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市场调查报告书
商品编码
1636793
2030 年人工智慧 (AI) 基础设施市场预测:按组件、部署模式、技术、应用、最终用户和地区进行的全球分析Artificial Intelligence (AI) Infrastructure Market Forecasts to 2030 - Global Analysis By Component (Hardware, Software, Services and Other Components), Deployment Mode, Technology, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球人工智慧(AI)基础设施市场规模预计在 2024 年达到 479.6 亿美元,到 2030 年将达到 2,435.4 亿美元,预测期内的复合年增长率为 31.1%。
人工智慧基础设施是指支撑人工智慧应用的开发、部署和执行所需的底层技术和系统。这包括 GPU、CPU、FPGA 和 ASIC 等硬体元件,以及针对 AI 工作负载最佳化的软体框架、云端平台和资料储存解决方案。 AI基础设施实现高效的资料处理、模型训练和推理,支援机器学习、深度学习、自然语言处理等应用。
人工智慧在各行各业的应用日益广泛
医疗保健、汽车、金融、零售和製造等行业的公司都在使用人工智慧 (AI) 来提高业务效率、实现流程自动化并提供个人化体验。为了管理繁重的工作负载,机器人流程自动化、影像识别、自然语言处理和预测分析等应用程式需要强大的人工智慧基础设施。例如,汽车产业正在将人工智慧融入自动驾驶技术,而医疗保健产业正在将人工智慧用于药物研究和诊断。如此广泛的应用推动了对云端基础的解决方案、先进硬体和可扩展的高效能运算系统的需求,从而刺激对人工智慧基础设施开发的持续投资。
资料隐私和安全问题
人工智慧系统需要大量个人信息,包括财务、医疗和个人数据,来学习和做出决策。由于 CCPA、GDPR 和 HIPAA 等严格的法律,不当的资料处理可能会导致违规、未授权存取和违规。由于存在资料外洩和网路攻击的可能性,云端基础的人工智慧基础设施存在额外的漏洞。为了降低这些风险,建立强大的加密、安全的资料储存和存取控制系统至关重要。这些担忧不仅使人工智慧基础设施的采用变得复杂,而且影响了公司使用人工智慧的准备情况,尤其是在受到严格监管的行业中。
对高效能运算 (HPC) 的需求不断增加
人工智慧应用,尤其是使用机器学习和深度学习的应用,需要大量的处理能力来处理和分析大型资料集。 HPC 系统提供必要的处理能力,利用 GPU、平行运算和张量处理单元 (TPU) 等专用硬体来加速 AI 模型的推理和训练。随着人工智慧技术的发展,特别是在电脑视觉、自然语言处理和自主系统等领域,对更快、更强大的运算基础设施的需求日益增加。对尖端基础设施解决方案的投资是由 HPC 日益增长的需求推动的,以满足现代 AI 工作负载的效率、可扩展性和效能需求。
实施成本高
强大的处理资源和专用设备(例如 GPU 和 TPU)可能遥不可及。此外,开发和训练复杂的人工智慧模型、获取和维护高品质的资料以及聘请熟练的人工智慧专家都需要大量的资金投入。将人工智慧系统与目前IT基础设施结合非常困难、昂贵且耗时。综合起来,这些因素使得实施人工智慧对于各种规模的企业来说都是一项沉重的成本负担。
COVID-19 的影响
COVID-19疫情对人工智慧(AI)基础设施市场产生了多方面的影响。一方面,远距工作、医疗保健、电子商务和供应链管理对数位技术和人工智慧驱动的解决方案的日益依赖,加速了对人工智慧基础设施的需求。同时,全球供应链中断和经济不确定性减缓了新人工智慧计划的发展。儘管如此,这场疫情凸显了人工智慧对业务永续营运的重要性,并刺激了各行业对人工智慧基础设施的长期投资。
预测期内硬体部分预计将成为最大的部分
由于对支援机器学习、深度学习和资料分析等人工智慧应用的高效能运算的需求不断增长,硬体部分估计将是最大的部分。随着人工智慧模型变得越来越复杂,GPU、TPU 和 FPGA 等专用硬体对于加速处理速度和效率至关重要。此外,医疗保健、汽车和金融等行业越来越多地采用人工智慧,需要强大、可扩展且节能的硬体解决方案来处理大规模资料处理和即时推理。
预测期内,诈欺侦测领域预计将以最高复合年增长率成长
由于网路威胁日益复杂、即时决策的需求以及金融交易量的不断增加,预计诈欺侦测领域在预测期内将以最高的复合年增长率成长。配备高效能基础设施的人工智慧系统可以分析大量资料,比传统方法更快、更准确地侦测模式、异常和潜在的诈欺活动。人工智慧在诈欺侦测中的应用广泛,涵盖银行、电子商务、保险和金融服务领域,透过即时识别可疑活动,帮助组织防止诈欺、减少财务损失并增强安全性。
由于各行业的快速市场占有率转型、政府对人工智慧计画的支持不断增加以及新兴企业生态系统蓬勃发展,预计亚太地区将在预测期内占据最大的市场份额。该地区庞大的人口加上不断增长的可支配收入,推动了电子商务、金融科技、医疗保健和智慧城市等领域对人工智慧解决方案的需求。此外,5G技术和云端运算的进步为人工智慧应用的广泛应用提供了必要的基础设施,进一步加速了市场成长。
由于强劲的创业投资生态系统促进创新,北美预计将在预测期内实现最高的复合年增长率。私营和公共部门对人工智慧研究和开发的大量投资将进一步推动市场成长。该地区拥有高技能的劳动力和早期采用新兴技术的文化,使其成为人工智慧基础设施解决方案的理想市场。此外,医疗保健、金融和自动驾驶汽车等行业对人工智慧应用的需求不断增长,推动了对先进运算能力和专用硬体的需求,从而推动市场向前发展。
According to Stratistics MRC, the Global Artificial Intelligence (AI) Infrastructure Market is accounted for $47.96 billion in 2024 and is expected to reach $243.54 billion by 2030 growing at a CAGR of 31.1% during the forecast period. Artificial Intelligence (AI) Infrastructure refers to the foundational technologies and systems required to support the development, deployment, and execution of AI applications. It encompasses hardware components such as GPUs, CPUs, FPGAs, and ASICs, along with software frameworks, cloud platforms, and data storage solutions optimized for AI workloads. AI infrastructure enables efficient data processing, model training, and inference, supporting applications like machine learning, deep learning, and natural language processing.
Increased adoption of AI across industries
Enterprises across industries like healthcare, automotive, finance, retail, and manufacturing are utilizing artificial intelligence (AI) to improve operational efficiency, automate procedures, and provide customized experiences. To manage demanding workloads, applications such as robotic process automation, image recognition, natural language processing, and predictive analytics need strong AI infrastructure. For instance, the automobile industry incorporates AI into autonomous driving technologies, and the healthcare sector uses AI for drug research and diagnostics. This broad use is increasing demand for cloud-based solutions, sophisticated hardware, and scalable, high-performance computing systems, which is fueling ongoing investment in the development of AI infrastructure.
Data privacy and security concerns
Large volumes of private information, such as financial, medical, and personal data, are necessary for AI systems to be trained and make decisions. With strict laws like the CCPA, GDPR, and HIPAA, improper data handling can result in breaches, illegal access, and noncompliance. Because of the possibility of data leaks and cyberattacks, cloud-based AI infrastructure introduces an additional degree of vulnerability. To reduce these dangers, it is crucial to have strong encryption, safe data storage, and access control systems in place. These worries not only make deploying AI infrastructure more difficult, but they also affect businesses' readiness to use AI, particularly in highly regulated sectors.
Growing demand for high-performance computing (HPC)
AI applications need a lot of processing power to process and analyze large datasets, particularly those that use machine learning and deep learning. HPC systems offer the required processing power, utilizing GPUs, parallel computing, and specialized hardware such as TPUs (Tensor Processing Units) to speed up AI model inference and training. Faster and more potent computing infrastructure is becoming more and more necessary as AI technologies develop, particularly in fields like computer vision, natural language processing, and autonomous systems. Investment in cutting-edge infrastructure solutions is fueled by the growing need for HPC in order to satisfy the efficiency, scalability, and performance demands of contemporary AI workloads.
High cost of implementation
Powerful processing resources and specialized gear, such as GPUs and TPUs, might be unaffordable. Significant financial investments are also required for the development and training of complex AI models, the acquisition and upkeep of high-quality datasets, and the employment of qualified AI specialists. It can be difficult, expensive, and time-consuming to integrate AI systems with current IT infrastructure. When taken as a whole, these elements make implementing AI a significant cost commitment for companies of all sizes.
Covid-19 Impact
The COVID-19 pandemic had a mixed impact on the Artificial Intelligence (AI) Infrastructure market. On one hand, the increased reliance on digital technologies and AI-driven solutions for remote work, healthcare, e-commerce, and supply chain management accelerated demand for AI infrastructure. On the other hand, global supply chain disruptions and economic uncertainties slowed the deployment of new AI projects. Despite this, the pandemic highlighted the importance of AI for business continuity, driving long-term investments in AI infrastructure across various sectors.
The hardware segment is expected to be the largest during the forecast period
The hardware segment is estimated to be the largest, due to the increasing demand for high-performance computing to support AI applications like machine learning, deep learning, and data analytics. As AI models become more complex, specialized hardware such as GPUs, TPUs, and FPGAs are essential for accelerating processing speed and efficiency. Additionally, the growing adoption of AI in industries like healthcare, automotive, and finance requires powerful, scalable, and energy-efficient hardware solutions to handle large-scale data processing and real-time inference.
The fraud detection segment is expected to have the highest CAGR during the forecast period
The fraud detection segment is anticipated to witness the highest CAGR during the forecast period, due to the rising sophistication of cyber threats, the need for real-time decision-making, and the growing volume of financial transactions. AI-driven systems, powered by high-performance infrastructure, can analyze vast amounts of data to detect patterns, anomalies, and potential fraudulent activities faster and more accurately than traditional methods. Applications of AI in fraud detection span across banking, e-commerce, insurance, and financial services, helping organizations prevent fraud, reduce financial losses, and enhance security by identifying suspicious behavior in real time.
Asia Pacific is expected to have the largest market share during the forecast period due to rapid digital transformation across various sectors, increasing government support for AI initiatives, and a burgeoning start-up ecosystem. The region's large and growing population, coupled with rising disposable incomes, is fueling demand for AI-powered solutions in areas such as e-commerce, fintech, healthcare, and smart cities. Furthermore, advancements in 5G technology and cloud computing are providing the necessary infrastructure for the widespread adoption of AI applications, further accelerating market growth.
During the forecast period, the North America region is anticipated to register the highest CAGR, owing to a robust venture capital ecosystem fostering innovation. Significant investments in AI research and development by both private and public sectors further fuel market growth. The region boasts a highly skilled workforce and a culture of early adoption of emerging technologies, making it an ideal market for AI infrastructure solutions. Additionally, the increasing demand for AI applications across various industries, such as healthcare, finance, and autonomous vehicles, is driving the need for advanced computing power and specialized hardware, propelling the market forward.
Key players in the market
Some of the key players profiled in the Artificial Intelligence (AI) Infrastructure Market include NVIDIA Corporation, Intel Corporation, Google LLC (Alphabet Inc.), Microsoft Corporation, Amazon Web Services (AWS), IBM Corporation, Oracle Corporation, Advanced Micro Devices, Inc. (AMD), Huawei Technologies Co., Ltd., Hewlett Packard Enterprise (HPE), Dell Technologies, Samsung Electronics Co., Ltd., Cerebras Systems, Graphcore, Qualcomm Technologies, Inc., Xilinx, Inc. (AMD), Fujitsu Limited, Cisco Systems, Inc., Micron Technology, Inc., and Tencent Holdings Limited.
In December 2024, Intel announced the new Intel(R) Arc(TM) B-Series graphics cards. The Intel(R) Arc(TM) B580 and B570 GPUs offer best-in-class value for performance at price points that are accessible to most gamers1, deliver modern gaming features and are engineered to accelerate AI workloads.
In October 2024, Siemens is revolutionizing industrial automation with Microsoft. Through their collaboration, they have taken the Siemens Industrial Copilot to the next level, enabling it to handle the most demanding environments at scale. Combining Siemens' unique domain know-how across industries with Microsoft Azure OpenAI Service, the Copilot further improves handling of rigorous requirements in manufacturing and automation.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.