欧洲人工智慧和半导体 - 伺服器 GPU 市场：按应用、按产品、按国家 - 分析和预测（2023-2028 年）

欧洲人工智慧和半导体－2023年伺服器GPU市场规模为53.378亿美元。

该市场预计将以 29.87% 的复合年增长率扩张，到 2028 年将达到 197.187 亿美元。由于边缘运算的日益普及，GPU 伺服器市场正在不断增长，边缘运算可以更接近源头处理资料，而不是仅依赖集中式云端伺服器。此外，职场和资料中心环境中虚拟的不断增长趋势正在推动对 GPU 伺服器的需求。

欧洲人工智慧和半导体市场正在快速成长，尤其是在伺服器 GPU 领域。为了处理人工智慧所需的高阶运算，伺服器 GPU 对于促进快速资料处理和提高效能至关重要。对 GPU 伺服器的需求主要是由边缘运算的出现以及资料中心和企业环境中日益增长的虚拟趋势所推动的，边缘运算可以在更接近来源的位置处理资料。此外，欧盟（EU）对数位转型的重视以及对人工智慧研发的资金分配也刺激了创新并增强了市场前景。行业领先公司正在不断完善其产品线，以满足半导体和人工智慧不断变化的需求。

本报告考察了欧洲人工智慧和半导体 - 伺服器 GPU 市场，并提供了市场概述、按应用、产品和国家/地区分類的趋势以及进入市场的公司简介。

目录

调查范围

执行摘要

第一章 市场

• 产业展望
  • 持续趋势
  • 设备升级和製程改进
  • 用于不断发展的伺服器容量的自适应冷却解决方案
  • 资料中心最终使用者预算和采购模型
  • 相关利益者分析
  • 生态系统/正在进行的计划
• 业务动态

第二章 区域

• 欧洲
  • 欧洲（按国家/地区）

第三章市场－竞争基准化分析与公司概况

• 竞争基准化分析
• 市场占有率分析
  • 按 GPU 製造商
  • 按 GPU 伺服器製造商
• 公司简介
  • 显示卡製造商

第四章调查方法

Introduction to Europe AI and Semiconductors - A Server GPU Market

The Europe AI and semiconductor - a server GPU market accounted for $5,337.8 million in 2023 and is expected to grow at a CAGR of 29.87% and reach $19,718.7 million by 2028. The market for GPU servers is rising due to the growing popularity of edge computing, which handles data closer to its source rather than depending just on centralized cloud servers. Furthermore, the increasing trend for virtualization in workplace and data center settings propels the demand for GPU servers.

Market Introduction

Artificial Intelligence and semiconductor market in Europe is growing rapidly, especially in the server GPU segment due to increased usage of AI across industries and technical breakthroughs. In order to handle the sophisticated computations needed by AI applications, server GPUs are crucial for facilitating quicker data processing and better performance. The need for GPU servers is being driven primarily by the emergence of edge computing, which processes data closer to its source, and the expanding trend of virtualization in data centers and enterprise environments. Furthermore, the European Union's emphasis on digital transformation and its allocation of funds towards AI research and development are stimulating innovation and augmenting market prospects. Leading companies in the industry are always improving their product lines to satisfy the changing requirements of semiconductor and artificial intelligence applications. This report explores the current market dynamics, leading companies, and future trends shaping the European server GPU market within the broader AI and semiconductor landscape.

Market Segmentation

Segmentation 1: by Application (End User)

• Cloud Computing
• HPC Application

Segmentation 2: by Product (Configuration Type)

• Single GPU
• Dual to Quad GPU
• High-Density GPU

Segmentation 3: by Region

• Germany
• France
• Netherlands
• Italy
• Ireland
• U.K.
• Rest-of-Europe

How can this report add value to an organization?

Product/Innovation Strategy: In the ever-evolving realm of server GPU technology, notable advancements are reshaping the landscape, with a focus on optimizing data center performance. Leveraging cutting-edge solutions, including AI-driven analytics and real-time monitoring platforms, server GPU technology offers intricate insights into server health, workload management, and resource utilization. Innovations such as advanced data center cooling techniques contribute to efficient temperature regulation, ensuring optimal server functionality. The market encompasses a diverse range of solutions, from high-performance computing platforms to precision cooling systems, enabling businesses to elevate operational efficiency and minimize resource utilization effectively.

Growth/Marketing Strategy: The AI and semiconductor - a server GPU market has experienced notable growth strategies adopted by key players. Business expansions, collaborations, and partnerships have played a crucial role. Companies are expanding their reach to multiple markets, establishing alliances, and entering research collaborations to strengthen their technological capabilities. Collaborative initiatives between technology companies and domain experts are propelling the advancement of cutting-edge monitoring tools. Furthermore, strategic joint ventures are facilitating the integration of diverse expertise, significantly enhancing the market presence of these solutions. This collaborative approach is pivotal in creating comprehensive, user-friendly, and efficient server GPU solutions.

Competitive Strategy: In the dynamic realm of the AI and semiconductor - a server GPU market, manufacturers are expanding their product portfolios to cater to diverse computing needs and applications. Rigorous competitive benchmarking reveals the distinct strengths of market players, highlighting their unique solutions and regional expertise. Strategic collaborations with research institutions and technology organizations are pivotal drivers of innovation, shaping the evolution of the server GPU landscape.

Table of Contents

Scope of the Study

Executive Summary

1 Market

• 1.1 Industry Outlook
  • 1.1.1 Ongoing Trends
    • 1.1.1.1 Timeline of GPU and Server Design Upgrades
    • 1.1.1.2 Data Center Capacities: Current and Future
    • 1.1.1.3 Data Center Power Consumption Scenario
    • 1.1.1.4 Other Industrial Trends
      • 1.1.1.4.1 HPC Cluster Developments
      • 1.1.1.4.2 Blockchain Initiatives
      • 1.1.1.4.3 Super Computing
      • 1.1.1.4.4 5G and 6G Developments
      • 1.1.1.4.5 Impact of Server/Rack Density
  • 1.1.2 Equipment Upgrades and Process Improvements
  • 1.1.3 Adaptive Cooling Solutions for Evolving Server Capacities
    • 1.1.3.1 Traditional Cooling Techniques
    • 1.1.3.2 Hot and Cold Aisle Containment
    • 1.1.3.3 Free Cooling and Economization
    • 1.1.3.4 Liquid Cooling Systems
  • 1.1.4 Budget and Procurement Model of Data Center End Users
  • 1.1.5 Stakeholder Analysis
    • 1.1.5.1 Value Chain Analysis
  • 1.1.6 Ecosystem/Ongoing Programs
    • 1.1.6.1 Consortiums, Associations, and Regulatory Bodies
    • 1.1.6.2 Government Programs
      • 1.1.6.2.1 Europe
• 1.2 Business Dynamics
  • 1.2.1 Business Drivers
    • 1.2.1.1 Surging Demand for Cryptocurrency Mining
    • 1.2.1.2 Rising Enterprise Adoption of Data Center GPUs for High-Performance Computing Applications
  • 1.2.2 Business Challenges
    • 1.2.2.1 High Bargaining Power of GPU Manufacturers
  • 1.2.3 Market Strategies and Developments
  • 1.2.4 Business Opportunities
    • 1.2.4.1 Technological Advancement in High-Performing Computing (HPC)
    • 1.2.4.2 Government Support for Smart City Development and Digitalization

2 Region

• 2.1 Europe
  • 2.1.1 Europe (by Country)
    • 2.1.1.1 Italy
    • 2.1.1.2 France
    • 2.1.1.3 Netherlands
    • 2.1.1.4 Germany
    • 2.1.1.5 Ireland
    • 2.1.1.6 U.K.
    • 2.1.1.7 Rest-of-Europe

3 Markets - Competitive Benchmarking & Company Profiles

• 3.1 Competitive Benchmarking
• 3.2 Market Share Analysis
  • 3.2.1 By GPU Manufacturer
  • 3.2.2 By GPU Server Manufacturer
• 3.3 Company Profiles
  • 3.3.1 GPU Manufactturer
    • 3.3.1.1 Imagination Technologies
      • 3.3.1.1.1 Company Overview
      • 3.3.1.1.2 Product and Customer Portfolio Analysis

4 Research Methodology

• 4.1 Primary Data Sources
• 4.2 Secondary Data Sources
• 4.3 Market Estimation and Forecast

List of Figures

• Figure 1: Europe AI and Semiconductors - A Server GPU Market, $Billion, 2022-2028
• Figure 2: Europe AI and Semiconductors - A Server GPU Market (by End User), $Billion, 2022-2028
• Figure 3: Europe AI and Semiconductors - A Server GPU Market (by Facility Type), $Billion, 2022-2028
• Figure 4: Europe AI and Semiconductors - A Server GPU Market (by Configuration Type), $Billion, 2022-2028
• Figure 5: Europe AI and Semiconductors - A Server GPU Market (by Form Factor), $Billion, 2022-2028
• Figure 6: AI and Semiconductors - A Server GPU Market (by Region), $Million, 2022
• Figure 7: Nvidia's Official Roadmap
• Figure 8: Domestic Electricity Consumption of Different Selected Countries vs. Data Centers in 2020 in TWh
• Figure 9: HPC Cluster Project Growth, 2019-2020
• Figure 10: Crypto Transaction Volume Growth, 2020-2022
• Figure 11: Global Distribution of 500 Supercomputers, June 2019
• Figure 12: Average Server Rack Density in Data Center, 2016-2020
• Figure 13: Ripple Effects in Server GPU Market due to Equipment Upgradation and Process Improvements
• Figure 14: Stakeholder Analysis
• Figure 15: Value Chain Analysis
• Figure 16: Cryptocurrency Ownership by Country, 2021-2022
• Figure 17: Global Dynamics of Data Generation, Replication, and Utilization, 2019-2023
• Figure 18: Share of Key Market Strategies and Developments, 2019-2023
• Figure 19: Product Development and Innovations (by Company)
• Figure 20: Partnerships, Collaborations, Joint Ventures, and Alliances
• Figure 21: Competitive Benchmarking Matrix for Key AI and Semiconductors - A Server GPU Manufacturers
• Figure 22: Competitive Benchmarking Matrix for Key AI and Semiconductors - A Server GPU Server Manufacturers
• Figure 23: Market Share Analysis of AI and Semiconductors - A Server GPU Market (by GPU Manufacturer), 2022
• Figure 24: Market Share Analysis of AI and Semiconductors - A Server GPU Market (by GPU Server Manufacturer), 2022
• Figure 25: AI and Semiconductors - A Server GPU Market: Research Methodology
• Figure 26: Data Triangulation
• Figure 27: Top-Down and Bottom-Up Approach
• Figure 28: Assumptions and Limitations

List of Tables

• Table 1: Summary of Trends
• Table 2: Comparison of Air Cooling and Liquid Cooling
• Table 3: Comparison between Cost-Sensitive Buyers and Premium/High-End Buyers
• Table 4: Key Consortiums, Associations, and Regulatory Bodies in the AI and Semiconductors - A Server GPU Market
• Table 5: Government Programs to Promote AI and Semiconductors - A Server GPU Market, Europe, 2023-2033