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人工智慧基础设施的全球市场：按提供、按功能、按部署 - 预测（~2030 年）
市场调查报告书
商品编码
1606236

人工智慧基础设施的全球市场：按提供、按功能、按部署 - 预测（~2030 年）

AI Infrastructure Market by Offerings (Compute (GPU, CPU, FPGA), Memory (DDR, HBM), Network (NIC/Network Adapters, Interconnect), Storage, Software), Function (Training, Inference), Deployment (On-premises, Cloud, Hybrid) - Global Forecast to 2030
出版日期: | 出版商: MarketsandMarkets | 英文 338 Pages | 订单完成后即时交付

价格

预计2024年全球人工智慧基础设施市场规模将达到1,358.1亿美元，2030年将达3,944.6亿美元，2024年至2030年复合年增长率为19.4%。

数位转型、物联网、社群媒体和电子商务产生的资料激增推动了市场的发展，需要先进的运算和储存来管理人工智慧和机器学习模型的大量资料集。此外，资料中心对云端基础的人工智慧基础设施的需求不断增长，正在重塑企业管理复杂人工智慧工作负载的方式，主要云端供应商正在对支援人工智慧的基础设施进行大量投资，以解决这一问题。总的来说，这些因素是人工智慧基础设施市场的关键成长动力。

调查范围
调查年份 2020-2030
基准年 2023年
预测期 2024-2030
单元 10亿美元
部分 供应、记忆体、网路、功能、部署、区域
目标区域 北美、欧洲、亚太等地区

“生成的人工智慧细分市场将在预测期内保持最高的复合年增长率。”

由于各行业对先进人工智慧应用的需求不断增加，生成式人工智慧预计将呈现高成长率。生成式人工智慧支援内容创建、语言模型和图像合成等功能，所有这些都严重依赖大量运算能力来训练和运行大型神经网路。这项需求需要昂贵的基础设施投资，重点在于能够支援密集处理需求的高效能 GPU 和 DPU 功能。随着越来越多的公司寻求利用生成式人工智慧的潜力，人工智慧基础设施市场预计将扩大。 2024 年 11 月，GMO Internet Group, Inc.（美国）宣布 GMO We 已开始提供。该基础架构在 Dell PowerEdge 伺服器上开发，专为满足生产级生成式 AI 应用程式的需求而设计，具有低延迟和高频宽功能。此类创新展示了大规模部署针对生成式人工智慧工作负载优化的基础设施的强劲行业势头。此外，凭藉此类创新技术，高效能云端解决方案正在推动该领域的成长。

“预计在预测期内，人工智慧基础设施市场的企业将以高复合年增长率增长。”

预计企业领域的人工智慧基础设施市场将出现高速成长。企业正在采用人工智慧基础设施，利用人工智慧加速数位转型、提高业务效率并改善客户体验。製造、金融和零售公司越来越多地投资于人工智慧驱动的预测分析、流程自动化和客户洞察工具，这些工具需要强大且扩充性的人工智慧基础设施。企业也透过投资私有云端基础设施和混合云端模型来扩展其人工智慧能力。特别是，他们寻求保护敏感资料，同时受益于云端基础的人工智慧的灵活性和创新。每家公司都提供云端和本地灵活性以及全面的支持，以满足企业寻求可与现有 IT 环境整合的适应性强、高效能 AI 资源的需求。 2024 年 2 月，思科和 NVIDIA 宣布建立合作伙伴关係，为资料中心提供人工智慧基础架构解决方案，旨在简化部署和管理，同时提供企业人工智慧所需的高运算能力。思科和 NVIDIA 的联合解决方案包括为云端基础和本地企业的灵活的人工智慧基础设施选项，以及强大的网路、安全性和端到端可观察性功能。由于企业需要可扩展、安全且可管理的基础设施来部署人工智慧解决方案，此类联盟支援企业人工智慧基础设施市场的成长。

本报告研究和分析了全球人工智慧基础设施市场，提供了关键驱动因素和限制因素、竞争格局和未来趋势等资讯。

目录

第一章简介

第二章调查方法

第三章执行摘要

第 4 章重要考察

  • AI基础设施市场对企业有吸引力的机会
  • 人工智慧基础设施市场：按功能分类
  • 人工智慧基础设施市场：按部署划分
  • 人工智慧基础设施市场：按应用分类
  • 人工智慧基础设施市场：按最终用户划分
  • 人工智慧基础设施市场：按地区
  • 人工智慧基础设施市场：按国家分类

第五章市场概况

  • 介绍
  • 市场动态
    • 促进因素
    • 抑制因素
    • 机会
    • 任务
  • 影响客户业务的趋势/干扰
  • 价格分析
    • 主要企业参考价格：按计算
    • 平均销售价格趋势：按地区
  • 价值链分析
  • 生态系分析
  • 投资金筹措场景
  • 技术分析
    • 主要技术
    • 互补技术
    • 邻近技术
  • 云端服务供应商未来的资料中心部署
  • 云端服务供应商资本投资
  • 处理器基准测试
    • NVIDIA 的 GPU 基准测试
    • NVIDIA 的 CPU 基准测试
  • 专利分析
  • 贸易分析
    • 进口场景（HS编码854231）
    • 出口场景（HS编码854231）
  • 重大会议和活动（2024-2025）
  • 案例研究分析
  • 监管环境
    • 监管机构、政府机构和其他组织
    • 标准
  • 波特五力分析
  • 主要相关利益者和采购标准

第六章 AI伺服器产业现状

  • 介绍
  • AI伺服器普及率和成长预测
  • AI伺服器产业：按处理器类型
    • 基于GPU的伺服器
    • 基于FPGA的伺服器
    • 基于 ASIC 的伺服器
  • AI伺服器产业：依功能分类
    • 训练
    • 推理
  • AI伺服器产业份额分析（2023年）

第七章人工智慧基础设施市场：透过提供

  • 介绍
  • 计算
    • GPU
    • CPU
    • FPGA
    • TPU
    • 道场・FSD
    • 训练・推理
    • ATHENA
    • T-HEAD
    • MTIA
    • LPU
    • 其他 ASIC
  • 记忆
    • DDR
    • HBM
  • 网路
  • 贮存
  • 伺服器软体

第八章人工智慧基础设施市场：依功能分类

  • 介绍
  • 训练
  • 推理

第九章人工智慧基础设施市场：按部署划分

  • 介绍
  • 本地
  • 云
  • 混合

第10章人工智慧基础设施市场：依应用分类

  • 介绍
  • 人工智慧世代
    • 基于规则的模型
    • 统计模型
    • 深度学习
    • 生成对抗网路（GAN）
    • 自动编码器
    • 卷积神经网路（CNN）
    • 变压器型号
  • 机器学习
  • 自然语言处理
  • 电脑视觉

第十一章人工智慧基础设施市场：按最终用户划分

  • 介绍
  • 云端服务供应商
  • 公司
    • 医疗保健
    • BFSI
    • 车
    • 零售/电子商务
    • 媒体娱乐
    • 其他公司
  • 政府机构

第十二章人工智慧基础设施市场：按地区

  • 介绍
  • 北美洲
    • 北美宏观经济展望
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 欧洲宏观经济展望
    • 英国
    • 德国
    • 法国
    • 义大利
    • 西班牙
    • 欧洲其他地区
  • 亚太地区
    • 亚太宏观经济展望
    • 中国
    • 日本
    • 印度
    • 韩国
    • 其他亚太地区
  • 其他领域
    • 其他地区宏观经济展望
    • 中东
    • 非洲
    • 南美洲

第十三章竞争格局

  • 概述
  • 主要参与企业的策略/优势（2019-2024）
  • 收益分析（2021-2023）
  • 市场占有率分析（2023）
    • 计算市场占有率分析（2023）
    • 记忆体市场占有率分析（2023）
  • 企业评价及财务指标（2023年）
  • 品牌/产品比较
  • 企业评价矩阵：主要企业（2023年）
  • 企业评估矩阵：Start-Ups/中小企业（2023）
  • 竞争场景

第十四章 公司简介

  • 主要企业
    • NVIDIA CORPORATION
    • ADVANCED MICRO DEVICES, INC.
    • SK HYNIX INC.
    • SAMSUNG
    • MICRON TECHNOLOGY, INC.
    • INTEL CORPORATION
    • GOOGLE
    • AMAZON WEB SERVICES, INC.
    • TESLA
    • MICROSOFT
    • META
    • GRAPHCORE
    • CEREBRAS
  • 其他公司
    • KIOXIA HOLDINGS CORPORATION
    • WESTERN DIGITAL CORPORATION
    • MYTHIC
    • BLAIZE
    • GROQ, INC.
    • HAILO TECHNOLOGIES LTD
    • SIMA TECHNOLOGIES, INC.
    • KNERON, INC.
    • RAIN NEUROMORPHICS INC.
    • TENSTORRENT
    • SAMBANOVA SYSTEMS, INC.
    • TAALAS
    • SAPEON INC.
    • REBELLIONS INC.
    • RIVOS INC.
    • SHANGHAI BIREN TECHNOLOGY CO., LTD.

第十五章附录

Product Code: SE 7201

The AI Infrastructure market is expected to be worth USD 135.81 billion in 2024 and is estimated to reach USD 394.46 billion by 2030, growing at a CAGR of 19.4% between 2024 and 2030. The AI infrastructure market is being driven by the rapid growth in data generation due to digital transformation, IoT, social media, and e-commerce, which requires advanced computing and storage to manage vast datasets for AI and machine learning models. Additionally, the increasing need for cloud-based AI infrastructure in data centers is reshaping how companies manage complex AI workloads, with major cloud providers investing heavily in AI-ready infrastructure to meet growing global and industry-specific demands. These factors collectively serve as key drivers propelling the growth of the AI infrastructure market.

Scope of the Report
Years Considered for the Study2020-2030
Base Year2023
Forecast Period2024-2030
Units ConsideredValue (USD Billion)
SegmentsBy Offerings, Memory, Network, Function, Deployment and Region
Regions coveredNorth America, Europe, APAC, RoW

"Generative AI segment will hold highest CAGR in the forecast period."

Generative AI is expected to exhibit high growth rate due to a rise in demand for advanced AI applications across industries. Generative AI powers capabilities like content creation, language models, and image synthesis, all of which depends heavily on substantial computational power to train and run large neural networks. This demand requires high infrastructure investments, with an emphasis on high-performance GPU and DPU capabilities able to support intensive processing requirements. As more enterprises seek to capitalize on generative AI's potential, the market for AI infrastructure will rise. In November 2024, GMO Internet Group, Inc. (Japan) launched the GMO GPU Cloud, powered by NVIDIA Corporation's (US) H200 Tensor Core GPUs, Spectrum-X Ethernet, BlueField-3 DPUs, and NVIDIA AI Enterprise software, exemplifies the kind of specialized infrastructure needed to support generative AI at scale. This infrastructure, developed on Dell PowerEdge servers, is aligned to support the needs of production-grade generative AI applications, with reduced latency and high-bandwidth capability. Such innovations underline industry momentum in wide-scale deployment of infrastructure optimized for generative AI workloads. Further, this makes the local high-performance cloud solutions to be drivers for growth of this segment.

"Enterprises is projected to grow at a high CAGR of AI Infrastructure market during the forecasted timeline"

The enterprise segment is expected to record high growth in AI Infrastructure Market. Enterprises are increasingly adopting AI infrastructure as they use AI to facilitate digital transformation, enhance operational efficiency, and enhance customer experience. Manufacturing, finance, and retail enterprises are increasing their investments in AI powered predictive analysis, process automation, and customer insight tools that require robust and scalable AI infrastructure. Enterprises are also expanding their AI capabilities by investing in private cloud infrastructure and hybrid cloud models, especially as they seek to protect sensitive data while benefiting from cloud-based AI's flexibility and innovation. Companies are providing cloud and on-premises flexibility along with comprehensive support that aligns with enterprise needs for adaptable, high-performance AI resources that can integrate with existing IT environments. In February 2024, Cisco and NVIDIA announced a partnership to bring AI infrastructure solutions tailored for data centers, designed to streamline deployment and management while offering high computing power necessary for enterprise AI. Its joint offering includes flexible AI infrastructure options for cloud-based and on-premises enterprises, as well as robust networking, security, and end-to-end observability features. Such collaborations support the growth of enterprise AI infrastructure market because companies demand scalable, secure, and manageable infrastructure for the deployment of AI solutions.

"Asia Pacific is expected to hold high CAGR in during the forecast period."

AI infrastructure market in Asia Pacific will grow at a high CAGR during the forecast period. Countries like China, Japan, South Korea, and India are at the forefront of AI innovation and governments and private sectors in the region are making high investments in AI research, infrastructure, and talent development. In September 2024 Lenovo (Hong Kong) announced its mass manufacturing operations for high-performance AI servers in India, and it also unveiled a cutting-edge research & development (R&D) lab, adding to the advancement of Lenovo's Infrastructure Solutions. These are the significant efforts that Lenovo has taken towards the significant positioning of India as a hub in innovation and manufacturing, while supporting 'Make in India' and 'AI for All' vision by the Indian government. Initiatives like these will speed up region's leadership in AI technology and will lead to significant growth in AI infrastructure deployment across Asia Pacific industries. Moreover, as enterprises and governments are driving digital transformation and cloud adoption, the requirement for high-performance AI offerings is increasing, making Asia Pacific one of the fastest-growing markets for AI Infrastructure globally.

Extensive primary interviews were conducted with key industry experts in the AI Infrastructure market space to determine and verify the market size for various segments and subsegments gathered through secondary research. The break-up of primary participants for the report has been shown below: The study contains insights from various industry experts, from component suppliers to Tier 1 companies and OEMs. The break-up of the primaries is as follows:

  • By Company Type: Tier 1 - 50%, Tier 2 - 20%, and Tier 3 - 30%
  • By Designation: C-level Executives - 20%, Directors - 30%, and Others - 50%
  • By Region: North America - 30%, Europe - 20%, Asia Pacific - 40%, and RoW - 10%

The report profiles key players in the AI Infrastructure market with their respective market ranking analysis. Prominent players profiled in this report are NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), SK HYNIX INC. (South Korea), SAMSUNG (South Korea), Micron Technology, Inc. (US), Intel Corporation (US), Google (US), Amazon Web Services, Inc. (US), Tesla (US), Microsoft (US), Meta (US), Graphcore (UK), and Cerebras (US), among others.

Apart from this, KIOXIA Holdings Corporation (Japan), Western Digital Corporation (US), Mythic (US), Blaize (US), Groq, Inc. (US), HAILO TECHNOLOGIES LTD (Israel), SiMa Technologies, Inc. (US), Kneron, Inc. (US), Rain Neuromorphics Inc. (US), Tenstorrent (Canada), SambaNova Systems, Inc. (US), Taalas (Canada), SAPEON Inc. (US), Rebellions Inc. (South Korea), Rivos Inc. (US), and Shanghai BiRen Technology Co., Ltd. (China) are among a few emerging companies in the AI Infrastructure market.

Research Coverage: This research report categorizes the AI infrastructure market based on offerings, function, deployment, application, end user, and region. The report describes the major drivers, restraints, challenges, and opportunities pertaining to the AI infrastructure market and forecasts the same till 2030. Apart from these, the report also consists of leadership mapping and analysis of all the companies included in the AI infrastructure ecosystem.

Key Benefits of Buying the Report The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall AI infrastructure market and the subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

  • Analysis of key drivers (Rising demand for high-performance computing in AI workloads, government initiatives and investments in AI research and development, and growing implementation of AI and ML solutions across enterprises) influencing the growth of the AI infrastructure market.
  • Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the AI infrastructure market.
  • Market Development: Comprehensive information about lucrative markets - the report analysis the AI infrastructure market across varied regions
  • Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the AI infrastructure market
  • Competitive Assessment: In-depth assessment of market shares, growth strategies, and service offerings of leading players like NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), SK HYNIX INC. (South Korea), SAMSUNG (South Korea), Micron Technology, Inc. (US) among others in the AI infrastructure market.

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 STUDY OBJECTIVES
  • 1.2 MARKET DEFINITION
  • 1.3 STUDY SCOPE
    • 1.3.1 MARKETS COVERED
    • 1.3.2 INCLUSIONS AND EXCLUSIONS
    • 1.3.3 YEARS CONSIDERED
  • 1.4 CURRENCY CONSIDERED
  • 1.5 UNIT CONSIDERED
  • 1.6 LIMITATIONS
  • 1.7 STAKEHOLDERS
  • 1.8 SUMMARY OF CHANGES

2 RESEARCH METHODOLOGY

  • 2.1 RESEARCH DATA
    • 2.1.1 SECONDARY AND PRIMARY RESEARCH
    • 2.1.2 SECONDARY DATA
      • 2.1.2.1 List of key secondary sources
      • 2.1.2.2 Key data from secondary sources
    • 2.1.3 PRIMARY DATA
      • 2.1.3.1 List of primary interview participants
      • 2.1.3.2 Breakdown of primaries
      • 2.1.3.3 Key data from primary sources
      • 2.1.3.4 Key industry insights
  • 2.2 MARKET SIZE ESTIMATION METHODOLOGY
    • 2.2.1 BOTTOM-UP APPROACH
      • 2.2.1.1 Approach to arrive at market size using bottom-up analysis (demand side)
    • 2.2.2 TOP-DOWN APPROACH
      • 2.2.2.1 Approach to arrive at market size using top-down analysis (supply side)
  • 2.3 MARKET BREAKDOWN AND DATA TRIANGULATION
  • 2.4 RESEARCH ASSUMPTIONS
  • 2.5 RISK ANALYSIS
  • 2.6 RESEARCH LIMITATIONS

3 EXECUTIVE SUMMARY

4 PREMIUM INSIGHTS

  • 4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI INFRASTRUCTURE MARKET
  • 4.2 AI INFRASTRUCTURE MARKET, BY FUNCTION
  • 4.3 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT
  • 4.4 AI INFRASTRUCTURE MARKET, BY APPLICATION
  • 4.5 AI INFRASTRUCTURE MARKET, BY END USER
  • 4.6 AI INFRASTRUCTURE MARKET, BY REGION
  • 4.7 AI INFRASTRUCTURE MARKET, BY COUNTRY

5 MARKET OVERVIEW

  • 5.1 INTRODUCTION
  • 5.2 MARKET DYNAMICS
    • 5.2.1 DRIVERS
      • 5.2.1.1 Rising demand for high-performance computing in AI workloads
      • 5.2.1.2 Government-led fundings to boost AI R&D
      • 5.2.1.3 Growing popularity AI and ML solutions among enterprises
      • 5.2.1.4 Massive data generation due to rapid digital transformation
    • 5.2.2 RESTRAINTS
      • 5.2.2.1 Compatibility issues with legacy systems
      • 5.2.2.2 Consumption of large amount of energy
    • 5.2.3 OPPORTUNITIES
      • 5.2.3.1 Rise of AI-as-a-Service platforms
      • 5.2.3.2 Surging demand for cloud-based AI infrastructure
      • 5.2.3.3 Growing adoption of AI-driven decision making systems
      • 5.2.3.4 Advancements in neuromorphic and quantum computing for AI
      • 5.2.3.5 Increasing investments in data centers by cloud service providers
    • 5.2.4 CHALLENGES
      • 5.2.4.1 High initial investments
      • 5.2.4.2 Maintaining data security and integrity in distributed AI systems
      • 5.2.4.3 Complexities associated with integrating AI technologies into existing IT ecosystems
  • 5.3 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS
  • 5.4 PRICING ANALYSIS
    • 5.4.1 INDICATIVE PRICING OF KEY PLAYERS, BY COMPUTE
    • 5.4.2 AVERAGE SELLING PRICE TREND, BY REGION
  • 5.5 VALUE CHAIN ANALYSIS
  • 5.6 ECOSYSTEM ANALYSIS
  • 5.7 INVESTMENT AND FUNDING SCENARIO
  • 5.8 TECHNOLOGY ANALYSIS
    • 5.8.1 KEY TECHNOLOGIES
      • 5.8.1.1 Generative AI
      • 5.8.1.2 Conversational AI
      • 5.8.1.3 AI-optimized cloud platforms
    • 5.8.2 COMPLEMENTARY TECHNOLOGIES
      • 5.8.2.1 Blockchain
      • 5.8.2.2 Edge computing
      • 5.8.2.3 Cybersecurity
    • 5.8.3 ADJACENT TECHNOLOGIES
      • 5.8.3.1 Big data
      • 5.8.3.2 Predictive analysis
  • 5.9 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS
  • 5.10 CAPEX OF CLOUD SERVICE PROVIDERS
  • 5.11 PROCESSOR BENCHMARKING
    • 5.11.1 GPU BENCHMARKING BY NVIDIA
    • 5.11.2 CPU BENCHMARKING BY NVIDIA
  • 5.12 PATENT ANALYSIS
  • 5.13 TRADE ANALYSIS
    • 5.13.1 IMPORT SCENARIO (HS CODE 854231)
    • 5.13.2 EXPORT SCENARIO (HS CODE 854231)
  • 5.14 KEY CONFERENCES AND EVENTS, 2024-2025
  • 5.15 CASE STUDY ANALYSIS
  • 5.16 REGULATORY LANDSCAPE
    • 5.16.1 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
    • 5.16.2 STANDARDS
  • 5.17 PORTER'S FIVE FORCES ANALYSIS
    • 5.17.1 THREAT OF NEW ENTRANTS
    • 5.17.2 THREAT OF SUBSTITUTES
    • 5.17.3 BARGAINING POWER OF SUPPLIERS
    • 5.17.4 BARGAINING POWER OF BUYERS
    • 5.17.5 INTENSITY OF COMPETITION RIVALRY
  • 5.18 KEY STAKEHOLDERS AND BUYING CRITERIA
    • 5.18.1 KEY STAKEHOLDERS IN BUYING PROCESS
    • 5.18.2 BUYING CRITERIA

6 AI SERVER INDUSTRY LANDSCAPE

  • 6.1 INTRODUCTION
  • 6.2 AI SERVER PENETRATION AND GROWTH FORECAST
  • 6.3 AI SERVER INDUSTRY, BY PROCESSOR TYPE
    • 6.3.1 GPU-BASED SERVERS
      • 6.3.1.1 Ability to process massive datasets and run intricate algorithms efficiently to drive market
    • 6.3.2 FPGA-BASED SERVERS
      • 6.3.2.1 Growing need for flexibility and customization for AI workloads to boost demand
    • 6.3.3 ASIC-BASED SERVERS
      • 6.3.3.1 Increasing demand for high-performance computing and machine learning to foster market growth
  • 6.4 AI SERVER INDUSTRY, BY FUNCTION
    • 6.4.1 TRAINING
      • 6.4.1.1 Surging adoption of deep learning technologies to fuel market growth
    • 6.4.2 INFERENCE
      • 6.4.2.1 Rapid shift toward edge computing to accelerate demand
  • 6.5 AI SERVER INDUSTRY SHARE ANALYSIS, 2023

7 AI INFRASTRUCTURE MARKET, BY OFFERING

  • 7.1 INTRODUCTION
  • 7.2 COMPUTE
    • 7.2.1 GPU
      • 7.2.1.1 Growing demand from hyperscale cloud service providers to fuel market growth
    • 7.2.2 CPU
      • 7.2.2.1 Increasing need for cost-effective and high-performance AI infrastructure to offer lucrative growth opportunities
    • 7.2.3 FPGA
      • 7.2.3.1 Growing need to reconfigure hardware to address growing AI workloads to boost demand
    • 7.2.4 TPU
      • 7.2.4.1 Rising need to accelerate deep learning and neural network processing to foster market growth
    • 7.2.5 DOJO & FSD
      • 7.2.5.1 Surging computational demands of deep learning and neural network training to accelerate demand
    • 7.2.6 TRAINIUM & INFERENTIA
      • 7.2.6.1 Growing demand for cost-effective training and inference to offer lucrative growth opportunities
    • 7.2.7 ATHENA
      • 7.2.7.1 Increasing emphasis on accelerating AI model training and inference capabilities to fuel demand
    • 7.2.8 T-HEAD
      • 7.2.8.1 Growing demand for AI-powered applications across data centers to offer lucrative growth opportunities
    • 7.2.9 MTIA
      • 7.2.9.1 Rising demand to optimize training and inference of ML models to foster market growth
    • 7.2.10 LPU
      • 7.2.10.1 Increasing need to handle demanding computational requirements of NLP to fuel market growth
    • 7.2.11 OTHER ASIC
  • 7.3 MEMORY
    • 7.3.1 DDR
      • 7.3.1.1 Increasing demand among semiconductor manufacturers to fuel market growth
    • 7.3.2 HBM
      • 7.3.2.1 Rising application for real-time image recognition to boost demand
  • 7.4 NETWORK
    • 7.4.1 NIC/NETWORK ADAPTERS
      • 7.4.1.1 Increasing emphasis on advancing network speeds to offer lucrative growth opportunities
      • 7.4.1.2 InfiniBand
        • 7.4.1.2.1 Growing emphasis on reducing latency during large-scale AI model training to foster market growth
      • 7.4.1.3 Ethernet
        • 7.4.1.3.1 Rising need for high-speed solutions to meet next-gen AI model demands to foster market growth
      • 7.4.1.4 Interconnects
        • 7.4.1.4.1 Increasing demand for larger-scale AI models to fuel market growth
  • 7.5 STORAGE
    • 7.5.1 GROWING NEED FOR SUSTAINABLE AND COST-EFFECTIVE STORAGE SOLUTIONS TO OFFER LUCRATIVE GROWTH OPPORTUNITIES
  • 7.6 SERVER SOFTWARE
    • 7.6.1 RISING NEED FOR SECURE AND STABLE COMPUTING ENVIRONMENTS IN AI DATA CENTERS TO FUEL MARKET GROWTH

8 AI INFRASTRUCTURE MARKET, BY FUNCTION

  • 8.1 INTRODUCTION
  • 8.2 TRAINING
    • 8.2.1 INCREASING COMPLEXITIES AND SCALE OF AI MODEL DEVELOPMENT TO DRIVE MARKET
  • 8.3 INFERENCE
    • 8.3.1 RISING POPULARITY OF EDGE COMPUTING TO FUEL MARKET GROWTH

9 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT

  • 9.1 INTRODUCTION
  • 9.2 ON-PREMISES
    • 9.2.1 GROWING CONCERNS OF DATA PRIVACY TO DRIVE MARKET
  • 9.3 CLOUD
    • 9.3.1 ABILITY TO SCALE RESOURCES ON-DEMAND TO FUEL MARKET GROWTH
  • 9.4 HYBRID
    • 9.4.1 INCREASING DEMAND FOR SCALABLE SOLUTIONS TO BALANCE PERFORMANCE AND SECURITY TO FOSTER MARKET GROWTH

10 AI INFRASTRUCTURE MARKET, BY APPLICATION

  • 10.1 INTRODUCTION
  • 10.2 GENERATIVE AI
    • 10.2.1 RULE-BASED MODELS
      • 10.2.1.1 Integration with ML and deep learning to offer lucrative growth opportunities
    • 10.2.2 STATISTICAL MODELS
      • 10.2.2.1 Growing application in finance, economics, and healthcare sectors to predict trends and outcomes to fuel market growth
    • 10.2.3 DEEP LEARNING
      • 10.2.3.1 Surging demand for AI-generated content and automation to offer lucrative growth opportunities
    • 10.2.4 GENERATIVE ADVERSARIAL NETWORKS (GANS)
      • 10.2.4.1 Increasing application to create 3D models in entertainment and gaming sectors to foster market growth
    • 10.2.5 AUTOENCODERS
      • 10.2.5.1 Growing need to reduce dimensionality of data and handle complex datasets to accelerate demand
    • 10.2.6 CONVOLUTIONAL NEURAL NETWORKS (CNNS)
      • 10.2.6.1 Rising number of autonomous vehicles and smart cities to drive market
    • 10.2.7 TRANSFORMER MODELS
      • 10.2.7.1 Growing popularity of GPT models and BERT to offer lucrative growth opportunities
  • 10.3 MACHINE LEARNING
    • 10.3.1 RISING APPLICATION FOR REAL-TIME DECISION-MAKING AND DATA ANALYSIS TO FOSTER MARKET GROWTH
  • 10.4 NATURAL LANGUAGE PROCESSING
    • 10.4.1 GROWING USAGE OF MACHINES FOR SENTIMENT ANALYSIS, LANGUAGE TRANSLATION, AND SPEECH RECOGNITION TO ACCELERATE DEMAND
  • 10.5 COMPUTER VISION
    • 10.5.1 INCREASING DEMAND FOR AUTOMATED VISUAL RECOGNITION SYSTEMS TO FUEL MARKET GROWTH

11 AI INFRASTRUCTURE MARKET, BY END USER

  • 11.1 INTRODUCTION
  • 11.2 CLOUD SERVICE PROVIDERS
    • 11.2.1 RISING EMPHASIS ON OFFERING PRE-BUILT AI MODELS TO OFFER LUCRATIVE GROWTH OPPORTUNITIES
  • 11.3 ENTERPRISES
    • 11.3.1 HEALTHCARE
      • 11.3.1.1 Growing demand for personalized treatment to fuel market growth
    • 11.3.2 BFSI
      • 11.3.2.1 Rising focus on enhancing security and improving customer services to foster market growth
    • 11.3.3 AUTOMOTIVE
      • 11.3.3.1 Increasing popularity of connected vehicles to offer lucrative growth opportunities
    • 11.3.4 RETAIL & E-COMMERCE
      • 11.3.4.1 Rapid shift toward data-centric models to enhance customer engagement to accelerate demand
    • 11.3.5 MEDIA & ENTERTAINMENT
      • 11.3.5.1 Rising demand for content recommendation engines and interactive media experiences to foster market growth
    • 11.3.6 OTHER ENTERPRISES
  • 11.4 GOVERNMENT ORGANIZATIONS
    • 11.4.1 GROWING NEED TO ENHANCE PUBLIC SAFETY AND SECURITY TO OFFER LUCRATIVE GROWTH OPPORTUNITIES

12 AI INFRASTRUCTURE MARKET, BY REGION

  • 12.1 INTRODUCTION
  • 12.2 NORTH AMERICA
    • 12.2.1 MACROECONOMIC OUTLOOK FOR NORTH AMERICA
    • 12.2.2 US
      • 12.2.2.1 Presence of established AI infrastructure manufacturers to drive market
    • 12.2.3 CANADA
      • 12.2.3.1 Growing emphasis on commercializing AI to offer lucrative growth opportunities
    • 12.2.4 MEXICO
      • 12.2.4.1 Rapid digital transformation and surging adoption of cloud computing to fuel market growth
  • 12.3 EUROPE
    • 12.3.1 MACROECONOMIC OUTLOOK FOR EUROPE
    • 12.3.2 UK
      • 12.3.2.1 Growing investments in data center infrastructure to boost demand
    • 12.3.3 GERMANY
      • 12.3.3.1 Rising adoption smart technologies to boost manufacturing to drive market
    • 12.3.4 FRANCE
      • 12.3.4.1 Favorable government initiatives to strengthen AI infrastructure to fuel market growth
    • 12.3.5 ITALY
      • 12.3.5.1 Increasing emphasis on developing digital infrastructure to offer lucrative growth opportunities
    • 12.3.6 SPAIN
      • 12.3.6.1 Rapid adoption of cloud computing to accelerate demand
    • 12.3.7 REST OF EUROPE
  • 12.4 ASIA PACIFIC
    • 12.4.1 MACROECONOMIC OUTLOOK FOR ASIA PACIFIC
    • 12.4.2 CHINA
      • 12.4.2.1 Proliferation of IoT devices to drive market
    • 12.4.3 JAPAN
      • 12.4.3.1 Rising investments to boost cloud infrastructure to foster market growth
    • 12.4.4 INDIA
      • 12.4.4.1 Government-led initiatives to strengthen AI infrastructure to offer lucrative growth opportunities
    • 12.4.5 SOUTH KOREA
      • 12.4.5.1 Thriving semiconductor industry to accelerate demand
    • 12.4.6 REST OF ASIA PACIFIC
  • 12.5 ROW
    • 12.5.1 MACROECONOMIC OUTLOOK FOR ROW
    • 12.5.2 MIDDLE EAST
      • 12.5.2.1 Growing emphasis on digital transformation and technological innovation to drive market
      • 12.5.2.2 GCC
      • 12.5.2.3 Rest of Middle East
    • 12.5.3 AFRICA
      • 12.5.3.1 Rising need for managing advanced data processing requirements to fuel market growth
    • 12.5.4 SOUTH AMERICA
      • 12.5.4.1 Growing demand for flexible and secure cloud storage solutions to foster market growth

13 COMPETITIVE LANDSCAPE

  • 13.1 OVERVIEW
  • 13.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2019-2024
  • 13.3 REVENUE ANALYSIS, 2021-2023
  • 13.4 MARKET SHARE ANALYSIS, 2023
    • 13.4.1 COMPUTE MARKET SHARE ANALYSIS, 2023
    • 13.4.2 MEMORY MARKET SHARE ANALYSIS, 2023
  • 13.5 COMPANY VALUATION AND FINANCIAL METRICS, 2023
  • 13.6 BRAND/PRODUCT COMPARISON
  • 13.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023
    • 13.7.1 STARS
    • 13.7.2 EMERGING LEADERS
    • 13.7.3 PERVASIVE PLAYERS
    • 13.7.4 PARTICIPANTS
    • 13.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2023
      • 13.7.5.1 Company footprint
      • 13.7.5.2 Region footprint
      • 13.7.5.3 Offering footprint
      • 13.7.5.4 Function footprint
      • 13.7.5.5 Deployment footprint
      • 13.7.5.6 Application footprint
      • 13.7.5.7 End user footprint
  • 13.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2023
    • 13.8.1 PROGRESSIVE COMPANIES
    • 13.8.2 RESPONSIVE COMPANIES
    • 13.8.3 DYNAMIC COMPANIES
    • 13.8.4 STARTING BLOCKS
    • 13.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2023
      • 13.8.5.1 Competitive benchmarking of key startups/SMEs
      • 13.8.5.2 Detailed list of key startups/SMEs
  • 13.9 COMPETITIVE SCENARIO
    • 13.9.1 PRODUCT LAUNCHES
    • 13.9.2 DEALS
    • 13.9.3 OTHER DEVELOPMENTS

14 COMPANY PROFILES

  • 14.1 KEY PLAYERS
    • 14.1.1 NVIDIA CORPORATION
      • 14.1.1.1 Business overview
      • 14.1.1.2 Products/Solutions/Services offered
      • 14.1.1.3 Recent developments
        • 14.1.1.3.1 Product launches
        • 14.1.1.3.2 Deals
      • 14.1.1.4 MnM view
        • 14.1.1.4.1 Key strengths/Right to win
        • 14.1.1.4.2 Strategic choices
        • 14.1.1.4.3 Weaknesses/Competitive threats
    • 14.1.2 ADVANCED MICRO DEVICES, INC.
      • 14.1.2.1 Business overview
      • 14.1.2.2 Products/Solutions/Services offered
      • 14.1.2.3 Recent developments
        • 14.1.2.3.1 Product launches
        • 14.1.2.3.2 Deals
      • 14.1.2.4 MnM view
        • 14.1.2.4.1 Key strengths/Right to win
        • 14.1.2.4.2 Strategic choices
        • 14.1.2.4.3 Weaknesses/Competitive threats
    • 14.1.3 SK HYNIX INC.
      • 14.1.3.1 Business overview
      • 14.1.3.2 Products/Solutions/Services offered
      • 14.1.3.3 Recent developments
        • 14.1.3.3.1 Product launches
        • 14.1.3.3.2 Deals
        • 14.1.3.3.3 Other developments
      • 14.1.3.4 MnM view
        • 14.1.3.4.1 Key strengths/Right to win
        • 14.1.3.4.2 Strategic choices
        • 14.1.3.4.3 Weaknesses/Competitive threats
    • 14.1.4 SAMSUNG
      • 14.1.4.1 Business overview
      • 14.1.4.2 Products/Solutions/Services offered
      • 14.1.4.3 Recent developments
        • 14.1.4.3.1 Product launches
        • 14.1.4.3.2 Deals
      • 14.1.4.4 MnM view
        • 14.1.4.4.1 Key strengths/Right to win
        • 14.1.4.4.2 Strategic choices
        • 14.1.4.4.3 Weaknesses/Competitive threats
    • 14.1.5 MICRON TECHNOLOGY, INC.
      • 14.1.5.1 Business overview
      • 14.1.5.2 Products/Solutions/Services offered
      • 14.1.5.3 Recent developments
        • 14.1.5.3.1 Product launches
        • 14.1.5.3.2 Deals
      • 14.1.5.4 MnM view
        • 14.1.5.4.1 Key strengths/Right to win
        • 14.1.5.4.2 Strategic choices
        • 14.1.5.4.3 Weaknesses/Competitive threats
    • 14.1.6 INTEL CORPORATION
      • 14.1.6.1 Business overview
      • 14.1.6.2 Products/Solutions/Services offered
      • 14.1.6.3 Recent developments
        • 14.1.6.3.1 Product launches
        • 14.1.6.3.2 Deals
        • 14.1.6.3.3 Other developments
    • 14.1.7 GOOGLE
      • 14.1.7.1 Business overview
      • 14.1.7.2 Products/Solutions/Services offered
      • 14.1.7.3 Recent developments
        • 14.1.7.3.1 Product launches
        • 14.1.7.3.2 Deals
    • 14.1.8 AMAZON WEB SERVICES, INC.
      • 14.1.8.1 Business overview
      • 14.1.8.2 Products/Solutions/Services offered
      • 14.1.8.3 Recent developments
        • 14.1.8.3.1 Product launches
        • 14.1.8.3.2 Deals
    • 14.1.9 TESLA
      • 14.1.9.1 Business overview
      • 14.1.9.2 Products/Solutions/Services offered
    • 14.1.10 MICROSOFT
      • 14.1.10.1 Business overview
      • 14.1.10.2 Products/Solutions/Services offered
      • 14.1.10.3 Recent developments
        • 14.1.10.3.1 Product launches
        • 14.1.10.3.2 Deals
    • 14.1.11 META
      • 14.1.11.1 Business overview
      • 14.1.11.2 Products/Solutions/Services offered
      • 14.1.11.3 Recent developments
        • 14.1.11.3.1 Product launches
        • 14.1.11.3.2 Deals
    • 14.1.12 GRAPHCORE
      • 14.1.12.1 Business overview
      • 14.1.12.2 Products/Solutions/Services offered
      • 14.1.12.3 Recent developments
        • 14.1.12.3.1 Product launches
        • 14.1.12.3.2 Deals
    • 14.1.13 CEREBRAS
      • 14.1.13.1 Business overview
      • 14.1.13.2 Products/Solutions/Services offered
      • 14.1.13.3 Recent developments
        • 14.1.13.3.1 Product launches
        • 14.1.13.3.2 Deals
  • 14.2 OTHER PLAYERS
    • 14.2.1 KIOXIA HOLDINGS CORPORATION
    • 14.2.2 WESTERN DIGITAL CORPORATION
    • 14.2.3 MYTHIC
    • 14.2.4 BLAIZE
    • 14.2.5 GROQ, INC.
    • 14.2.6 HAILO TECHNOLOGIES LTD
    • 14.2.7 SIMA TECHNOLOGIES, INC.
    • 14.2.8 KNERON, INC.
    • 14.2.9 RAIN NEUROMORPHICS INC.
    • 14.2.10 TENSTORRENT
    • 14.2.11 SAMBANOVA SYSTEMS, INC.
    • 14.2.12 TAALAS
    • 14.2.13 SAPEON INC.
    • 14.2.14 REBELLIONS INC.
    • 14.2.15 RIVOS INC.
    • 14.2.16 SHANGHAI BIREN TECHNOLOGY CO., LTD.

15 APPENDIX

  • 15.1 DISCUSSION GUIDE
  • 15.2 KNOWLEDGESTORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
  • 15.3 CUSTOMIZATION OPTIONS
  • 15.4 RELATED REPORTS
  • 15.5 AUTHOR DETAILS

List of Tables

  • TABLE 1 AI INFRASTRUCTURE MARKET: RESEARCH ASSUMPTIONS
  • TABLE 2 AI INFRASTRUCTURE MARKET: RISK ANALYSIS
  • TABLE 3 DATA ON POWER CONSUMPTION BY NVIDIA GPUS
  • TABLE 4 INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2023 (USD)
  • TABLE 5 INDICATIVE PRICING OF COMPUTE, 2023 (USD)
  • TABLE 6 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2020-2023 (USD)
  • TABLE 7 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2020-2023 (USD)
  • TABLE 8 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2020-2023 (USD)
  • TABLE 9 ROLE OF COMPANIES IN AI INFRASTRUCTURE ECOSYSTEM
  • TABLE 10 COMPARISON OF NVIDIA AI GPU SPECIFICATIONS
  • TABLE 11 COMPARISON OF NVIDIA CPU SPECIFICATIONS
  • TABLE 12 LIST OF MAJOR PATENTS, 2023-2024
  • TABLE 13 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019-2023 (USD MILLION)
  • TABLE 14 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019-2023 (USD MILLION)
  • TABLE 15 LIST OF KEY CONFERENCES AND EVENTS, 2024-2025
  • TABLE 16 PERPLEXITY ACCELERATED LARGE LANGUAGE MODELS WITH NVIDIA CORPORATION'S AI INFERENCE SOLUTION AND AWS'S CLOUD INFRASTRUCTURE
  • TABLE 17 HYPERACCEL DEVELOPED ORION SERVER WITH AMD'S AI INFRASTRUCTURE THAT OFFERED HIGH THROUGHPUT AND LOW LATENCY
  • TABLE 18 SIEMENS DIGITAL INDUSTRIES SOFTWARE COLLABORATED WITH MICROSOFT AZURE TO TRANSFORM INDUSTRIAL WORKFLOWS
  • TABLE 19 KT CLOUD CORP. PARTNERED WITH AMD AND MOREH TO LAUNCH NEW AI PLATFORM THAT BOOSTED HARDWARE AND SOFTWARE EFFICIENCY
  • TABLE 20 NORTH AMERICA: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • TABLE 21 EUROPE: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • TABLE 22 ASIA PACIFIC: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • TABLE 23 ROW: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • TABLE 24 AI INFRASTRUCTURE MARKET: STANDARDS
  • TABLE 25 AI INFRASTRUCTURE MARKET: PORTER'S FIVE FORCES ANALYSIS
  • TABLE 26 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS (%)
  • TABLE 27 KEY BUYING CRITERIA FOR TOP THREE END USERS
  • TABLE 28 AI SERVER INDUSTRY, BY PROCESSOR TYPE, 2020-2023 (THOUSAND UNITS)
  • TABLE 29 AI SERVER INDUSTRY, BY PROCESSOR TYPE, 2024-2030 (THOUSAND UNITS)
  • TABLE 30 GPU-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION, 2020-2023 (THOUSAND UNITS)
  • TABLE 31 GPU-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION, 2024-2030 (THOUSAND UNITS)
  • TABLE 32 FPGA-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION, 2020-2023 (THOUSAND UNITS)
  • TABLE 33 FPGA-BASED AI SERVERS: AI SERVER INDUSTRY, BY FUNCTION, 2024-2030 (THOUSAND UNITS)
  • TABLE 34 ASIC-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION, 2020-2023 (THOUSAND UNITS)
  • TABLE 35 ASIC-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION, 2024-2030 (THOUSAND UNITS)
  • TABLE 36 AI SERVER INDUSTRY, BY FUNCTION, 2020-2023 (THOUSAND UNITS)
  • TABLE 37 AI SERVER INDUSTRY, BY FUNCTION, 2024-2030 (THOUSAND UNITS)
  • TABLE 38 TRAINING: AI SERVER INDUSTRY, BY PROCESSOR TYPE, 2020-2023 (THOUSAND UNITS)
  • TABLE 39 TRAINING: AI SERVER INDUSTRY, BY PROCESSOR TYPE, 2024-2030 (THOUSAND UNITS)
  • TABLE 40 INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE, 2020-2023 (THOUSAND UNITS)
  • TABLE 41 INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE, 2024-2030 (THOUSAND UNITS)
  • TABLE 42 AI SERVER INDUSTRY: DEGREE OF COMPETITION, 2023
  • TABLE 43 AI INFRASTRUCTURE MARKET, BY OFFERING, 2020-2023 (USD MILLION)
  • TABLE 44 AI INFRASTRUCTURE MARKET, BY OFFERING, 2024-2030 (USD MILLION)
  • TABLE 45 AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 46 AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024-2030 (USD MILLION)
  • TABLE 47 AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020-2023 (THOUSAND UNITS)
  • TABLE 48 AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024-2030 (THOUSAND UNITS)
  • TABLE 49 COMPUTE: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 50 COMPUTE: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 51 GPU: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 52 GPU: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 53 CPU: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 54 CPU: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 55 FPGA: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 56 FPGA: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 57 MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2020-2023 (USD MILLION)
  • TABLE 58 MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2024-2030 (USD MILLION)
  • TABLE 59 MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2020-2023 (PETABYTE)
  • TABLE 60 MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2024-2030 (PETABYTE)
  • TABLE 61 MEMORY: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 62 MEMORY: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 63 DDR: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 64 DDR: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 65 HBM: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 66 HBM: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 67 NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE, 2020-2023 (USD MILLION)
  • TABLE 68 NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE, 2024-2030 (USD MILLION)
  • TABLE 69 NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE, 2020-2023 (THOUSAND UNITS)
  • TABLE 70 NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE, 2024-2030 (THOUSAND UNITS)
  • TABLE 71 NETWORK: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 72 NETWORK: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 73 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE, 2020-2023 (USD MILLION)
  • TABLE 74 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE, 2024-2030 (USD MILLION)
  • TABLE 75 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE, 2020-2023 (THOUSAND UNITS)
  • TABLE 76 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE, 2024-2030 (THOUSAND UNITS)
  • TABLE 77 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 78 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 79 INTERCONNECTS: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 80 INTERCONNECTS: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 81 STORAGE: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 82 STORAGE: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 83 SERVER SOFTWARE: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 84 SERVER SOFTWARE: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 85 AI INFRASTRUCTURE MARKET, BY FUNCTION, 2020-2023 (USD MILLION)
  • TABLE 86 AI INFRASTRUCTURE MARKET, BY FUNCTION, 2024-2030 (USD MILLION)
  • TABLE 87 COMPUTE: AI INFRASTRUCTURE MARKET, BY FUNCTION, 2020-2023 (USD MILLION)
  • TABLE 88 COMPUTE: AI INFRASTRUCTURE MARKET, BY FUNCTION, 2024-2030 (USD MILLION)
  • TABLE 89 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT, 2020-2023 (USD MILLION)
  • TABLE 90 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT, 2024-2030 (USD MILLION)
  • TABLE 91 AI INFRASTRUCTURE MARKET, BY APPLICATION, 2020-2023 (USD MILLION)
  • TABLE 92 AI INFRASTRUCTURE MARKET, BY APPLICATION, 2024-2030 (USD MILLION)
  • TABLE 93 GENERATIVE AI: AI INFRASTRUCTURE MARKET, BY TYPE, 2020-2023 (USD MILLION)
  • TABLE 94 GENERATIVE AI: AI INFRASTRUCTURE MARKET, BY TYPE, 2024-2030 (USD MILLION)
  • TABLE 95 AI INFRASTRUCTURE MARKET, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 96 AI INFRASTRUCTURE MARKET, BY END USER, 2024-2030 (USD MILLION)
  • TABLE 97 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 98 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY END USER, 2024-2030 (USD MILLION)
  • TABLE 99 EUROPE: AI INFRASTRUCTURE MARKET, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 100 EUROPE: AI INFRASTRUCTURE MARKET, BY END USER, 2024-2030 (USD MILLION)
  • TABLE 101 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 102 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY END USER, 2024-2030 (USD MILLION)
  • TABLE 103 ROW: AI INFRASTRUCTURE MARKET, BY END USER, 2020-2023 (USD MILLION)
  • TABLE 104 ROW: AI INFRASTRUCTURE MARKET, BY END USER, 2024-2030 (USD MILLION)
  • TABLE 105 CLOUD SERVICE PROVIDERS: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 106 CLOUD SERVICE PROVIDERS: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 107 AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2020-2023 (USD MILLION)
  • TABLE 108 AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2024-2030 (USD MILLION)
  • TABLE 109 ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 110 ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 111 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2020-2023 (USD MILLION)
  • TABLE 112 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2024-2030 (USD MILLION)
  • TABLE 113 EUROPE: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2020-2023 (USD MILLION)
  • TABLE 114 EUROPE: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2024-2030 (USD MILLION)
  • TABLE 115 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2020-2023 (USD MILLION)
  • TABLE 116 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2024-2030 (USD MILLION)
  • TABLE 117 ROW: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2020-2023 (USD MILLION)
  • TABLE 118 ROW: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2024-2030 (USD MILLION)
  • TABLE 119 HEALTHCARE: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 120 HEALTHCARE: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 121 BFSI: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 122 BFSI: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 123 AUTOMOTIVE: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 124 AUTOMOTIVE: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 125 RETAIL & E-COMMERCE: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 126 RETAIL & E-COMMERCE: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 127 MEDIA & ENTERTAINMENT: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 128 MEDIA & ENTERTAINMENT: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 129 OTHER ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 130 OTHER ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 131 GOVERNMENT ORGANIZATIONS: AI INFRASTRUCTURE MARKET, 2020-2023 (USD MILLION)
  • TABLE 132 GOVERNMENT ORGANIZATIONS: AI INFRASTRUCTURE MARKET, 2024-2030 (USD MILLION)
  • TABLE 133 AI INFRASTRUCTURE MARKET, BY REGION, 2020-2023 (USD MILLION)
  • TABLE 134 AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 135 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2020-2023 (USD MILLION)
  • TABLE 136 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2024-2030 (USD MILLION)
  • TABLE 137 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY OFFERING, 2020-2023 (USD MILLION)
  • TABLE 138 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY OFFERING, 2024-2030 (USD MILLION)
  • TABLE 139 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 140 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024-2030 (USD MILLION)
  • TABLE 141 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE, 2020-2023 (USD MILLION)
  • TABLE 142 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE, 2024-2030 (USD MILLION)
  • TABLE 143 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE, 2020-2023 (USD MILLION)
  • TABLE 144 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE, 2024-2030 (USD MILLION)
  • TABLE 145 EUROPE: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2020-2023 (USD MILLION)
  • TABLE 146 EUROPE: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2024-2030 (USD MILLION)
  • TABLE 147 EUROPE: AI INFRASTRUCTURE MARKET, BY OFFERING, 2020-2023 (USD MILLION)
  • TABLE 148 EUROPE: AI INFRASTRUCTURE MARKET, BY OFFERING, 2024-2030 (USD MILLION)
  • TABLE 149 EUROPE: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 150 EUROPE: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024-2030 (USD MILLION)
  • TABLE 151 EUROPE: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE, 2020-2023 (USD MILLION)
  • TABLE 152 EUROPE: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE, 2024-2030 (USD MILLION)
  • TABLE 153 EUROPE: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE, 2020-2023 (USD MILLION)
  • TABLE 154 EUROPE: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE, 2024-2030 (USD MILLION)
  • TABLE 155 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2020-2023 (USD MILLION)
  • TABLE 156 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2024-2030 (USD MILLION)
  • TABLE 157 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY OFFERING, 2020-2023 (USD MILLION)
  • TABLE 158 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY OFFERING, 2024-2030 (USD MILLION)
  • TABLE 159 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 160 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024-2030 (USD MILLION)
  • TABLE 161 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE, 2020-2023 (USD MILLION)
  • TABLE 162 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE, 2024-2030 (USD MILLION)
  • TABLE 163 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE, 2020-2023 (USD MILLION)
  • TABLE 164 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE, 2024-2030 (USD MILLION)
  • TABLE 165 ROW: AI INFRASTRUCTURE MARKET, BY REGION 2020-2023 (USD MILLION)
  • TABLE 166 ROW: AI INFRASTRUCTURE MARKET, BY REGION, 2024-2030 (USD MILLION)
  • TABLE 167 ROW: AI INFRASTRUCTURE MARKET, BY OFFERING, 2020-2023 (USD MILLION)
  • TABLE 168 ROW: AI INFRASTRUCTURE MARKET, BY OFFERING, 2024-2030 (USD MILLION)
  • TABLE 169 ROW: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020-2023 (USD MILLION)
  • TABLE 170 ROW: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024-2030 (USD MILLION)
  • TABLE 171 ROW: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE, 2020-2023 (USD MILLION)
  • TABLE 172 ROW: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE, 2024-2030 (USD MILLION)
  • TABLE 173 ROW: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE, 2020-2023 (USD MILLION)
  • TABLE 174 ROW: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE, 2024-2030 (USD MILLION)
  • TABLE 175 MIDDLE EAST: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2020-2023 (USD MILLION)
  • TABLE 176 MIDDLE EAST: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2024-2030 (USD MILLION)
  • TABLE 177 AI INFRASTRUCTURE MARKET: OVERVIEW OF STRATEGIES ADOPTED BY KEY PLAYERS, 2019-2024
  • TABLE 178 COMPUTE MARKET: DEGREE OF COMPETITION
  • TABLE 179 MEMORY (HBM) MARKET: DEGREE OF COMPETITION
  • TABLE 180 AI INFRASTRUCTURE MARKET: REGION FOOTPRINT
  • TABLE 181 AI INFRASTRUCTURE MARKET: OFFERING FOOTPRINT
  • TABLE 182 AI INFRASTRUCTURE MARKET: FUNCTION FOOTPRINT
  • TABLE 183 AI INFRASTRUCTURE MARKET: DEPLOYMENT FOOTPRINT
  • TABLE 184 AI INFRASTRUCTURE MARKET: APPLICATION FOOTPRINT
  • TABLE 185 AI INFRASTRUCTURE MARKET: END USER FOOTPRINT
  • TABLE 186 AI INFRASTRUCTURE MARKET: COMPETITIVE BENCHMARKING OF KEY STARTUPS/SMES
  • TABLE 187 AI INFRASTRUCTURE MARKET: DETAILED LIST OF KEY STARTUPS/SMES
  • TABLE 188 AI INFRASTRUCTURE MARKET: PRODUCT LAUNCHES, FEBRUARY 2019-JULY 2024
  • TABLE 189 AI INFRASTRUCTURE MARKET: DEALS, FEBRUARY 2019-JULY 2024
  • TABLE 190 AI INFRASTRUCTURE MARKET: OTHER DEVELOPMENTS, FEBRUARY 2019-JULY 2024
  • TABLE 191 NVIDIA CORPORATION: COMPANY OVERVIEW
  • TABLE 192 NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 193 NVIDIA CORPORATION: PRODUCT LAUNCHES
  • TABLE 194 NVIDIA CORPORATION: DEALS
  • TABLE 195 ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW
  • TABLE 196 ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 197 ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES
  • TABLE 198 ADVANCED MICRO DEVICES, INC.: DEALS
  • TABLE 199 SK HYNIX INC.: COMPANY OVERVIEW
  • TABLE 200 SK HYNIX INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 201 SK HYNIX INC.: PRODUCT LAUNCHES
  • TABLE 202 SK HYNIX INC.: DEALS
  • TABLE 203 SK HYNIX INC.: OTHER DEVELOPMENTS
  • TABLE 204 SAMSUNG: COMPANY OVERVIEW
  • TABLE 205 SAMSUNG: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 206 SAMSUNG: PRODUCT LAUNCHES
  • TABLE 207 SAMSUNG: DEALS
  • TABLE 208 MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW
  • TABLE 209 MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 210 MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES
  • TABLE 211 MICRON TECHNOLOGY, INC.: DEALS
  • TABLE 212 INTEL CORPORATION: COMPANY OVERVIEW
  • TABLE 213 INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 214 INTEL CORPORATION: PRODUCT LAUNCHES
  • TABLE 215 INTEL CORPORATION: DEALS
  • TABLE 216 INTEL CORPORATION: OTHER DEVELOPMENTS
  • TABLE 217 GOOGLE: COMPANY OVERVIEW
  • TABLE 218 GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 219 GOOGLE: PRODUCT LAUNCHES
  • TABLE 220 GOOGLE: DEALS
  • TABLE 221 AMAZON WEB SERVICES, INC.: COMPANY OVERVIEW
  • TABLE 222 AMAZON WEB SERVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 223 AMAZON WEB SERVICES, INC.: PRODUCT LAUNCHES
  • TABLE 224 AMAZON WEB SERVICES, INC.: DEALS
  • TABLE 225 TESLA: COMPANY OVERVIEW
  • TABLE 226 TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 227 MICROSOFT: COMPANY OVERVIEW
  • TABLE 228 MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 229 MICROSOFT: PRODUCT LAUNCHES
  • TABLE 230 MICROSOFT: DEALS
  • TABLE 231 META: COMPANY OVERVIEW
  • TABLE 232 META: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 233 META: PRODUCT LAUNCHES
  • TABLE 234 META: DEALS
  • TABLE 235 GRAPHCORE: COMPANY OVERVIEW
  • TABLE 236 GRAPHCORE: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 237 GRAPHCORE: PRODUCT LAUNCHES
  • TABLE 238 GRAPHCORE: DEALS
  • TABLE 239 CEREBRAS: COMPANY OVERVIEW
  • TABLE 240 CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED
  • TABLE 241 CEREBRAS: PRODUCT LAUNCHES
  • TABLE 242 CEREBRAS: DEALS

List of Figures

  • FIGURE 1 AI INFRASTRUCTURE MARKET SEGMENTATION AND REGIONAL SCOPE
  • FIGURE 2 AI INFRASTRUCTURE MARKET: RESEARCH DESIGN
  • FIGURE 3 AI INFRASTRUCTURE MARKET: RESEARCH FLOW
  • FIGURE 4 MARKET SIZE ESTIMATION METHODOLOGY: REVENUE GENERATED FROM SALES OF AI INFRASTRUCTURE SERVICES, 2023
  • FIGURE 5 AI INFRASTRUCTURE MARKET: REVENUE ANALYSIS OF NVIDIA CORPORATION
  • FIGURE 6 AI INFRASTRUCTURE MARKET: BOTTOM-UP APPROACH
  • FIGURE 7 AI INFRASTRUCTURE MARKET: TOP-DOWN APPROACH
  • FIGURE 8 AI INFRASTRUCTURE MARKET: DATA TRIANGULATION
  • FIGURE 9 COMPUTE SEGMENT TO DOMINATE MARKET IN 2030
  • FIGURE 10 INFERENCE SEGMENT TO GROW AT HIGHER CAGR DURING FORECAST PERIOD
  • FIGURE 11 CLOUD SEGMENT TO ACCOUNT FOR LARGEST MARKET SHARE IN 2030
  • FIGURE 12 MACHINE LEARNING SEGMENT TO CLAIM LARGEST MARKET SHARE IN 2024
  • FIGURE 13 CLOUD SERVICE PROVIDERS SEGMENT TO SECURE LARGEST MARKET SHARE IN 2030
  • FIGURE 14 NORTH AMERICA DOMINATED MARKET IN 2023
  • FIGURE 15 EXPANSION OF CLOUD COMPUTING AND NEED FOR HIGH-PERFORMANCE COMPUTING IN DATA CENTERS TO DRIVE MARKET
  • FIGURE 16 INFERENCE SEGMENT TO HOLD LARGEST MARKET SHARE IN 2024
  • FIGURE 17 CLOUD SEGMENT TO LEAD MARKET IN 2024
  • FIGURE 18 GENERATIVE AI SEGMENT TO REGISTER HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 19 CLOUD SERVICE PROVIDERS SEGMENT TO LEAD MARKET IN 2030
  • FIGURE 20 ASIA PACIFIC TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 21 CHINA TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 22 AI INFRASTRUCTURE MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES
  • FIGURE 23 FEDERAL BUDGET FOR AI R&D IN US FOR FY 2021-2024 (USD MILLION)
  • FIGURE 24 AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF DRIVERS
  • FIGURE 25 GPU POWER CONSUMPTION IN THERMAL DESIGN POWER BY NVIDIA DATA CENTER
  • FIGURE 26 GPU POWER CONSUMPTION IN TDP THERMAL DESIGN POWER BY INTEL DATA CENTER
  • FIGURE 27 AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF RESTRAINTS
  • FIGURE 28 USE CASES FOR AI DEPLOYMENT BY COMPANIES
  • FIGURE 29 AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF OPPORTUNITIES
  • FIGURE 30 AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF CHALLENGES
  • FIGURE 31 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS
  • FIGURE 32 INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2023
  • FIGURE 33 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2020-2023
  • FIGURE 34 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2020-2023
  • FIGURE 35 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2020-2023
  • FIGURE 36 VALUE CHAIN ANALYSIS
  • FIGURE 37 AI INFRASTRUCTURE ECOSYSTEM ANALYSIS
  • FIGURE 38 INVESTMENT AND FUNDING SCENARIO, 2023-2024 (USD MILLION)
  • FIGURE 39 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS, BY REGION
  • FIGURE 40 CAPEX AND IT EQUIPMENT EXPENDITURE BY GLOBAL CLOUD SERVICE PROVIDERS/HYPERSCALERS, 2020-2030 (USD BILLION)
  • FIGURE 41 CAPEX OF GLOBAL TOP CLOUD SERVICE PROVIDERS/HYPERSCALERS, 2023
  • FIGURE 42 GLOBAL IT EQUIPMENT EXPENDITURE BY CLOUD SERVICE PROVIDERS/HYPERSCALERS, 2023
  • FIGURE 43 PATENTS APPLIED AND GRANTED, 2013-2023
  • FIGURE 44 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019-2023 (USD MILLION)
  • FIGURE 45 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019-2023
  • FIGURE 46 AI INFRASTRUCTURE MARKET: PORTER'S FIVE FORCES ANALYSIS
  • FIGURE 47 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS
  • FIGURE 48 KEY BUYING CRITERIA FOR TOP THREE END USERS
  • FIGURE 49 GLOBAL SERVER AND AI SERVER SHIPMENT, 2020-2030 (THOUSAND UNITS)
  • FIGURE 50 AI SERVER INDUSTRY SHARE ANALYSIS, 2023
  • FIGURE 51 NETWORK SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 52 INFERENCE TO REGISTER HIGHER CAGR DURING FORECAST PERIOD
  • FIGURE 53 HYBRID DEPLOYMENT TO RECORD HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 54 GENERATIVE AI TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 55 ENTERPRISES TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 56 ASIA PACIFIC TO RECORD HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 57 NORTH AMERICA: AI INFRASTRUCTURE MARKET SNAPSHOT
  • FIGURE 58 US TO DOMINATE MARKET IN 2030
  • FIGURE 59 EUROPE: AI INFRASTRUCTURE MARKET SNAPSHOT
  • FIGURE 60 UK TO DOMINATE MARKET IN 2024
  • FIGURE 61 ASIA PACIFIC: AI INFRASTRUCTURE MARKET SNAPSHOT
  • FIGURE 62 CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD
  • FIGURE 63 ROW: AI INFRASTRUCTURE MARKET SNAPSHOT
  • FIGURE 64 SOUTH AMERICA TO ACCOUNT FOR LARGEST MARKET SHARE IN 2030
  • FIGURE 65 AI INFRASTRUCTURE MARKET: REVENUE ANALYSIS OF TOP THREE PLAYERS, 2021-2023
  • FIGURE 66 COMPUTE MARKET SHARE, 2023
  • FIGURE 67 MEMORY (HBM) MARKET SHARE, 2023
  • FIGURE 68 COMPANY VALUATION, 2023
  • FIGURE 69 FINANCIAL METRICS, 2023
  • FIGURE 70 AI INFRASTRUCTURE MARKET: BRAND/PRODUCT COMPARISON
  • FIGURE 71 AI INFRASTRUCTURE MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2023
  • FIGURE 72 AI INFRASTRUCTURE MARKET: COMPANY FOOTPRINT
  • FIGURE 73 AI INFRASTRUCTURE MARKET: COMPANY EVALUATION MATRIX (STARTUPS/SMES), 2023
  • FIGURE 74 NVIDIA CORPORATION: COMPANY SNAPSHOT
  • FIGURE 75 ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT
  • FIGURE 76 SK HYNIX INC.: COMPANY SNAPSHOT
  • FIGURE 77 SAMSUNG: COMPANY SNAPSHOT
  • FIGURE 78 MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT
  • FIGURE 79 INTEL CORPORATION: COMPANY SNAPSHOT
  • FIGURE 80 GOOGLE: COMPANY SNAPSHOT
  • FIGURE 81 AMAZON WEB SERVICES, INC.: COMPANY SNAPSHOT
  • FIGURE 82 TESLA: COMPANY SNAPSHOT
  • FIGURE 83 MICROSOFT: COMPANY SNAPSHOT
  • FIGURE 84 META: COMPANY SNAPSHOT