欧洲资料中心 GPU 市场（按产品、应用和国家划分）分析与预测（2024 年至 2034 年）

预计欧洲资料中心 GPU 市场将从 2024 年的 106 亿美元成长到 2034 年的 822 亿美元，2024-2034 年预测期间的复合年增长率为 22.75%。

对支援人工智慧、深度学习和巨量资料分析的高效能运算的需求日益增长，推动了欧洲 GPU 市场的稳定扩张。与高速生产线上的精密工具类似，GPU 作为专用处理器，能够快速且有效率地处理复杂任务。与尖端自动化技术推动工厂现代化类似，记忆体容量的增加、运算能力的提高和能源效率的提高等技术发展正在推动市场发展和欧洲数位基础设施的现代化。

欧洲各地超大规模资料中心的快速成长以及主要 GPU 製造商和欧洲云端供应商之间的策略联盟正在提高供应链的弹性和营运扩充性，以及更有效率和整合的物流系统。不断增加的研发支出也刺激了 GPU 技术的发展，以满足不断变化的处理需求，并有助于遵守欧洲严格的永续性和能源效率法律。所有这些元素共同构成了整个欧洲扩充性、高效且生态负责的数位生态系统。

随着巨量资料分析、云端运算、机器学习和人工智慧（AI）等各行各业对高效能运算的需求不断增长，欧洲资料中心 GPU 市场正在经历强劲成长。图形处理单元 (GPU) 因其能够管理大规模平行处理作业而迅速成为资料中心不可或缺的一部分。这使得它对于 AI 工作负载和即时资料处理特别有用。对强大而高效的处理资源的需求正在加速资料中心对 GPU 的使用，以及从预测分析到自主系统的人工智慧应用的成长。

人工智慧、云端运算和边缘运算的广泛应用也在推动市场的发展。 GPU 非常适合管理不断增长的运算能力需求，特别是对于图形密集和延迟敏感的工作，而且资料中心必须扩展以满足此需求。

此外，永续性计画在欧洲盛行，许多资料中心都注重能源效率和减少碳足迹，为更节能的 GPU 技术创造了机会。

然而，高昂的营运成本、复杂的系统整合以及供应链限制正在阻碍市场的发展。儘管存在这些障碍，但随着技术的新突破和行业接受度的不断提高，GPU 驱动的基础设施市场预计将进一步成长。

市场趋势

• 人工智慧和机器学习在各行业的融合度不断提高
• 扩展云端运算和边缘运算基础设施
• 日益关注绿色、节能的资料中心运营
• 开发高GPU密度、专用于AI的大型资料中心
• 越来越多采用需要 GPU 加速的混合云和多重云端环境

市场驱动因素

• 医疗保健、金融和製造业等领域对人工智慧驱动应用的需求激增
• GPU架构和效能的持续创新
• 扩展资料密集型工作负载，如即时分析、3D 渲染和自主系统
• 支持政府和组织进行数位转型和人工智慧基础设施建设
• 研究和工业领域对高效能运算 (HPC) 的需求不断增长

市场挑战

• 基于 GPU 的基础设施的资本和营运成本高昂
• 半导体供应链持续中断，影响 GPU 的可用性
• GPU 系统的功耗和冷却需求不断提高
• 难以找到熟练的专家来管理基于 GPU 的工作负载
• 与旧有系统和软体环境整合的复杂性

本报告研究了欧洲资料中心 GPU 市场，并提供了市场概述、按产品、应用和国家分類的趋势以及参与市场的公司概况。

目录

执行摘要

第一章 市场

• 资料中心趋势：现况与未来影响评估
  • 资料中心容量：现在与未来
  • AI 工作负载与传统工作负载
  • 资料中心电力消耗场景
  • 值得关注的重点国家
  • 其他产业趋势
• 资料中心冷却市场概况
  • 全球和区域市场规模
  • 冷却部署（按资料中心年龄）
  • 维修和棕地计划
  • 待开发区计划和新设施
  • 冷却设备安装绩效分析（2018-2022）
  • 资料中心冷却技术采用趋势（2023-2027）
  • 人工智慧将如何影响资料中心冷却基础设施
• 研发评审
• 相关利益者分析
• 市场动态概览

第二章 区域

• 区域摘要
• 欧洲
  • 区域概况
  • 市场成长动力
  • 成长抑制因素
  • 目的
  • 产品
  • 欧洲（按国家/地区）

第三章 市场竞争基准化分析与公司概况

• 地理评估
• 公司简介
  • 外部GPU/加速器晶片供应商

第四章调查方法

Introduction to Europe Data Center GPUs Market

The Europe data center GPUs market is projected to reach $82.2 billion by 2034 from $10.6 billion in 2024, growing at a CAGR of 22.75% during the forecast period 2024-2034. The growing need for high-performance computing to support AI, deep learning, and big data analytics is driving the GPU market's robust expansion in Europe. Similar to precision tools on a high-speed production line, GPUs operate as specialised processors that can quickly and effectively handle complicated jobs. Similar to modernising a factory with state-of-the-art automation, technological developments like increased memory capacity, better computing power, and increased energy efficiency are propelling market expansion and modernising Europe's digital infrastructure.

The fast growth of hyperscale data centres around the region and strategic partnerships between leading GPU manufacturers and European cloud providers are improving supply chain resilience and operational scalability, much like a more efficient, integrated logistics system. Increased R&D expenditures are also spurring the development of GPU technology, which will assist satisfy changing processing needs and comply with Europe's strict sustainability and energy efficiency laws. All of these elements are working together to create a digital ecosystem that is scalable, effective, and ecologically conscious throughout Europe.

Market Introduction

The market for GPUs for data centres in Europe is expanding significantly as the need for high-performance computing increases across a number of industries, including big data analytics, cloud computing, machine learning, and artificial intelligence (AI). Because of their capacity to manage enormous parallel processing jobs, graphics processing units (GPUs) are quickly becoming indispensable parts of data centres. This makes them especially useful for AI workloads and real-time data processing. The requirement for strong, effective processing resources has fuelled the use of GPUs in data centres as AI applications grow, ranging from predictive analytics to autonomous systems.

The market is also being driven by AI and the growing use of cloud and edge computing. GPUs are well-suited to manage the ever-increasing need for computational capacity, especially for jobs that are graphics-intensive and latency-sensitive, and data centres must scale to meet this demand.

Furthermore, there are chances for GPU technologies that are more power-efficient because sustainability programs are becoming more popular in Europe, where many data centres are concentrating on energy efficiency and lowering their carbon footprints.

High operating expenses, intricate system integration, and supply chain limitations are some of the market's obstacles, though. Notwithstanding these obstacles, the market for GPU-powered infrastructure is expected to grow further due to new developments in technology and growing industry acceptance.

Market Segmentation

Segmentation 1: Data Center GPUs Market (by Application)

• Hyperscale
• Colocation
• Enterprise
• Others

Segmentation 2: Data Center GPUs Market (by Product)

• Conventional GPUs
• Accelerated GPUs

Segmentation 3: Data Center GPUs Market (by Country)

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

Europe Data Center GPUs Market Trends, Drivers and Challenges

Market Trends

• Growing integration of AI and machine learning across industries.
• Expansion of cloud computing and edge computing infrastructures.
• Increased focus on green and energy-efficient data center operations.
• Development of large-scale AI-focused data centers with high GPU density.
• Rising adoption of hybrid and multi-cloud environments needing GPU acceleration

Market Drivers

• Surging demand for AI-driven applications across sectors like healthcare, finance, and manufacturing.
• Continuous innovation in GPU architecture and performance.
• Growth in data-intensive workloads such as real-time analytics, 3D rendering, and autonomous systems.
• Government and institutional support for digital transformation and AI infrastructure.
• Increasing demand for high-performance computing (HPC) in research and industrial applications.

Market Challenges

• High capital and operational expenditure for GPU-based infrastructure.
• Ongoing semiconductor supply chain disruptions impacting GPU availability.
• Elevated power consumption and cooling requirements of GPU systems.
• Difficulty in sourcing skilled professionals for managing GPU-based workloads.
• Integration complexity with legacy systems and software environments.

Table of Contents

Executive Summary

Scope and Definition

1 Markets

• 1.1 Data Center Trends: Current and Future Impact Assessment
  • 1.1.1 Data Center Capacities: Current and Future
  • 1.1.2 AI Workloads vs. Conventional Workloads
  • 1.1.3 Data Center Power Consumption Scenario
  • 1.1.4 Key Countries to Focus
  • 1.1.5 Other Industrial Trends
    • 1.1.5.1 HPC Cluster Developments
    • 1.1.5.2 Blockchain Initiatives
    • 1.1.5.3 Super Computing
    • 1.1.5.4 5G and 6G Developments
    • 1.1.5.5 Impact of Server/Rack Density
• 1.2 Data Center Cooling Market Overview
  • 1.2.1 Global and Regional Market size
  • 1.2.2 Adoption of Cooling (by Data Center Age)
  • 1.2.3 Retrofitting and Brownfield Projects
  • 1.2.4 Green Field Projects and New Installation
  • 1.2.5 Historical Analysis of Cooling Equipment Deployment, 2018-2022
  • 1.2.6 New Data Center Trends toward Adoption of Cooling Technology Type, 2023-2027
  • 1.2.7 Impact of AI Adoption on Data Center Cooling Infrastructure
• 1.3 Research and Development Review
  • 1.3.1 Patent Filing Trend (by Country, by Company)
• 1.4 Stakeholder Analysis
  • 1.4.1 Use Case
  • 1.4.2 End User and Buying Criteria
• 1.5 Market Dynamics Overview
  • 1.5.1 Market Drivers
    • 1.5.1.1 Surging Demand for Cryptocurrency Mining
    • 1.5.1.2 Rising Enterprise Adoption of Data Center GPUs for High-Performance Computing Applications
  • 1.5.2 Market Restraints
    • 1.5.2.1 High Bargaining Power of GPU Manufacturers
  • 1.5.3 Market Opportunities
    • 1.5.3.1 Technological Advancement in High-Performing Computing (HPC)
    • 1.5.3.2 Government Support for Smart City Development and Digitalization

2 Regions

• 2.1 Regional Summary
• 2.2 Europe
  • 2.2.1 Regional Overview
  • 2.2.2 Driving Factors for Market Growth
  • 2.2.3 Factors Challenging the Market
  • 2.2.4 Application
  • 2.2.5 Product
  • 2.2.6 Europe (by Country)
    • 2.2.6.1 Germany
      • 2.2.6.1.1 Application
      • 2.2.6.1.2 Product
    • 2.2.6.2 France
      • 2.2.6.2.1 Application
      • 2.2.6.2.2 Product
    • 2.2.6.3 U.K.
      • 2.2.6.3.1 Application
      • 2.2.6.3.2 Product
    • 2.2.6.4 Netherlands
      • 2.2.6.4.1 Application
      • 2.2.6.4.2 Product
    • 2.2.6.5 Ireland
      • 2.2.6.5.1 Application
      • 2.2.6.5.2 Product
    • 2.2.6.6 Italy
      • 2.2.6.6.1 Application
      • 2.2.6.6.2 Product
    • 2.2.6.7 Rest-of-Europe
      • 2.2.6.7.1 Application
      • 2.2.6.7.2 Product

3 Markets - Competitive Benchmarking and Company Profiles

• 3.1 Geographic Assessment
• 3.2 Company Profiles
  • 3.2.1 External GPU/ Accelerator Chip Suppliers
    • 3.2.1.1 Graphcore
      • 3.2.1.1.1 Overview
      • 3.2.1.1.2 Top Products/Product Portfolio
      • 3.2.1.1.3 Top Competitors
      • 3.2.1.1.4 Target Customers/End Users
      • 3.2.1.1.5 Key Personnel
      • 3.2.1.1.6 Analyst View
      • 3.2.1.1.7 Market Share, 2024

4 Research Methodology

• 4.1 Data Sources
  • 4.1.1 Primary Data Sources
  • 4.1.2 Secondary Data Sources
  • 4.1.3 Data Triangulation
• 4.2 Market Estimation and Forecast

List of Figures

• Figure 1: Europe Data Center GPUs Market (by Scenario), $Billion, 2023, 2027, and 2034
• Figure 2: Europe Data Center GPUs Market (by Application), $Million, 2023, 2027, and 2034
• Figure 3: Europe Data Center GPUs Market (by Product), $Million, 2023, 2027, and 2034
• Figure 4: Key Events
• Figure 5: Estimated Increase in Data Center Capacity, 2023 and 2030, GW
• Figure 6: Comparison between Conventional and AI Workloads
• Figure 7: HPC Cluster Developments in the Data Center Market
• Figure 8: Share of Total 5G Mobile Connections (by Region) 2023 and 2030
• Figure 9: Historical Analysis: Estimated Number of Cooling Deployed Data Centers Globally, 2018-2022
• Figure 10: Future Market Analysis: Cooling Expected Deployment in New Data Centers (by Number of Data Centers), 2023-2027
• Figure 11: Energy Consumption Breakdown in AI Data Centers
• Figure 12: Increasing Rack Power Density Across Key Data Center Segments
• Figure 13: Comparison of Different Rack Densities in Data Centers
• Figure 14: Patent Analysis (by Country), January 2021-January 2025
• Figure 15: Patent Analysis (by Company), January 2021-January 2025
• Figure 16: End User and Buying Criteria in the Data Center GPUs Market
• Figure 17: Dynamics of Data Generation, Replication, and Utilization, 2019-2023
• Figure 18: Germany Data Center GPUs Market, $Billion, 2023-2034
• Figure 19: France Data Center GPUs Market, $Billion, 2023-2034
• Figure 20: U.K. Data Center GPUs Market, $Billion, 2023-2034
• Figure 21: Netherlands Data Center GPUs Market, $Billion, 2023-2034
• Figure 22: Ireland Data Center GPUs Market, $Billion, 2023-2034
• Figure 23: Italy Data Center GPUs Market, $Billion, 2023-2034
• Figure 24: Rest-of-Europe Data Center GPUs Market, $Billion, 2023-2034
• Figure 25: Data Triangulation
• Figure 26: Top-Down and Bottom-Up Approach
• Figure 27: Assumptions and Limitations

List of Tables

• Table 1: Market Snapshot
• Table 2: Opportunities across Region
• Table 3: Competitive Landscape Snapshot
• Table 4: Trends Overview
• Table 5: Data Center Liquid Cooling Market (by Region), $Billion, 2023-2034
• Table 6: Adoption of Cooling by Data Center Age along with PUE
• Table 7: Data Center GPUs Market (by Region), $Billion, 2023-2034
• Table 8: Europe Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 9: Europe Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 10: Germany Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 11: Germany Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 12: France Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 13: France Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 14: U.K. Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 15: U.K. Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 16: Netherlands Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 17: Netherlands Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 18: Ireland Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 19: Ireland Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 20: Italy Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 21: Italy Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 22: Rest-of-Europe Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 23: Rest-of-Europe Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 24: Market Share,2024 (by External GPU/Accelerator Chip Suppliers)