亚太资料中心 GPU 市场（按应用、产品和国家）分析与预测（2024 年至 2034 年）

预计到 2034 年亚太地区资料中心 GPU 市场规模将达到 446 亿美元，高于 2024 年的 67 亿美元，2024-2034 年预测期间的复合年增长率为 20.80%。

在亚太地区，对由人工智慧、深度学习和巨量资料分析动力来源的高效能运算的需求正在飙升，刺激了 GPU 作为专门复杂任务的「主力」的应用。记忆体容量、处理能力和电源效率的提高正在推动成长。 GPU 供应商和云端供应商之间的合作以及超大规模资料中心的扩展正在加强供应链的弹性，而研发投资正在推动可扩展数位生态系统的永续和合规创新。

随着亚太地区企业竞相利用图形处理单元 (GPU) 的平行处理能力，亚太地区资料中心 GPU 产业正以突破性的速度扩张。 GPU 以前仅限于图形渲染，现在已成为加速巨量资料分析、高效能运算 (HPC)、机器学习 (ML) 和人工智慧 (AI) 等运算密集型任务的重要工具。亚太地区正在经历金融、医疗保健、製造、电子商务和公共服务等领域的快速工业数位化转型，对 GPU 加速基础设施的需求空前高涨，以实现即时推理、训练大规模语言模型以及模拟具有挑战性的科学和工程问题。

主要的市场参与企业，包括全球领导者和新兴的区域供应商，正在透过与云端服务供应商和系统整合商建立策略联盟来扩大其影响力。 AWS、Microsoft Azure、Google Cloud、阿里云、腾讯云等公共云端平台纷纷引进虚拟GPU实例，为企业提供付费使用制的高效能运算能力。同时，随着超大规模企业、学术机构和大型企业寻求适合其可预测工作负载和资料保存需求的 GPU 集群，内部部署正在增加。

亚太地区的基础设施趋势受效率和性能的驱动。为了在高密度机架中保持理想的热分布，液体浸没和直接连接到晶片的冷板等尖端冷却技术与 GPU 架构的进步相结合，可提供更高的内存频宽、用于 AI 矩阵运算的张量核心和混合精度计算。同时，可分解可组合GPU结构的出现，使得加速器资源动态池化，提高利用率，降低整体拥有成本。

新加坡的绿色资料中心津贴、韩国的数位新政、印度的国家人工智慧计画和中国的「新基础设施」计画等政府倡议和奖励计画正在刺激对 GPU 驱动的资料中心的投资。这些法规正在加速下一代 GPU 设计、软体工具链和管理平台的研发，并推动对人工智慧公司的创业投资增加。随着企业和公共部门采用 GPU 的趋势不断扩大，亚太地区将成为加速 GPU 创新的全球中心，推动经济成长和技术领先地位。

亚太资料中心 GPU 市场趋势、驱动因素与挑战

趋势

• 针对 AI 优化的 GPU（NVIDIA Blackwell、AMD MI300）在生成式 AI 和 LLM 训练中迅速普及
• 分散式可组合GPU架构实现灵活的资源池化
• 亚太地区公有云（AWS、Azure、GCP）中虚拟GPU 执行个体的崛起
• 在边缘和区域 PoP 处部署「微丛集」以进行局部推理
• 增加使用液冷和浸没式冷却 GPU 机架来管理不断上升的功率密度

驱动程式

• 金融、医疗保健和製造业对 AI/ML 工作负载的需求激增
• 国家人工智慧战略（中国人工智慧2.0蓝图、印度人工智慧计画等）将推动资料中心升级
• 提供 GPU 即服务和混合云端GPU 解决方案的云端供应商正在向亚太地区扩张
• 高效能运算 (HPC) 在科学研究和数数位双胞胎的发展
• 数位转型和竞争压力促使企业采用即时分析

任务

• 电力消耗和冷却需求激增导致营运成本上升
• 全球 GPU 供应限制以及下一代加速器的较长前置作业时间
• 高密度 GPU 部署的资本支出和投资报酬率压力大
• 设计、部署和操作 GPU 加速系统的人才短缺
• 资料主权和跨境合规性使集中式 GPU 丛集部署变得复杂

本报告研究了亚太地区资料中心 GPU 市场，并提供了市场概述、应用、产品和国家/地区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）
  • 2023-2027 年资料中心冷却技术采用趋势
  • 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
  • 使用案例
  • 最终用户和购买标准
• 市场动态概览
  • 市场驱动因素
  • 市场限制
  • 市场机会

第二章 区域

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

第三章 市场竞争基准化分析与公司概况

• 公司简介

第四章调查方法

Introduction to Asia-Pacific Data Center GPUs Market

The Asia-Pacific data center GPUs market is projected to reach $44.6 billion by 2034 from $6.7 billion in 2024, growing at a CAGR of 20.80% during the forecast period 2024-2034. In APAC, surging demand for high-performance computing-powered by AI, deep learning, and big-data analytics-is fueling GPU adoption as specialized "workhorses" for complex tasks. Advances in memory capacity, processing power, and power-efficiency are accelerating growth. Collaborations between GPU vendors and cloud providers, plus hyperscale data-center expansion, are bolstering supply-chain resilience, while R&D investment drives sustainable, compliant innovations for a scalable digital ecosystem.

Market Introduction

The data-center GPU industry in Asia-Pacific (APAC) is expanding at a revolutionary rate as businesses in the region compete to use graphics processing units' (GPUs') parallel processing capabilities. Previously limited to graphic rendering, GPUs have become essential tools for speeding up compute-intensive tasks like big data analytics, high-performance computing (HPC), machine learning (ML), and artificial intelligence (AI). Rapid industry digital transformation in APAC, including in the fields of finance, healthcare, manufacturing, e-commerce, and public services, is creating an unprecedented need for GPU-accelerated infrastructure that can power real-time inference, train large language models, and simulate challenging scientific and engineering problems.

Key market players, including global leaders and rising regional vendors, are increasing their reach through strategic alliances with cloud service providers and system integrators. Virtualised GPU instances are being introduced by public-cloud platforms such as AWS, Microsoft Azure, Google Cloud, Alibaba Cloud, and Tencent Cloud, allowing businesses to use high-performance computing on a pay-as-you-go basis. In the meantime, hyperscalers, academic institutions, and major corporations looking for specialised GPU clusters for predictable workloads and data-sovereignty needs are increasingly adopting on-premises deployments.

APAC's infrastructure trends are influenced by both efficiency and performance. In order to maintain ideal thermal profiles in high-density racks, cutting-edge cooling techniques like liquid immersion and direct-to-chip cold plates are used in conjunction with advancements in GPU architectures, which provide increased memory bandwidth, tensor cores for AI matrix operations, and mixed-precision computing. Simultaneously, the emergence of disaggregated and composable GPU fabrics allows for dynamic accelerator resource pooling, increasing utilisation rates and reducing total cost of ownership.

Investments in GPU-driven data centres are being stimulated by government initiatives and incentive programs, including Singapore's Green Data Centre Grant, South Korea's Digital New Deal, India's National AI Mission, and China's ""New Infrastructure"" plan. These regulations are speeding up research and development of next-generation GPU designs, software toolchains, and management platforms, as well as increasing venture capital investments in AI firms. APAC is positioned to become a global centre for GPU-accelerated innovation, propelling both economic growth and technological leadership, as businesses and public sector entities continue to boost GPU deployments.

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)

• Japan
• India
• China
• Australia
• South Korea
• Rest-of-Asia-Pacific

APAC Data Center GPUs Market Trends, Drivers and Challenges

Trends

• Rapid uptake of AI-optimized GPUs (NVIDIA Blackwell, AMD MI300) for generative AI and LLM training
• Disaggregated and composable GPU architectures enabling flexible resource pooling
• Growth of virtualized GPU instances in public clouds (AWS, Azure, GCP) across APAC regions
• Deployment of "micro-clusters" at edge and regional PoPs for localized inference
• Increased use of liquid-cooled and immersion-cooled GPU racks to manage rising power densities

Drivers

• Explosive demand for AI/ML workloads in finance, healthcare, and manufacturing
• National AI strategies (e.g., China's AI 2.0 roadmap, India's AI Mission) fueling data-center upgrades
• Cloud provider expansion into APAC, offering GPU-as-a-Service and hybrid-cloud GPU solutions
• Growth in high-performance computing (HPC) for scientific research and digital twins
• Enterprise digital transformation and competitive pressure to leverage real-time analytics

Challenges

• Skyrocketing power consumption and cooling requirements driving OPEX up
• Global GPU supply constraints and long lead times for next-gen accelerators
• High capital expenditure for dense GPU deployments, with ROI pressure
• Talent shortages in GPU-accelerated systems design, deployment, and operations
• Data-sovereignty and cross-border compliance complicating centralized GPU farm deployments

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 Asia-Pacific
  • 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 Asia-Pacific (by Country)
    • 2.2.6.1 China
      • 2.2.6.1.1 Application
      • 2.2.6.1.2 Product
    • 2.2.6.2 Japan
      • 2.2.6.2.1 Application
      • 2.2.6.2.2 Product
    • 2.2.6.3 Australia
      • 2.2.6.3.1 Application
      • 2.2.6.3.2 Product
    • 2.2.6.4 India
      • 2.2.6.4.1 Application
      • 2.2.6.4.2 Product
    • 2.2.6.5 South Korea
      • 2.2.6.5.1 Application
      • 2.2.6.5.2 Product
    • 2.2.6.6 Rest-of-Asia-Pacific
      • 2.2.6.6.1 Application
      • 2.2.6.6.2 Product

3 Markets - Competitive Benchmarking and Company Profiles

• 3.1 Company Profiles
  • 3.1.1.1 Huawei Technologies Co., Ltd.
    • 3.1.1.1.1 Overview
    • 3.1.1.1.2 Top Products/Product Portfolio
    • 3.1.1.1.3 Top Competitors
    • 3.1.1.1.4 Target Customers/End Users
    • 3.1.1.1.5 Key Personnel
    • 3.1.1.1.6 Analyst View
  • 3.1.1.2 Alibaba
    • 3.1.1.2.1 Overview
    • 3.1.1.2.2 Top Products/Product Portfolio
    • 3.1.1.2.3 Top Competitors
    • 3.1.1.2.4 Target Customers/End Users
    • 3.1.1.2.5 Key Personnel
    • 3.1.1.2.6 Analyst View

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: Asia-Pacific Data Center GPUs Market (by Scenario), $Billion, 2023, 2027, and 2034
• Figure 2: Asia-Pacific Data Center GPUs Market (by Application), $Million, 2023, 2027, and 2034
• Figure 3: Asia-Pacific 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: Key Energy Consuming Industries (by Independent System Operators in U.S.)
• Figure 8: HPC Cluster Developments in the Data Center Market
• Figure 9: Share of Total 5G Mobile Connections (by Region) 2023 and 2030
• Figure 10: Historical Analysis: Estimated Number of Cooling Deployed Data Centers Globally, 2018-2022
• Figure 11: Future Market Analysis: Cooling Expected Deployment in New Data Centers (by Number of Data Centers), 2023-2027
• Figure 12: Energy Consumption Breakdown in AI Data Centers
• Figure 13: Increasing Rack Power Density Across Key Data Center Segments
• Figure 14: Comparison of Different Rack Densities in Data Centers
• Figure 15: Patent Analysis (by Country), January 2021-January 2025
• Figure 16: Patent Analysis (by Company), January 2021-January 2025
• Figure 17: End User and Buying Criteria in the Data Center GPUs Market
• Figure 18: Dynamics of Data Generation, Replication, and Utilization, 2019-2023
• Figure 19: China Data Center GPUs Market, $Billion, 2023-2034
• Figure 20: Japan Data Center GPUs Market, $Billion, 2023-2034
• Figure 21: Australia Data Center GPUs Market, $Billion, 2023-2034
• Figure 22: India Data Center GPUs Market, $Billion, 2023-2034
• Figure 23: South Korea Data Center GPUs Market, $Billion, 2023-2034
• Figure 24: Rest-of-Asia-Pacific 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: Trends Overview
• Table 4: Data Center Liquid Cooling Market (by Region), $Billion, 2023-2034
• Table 5: Adoption of Cooling by Data Center Age along with PUE
• Table 6: Data Center GPUs Market (by Region), $Billion, 2023-2034
• Table 7: Asia-Pacific Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 8: Asia-Pacific Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 9: China Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 10: China Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 11: Japan Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 12: Japan Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 13: Australia Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 14: Australia Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 15: India Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 16: India Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 17: South Korea Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 18: South Korea Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 19: Rest-of-Asia-Pacific Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 20: Rest-of-Asia-Pacific Data Center GPUs Market (by Product), $Billion, 2023-2034