封面
市场调查报告书
商品编码
1772320

美国人工智慧伺服器市场规模、份额和趋势分析报告:按处理器类型、冷却技术、外形规格、最终用途和细分市场预测,2025 年至 2030 年

U.S. AI Server Market Size, Share & Trends Analysis Report By Processor Type (GPU-based Servers, FPGA-based Servers), By Cooling Technology (Air Cooling, Liquid Cooling), By Form Factor, By End-use, And Segment Forecasts, 2025 - 2030

出版日期: | 出版商: Grand View Research | 英文 120 Pages | 商品交期: 2-10个工作天内

价格

美国AI伺服器市场规模及趋势:

预计 2024 年美国人工智慧伺服器市场价值将达到 344.2 亿美元,预计 2025 年至 2030 年的复合年增长率为 37.1%。

受医疗保健、金融和汽车等行业对人工智慧日益增长的需求推动,美国人工智慧伺服器产业正在迅速扩张。企业正在大力投资先进的伺服器基础设施,以支援日益复杂的人工智慧工作负载,尤其是涉及机器学习和深度学习的工作负载。该市场的一个特点是,领先的科技公司实力雄厚,提供各种针对人工智慧优化的伺服器,包括搭载 GPU 的高效能运算系统。

云端服务供应商和资料中心营运商在扩展人工智慧能力方面发挥关键作用,冷却技术和节能设计的创新不断提升伺服器效能。边缘运算和人工智慧推理应用的兴起也影响着伺服器的设计和部署策略,美国已牢牢确立了其在人工智慧伺服器技术领域的全球领先地位。

美国联邦政府的「晶片加速器」(CHIPS)和「国家人工智慧研究与资源研究所」(NAIRR)等倡议正在国内人工智慧基础设施上投入数十亿美元。这些政策旨在增强国家竞争力,加强人工智慧研发,并减少对外国硬体的依赖。因此,官民合作关係关係正在加速人工智慧伺服器在学术、国防和国家实验室环境中的部署,从而刺激了各行各业的需求。

此外,美国的人工智慧应用正变得更加垂直化,农业、法律技术、物流和能源等产业都在开发自己的人工智慧模型。这些特定领域的应用需要客製化的伺服器配置,并优化记忆体频宽、储存解决方案和温度控管,以满足其特定的效能需求。美国的原始OEM)和整合商正积极响应这一趋势,提供专为这些特定工作负载构建的模组化人工智慧伺服器架构。

此外,永续性已成为美国伺服器采购决策的关键因素。企业和云端服务供应商正在投资节能高效的AI伺服器,以符合ESG目标和日益严格的碳排放法规。美国资料中心越来越多地采用液体冷却、AI驱动的工作负载优化和可再生能源集成,从而推动了对支援绿色运算的AI伺服器的需求。

医疗保健、金融、通讯和零售等行业正在加速整合人工智慧技术,以提升业务和客户体验。支援这些应用的高效能运算需求推动了对人工智慧伺服器的需求。此外,美国政府旨在促进人工智慧研发的政策和资金正在刺激创新并加速人工智慧技术的普及,从而推动了对人工智慧伺服器基础设施的需求。

目录

第一章调查方法与范围

第二章执行摘要

第三章美国人工智慧伺服器的变数、趋势和范围

  • 市场介绍/电网展望
  • 产业价值链分析
  • 市场动态
    • 市场驱动因素分析
    • 市场限制因素分析
    • 行业机会
  • AI伺服器分析工具
    • 波特分析
    • PESTEL分析

第四章美国人工智慧伺服器:按处理器类型估算和趋势分析

  • 细分仪表板
  • 美国人工智慧伺服器市场:2024 年和 2030 年处理器类型趋势分析
  • 基于GPU的伺服器
  • 基于 FPGA 的伺服器
  • 基于ASIC的伺服器

第五章美国人工智慧伺服器:按冷却技术估算与趋势分析

  • 细分仪表板
  • 美国人工智慧伺服器市场:2024 年和 2030 年冷却技术趋势分析
  • 空气冷却
  • 液体冷却
  • 混合冷却

第六章美国人工智慧伺服器:依外形规格估算和趋势分析

  • 细分仪表板
  • 美国人工智慧伺服器市场:2024 年和 2030 年外形规格分析
  • 机架式伺服器
  • 刀锋伺服器
  • 直立式伺服器

第七章美国人工智慧伺服器:按最终用途的估算和趋势分析

  • 细分仪表板
  • 美国人工智慧伺服器市场:2024 年和 2030 年最终用途趋势分析
  • 资讯科技/通讯
  • BFSI
  • 零售与电子商务
  • 医疗保健和製药
  • 其他的

第八章 竞争态势

  • 主要市场参与企业的近期趋势和影响分析
  • 公司分类
  • 2024年公司市场占有率分析
  • 公司热图分析
  • 战略地图
    • 扩张
    • 合併与收购
    • 伙伴关係和合作
    • 产品发布
    • 近期动态
  • 公司简介
    • Dell Technologies
    • Hewlett-Packard Enterprise(HPE)
    • IBM Corporation
    • NVIDIA Corporation
    • Super Micro Computer, Inc.
    • Intel Corporation
    • Lenovo Group Limited
    • Cisco Systems, Inc.
    • ADLINK Technology Inc.
    • Advanced Micro Devices, Inc.(AMD)
Product Code: GVR-4-68040-606-8

U.S. AI Server Market Size & Trends:

The U.S. AI server market size was estimated at USD 34.42 billion in 2024 and is projected to grow at a CAGR of 37.1% from 2025 to 2030. The U.S. AI server industry is experiencing rapid expansion, driven by growing demand for artificial intelligence across sectors such as healthcare, finance, and automotive. Companies are investing heavily in advanced server infrastructure to support increasingly complex AI workloads, particularly those involving machine learning and deep learning. The market is characterized by the strong presence of leading technology firms that offer a broad range of AI-optimized servers, including GPU-powered and high-performance computing systems.

Cloud service providers and data center operators are playing a critical role in scaling AI capabilities, while innovation in cooling technologies and energy-efficient designs continues to enhance server performance. The rise of edge computing and AI inference applications is also influencing server design and deployment strategies, positioning the U.S. as a global leader in AI server technology.

U.S. federal initiatives, such as the CHIPS and Science Act and National AI Research Resource (NAIRR), are investing billions into domestic AI infrastructure. These policies aim to strengthen national competitiveness, bolster AI R&D, and reduce dependency on foreign hardware. As a result, public-private partnerships are accelerating the deployment of AI servers in academic, defense, and national lab environments, expanding demand across various sectors.

In additionally, AI adoption in the U.S. is increasingly verticalized, with industries like agriculture, legal tech, logistics, and energy developing tailored AI models. These domain-specific applications require customized server configurations including optimized memory bandwidth, storage solutions, and thermal management to meet niche performance requirements. U.S.-based OEMs and integrators are responding by offering modular AI server architectures purpose-built for these specialized workloads.

Moreover, sustainability has become a critical factor in U.S. server procurement decisions. Enterprises and cloud providers are investing in energy-efficient AI servers to align with ESG goals and rising regulatory scrutiny around carbon emissions. U.S. data centers are increasingly adopting liquid cooling, AI-powered workload optimization, and renewable energy integration, creating demand for AI servers that support green computing practices.

Sectors such as healthcare, finance, telecommunications, and retail are increasingly integrating AI technologies to enhance operations and customer experiences. The need for high-performance computing to support these applications is driving the demand for AI servers. In addition, U.S. government policies and funding aimed at promoting AI research and development are fostering innovation and accelerating the adoption of AI technologies, thereby boosting the demand for AI server infrastructure.

U.S. AI Server Market Report Segmentation

This report forecasts revenue growth at global, regional, and country levels and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, Grand View Research has segmented the U.S. AI server market report based on processor type, cooling technology, form factor, and end-use.

  • Processor Type Outlook (Revenue, USD Billion, 2018 - 2030)
  • GPU-based Servers
  • FPGA-based Servers
  • ASIC-based Servers
  • Cooling Technology Outlook (Revenue, USD Billion, 2018 - 2030)
  • Air Cooling
  • Liquid Cooling
  • Hybrid Cooling
  • Form Factor Outlook (Revenue, USD Billion, 2018 - 2030)
  • Rack-mounted Servers
  • Blade Servers
  • Tower Servers
  • End-use Outlook (Revenue, USD Billion, 2018 - 2030)
  • IT & Telecommunication
  • BFSI
  • Retail & E-commerce
  • Healthcare & Pharmaceutical
  • Automotive
  • Others

Table of Contents

Chapter 1. Methodology and Scope

  • 1.1. Market Segmentation and Scope
  • 1.2. Market Definitions
  • 1.3. Research Methodology
    • 1.3.1. Information Procurement
    • 1.3.2. Information or Data Analysis
    • 1.3.3. Market Formulation & Data Visualization
    • 1.3.4. Data Validation & Publishing
  • 1.4. Research Scope and Assumptions
    • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

  • 2.1. Market Outlook
  • 2.2. Segment Outlook
  • 2.3. Competitive Insights

Chapter 3. U.S. AI Server Variables, Trends, & Scope

  • 3.1. Market Introduction/Lineage Outlook
  • 3.2. Industry Value Chain Analysis
  • 3.3. Market Dynamics
    • 3.3.1. Market Drivers Analysis
    • 3.3.2. Market Restraints Analysis
    • 3.3.3. Industry Opportunities
  • 3.4. AI Server Analysis Tools
    • 3.4.1. Porter's Analysis
      • 3.4.1.1. Bargaining power of the suppliers
      • 3.4.1.2. Bargaining power of the buyers
      • 3.4.1.3. Threats of substitution
      • 3.4.1.4. Threats from new entrants
      • 3.4.1.5. Competitive rivalry
    • 3.4.2. PESTEL Analysis
      • 3.4.2.1. Political landscape
      • 3.4.2.2. Economic and Social landscape
      • 3.4.2.3. Technological landscape
      • 3.4.2.4. Environmental landscape
      • 3.4.2.5. Legal landscape

Chapter 4. U.S. AI Server: Processor Type Estimates & Trend Analysis

  • 4.1. Segment Dashboard
  • 4.2. U.S. AI Server Market: Processor Type Movement Analysis, 2024 & 2030 (USD Billion)
  • 4.3. GPU-based Servers
    • 4.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 4.4. FPGA-based Servers
    • 4.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 4.5. ASIC-based Servers
    • 4.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 5. U.S. AI Server: Cooling Technology Estimates & Trend Analysis

  • 5.1. Segment Dashboard
  • 5.2. U.S. AI Server Market: Cooling Technology Movement Analysis, 2024 & 2030 (USD Billion)
  • 5.3. Air Cooling
    • 5.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 5.4. Liquid Cooling
    • 5.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 5.5. Hybrid Cooling
    • 5.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 6. U.S. AI Server: Form Factor Estimates & Trend Analysis

  • 6.1. Segment Dashboard
  • 6.2. U.S. AI Server Market: Form Factor Movement Analysis, 2024 & 2030 (USD Billion)
  • 6.3. Rack-mounted Servers
    • 6.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 6.4. Blade Servers
    • 6.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 6.5. Tower Servers
    • 6.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 7. U.S. AI Server: End Use Estimates & Trend Analysis

  • 7.1. Segment Dashboard
  • 7.2. U.S. AI Server Market: End Use Movement Analysis, 2024 & 2030 (USD Billion)
  • 7.3. IT & Telecommunication
    • 7.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.4. BFSI
    • 7.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.5. Retail & E-commerce
    • 7.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.6. Healthcare & Pharmaceutical
    • 7.6.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.7. Automotive
    • 7.7.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.8. Others
    • 7.8.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 8. Competitive Landscape

  • 8.1. Recent Developments & Impact Analysis by Key Market Participants
  • 8.2. Company Categorization
  • 8.3. Company Market Share Analysis, 2024
  • 8.4. Company Heat Map Analysis
  • 8.5. Strategy Mapping
    • 8.5.1. Expansion
    • 8.5.2. Mergers & Acquisition
    • 8.5.3. Partnerships & Collaborations
    • 8.5.4. Product Launches
    • 8.5.5. Recent Developments
  • 8.6. Company Profiles
    • 8.6.1. Dell Technologies
      • 8.6.1.1. Participant's Overview
      • 8.6.1.2. Financial Performance
      • 8.6.1.3. Product Benchmarking
      • 8.6.1.4. Recent Developments
    • 8.6.2. Hewlett-Packard Enterprise (HPE)
      • 8.6.2.1. Participant's Overview
      • 8.6.2.2. Financial Performance
      • 8.6.2.3. Product Benchmarking
      • 8.6.2.4. Recent Developments
    • 8.6.3. IBM Corporation
      • 8.6.3.1. Participant's Overview
      • 8.6.3.2. Financial Performance
      • 8.6.3.3. Product Benchmarking
      • 8.6.3.4. Recent Developments
    • 8.6.4. NVIDIA Corporation
      • 8.6.4.1. Participant's Overview
      • 8.6.4.2. Financial Performance
      • 8.6.4.3. Product Benchmarking
      • 8.6.4.4. Recent Developments
    • 8.6.5. Super Micro Computer, Inc.
      • 8.6.5.1. Participant's Overview
      • 8.6.5.2. Financial Performance
      • 8.6.5.3. Product Benchmarking
      • 8.6.5.4. Recent Developments
    • 8.6.6. Intel Corporation
      • 8.6.6.1. Participant's Overview
      • 8.6.6.2. Financial Performance
      • 8.6.6.3. Product Benchmarking
      • 8.6.6.4. Recent Developments
    • 8.6.7. Lenovo Group Limited
      • 8.6.7.1. Participant's Overview
      • 8.6.7.2. Financial Performance
      • 8.6.7.3. Product Benchmarking
      • 8.6.7.4. Recent Developments
    • 8.6.8. Cisco Systems, Inc.
      • 8.6.8.1. Participant's Overview
      • 8.6.8.2. Financial Performance
      • 8.6.8.3. Product Benchmarking
      • 8.6.8.4. Recent Developments
    • 8.6.9. ADLINK Technology Inc.
      • 8.6.9.1. Participant's Overview
      • 8.6.9.2. Financial Performance
      • 8.6.9.3. Product Benchmarking
      • 8.6.9.4. Recent Developments
    • 8.6.10. Advanced Micro Devices, Inc. (AMD)
      • 8.6.10.1. Participant's Overview
      • 8.6.10.2. Financial Performance
      • 8.6.10.3. Product Benchmarking
      • 8.6.10.4. Recent Developments

List of Tables

  • Table. 1 U.S. AI server market size estimates & forecasts, 2018 - 2030 (USD Billion)
  • Table. 2 U.S. AI server market, by region, 2018 - 2030 (USD Billion)
  • Table. 3 U.S. AI server market, by processor type, 2018 - 2030 (USD Billion)
  • Table. 4 U.S. AI server market, by cooling technology, 2018 - 2030 (USD Billion)
  • Table. 5 U.S. AI server market, by form factor, 2018 - 2030 (USD Billion)
  • Table. 6 U.S. AI server market, by end use, 2018 - 2030 (USD Billion)

List of Figures

  • Fig. 1 AI Server Market Segmentation
  • Fig. 2 Information Procurement
  • Fig. 3 Data Analysis Models
  • Fig. 4 Market Formulation and Validation
  • Fig. 5 Data Validating & Publishing
  • Fig. 6 Market Snapshot
  • Fig. 7 Segment Snapshot, by Processor Type
  • Fig. 8 Segment Snapshot, by Cooling Technology
  • Fig. 9 Segment Snapshot, by Form Factor
  • Fig. 10 Segment Snapshot by End Use
  • Fig. 11 Competitive Landscape Snapshot
  • Fig. 12 U.S. AI Server Market Value, 2018 - 2030 (USD Billion)
  • Fig. 13 U.S. AI server market - Industry Value Chain Analysis
  • Fig. 14 U.S. AI Server Market - Market Trends:

  • Fig. 15 U.S. AI Server Market: Porter's Analysis
  • Fig. 16 U.S. AI Server Market: PESTEL Analysis
  • Fig. 17 U.S. AI Server Market, by Processor Type: Key Takeaways
  • Fig. 18 U.S. AI Server Market, by Processor Type: Market Share, 2024 & 2030
  • Fig. 19 U.S. AI GPU-based Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 20 U.S. AI FPGA-based Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 21 U.S. AI ASIC-based Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 22 U.S. AI server market, by Cooling Technology: Key takeaways
  • Fig. 23 U.S. AI server market, by Cooling Technology: Market share, 2024 & 2030
  • Fig. 24 U.S. AI Cooling Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 25 Liquid Cooling Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 26 Hybrid Cooling Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 27 U.S. AI Server Market, By Form Factor: Key takeaways
  • Fig. 28 U.S. AI Server Market, By Form Factor: Market Share, 2024 & 2030
  • Fig. 29 U.S. AI Rack-Mounted Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 30 U.S. AI Blade Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 31 U.S. AI Tower Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 32 U.S. AI Server Market, By End Use: Key takeaways
  • Fig. 33 U.S. AI Server Market, By End Use: Market Share, 2024 & 2030
  • Fig. 34 IT & Telecommunication AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 35 BFSI AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 36 Retail & e-commerce AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 37 Healthcare & pharmaceutical AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 38 Automotive AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 39 Others AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 40 Key company categorization
  • Fig. 41 AI Server Market - Key Company Market Share Analysis, 2024
  • Fig. 42 Strategic Framework