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市场调查报告书
商品编码
1550029

GPU 即服务 -市场占有率分析、产业趋势与统计、成长预测（2024-2029）

GPU As A Service - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

GPU即服务市场规模预计到2024年为50.5亿美元，预计到2029年将达到182亿美元，在预测期内（2024-2029年）复合年增长率为29.20%。

GPU 即服务市场

主要亮点

  • 全球图形处理单元 (GPU) 市场主要是由对专用处理器管理与 2D 和 3D 图形相关的复杂数学计算的需求不断增长所推动的。此外，在製造、汽车、房地产和医疗保健等各个行业中支援图形应用和 3D 内容的处理器的使用不断增加也推动了市场的成长。例如，在汽车行业，CAD 和模拟软体支援图形处理单元产生逼真的图像和动画，以促进製造和设计应用。
  • GPUaaS 公司为各种应用程式提供可出租的虚拟GPU，从而消除了企业投资昂贵的运算基础架构的需求。人工智慧和机器学习 (ML) 需要大量程式码和演算法，跨越数千页。因此，需要 GPU 等强大的系统来执行 CPU 无法完成的任务。
  • 此外，新的汽车模型和机器变得更加先进。随着电动车领域的出现，使用 GPU 进行资料分析和视觉化的需求不断增加，推动了市场成长。 GPU 有助于在没有装置的情况下完成这些任务，从而支援跨多个行业的工作。
  • 事实证明，GPUaaS 产业具有弹性和创新能力，性能和效率不断提高，推动了各行业的成长。 GPU 即服务 (GPUaaS) 具有多种优势，包括低成本、云端服务供应商支援和按需扩充。随着最终用户广泛采用云端基础的GPU 解决方案，SaaS 服务模式预计将持续发展。 GPU 市场的参与者越来越重视为客户提供基于 SaaS 的解决方案。
  • 机器学习和人工智慧是医疗保健、金融、製造和供应链等多个领域的新兴技术。机器学习和人工智慧用于影像识别和自然语言处理。人工智慧和机器学习可以拥有更广泛的资料库来进行分析和处理，并且由于快速的学习和介入时间，计算量可能会很大。图形处理单元已成为人工智慧和机器学习的关键技术，因为它们的并行处理使其能够处理大型资料集。
  • 有几个因素阻碍了 GPU 即服务业的发展。其中之一是实施成本高昂，预计将阻碍未来的市场成长。此外，对先进技术和 GPU 即服务优势的更深入了解的需求也限制了市场的成长。
  • COVID-19 的疫情和后果增加了资料的使用。此外，远距工作环境的兴起为增加资料产生带来了新的机会。远端工作环境导致了超大型资料中心的成长，从而产生了对高效网路的需求。
  • 资料中心供应商不断投资新的资料中心，以满足对资料永不满足的需求。根据印度国家软体和服务公司协会（NASSCOM）预测，2025年印度资料中心市场的投资预计将达到46亿美元。与新兴市场相比，印度资料中心的最大优势在于其开发和营运成本效益极高。印度的资料中心主要位于孟买、班加罗尔、清奈、德里（NCR）、海得拉巴和普纳。加尔各答、喀拉拉邦和艾哈默德巴德将成为未来的资料中心地点。资料中心市场投资的扩大正在推动印度市场的需求。

GPU即服务市场趋势

预计汽车市场在预测期内将出现显着成长

  • GPU 为娱乐系统和仪表板仪表的图形提供动力，从而实现流畅且响应灵敏的使用者介面。 GPU 还支援高阶车辆，具有射线追踪等功能，可带来更高的沉浸感；深度学习超级取样可在不牺牲效能的情况下提升影像质量，提供Sharp Corporation的视觉效果。
  • 随着 ADAS 和 AV 越来越依赖即时感测器资料（摄影机资料、光达资料、雷达资料等）的分析，GPU 非常适合处理分布在多个核心上的工作负载，从而加快物件侦测和场景理解等任务的速度。现代 GPU 并不是专门用于图形渲染。自订演算法还可以透过 CUDA 等框架执行，使开发人员能够利用 GPU 的强大功能来实现人工智慧和加速运算等特定汽车功能，从而帮助改变整个汽车行业，这激励着我。
  • 自动驾驶和自动驾驶汽车的日益普及也是 GPU 需求的主要成长要素。许多新车款都配备了多种资讯娱乐系统选项来协助驾驶员。现在停车摄影机是必要的，特别是对于像大多数 SUV 这样有一些盲点的大型车辆。透过在前部、后部和侧面安装摄影机，驾驶可以避免与其他车辆碰撞或在人行道上刮擦。因此，需要 GPU 来处理所有这些相机/感测器并渲染影像。
  • 此外，汽车中的车载资讯娱乐 (IVI) 系统变得越来越复杂。高级型号配备多达 12 个 4K 解析度显示器以及手势、语音和脸部辨识等功能。支援 Android Auto 和 Apple CarPlay 等技术以及更大的萤幕大小是消费者购买新车时愿望清单上的关键要素。为了提高这种能力，汽车製造商开始使用相当复杂的感测器和摄影机来侦测周围的物体。最新的创新是观点停车辅助。因此，当 GPU 分析感测器并即时渲染车辆周围的完整区域时，驾驶员将更好地了解周围环境。
  • 此外，汽车工业在过去十年中也取得了长足的发展。价格实惠、高效且功能强大的电动车的发展是该行业的一个重大转折点。据分析，自动驾驶将带来重要的创新。凭藉广泛的研究和运算能力，自动驾驶汽车预计将在预测期内实现，并且需要强大的 GPU（和 CPU）来为特斯拉、宝马、保时捷或其他车辆的人工智慧提供动力。 GPU 也是现代汽车的基本功能。

北美占据主要市场占有率

  • 由于国内采用率的提高以及消费者中区域资料中心、游戏和人工智慧市场的扩大，北美是全球 GPU 即服务市场的主要投资者和创新者之一。与其他地区相比，对资料中心伺服器、机器对机器通讯和人工智慧等先进技术的需求成长显着。因此，预计将为GPU即服务市场带来显着的成长机会。
  • 由于国内市场的规模和大规模生产技术的使用，该地区的汽车和运输业是世界上最重要的行业之一。在过去的十年中，该地区的汽车行业从製造到分销取得了巨大的发展，消费者偏好的变化和新技术导致了该行业的历史性转型。
  • 北美有本田、丰田、福特、雪佛兰、特斯拉等各种公司。它是汽车行业的先驱，特别是在自动化方面，为该地区的供应商创造了新的机会。根据汽车研究中心的数据，到 2025 年，美国汽车产量将达到 1,170 万辆。
  • 该地区各国政府也制定了国家人工智慧战略，这是一个政策框架，为美国加速人工智慧研究、开发和采用制定了战略。我们也促进提供 GPU 即服务和其他运算资源，加强国际合作，增加研发资金，并投资于道德人工智慧开发，以减少偏见并保护隐私。
  • 此外，云端技术的采用、资料中心渗透率的提高以及 5G 技术的增加将进一步扩大该地区的市场成长。该地区资料中心和云端市场的不断扩张也将推动对 GPU 技术的需求。

GPU 即服务业概述

GPU 即服务市场由几家大型供应商整合和主导，包括 NVIDIA、AWS、IBM、Oracle、Google LLC 和 Microsoft Corporation。公司不断致力于透过推出新产品、扩展业务、进行策略併购、联盟和合作来提高市场占有率。

  • 2024 年 3 月 - Amazon Web Services (AWS) 和 NVIDIA 宣布 NVIDIA 将把 2024 年宣布的 NVIDIA Blackwell GPU 平台带到 AWS。 AWS 提供NVIDIA B100 Tensor Core GPU 和GB200 Grace Blackwell Superchip，扩大了我们的策略合作伙伴关係，以提供最先进、最安全的软体、基础设施和服务来支援产生人工智慧(AI)，帮助客户释放他们的潜力。
  • 2024 年 3 月 - 新加坡电信在新加坡和东南亚推出 GPU 即服务 (GPUaaS)，提供 NVIDIA 的 AI 运算能力，以促进成长和创新。新加坡电信的 GPU 即服务配备了「NVIDIA H100 Tensor Core GPU」。

其他好处：

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

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
    • 新进入者的威胁
    • 买家/消费者的议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度
  • 产业价值链分析
  • COVID-19 后遗症和其他宏观经济因素对市场的影响
  • 供应商服务价格分析
  • 资料中心伺服器的 GPU 供应商分析

第五章市场动态

  • 市场驱动因素
    • 扩大生成式人工智慧和法学硕士模式在企业中的使用
    • 拓展AR、VR、AI的应用
  • 市场挑战
    • 资料安全问题
    • 缺乏熟练劳动力

第六章 市场细分

  • 按用途
    • 人工智慧
    • 高效能运算
    • 其他用途
  • 按公司类型
    • 小型企业
    • 大公司
  • 按最终用户
    • BFSI
    • 车
    • 卫生保健
    • 资讯科技/通讯
    • 其他最终用户
  • 按地区
    • 北美洲
    • 欧洲
    • 亚洲
    • 澳洲/纽西兰
    • 中东/非洲
    • 拉丁美洲

第七章 竞争格局

  • 公司简介
    • Amazon Web Services Inc.
    • Microsoft Corporation
    • Nvidia DGX（Nvidia Corporation）
    • IBM Corporation
    • Oracle Systems Corporation
    • Alphabet Inc（Google）
    • Latitude.sh
    • Seeweb
    • Alibaba cloud
    • Linode LLC
    • CoreWeave

第八章 厂商排名分析

第九章市场展望

简介目录
Product Code: 50002664

The GPU As A Service Market size is estimated at USD 5.05 billion in 2024, and is expected to reach USD 18.20 billion by 2029, growing at a CAGR of 29.20% during the forecast period (2024-2029).

GPU As A Service - Market

Key Highlights

  • The global graphics processing unit market is primarily driven by the growing demand for specialized processors to manage complex mathematical calculations related to 2D and 3D graphics. The augmenting use of processors to support graphics applications and 3D content in several industry verticals, including manufacturing, automotive, real estate, and healthcare, is also increasing market growth. For instance, to encourage manufacturing and design applications in the automotive sector, CAD and simulation software support graphic processing units to generate photorealistic images or animations.
  • GPUaaS companies offer virtualized GPUs that can be rented for a wide range of applications, eliminating the need for businesses to invest in costly computing infrastructure. Artificial intelligence and machine learning (ML) require large amounts of code and algorithms that run across thousands of pages. As a result, robust systems like GPUs are required to perform tasks that cannot be done using CPUs.
  • In addition, new automotive models and machinery are becoming more advanced. With the advent of EV segments, a growing demand for data analysis and visualization using GPUs drives market growth. GPUs help to enable these operations without using equipment, making tasks possible across many industries.
  • The GPUaaS industry has proven resilient and innovative, with continuous enhancements in performance and efficiencies, driving its growth across various industries. GPU as a Service (GPUaaS) has several advantages, including low costs, cloud service provider support, and on-demand scaling. The SaaS service model is projected to develop because of the end user's widespread adoption of cloud-based GPU solutions. The GPU market players increasingly focus on providing clients with SaaS-based solutions.
  • Machine learning and artificial intelligence are emerging technologies in various sectors like healthcare, finance, manufacturing, and supply chain. Machine learning and artificial intelligence are utilized in image recognition and natural language processing. With the rapid training and interference times, AI and ML carry more extensive databases for analyzing and processing that can be computationally intensive. The graphic processing unit emerges as the primary technology in artificial intelligence and machine learning due to its parallel processing, which can handle the processing of large datasets.
  • A few factors are preventing the GPU as a Service industry from growing. One of them is the high cost of implementation, which is expected to impede the market growth in the future. Further, the need to become more aware of advanced technologies and understand the benefits of GPU as a Service restricts the market growth.
  • The outbreak and aftereffects of COVID-19 increased the usage of data. Moreover, it presented new opportunities for growing data generation due to increased remote working environments. The remote working environment is leading to the growth in hyper-scale data centers, creating a need for efficient networking.
  • Various data center vendors consistently invest in new data centers that align with the insatiable need for data. According to the National Association of Software and Service Companies (NASSCOM), India's data center market investment is expected to reach USD 4.6 billion in 2025. India's higher cost efficiency in development and operation is its most significant advantage compared to more mature markets. India's data centers are mainly Mumbai, Bengaluru, Chennai, Delhi (NCR), Hyderabad, and Pune. Calcutta, Kerala, and Ahmedabad are the upcoming data center hubs. These growing data center market investments drive the demand in India's market.

GPU as a Service Market Trends

Automotive is Expected to Witness Remarkable Growth During Forecast Period

  • GPUs solidify the graphics on the entertainment systems and dashboard instruments, allowing a smooth and reactive user interface. GPUs also support high-end vehicles with features like real-time ray tracing for a better immersive experience and deep learning super sampling to upscale images for sharp visuals without preceding performance.
  • As ADAS and AVs increasingly rely on analyzing real-time sensor data (camera data, lidar data, radar data, etc.), GPUs are well-suited to handle the workload distributed across their cores, speeding up tasks such as object detection or scene understanding. Modern GPUs do not focus on graphics rendering. They can also run custom algorithms through frameworks like CUDA, which allow developers to leverage the GPU's power for specific automotive functions, such as AI and accelerated computing, fueling the transformation of the entire auto industry.
  • The rising popularity of self-driving or autonomous vehicles is a primary growth factor for the demand for GPUs. Many new automobile models have various infotainment system options to aid the driver. Currently, parking cameras are required, particularly for larger vehicles with several dead angles, such as most SUVs. A camera on the front, back, or sides can help the driver avoid colliding with other vehicles, scraping sidewalks, etc. Consequently, a GPU is required to process all these cameras/sensors and render the image.
  • In addition, automotive in-vehicle infotainment (IVI) systems have increasingly become more advanced. Premium models can have up to 12 displays with 4K resolution and features like gesture, voice, and facial recognition. Support for technologies, including Android Auto or Apple CarPlay, and larger screen sizes are the important elements of the consumer's wish lists while buying a new car. Automotive manufacturers have started using considerably more complex sensors and cameras to detect items in the surrounding area to improve this capability. The latest innovation is parking assistance with a bird's eye perspective. As a result, the GPU will analyze the sensors and render the complete area around the vehicle in real-time, allowing drivers to have a better awareness of their surroundings.
  • Also, the automotive industry has experienced tremendous expansion during the previous decade. The development of affordable, efficient, and powerful electric cars was a major turning point for the industry. Significant innovations are analyzed to roll out as a result of autonomous driving. With significant research and computing power, autonomous vehicle implementation is analyzed to be witnessed during the forecast period, and a strong GPU (and CPU) is required to power artificial intelligence in a Tesla, BMW, Porsche, or any other vehicle. GPUs are also an integral feature of every modern car.

North America Accounts for Significant Market Share

  • North America is one of the major investors and innovators in the global GPU as a Service market owing to the increasing domestic adoption and expanding regional data center, gaming, and AI market among consumers. The increase in demand for advanced technologies, such as data center servers, machine-to-machine communication, and AI, is significant compared to other regions. Therefore, it is expected to bring huge growth opportunities for the GPU as a Service market.
  • The region's automotive and transport industry is one of the most important in the world due to the size of the domestic market and the use of mass production techniques. Over the past decade, the region's auto industry has grown dramatically from manufacturing to distribution, changing consumer preferences and new technology, pushing the industry into a historical change.
  • North America is home to various companies like Honda, Toyota, Ford, Chevrolet, and Tesla. It has been a pioneer in the automotive industry, especially in terms of automation, thus creating new opportunities for the vendors operating in the region. According to CAR (Center for Automotive Research), US motor vehicle production will reach 11.7 million units by 2025.
  • The regional government has also developed a National AI Strategy, a policy framework that sets out a strategy for the United States to accelerate AI R&D and adoption. It also promotes investments to provide GPU as a Service and other computing resources, increase international collaboration, increase R&D funding, and ethically develop AI to reduce bias and protect privacy.
  • Also, the adoption of cloud technology, increasing penetration of data centers, and increasing 5G technology further expand the market growth in the region. The increasing expansion of the region's data center and cloud market will also fuel the demand for GPU technology.

GPU as a Service Industry Overview

The GPU as a Service market is consolidated and dominated by a few leading vendors, such as NVIDIA, AWS, IBM, Oracle, Google LLC, and Microsoft Corporation. Companies continuously focus on enhancing their market presence by launching new products, expanding their operations, or entering into strategic mergers and acquisitions, partnerships, and collaborations.

  • March 2024 - Amazon Web Services (AWS) and NVIDIA announced that the NVIDIA Blackwell GPU platform launched by NVIDIA in 2024 would be introduced on AWS. AWS will provide the NVIDIA B100 Tensor Core GPUs and GB200 Grace Blackwell Superchip, expanding the companies' strategic partnership to offer the most advanced and secure software, infrastructure, and services to assist customers in unlocking generative artificial intelligence (AI) capabilities.
  • March 2024 - Singtel launched a GPU as a Service (GPUaaS) in Singapore and Southeast Asia, offering access to NVIDIA's AI Computing power to boost growth and innovation. Singtel's GPU as-a-service will be powered by "NVIDIA H100 Tensor Core GPU".

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 Threat of New Entrants
    • 4.2.2 Bargaining Power of Buyers/Consumers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market
  • 4.5 Vendor Service Pricing Analysis
  • 4.6 GPU Vendor Analysis for Datacenter Servers

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Rising Usage of Generative AI and LLM Models Across Enterprises
    • 5.1.2 Growing Applications of AR, VR, and AI
  • 5.2 Market Challenges
    • 5.2.1 Data Security Concerns
    • 5.2.2 Lack of Skilled Workforce

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Artificial Intelligence
    • 6.1.2 High Performance Computing
    • 6.1.3 Other Applications
  • 6.2 By Enterprise Type
    • 6.2.1 Small and Medium Enterprise
    • 6.2.2 Large Enterprise
  • 6.3 By End User
    • 6.3.1 BFSI
    • 6.3.2 Automotive
    • 6.3.3 Healthcare
    • 6.3.4 IT and Communication
    • 6.3.5 Other End Users
  • 6.4 By Geography
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia
    • 6.4.4 Australia and New Zealand
    • 6.4.5 Middle East and Africa
    • 6.4.6 Latin America

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Amazon Web Services Inc.
    • 7.1.2 Microsoft Corporation
    • 7.1.3 Nvidia DGX (Nvidia Corporation)
    • 7.1.4 IBM Corporation
    • 7.1.5 Oracle Systems Corporation
    • 7.1.6 Alphabet Inc (Google)
    • 7.1.7 Latitude.sh
    • 7.1.8 Seeweb
    • 7.1.9 Alibaba cloud
    • 7.1.10 Linode LLC
    • 7.1.11 CoreWeave

8 VENDOR RANKING ANALYSIS

9 MARKET OUTLOOK