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市场调查报告书
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1406105

人工智慧基础设施：市场占有率分析、产业趋势/统计、成长预测，2024-2029

AI Infrastructure - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 200 Pages | 商品交期: 2-3个工作天内

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简介目录

人工智慧基础设施市场规模预计到2024年为684.6亿美元，预计到2029年将达到1712.1亿美元，在预测期内（2024-2029年）复合年增长率为20.12%。

AI基础设施-市场-IMG1

主要亮点

  • 近年来，随着许多行业越来越多地采用人工智慧（AI）技术，全球人工智慧基础设施市场出现了显着成长。资料处理、训练和推理只是人工智慧基础设施中涉及的硬体、软体和网路组件支援的部分人工智慧工作负载。
  • 随着多种来源资料的爆炸性增长和人工智慧演算法的改进，企业正在增加对先进人工智慧基础设施的投资，以充分发挥人工智慧主导解决方案的潜力。云端处理透过提供人工智慧即服务解决方案来实现人工智慧的民主化，该解决方案允许各种规模的企业启动人工智慧应用程序，而无需对基础设施进行大量的前期投资。
  • 企业越来越认识到将人工智慧 (AI) 融入其业务流程的价值，因为自动化操作流程可以提高业务效率并降低成本。透过这种方式，公司正在利用自主流程来改善业务，改变他们为客户服务的方式（例如透过人工智慧驱动的聊天机器人），并将创新推向新的高度。人工智慧是一组可以解决特定问题并在大量高品质巨量资料下发挥最佳作用的演算法。聊天机器人可以将企业的营运成本降低高达 30%。
  • 此外，随着IT策略的重点从资料管理转向智慧型行动，企业越来越意识到人工智慧在支援人类解决问题、决策和创造性活动方面的作用。对于企业而言，人工智慧的采用和利用对于在竞争环境中持续成长至关重要，并且存在许多潜在的机会，包括利用人工智慧推动创新、建立网路以及识别和培育新发展的新机会。是机会。
  • 人工智慧在众多行业中的日益普及正在推动全球基础设施人工智慧市场的显着成长。然而，缺乏具有人工智慧技术经验的合格人才是该行业面临的最大问题之一。随着企业和组织寻求利用人工智慧的潜力来刺激创新和实现竞争优势，对人工智慧专业人才的需求不断增长。
  • COVID-19 大流行后，全球人工智慧基础设施市场预计将见证重大的市场发展和创新。随着企业不断采用人工智慧技术，各行业对人工智慧基础设施的需求仍将保持在高水准。该产业预计将由云端基础的人工智慧解决方案、边缘人工智慧基础设施和人工智慧即服务（AlaaS）服务主导。

AI基础设施市场趋势

企业作为最终用户正在快速成长

  • 人工智慧基础设施市场的企业部分包括来自各个行业的公司，他们利用人工智慧来获得相对于竞争对手的优势、推动创新并提高业务效率。人工智慧正在彻底改变每个产业的业务营运和策略决策，从大型跨国组织到中小企业（SME）。
  • 人工智慧技术为从汽车和资讯亭到公共电网和金融网路的一切领域带来了新的自动化水平。然而，对于旨在实现世界自动化的公司来说，首先实现自身自动化变得极为重要。随着资料负载变得更大、更复杂，以及基础设施本身从资料中心扩展到云端和边缘，这些新环境的配置、优化和退役速度似乎将迅速超过人类操作员的能力。这意味着现场层面将非常需要人工智慧来满足人工智慧倡议的需求。
  • 此外，如果世界各地的企业要成功从型态营运向全数数位化型态转型，人工智慧将发挥关键作用。在自动化基础设施支援、安全、资源配置和其他关键活动方面，人工智慧的价值无可估量。该技术的主要优点是，它可以比手动方法更快、更准确地分析大型资料集，为决策者提供对影响业务的隐藏因素的精细洞察。
  • Flexera Software 表示，75% 的企业受访者表示，他们将在 2023 年采用 Microsoft Azure 作为公共云端。 AWS、微软Azure和Google云端被称为超大规模资料中心业者供应商，是世界上最高的云端处理平台供应商。企业人工智慧基础设施市场是影响人工智慧快速采用的关键因素之一。各行业的公司正在利用人工智慧来提高生产力、改善客户服务并实现策略目标。企业对于确定人工智慧主导的创新未来如何发展至关重要，巩固人工智慧作为一项革命性技术的地位，使企业能够在资料主导的环境中蓬勃发展。这将为您提供帮助。
AI基础设施-市场-IMG2

北美占据主要市场占有率

  • 由于美国各行业采用人工智慧基础设施，并得到人工智慧处理器市场发展的支持，北美地区对市场占有率做出了重大贡献，并推动了市场成长。
  • 近年来，人工智慧基础设施的普及令人瞩目，为许多领域和应用带来了变化。美国人工智慧基础设施市场向广泛的受访者开放，包括科技巨头和大型科技公司、新兴企业和云端服务供应商，他们希望部署人工智慧（AI）技术来满足企业的特定需求。事实上，他们正在竞相提供先进的解决方案。
  • 亚马逊网路服务（AWS）、微软Azure、Google云端平台和IBM等服务供应商正在为AI基础设施市场做出贡献。这些大型科技公司提供广泛的人工智慧专用硬体加速。其广泛的全球基础设施使各种规模的公司能够以付费使用制存取人工智慧资源，从而使人工智慧的采用变得更加容易。
  • 此外，政府投资和倡议、高科技新兴企业以及医疗保健和企业等多个领域的基础设施发展正在进一步推动人工智慧基础设施市场的成长。人工智慧的发展和应用正在塑造美国技术格局的未来，并可能在预测期内提振市场。
  • 近年来，由于技术进步，加拿大人工智慧基础设施市场显着成长。人工智慧的使用正在改变该国多个行业的业务运作方式。随着企业抓住人工智慧在提高效率、生产力和客户体验方面的巨大潜力，对强大人工智慧基础设施的需求不断增加。加拿大人工智慧基础设施市场的成长是由最终用户的企业所推动的。
  • 在金融领域，加拿大银行率先采用人工智慧技术来优化流程、改善客户体验。人工智慧驱动的应用程式、虚拟援助和其他解决方案管理客户查询。随着这些金融机构加强人工智慧力度，对高效能运算和资料储存能力等人工智慧基础设施的需求不断增加。

AI基础设施产业概况

人工智慧基础设施市场由专注于在竞争激烈的市场空间中获得差异化点的全球参与者组成。此外，Cerebra Systems 和 Graphcore 等 AI 基础设施市场的新兴企业正在提供专门的 AI 加速器产品，以与 NVIDIA 和 Google 等老牌巨头竞争。该市场的特点是产品差异化程度适中，产品普及不断提高，市场竞争激烈，技术创新不断进步。

2023 年 6 月，英特尔发布了第四代英特尔至强可扩充处理器、英特尔至强 CPU Max 系列和英特尔资料中心 GPU Max 系列。这些先进产品旨在大规模解决和克服复杂的运算挑战。英特尔的方法将 CPU 核心与专为特定工作负载量身定制的专用加速器结合起来，以提供更高的效能和效率，最终实现最佳的总体拥有成本 (TCO)。

2023 年 7 月，NVIDIA 宣布 NVIDIA DGX Cloud 现已广泛使用，提供强大的工具，几乎可以将任何企业转变为人工智慧主导的组织。该服务具有可透过 Oracle 云端基础架构存取的数千个 NVIDIA GPU，可供立即使用。此外，美国和英国均设有 NVIDIA 基础设施，为人工智慧倡议提供进一步的可及性和支援。

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 消费者议价能力
    • 供应商的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度
  • COVID-19 对市场的影响

第五章市场动态

  • 市场驱动因素
    • 高效能运算资料中心对人工智慧硬体的需求增加
    • 扩大工业物联网和自动化技术的应用
    • 拓展机器学习与深度学习技术的应用
    • 汽车和医疗保健等行业产生的大量资料
  • 市场抑制因素
    • 该行业缺乏熟练的专业人才

第六章市场区隔

  • 副产品
    • 硬体
      • 处理器
      • 贮存
      • 记忆
    • 软体
  • 按发展
    • 本地
    • 云
    • 混合
  • 按最终用户
    • 企业
    • 政府
    • 云端服务供应商
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
    • 欧洲
      • 英国
      • 德国
      • 法国
      • 义大利
      • 西班牙
      • 其他欧洲国家
    • 亚太地区
      • 中国
      • 印度
      • 韩国
      • 日本
      • 其他亚太地区
    • 拉丁美洲
      • 巴西
      • 墨西哥
      • 其他拉丁美洲
    • 中东/非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 卡达
      • 以色列
      • 南非
      • 其他中东/非洲

第七章 竞争形势

  • 公司简介
    • Intel Corporation
    • Nvidia Corporation
    • Samsung Electronics Co. Ltd
    • Micron Technology Inc.
    • Sensetime Group Inc
    • IBM Corporation
    • Google LLC
    • Microsoft Corporation
    • Amazon Web Services Inc.
    • Cisco Systems Inc.
    • Arm Holdings
    • Dell Inc.
    • Hewlett Packard Enterprise Development LP
    • Advanced Micro Devices
    • Synopsys Inc.

第八章投资分析

第9章市场的未来

简介目录
Product Code: 69545
AI Infrastructure - Market - IMG1

The AI Infrastructure Market size is estimated at USD 68.46 billion in 2024, and is expected to reach USD 171.21 billion by 2029, growing at a CAGR of 20.12% during the forecast period (2024-2029).

Key Highlights

  • Due to the growing adoption of artificial intelligence (AI) technologies across numerous industries over the past few years, the global AI infrastructure market has grown impressive. Data processing, training, and inference are just a few of the AI workloads supported by the hardware, software, and networking components involving AI infrastructure.
  • Businesses are investing more and more in advanced AI infrastructure in an effort to fully realize the potential of AI-driven solutions due to the explosion of data from multiple sources and improvements in AI algorithms. Cloud computing has played a crucial part in democratizing AI by providing AI-as-a-service solutions that allow businesses of all sizes to launch AI applications without making major upfront infrastructure investments.
  • Enterprises increasingly recognize the value of incorporating artificial intelligence (AI) into their business processes, as they improve operational efficiency and reduce cost by automating process flows. Thus, companies have been using autonomous processes to improve operations and change the face of customer service (for example, through AI-powered chatbots) while spurring innovation to new heights. AI is a set of algorithms that can solve a specific set of problems and works best with a significant volume of high-quality Big Data. Chatbots can cut down the operational costs for businesses by up to 30%.
  • Furthermore, as the focus of IT strategy moves from data management to intelligent action, enterprises have been increasingly recognizing the role of AI in supporting humans in problem-solving, decision-making, and creative endeavors. Enterprises recognize that implementing and using AI is critical for their continued growth in the competitive environment, with many potential opportunities, such as new opportunities using AI to drive innovation, make connections, and identify and foster new developments.
  • The increasing implementation of artificial intelligence across numerous industries is driving the huge rise of the global market for AI in infrastructure. However, the lack of qualified personnel with experience in AI technology is one of the biggest issues this industry has to deal with. The need for competent AI specialists has increased as businesses and organizations try to take advantage of AI's potential to spur innovation and achieve a competitive edge.
  • The global AI infrastructure market is anticipated to experience substantial development and innovation post the COVID-19 pandemic. Businesses will continue to adopt AI technology, which will keep demand for AI infrastructure high across all sectors. The industry is expected to be dominated by cloud-based AI solutions, edge AI infrastructure, and AI as a Service (AlaaS) services.

AI Infrastructure Market Trends

Enterprises to be the Fastest Growing End User

  • The AI infrastructure market's enterprise segment includes a wide range of businesses from various sectors that are using AI to gain an advantage over rivals, spur innovation and improve operational efficiency. AI is revolutionizing corporate operations and strategic decision-making across all industries, from huge multinational organizations to small and medium-sized enterprises (SMEs).
  • Artificial intelligence technology has brought new levels of automation to everything ranging from vehicles and kiosks to utility grids and financial networks. However, it has become crucial for the enterprise aiming to automate the world to automate itself first. As data loads become larger and more complex and the infrastructure itself extends beyond data centers into the cloud and edge, the speed at which these new environments are provisioned, optimized, and decommissioned will rapidly exceed the capabilities of human operators. This means AI will be highly required on the ground level to handle the demands of AI initiatives.
  • Further, if enterprises around the globe want to successfully carry out their transformation from traditional modes of operation to fully digitized ones, AI will play a crucial role. AI is invaluable when it comes to automating infrastructure support, security, resource provisioning, and a host of other critical activities. The major advantage of this technology is its capability to analyze massive data sets at higher speeds and greater accuracy than manual processes, offering decision-makers granular insight into the otherwise hidden forces affecting their operations.
  • According to Flexera Software, 75% of enterprise respondents indicated adopting Microsoft Azure for public cloud usage in 2023. AWS, Microsoft Azure, and Google Cloud, or hyper scalers, are among the highest cloud computing platform providers worldwide. The market for AI infrastructure for businesses is one of the key factors influencing the rapid use of AI. Businesses in a variety of sectors are using AI to boost productivity, increase customer service, and accomplish strategic goals. Enterprises will be essential in determining how AI-driven innovations will develop in the future, helping to solidify AI's status as a revolutionary technology that enables companies to succeed in a data-driven environment.
AI Infrastructure - Market - IMG2

North America to Hold Major Market Share

  • The North American region is contributing a significant portion to the market share due to the adoption of AI infrastructure in various industries in the USA, which is supported by the development of AI processors, and fueling the market's growth.
  • Recently, AI Infrastructure has significantly increased in popularity, changing numerous fields and applications. The AI Infrastructure market in the United States is characterized by a broad set of respondents, including tech giants or Big Techs, startups, and cloud service providers competing to provide creative and advanced solutions that address the specific demands of enterprises looking to deploy artificial intelligence (AI) technologies.
  • Cloud service providers such as Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform, IBM, and others contribute to the AI Infrastructure market. Such Big Tech firms provide a wide range of AI-focused hardware acceleration. Their extensive worldwide infrastructure allows businesses of all sizes to access AI resources on a pay-as-you-go-basis, making AI adoption more accessible.
  • Furthermore, government investment and initiatives, tech startups, and infrastructure development in multiple sectors such as healthcare, enterprises, and others further fuel the growth of the AI Infrastructure market. AI development and applications are shaping the future of the United States' technological landscape and will boost the market in the forecast period.
  • The AI Infrastructure market in Canada has grown significantly in recent years due to technological advancements. The use of AI is changing the way business function in the country across multiple industries. As businesses grasp AI's enormous potential to improve efficiency, productivity, and customer experience, the demand for robust AI Infrastructure has increased. Enterprises, by End Users, are driving the growth of the AI Infrastructure market in Canada.
  • In the financial sector, Canadian banks were the initial adopters of AI technologies to optimize procedures and improve client experiences. AI-powered applications, virtual assistance, and other solutions manage customer inquiries. As these financial institutions ramp up their AI activities, the demand for AI Infrastructure, such as high-performance computing and data storage capabilities, grows.

AI Infrastructure Industry Overview

The AI infrastructure market comprises global players focusing on gaining a point of difference in the contested market space. In addition, startups in the AI infrastructure market, including Cerebras Systems and Graphcore, provide specialized AI accelerators to take on well-established giants like NVIDIA and Google Inc. This market is characterized by moderately high product differentiation, growing product penetration levels, and high levels of competition, with a high level of innovation, which is intended to aim at gaining an edge in the market. Some of the major market players are Intel Corporation, Nvidia Corporation, Samsung Electronics Co. Ltd, Micron Technology Inc., and Sensetime Group Inc.

In June 2023, Intel introduced its 4th Gen Intel Xeon Scalable processors and the Intel Xeon CPU Max Series and Intel Data Center GPU Max Series. These advanced offerings are designed to tackle and overcome complex computing challenges on a large scale. Intel's approach involves aligning CPU cores with specialized accelerators tailored for specific workloads, resulting in enhanced performance and improved efficiency, ultimately leading to an optimal total cost of ownership.

In July 2023, NVIDIA announced that NVIDIA DGX Cloud is now widely accessible, offering powerful tools that can transform almost any business into an AI-driven organization. This service is readily available, featuring thousands of NVIDIA GPUs accessible through Oracle Cloud Infrastructure. Additionally, NVIDIA's infrastructure is present in both the United States and the United Kingdom, providing further accessibility and support for AI initiatives.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Consumers
    • 4.2.2 Bargaining Power of Suppliers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for AI Hardware in High-performance Computing Data Centers
    • 5.1.2 Increasing Applications of IIoT and Automation Technologies
    • 5.1.3 Rising Application of Machine Leaning and Deep Learning Technologies
    • 5.1.4 Huge Volume of Data Being Generated in Industries such as Automotive and Healthcare
  • 5.2 Market Restraints
    • 5.2.1 Lack of Skilled Professionals in the Industry

6 MARKET SEGMENTATION

  • 6.1 By Offering
    • 6.1.1 Hardware
      • 6.1.1.1 Processor
      • 6.1.1.2 Storage
      • 6.1.1.3 Memory
    • 6.1.2 Software
  • 6.2 By Deployment
    • 6.2.1 On-premise
    • 6.2.2 Cloud
    • 6.2.3 Hybrid
  • 6.3 By End-User
    • 6.3.1 Enterprises
    • 6.3.2 Government
    • 6.3.3 Cloud Service Providers
  • 6.4 By Geography
    • 6.4.1 North America
      • 6.4.1.1 United States
      • 6.4.1.2 Canada
    • 6.4.2 Europe
      • 6.4.2.1 United Kingdom
      • 6.4.2.2 Germany
      • 6.4.2.3 France
      • 6.4.2.4 Italy
      • 6.4.2.5 Spain
      • 6.4.2.6 Rest of Europe
    • 6.4.3 Asia Pacific
      • 6.4.3.1 China
      • 6.4.3.2 India
      • 6.4.3.3 South Korea
      • 6.4.3.4 Japan
      • 6.4.3.5 Rest of Asia Pacific
    • 6.4.4 Latin America
      • 6.4.4.1 Brazil
      • 6.4.4.2 Mexico
      • 6.4.4.3 Rest of Latin America
    • 6.4.5 Middle East and Africa
      • 6.4.5.1 Saudi Arabia
      • 6.4.5.2 United Arab Emirates
      • 6.4.5.3 Qatar
      • 6.4.5.4 Israel
      • 6.4.5.5 South Africa
      • 6.4.5.6 Rest of Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Intel Corporation
    • 7.1.2 Nvidia Corporation
    • 7.1.3 Samsung Electronics Co. Ltd
    • 7.1.4 Micron Technology Inc.
    • 7.1.5 Sensetime Group Inc
    • 7.1.6 IBM Corporation
    • 7.1.7 Google LLC
    • 7.1.8 Microsoft Corporation
    • 7.1.9 Amazon Web Services Inc.
    • 7.1.10 Cisco Systems Inc.
    • 7.1.11 Arm Holdings
    • 7.1.12 Dell Inc.
    • 7.1.13 Hewlett Packard Enterprise Development LP
    • 7.1.14 Advanced Micro Devices
    • 7.1.15 Synopsys Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET