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市场调查报告书
商品编码
1941317
资料中心晶片市场报告:按晶片类型、资料中心规模、产业垂直领域和地区划分,2026-2034 年Data Center Chip Market Report by Chip Type, Data Center Size, Industry Vertical, and Region 2026-2034 |
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2025年全球资料中心晶片市场规模达121亿美元。展望未来,IMARC集团预测,到2034年,该市场规模将达到188亿美元,2026年至2034年的复合年增长率为5.00%。推动该市场成长要素包括资讯科技(IT)产业的持续扩张、技术的不断创新、主要企业的大规模研发活动以及半导体製造中5奈米製程的采用。
对云端服务和巨量资料分析的需求不断增长
微软 Azure、亚马逊云端服务 (AWS) 和Google云端等云端服务供应商不断扩展基础设施,推动了市场成长。此外,对用于储存、管理和处理大量资讯的资料中心的需求日益增长,也进一步促进了资料中心晶片市场的发展。例如,亚马逊云端服务发布了一款供应链管理应用程序,使企业无需使用多个系统和供应商即可存取关键网路资料。 AWS Supply Chain 是一款基于机器学习的应用程序,可自动整合和分析跨多个供应链系统的数据,建构「统一数据湖」。此外,IBM 于 2023 年 5 月发布了“IBM Hybrid Cloud Mesh”,这是一项旨在管理混合多重云端基础架构的 SaaS 服务。
物联网和边缘运算的兴起
边缘资料中心的日益普及,能够即时处理和分析物联网设备(例如智慧穿戴设备、感测器和连网家电)产生的数据,从而积极推动了数据中心晶片的需求。此外,这些元件的广泛应用,例如增强资料安全性、降低延迟和加快决策速度,也是推动资料中心晶片成长要素。例如,根据GSMA Intelligence的数据,全球5G市场渗透率预计将从2020年的3%成长到2030年的64%。此外,作为「数位印度」计画的一部分,印度政府计划在全国推广物联网。政府已拨款700亿卢比,在全国范围内建设100个智慧城市,这些城市将利用物联网设备。政府计划利用物联网感测器收集数据,用于交通控制、提高水力发电利用效率、医疗保健和其他服务。
人工智慧和机器学习应用的成长
对用于人工智慧和机器学习演算法的先进资料中心晶片的需求不断增长,这些晶片能够处理和分析海量资料集,从而积极推动市场成长。此外,人工智慧和机器学习在医疗保健、零售、金融和自动驾驶汽车等各行业的日益普及,也推动了效率提升和数据驱动决策的实现。例如,2023年4月, Oracle和GitLab宣布推出一项新服务,扩展了机器学习和人工智慧功能。客户现在可以使用Oracle云端基础设施(OCI)上的GPU加速GitLab Runner运行人工智慧和机器学习工作负载,从而可以根据需要将云端服务部署到任何位置,包括本地和多重云端环境。此外,Inflection AI成功完成了迄今为止人工智慧和机器学习领域规模最大的资金筹措之一(总额达2.25亿美元)。作为一家知名的机器学习和人工智慧Start-Ups,该公司有望推动机器学习技术的进步,在不久的将来实现直觉的人机互动介面。
The global data center chip market size reached USD 12.1 Billion in 2025. Looking forward, IMARC Group expects the market to reach USD 18.8 Billion by 2034, exhibiting a growth rate (CAGR) of 5.00% during 2026-2034. The market is primarily driven by the expanding information technology (IT) industry, the continuous technological advancements, the extensive research and development (R&D) efforts by the leading players, and the introduction of the five-nanometer process for semiconductor manufacturing.
The Increasing Demand for Cloud Services and Big Data Analytics
The expanding infrastructure of cloud service providers, such as Microsoft Azure, Amazon Web Services (AWS), and Google Cloud is propelling the market growth. Besides this, the escalating demand for data centers to store, manage, and process large amounts of information is further stimulating the data center chip market growth. For instance, Amazon Web Services Inc. has launched a supply chain management application that would eliminate the requirement for businesses to utilize multiple systems and vendors to access critical network data. AWS Supply Chain is a machine learning-powered application that automatically combines and analyzes data across numerous supply chain systems, creating a "unified data lake." Moreover, in May 2023, IBM unveiled IBM Hybrid Cloud Mesh, a SaaS offering that was developed to facilitate enterprises to obtain management to their hybrid multi-cloud infrastructure.
Expanding IoT and Edge Computing
The growing popularity of edge data centers to process and analyze the data generated from IoT devices, such as smart wearables, sensors, and connected appliances in real-time is positively influencing the data center chip market demand. Moreover, the extensive utilization of these components to enhance data security, reduce latency, and enable faster decision-making is acting as another significant growth-inducing factor. For instance, according to the data from GSMA Intelligence, the 5G market penetration worldwide is expected to increase from 3% in 2020 to 64% in 2030. Additionally, as part of the Digital India initiative, the Government of India has planned to give IoT a push in the country. The government has allocated INR 7,000-crore funds to develop 100 smart cities in the country powered by IoT devices. The government intends to control traffic, efficiently use water and power, and collect data using IoT sensors for healthcare and other services.
Growth of AI and Machine Learning Applications
The escalating demand for advanced data center chips in AI and ML algorithms to process and analyze vast amounts of datasets is positively influencing the market growth. Besides this, the incorporation of AI and ML across various industries, such as healthcare, retail, finance, and autonomous vehicles to improve efficiency and make data-driven decisions is also bolstering the market growth. For instance, in April 2023, Oracle Corporation and GitLab Inc. announced the availability of a new offering that expands ML and AI functionalities. Customers can run AI and ML workloads with GPU-enabled GitLab runners on Oracle Cloud Infrastructure (OCI) and get access to deploy cloud services wherever needed, including on-premises and multi-cloud environments. Moreover, Inflection AI secured one of the largest artificial machine learning funding rounds, totaling US$ 225 Million. It is referred to as a machine learning and AI startup. It is expected to improve machine learning, allowing for intuitive human-computer interfaces in the near future.
The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, North America accounted for the largest market share, owing to the increasing urbanization and industrialization activities and the development of efficient and reliable telecommunications infrastructure. Besides this, the strict adherence of consumers and businesses to data privacy and security standards is also propelling the data center chip market growth in this region. For instance, with the introduction of faster network alternatives, such as 5G and extensive fiber connectivity supporting technologies like FWA, data consumption through smartphones increased from 1.8 GB to about 8.5 GB. This consumption is expected to further increase to more than 64 GB by 2029. Moreover, NetIX, the Bulgarian global platform, partnered with data center company eStruxture to provide global connectivity solutions in Canada. According to eStruxture, the collaboration would enable customers to access all of NetIX's global locations, Internet Exchange Points (IXPs), and NetIX's Global Internet Exchange (GIX) peering solutions directly from any one of eStruxture's data centers through the Tunnelling over Internet (ToI) service.
The market research report has also provided a comprehensive analysis of the competitive landscape in the market. Competitive analysis such as market structure, key player positioning, top winning strategies, competitive dashboard, and company evaluation quadrant has been covered in the report. Also, detailed profiles of all major companies have been provided. Some of the major market players in the Data Center Chip industry include: