6.4.17 Samsung Electronics Co., Ltd.
    • 6.4.18 Oracle Corporation
    • 6.4.19 H2O.ai
    • 6.4.20 Databricks, Inc.
    • 6.4.21 SenseTime Group
    • 6.4.22 OpenAI LP
    • 6.4.23 Tesla, Inc.
    • 6.4.24 NEC Corporation
    • 6.4.25 Darktrace plc

7. MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-space and Unmet-Need Assessment
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Research Methodology Framework and Report Scope

Market Definitions and Key Coverage

Our study defines the deep learning market as all commercial revenue generated from software frameworks, model-development platforms, inference or training services, and purpose-built accelerator hardware, GPUs, ASICs, FPGAs, and TPUs deployed on-premises, at the edge, or in public clouds to run multi-layer neural networks across industries such as healthcare, BFSI, automotive, retail, manufacturing, telecom, and the public sector.

Scope Exclusion: We exclude conventional machine-learning tools that lack deep neural architectures, purely rules-based analytics engines, and internal R&D labor costs.

Segmentation Overview

  • By Offering
    • Hardware
    • Software and Services
  • By End-user Industry
    • BFSI
    • Retail and eCommerce
    • Manufacturing
    • Healthcare and Life Sciences
    • Automotive and Transportation
    • Telecom and Media
    • Security and Surveillance
    • Other Applications
  • By Application
    • Image and Video Recognition
    • Speech and Voice Recognition
    • NLP and Text Analytics
    • Autonomous Systems and Robotics
    • Predictive Analytics and Forecasting
    • Other Applications
  • By Deployment Mode
    • Cloud
    • On-Premise
  • By Geography
    • North America
      • United States
      • Canada
      • Mexico
    • South America
      • Brazil
      • Argentina
      • Rest of South America
    • Europe
      • Germany
      • United Kingdom
      • France
      • Italy
      • Spain
      • Russia
      • Rest of Europe
    • Asia-Pacific
      • China
      • Japan
      • India
      • South Korea
      • Australia
      • Rest of Asia-Pacific
    • Middle East and Africa
      • Middle East
        • Saudi Arabia
        • United Arab Emirates
        • Turkey
        • Rest of Middle East
      • Africa
        • South Africa
        • Nigeria
        • Egypt
        • Rest of Africa

Detailed Research Methodology and Data Validation

Primary Research

We interviewed chipset makers, cloud architects, vision-system integrators, and AI leads in banking, healthcare, and mobility across North America, Europe, and Asia-Pacific. The conversations refined utilization ratios, average selling prices, and budget intentions, closing the gaps left by secondary data.

Desk Research

Mordor analysts first gathered foundational data from open sources such as OECD ICT investment tables, WSTS semiconductor shipment statistics, U.S. and EU customs records for AI accelerators, Eurostat cloud-adoption surveys, and university repositories cataloging public model releases. Trade-association papers, for example, the Linux Foundation's LF AI dashboards, helped align price curves, typical training hours, and workload distribution patterns.

Next, we mined D&B Hoovers for vendor financials, Dow Jones Factiva for deal flow, Questel for patent velocity, Volza for shipment manifests, and Tenders Info for awarded AI contracts, cross-checking each signal against company 10-Ks and investor presentations. These records form the desk-research spine. Many other public sources were consulted and validated but are not exhaustively listed here.

Market-Sizing & Forecasting

We begin with a top-down reconstruction of worldwide deep-learning spend by mapping national ICT outlays to cloud GPU capacity additions and accelerator import values, which are then corroborated through selective bottom-up supplier roll-ups of sampled ASP × shipment volumes. Key variables include GPU wafer starts, average training hours per model, cloud inference minutes, edge-device attach rates, regulatory incentives for AI safety testing, and datacenter electricity prices. A multivariate regression framework blended with scenario analysis projects each driver through 2030, while proxy series, such as power consumption per floating-point operation, bridge any data voids.

Data Validation & Update Cycle

Outputs pass three-layer variance checks, peer review, and leadership sign-off. We refresh every twelve months, issuing interim updates when material events, such as export controls, paradigm-shifting model launches, or macro shocks, alter baseline assumptions.

Why Mordor's Deep Learning Baseline Commands Confidence

Published estimates often diverge because firms differ in scope definitions, hardware-to-software mix, and refresh cadence, and few reconcile cloud-capacity data with end-market invoices before publishing.

Key gap drivers include some publishers adding generic AI-platform revenue, others omitting accelerator hardware and managed services, sporadic currency conversions, and less-frequent updates that overlook GPU supply swings.

Benchmark comparison

Market Size Anonymized source Primary gap driver
USD 47.89 B (2025) Mordor Intelligence
USD 132.30 B (2025) Regional Consultancy A Broad AI platform and analytics revenue included, limited hardware cross-validation
USD 24.53 B (2024) Global Consultancy B Hardware and service streams excluded, conservative adoption multipliers

The comparison shows that by balancing scope, triangulating hardware, cloud, and software streams, and maintaining an annual refresh discipline, Mordor delivers a transparent, repeatable baseline that decision-makers can trust.

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Key Questions Answered in the Report

What is the current size of the deep learning market?

The deep learning market stands at USD 47.89 billion in 2025 and is projected to reach USD 232.75 billion by 2030.

Which segment is growing fastest in the deep learning market?

Hardware accelerators exhibit the highest growth, expanding at a 37.5% CAGR as firms upgrade infrastructure for larger models.

Why is healthcare the most dynamic end-user industry?

Regulatory clarity and FDA approvals have accelerated AI-enabled diagnostics, pushing healthcare to a 38.3% CAGR through 2030.

What are the main challenges facing deep learning adoption?

High energy consumption, cooling costs, and shortages of specialized talent are the leading restraints on market growth.

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