AI accelerator market to reach $443 billion by 2030, report says

The report's projected expansion — from $151 billion in 2025 to $443 billion by 2030 — is framed around the spread of generative AI and the build-out of data-center and edge infrastructure. Demand for GPUs and NPUs, especially in cloud and edge environments, is anticipated to rise alongside that spending. The same report flags economic constraints and technological obsolescence as potential headwinds, meaning the forecast assumes those do not derail the build-out.

Separately, EPAM Systems announced on Nov 5, 2026, a share repurchase program of up to $1,800 million valid until the end of 2029. EPAM was a standout stock, up 20.6% and ending the day at $165.70, while Sandisk trailed, down 22.3% to finish at $806.43. Those stock moves and the buyback are presented alongside, not connected to, the market forecast.