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市场调查报告书
商品编码
1636714
2030 年人工智慧 (AI) 伺服器市场预测:按伺服器类型、组件、部署模式、应用、最终用户和地区进行的全球分析Artificial Intelligence Server Market Forecasts to 2030 - Global Analysis By Server Type, Component, Deployment Mode, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球人工智慧(AI)伺服器市场规模预计在 2024 年达到 345.8 亿美元,到 2030 年将达到 4352.6 亿美元,预测期内的复合年增长率为 36.2%。
人工智慧 (AI) 伺服器是专门的运算系统,旨在支援和加速 AI 工作负载,包括机器学习、深度学习和资料分析。它们通常具有高效能处理器、大记忆体容量和强大的图形处理单元 (GPU) 来处理复杂的演算法和大型资料集。这些伺服器可实现快速模型训练、推理处理并支援即时人工智慧主导的决策,在各行各业中发挥关键作用。
根据Science Direct的研究论文,到2023年,AI伺服器将占整个伺服器市场的约23%。
日益转向云端基础的人工智慧服务
向云端基础的AI 服务的转变是由对扩充性、灵活且经济高效的 AI 解决方案日益增长的需求所推动的。云端平台让企业无需内部基础设施即可存取强大的 AI 模式和运算资源,从而减少资本支出。透过提供更快的部署、更高的可用性和增强的协作,这项转变将加速各领域的人工智慧应用。云端环境正在促进AI技术的快速进步,为AI伺服器市场的扩张创造出充满活力的生态系统。
资料隐私和安全问题
人工智慧伺服器的资料隐私和安全问题源于人工智慧系统处理的大量敏感资料,包括个人、财务和健康资讯。资料外洩、未授权存取以及人工智慧主导的洞察力的滥用可能性对个人和组织构成风险。这些担忧可能导致企业和政府面临监管限制、合规成本以及消费者的不信任,阻碍AI伺服器市场的成长。
5G网路部署
5G 将实现对自动驾驶汽车、智慧城市和物联网设备等人工智慧系统产生的大型资料集的即时处理。这种加速的连接使 AI 伺服器能够提供更快的决策、更深入的洞察力和更有效率的营运。 5G 将推动对边缘运算和高效能 AI 伺服器的需求,因为企业需要强大的基础设施来支援低延迟 AI 任务,从而推动市场成长并在医疗保健、汽车和製造业等行业中实现新的应用。
初期投资及维护成本高
人工智慧伺服器的初始投资和维护成本很高,因为它们需要先进的硬体组件,例如强大的处理器、GPU 和大型储存系统,而这些组件的开发和实施成本很高。此外,维护这些伺服器需要熟练的人力、频繁的软体更新和基础设施升级,从而增加持续的成本。这些因素可能会阻碍AI伺服器市场的成长。
COVID-19 的影响
随着企业寻求加强数位转型、实现流程自动化和优化运营,COVID-19 疫情加速了对人工智慧 (AI) 伺服器的需求。对远距工作、电子商务和医疗保健应用的依赖增加导致资料处理需求激增,从而推动了人工智慧伺服器的采用。然而,疫情期间出现供应链中断、晶片短缺等现象,导致生产供应暂时受阻,市场成长放缓。儘管存在这些挑战,但人工智慧主导解决方案的整体趋势仍然是积极的。
预计预测分析部分将成为预测期内最大的部分。
预计预测分析部分将在整个预测期内占据最大的市场占有率。人工智慧伺服器透过处理大量资料资料预测未来趋势和行为,在预测分析中发挥关键作用。透过更快的资料分析和更高的决策准确性,AI伺服器为预测模型提供支持,使企业能够优化业务、降低风险并在竞争激烈的市场中推动成长。
预测期内,通讯产业预计将实现最高复合年增长率
预计预测期内通讯产业将以最高的复合年增长率成长。在通讯领域,人工智慧伺服器用于优化网路管理、改善客户服务和增强预测性维护。这些伺服器处理来自网路运营的大量资料,实现即时监控、异常检测和自动决策。人工智慧伺服器支援聊天机器人和虚拟助手,透过自动执行日常任务和故障排除来提高客户参与并降低电信业者营运成本。
由于人工智慧技术的进步以及医疗保健、汽车和金融等领域的广泛应用,预计亚太地区将在预测期内占据最大的市场占有率。由于製造业、研究和政府措施等行业对人工智慧伺服器的需求很高,中国、日本、韩国和印度等国家对市场做出了重大贡献。该市场受到该地区不断扩大的数位基础设施和对人工智慧研究的强劲投资的推动。
由于强大的技术进步和对人工智慧研究的大量投资,预计北美将在预测期内实现最高的复合年增长率。美国是该市场的主要推动力,其科技巨头和云端服务供应商在人工智慧创新和部署方面处于领先地位。该地区强大的数位基础设施、对人工智慧解决方案的关注以及政府对人工智慧计划的支援正在促进市场成长。
According to Stratistics MRC, the Global Artificial Intelligence (AI) Server Market is accounted for $34.58 billion in 2024 and is expected to reach $435.26 billion by 2030 growing at a CAGR of 36.2% during the forecast period. An Artificial Intelligence (AI) server is a specialized computing system designed to support and accelerates AI workloads, such as machine learning, deep learning, and data analysis. It typically features high-performance processors, large memory, and powerful graphics processing units (GPUs) to handle complex algorithms and large datasets. These servers enable rapid model training, inference processing, and support for real-time AI-driven decision-making, making them crucial in various industries.
According to the research paper of Science Direct, AI servers comprised approximately 23% of the total server market in 2023.
Rising shift towards cloud-based AI services
The rising shift towards cloud-based AI services is driven by the increasing demand for scalable, flexible, and cost-efficient AI solutions. Cloud platforms enable businesses to access powerful AI models and computing resources without the need for on-premises infrastructure, reducing capital expenditures. This shift accelerates AI adoption across various sectors by offering faster deployment, high availability, and enhanced collaboration. The cloud environment fosters rapid advancements in AI technology, creating a thriving ecosystem for AI server market expansion.
Data privacy and security concerns
Data privacy and security concerns in AI servers arise from the vast amounts of sensitive data processed by AI systems, such as personal, financial, and health information. The potential for data breaches, unauthorized access, or misuse of AI-driven insights poses risks to individuals and organizations. These concerns hinder the growth of the AI server market as businesses and governments may face regulatory restrictions, compliance costs, and consumer mistrust.
Rollout of 5G networks
5G enables real-time processing of large datasets generated by AI-powered systems, such as autonomous vehicles, smart cities, and IoT devices. This accelerated connectivity empowers AI servers to deliver faster decision-making, deeper insights, and more efficient operations. With 5G, the demand for edge computing and high-performance AI servers grows, as businesses require powerful infrastructure to support low-latency AI tasks, boosting market growth and enabling new applications in industries like healthcare, automotive, and manufacturing.
High initial investment & maintenance costs
The high initial investment and maintenance costs of AI servers are driven by the need for advanced hardware components like powerful processors, GPUs, and large storage systems, which are expensive to develop and implement. Additionally, maintaining these servers requires skilled personnel, frequent software updates, and infrastructure upgrades, contributing to ongoing costs. These factors can hamper the growth of the AI server market, as the high costs limit accessibility and adoption.
Covid-19 Impact
The covid-19 pandemic accelerated the demand for artificial intelligence (AI) servers as businesses sought to enhance digital transformation, automate processes, and optimize operations. The increased reliance on remote work, e-commerce, and healthcare applications led to a surge in data processing needs, driving the adoption of AI servers. However, supply chain disruptions and chip shortages during the pandemic temporarily hindered production and delivery, slowing market growth. Despite these challenges, the overall trend towards AI-driven solutions remained positive.
The predictive analytics segment is expected to be the largest during the forecast period
The predictive analytics segment is predicted to secure the largest market share throughout the forecast period. AI servers play a crucial role in predictive analytics by processing vast amounts of historical and real-time data to forecast future trends and behaviours. By providing faster data analysis and improving decision-making accuracy, AI servers enhance predictive models, enabling businesses to optimize operations, reduce risks, and drive growth in a competitive market.
The telecommunications segment is expected to have the highest CAGR during the forecast period
The telecommunications segment is anticipated to witness the highest CAGR during the forecast period. In telecommunications, AI servers are used to optimize network management, improve customer service, and enhance predictive maintenance. These servers process large volumes of data from network operations, enabling real-time monitoring, anomaly detection, and automated decision-making. AI servers support chatbots and virtual assistants, improving customer engagement and reducing operational costs for telecom companies by automating routine tasks and troubleshooting.
Asia Pacific is expected to register the largest market share during the forecast period driven by advancements in AI technologies and increasing adoption across sectors like healthcare, automotive, and finance. Countries such as China, Japan, South Korea, and India are major contributors to the market, with high demand for AI servers in industries like manufacturing, research, and government initiatives. The region's expanding digital infrastructure, coupled with strong investments in AI research, is propelling the market.
North America is expected to witness the highest CAGR over the forecast period fuelled by strong technological advancements and significant investments in AI research. The United States, particularly, is a major market driver, with its tech giants and cloud service providers leading AI innovations and deployment. The region's robust digital infrastructure, emphasis on AI-powered solutions, and government support for AI initiatives contribute to market growth.
Key players in the market
Some of the key players profiled in the Artificial Intelligence (AI) Server Market include NVIDIA Corporation, Intel Corporation, IBM Corporation, Google LLC, Microsoft Corporation, Amazon Web Services (AWS), Netweb Technologies India Limited, Dell Technologies Inc., Cisco Systems Inc., Oracle Corporation, Lenovo Group Limited, Huawei Technologies Corporation, Alibaba Group, Baidu Inc., Qualcomm Incorporated, Supermicro Computer, Inc., Micron Technology Inc., Fujitsu Limited, HP Enterprise (HPE) and Inspur Group.
In October 2024, Netweb Technologies has expanded its range of AI servers by launching the Tyrone series, which integrates NVIDIA's MGX platform. This series is the first in India to incorporate NVIDIA MGX-based Grace and GH200 Grace Hopper Superchips, marking a significant advancement in the country's AI infrastructure.
In September 2024, Lenovo has announced plans to manufacture AI servers in India and has opened a new AI-centric lab in the country. This strategic move is aimed at expanding its presence in the growing AI market in India, as well as catering to the increasing demand for AI-based solutions in various sectors such as healthcare, finance, education, and government.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.