人工智慧与机器学习：云端AI

具体优势：

• 预测2031年云端环境中人工智慧（AI）晶片组的市场规模（出货量和收入）。
• 了解云端AI晶片组的出货量和收入将如何以主要地区和架构（例如，图形处理器 (GPU)）成长。
• 基于云AI中主要AI框架的相对增长率，以及推理和训练的比较，评估相关策略。
• 比较云端环境和边缘环境中AI晶片组的市场规模。

关键问题解答：

• 到2031年，AI晶片组在伺服器领域的应用将有多重要？
• 各地区的AI晶片组市场将如何发展？
• 这些晶片组将面向哪些AI框架？
• 到 2031 年，哪种晶片组架构将主导云端 AI？

研究亮点：

• 2024年至2031年云端市场AI晶片组出货量与营收预测
• 依地区、架构、工作负载和AI框架划分的详细分析

本报告的目标受众

• 寻求深入了解市场规模和新成长领域的晶片组供应商
• 受AI影响的各市场销售及行销主管
• 评估云AI成长潜力的投资者
• 开发和管理云端AI产品的创新者；以及从事AI和行销的整个AI堆迭的策略家

目录

表格

图表

• 图1：云AI总出货量依架构划分的推理训练晶片组
• 图 2：依架构划分的云端 AI 推理训练晶片组总出货量
• 图 3：依架构划分的云端 AI 推理训练晶片组总收入
• 图 4：依架构划分的云端 AI 推理训练晶片组总收入
• 图 5：云端 AI 推理训练晶片组总收入
• 图 6：不含 CPU 的 AI 加速器市场厂商占有率
• 图 7：依地区划分的云端 AI 推理训练晶片组出货量
• 图 8：以 AI 框架划分的云端 AI 推理训练晶片组总出货量
• 图 9：以工作负载划分的云端 AI 晶片组出货量
• 图 10：以工作负载划分的边缘 AI（包括个人工作设备）晶片组总出货量
• 图 11：云端 AI、边缘 AI 和个人工作设备的推理晶片组总收入
• 图 12：云端 AI 与边缘 AI 训练晶片组总收入（包括个人工作设备）工作设备）
• 图 13：AI 伺服器总出货量
• 图 14：以工作负载划分的 AI 伺服器出货量
• 图 15：AI 伺服器出货量与收入：超大规模资料中心与非超大规模资料中心
• 图 16：用于获利性 AI 和传统 AI 的 AI 伺服器出货量和收入
• 图 17：北美和世界其他地区的 AI 伺服器出货量和收入

Actionable Benefits:

• Identify the market size (shipments and revenue) of Artificial Intelligence (AI) chipsets in cloud environments through 2031.
• Understand how cloud AI chipset shipments and revenue will grow by key regions and architectures, e.g., Graphics Processing Unit (GPU).
• Evaluate strategy based on relative growth of key AI frameworks and inference versus training in cloud AI.
• Compare the market size of AI chipsets in cloud to edge environments.

Critical Questions Answered:

• How significant will AI chipsets adoption be in servers until 2031?
• How will the AI chipset market for each region develop going forward?
• Which AI frameworks will these chipsets target?
• Which chipset architecture will dominate cloud AI by 2031?

Research Highlights:

• Forecasts for AI chipset shipments and revenue in the cloud market from 2024 to 2031.
• Detailed breakdowns by region, architecture, workload, and AI framework.

Who Should Read This?

• Chipset vendors seeking greater insight into their market sizes and new growth areas.
• Sales and marketing leaders in diverse markets impacted by AI.
• Investors gauging the potential for growth in cloud AI.
• Strategists across the entire AI stack developing cloud AI products and marketing.

TABLE OF CONTENTS

Tables

• Table 1 Total Shipments and Revenue of Cloud AI Inference Training Chipsets by Architecture
• Table 2 Total Shipments and Revenue of Cloud AI Inference Training Chipsets by Region
• Table 3 Total Shipments and Revenue of Cloud AI Inference Training Chipsets by AI Framework
• Table 4 Total Shipments and Revenue of Cloud AI Chipsets by Workload
• Table 5 Total Shipments and Revenue of Edge AI inc Personal Work Devices Chipsets by Workload
• Table 6 Total Shipments and Revenue of AI Servers
• Table 7 Total Shipments and Revenue of AI Servers by Workload
• Table 8 AI Server Shipments and Revenue Hyperscaler Versus Non-Hyperscaler
• Table 9 AI Server Shipments and Revenue Generative AI Versus Classical AI
• Table 10 AI Server Shipments and Revenue North America Versus Rest of World

Charts

• Chart 1 Total Shipments of Cloud AI Inference Training Chipsets by Architecture
• Chart 2 Total Shipments of Cloud AI Inference Training Chipsets by Architecture
• Chart 3 Total Revenue of Cloud AI Inference Training Chipsets by Architecture
• Chart 4 Total Revenue of Cloud AI Inference Training Chipsets by Architecture
• Chart 5 Total Revenue of Cloud AI Inference Training Chipsets
• Chart 6 Vendor Share of AI Accelerator Market excl CPU
• Chart 7 Total Shipments of Cloud AI Inference Training Chipsets by Region
• Chart 8 Total Shipments of Cloud AI Inference Training Chipsets by AI Framework
• Chart 9 Total Shipments of Cloud AI Chipsets by Workload
• Chart 10 Total Shipments of Edge AI inc Personal Work Devices Chipsets by Workload
• Chart 11 Total Revenue of Inference Chipsets in Cloud AI Edge AI inc Personal Work Devices
• Chart 12 Total Revenue of Training Chipsets in Cloud AI Edge AI inc Personal Work Devices
• Chart 13 Total Shipments of AI Servers
• Chart 14 Total Shipments of AI Servers by Workload
• Chart 15 AI Server Shipments and Revenue Hyperscaler Versus Non-Hyperscaler
• Chart 16 AI Server Shipments and Revenue Generative AI Versus Classical AI
• Chart 17 AI Server Shipments and Revenue North America Versus Rest of World