AI伺服器OEM/ODM市场

本报告探讨了 AI 伺服器 OEM/ODM 的趋势，总结了关键参与者和生态系统、对四大 AI 伺服器 OEM 製造商的 GTM（进入市场）策略的分析、主要电脑晶片组的预测、主要供应商如何解决最终用户的痛点，以及对 AI 伺服器 OEM 和 ODM 伺服器的建议。

实际好处：

• 伺服器供应商将了解如何满足特定于 AI 领域的市场需求
• 借镜AI资料中心生态系的最佳实践
• 取得建议以区分您的 AI Server GTM 策略

重要问题的答案：

• 成功的 AI 伺服器供应商如何脱颖而出？
• AI伺服器市场特别是大型加速器丛集市场如何变化？
• 供应商如何解决最终使用者的痛点？

研究亮点：

• GTM 对四大 AI 伺服器 OEM 的分析
• 2030 年主要电脑晶片组预测
• 分析哪些产品能够成功解决目前和未来的客户痛点

目录

第 1 章：主要发现

第 2 章关键预测

• 惠普
• 戴尔
• 联想
• 超微

第 4 章 市场动态

• 最佳实践：NVIDIA OEM 和 ODM 如何协同工作
• 电源和冷却
• 託管服务包装器
• 端到端的专业知识与服务

第 5 章针对 AI 伺服器 OEM 与 ODM 的建议

Actionable Benefits:

• How can server vendors align with the market needs of Artificial Intelligence (AI) domain-specific deployments?
• Learnings from best practices in the AI data center ecosystem.
• Recommendations for differentiating an AI server Go-to-Market (GTM) strategy.

Critical Questions Answered:

• What are successful AI server vendors doing differently?
• How is the AI server market changing, in particular for larger accelerator clusters?
• How are vendors addressing end-customers' pain points?

Research Highlights:

• GTM analyses of the top four AI server Original Equipment Manufacturers (OEMs).
• Key compute chipset forecasts through 2030.
• Analysis of offerings that successfully address customer pain points today and going forward.

Who Should Read This?

• AI server ecosystem players looking to capture more of the value chain.
• AI server vendors who wish to differentiate their offering before solutions are "commoditized."
• Investors gauging the competitiveness of various AI server vendors, as well as the wider ecosystem.

TABLE OF CONTENTS

1 KEY FINDINGS

2 KEY FORECASTS

3 KEY COMPANIES AND ECOSYSTEMS-TIER ONE AI SERVER OEMS GTM ANALYSIS

• 3.1 HPE
• 3.2 DELL
• 3.3 LENOVO
• 3.4 SUPERMICRO GTM

4 MARKET DYNAMICS

• 4.1 BEST PRACTICE - HOW NVIDIA OEMS AND ODMS INTERACT
• 4.2 POWER AND COOLING
• 4.3 MANAGED SERVICE WRAPPERS
• 4.4 END-TO-END EXPERTISE AND OFFERINGS

5 RECOMMENDATIONS TO AI SERVER OEMS AND ODMS