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市场调查报告书
商品编码
2021710
AI伺服器市场预测至2034年—按伺服器类型、元件、部署模式、技术、最终用户和地区分類的全球分析AI Servers Market Forecasts to 2034 - Global Analysis By Server Type (GPU-Based Servers, CPU-Based Servers, FPGA-Based Servers, ASIC-Based Servers, Hybrid AI Servers and Other Server Types), Component, Deployment, Technology, End User and By Geography |
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根据 Stratistics MRC 的数据,预计到 2026 年,全球 AI 伺服器市场规模将达到 2,400 亿美元,在预测期内将以 27% 的复合年增长率成长,到 2034 年将达到 1.605 兆美元。
人工智慧伺服器是高效能运算系统,旨在处理大规模人工智慧工作负载,例如模型训练、推理和深度学习处理。它们整合了人工智慧加速器、专用记忆体和高速网络,以优化效能和能源效率。人工智慧伺服器部署在资料中心、云端平台和研究机构中,用于管理运算密集型任务。市场成长的驱动力来自各行业人工智慧应用的激增、对人工智慧即服务 (AaaS) 日益增长的需求,以及自主系统、自然语言处理和电脑视觉等应用的扩展。
企业在采用云端运算技术方面正在取得进展。
为了充分利用云端环境的可扩展性、柔软性和成本效益,企业正在将工作负载迁移到云端环境。人工智慧伺服器对于支援这些基础架构中的机器学习、深度学习和分析工作负载至关重要。云端服务供应商正在大力投资人工智慧优化伺服器,以满足企业需求。混合云端策略(平衡本地部署和云端部署)正在进一步加速云端的普及。随着云端采用率的提高,人工智慧伺服器正成为企业数位转型不可或缺的一部分。
冷却和电力基础设施方面的限制因素
高性能人工智慧工作负载会产生大量热量,需要复杂的冷却系统。许多公司难以升级其传统基础设施以满足这些需求。电力消耗也会推高营运成本并限制可扩展性。由于资源限制,中小企业在部署人工智慧伺服器方面面临许多挑战。儘管液冷和节能设计技术取得了进步,但基础设施的限制仍然是人工智慧广泛应用的一大障碍。
部署边缘人工智慧伺服器
企业正在扩大边缘运算的应用范围,以便在更靠近设备的位置处理数据,从而降低延迟和频宽占用。部署在边缘的AI伺服器能够为自动驾驶汽车、医疗健康监测和工业自动化等应用提供即时分析。物联网生态系统和智慧城市计划的蓬勃发展进一步放大了这一机会。硬体供应商与企业之间的伙伴关係正在加速边缘部署。随着对本地智慧需求的成长,边缘AI伺服器预计将迅速普及。
与云端服务供应商的竞争
主流云端服务供应商正提供人工智慧基础设施即服务 (AIaaS),从而减少了企业直接购买和管理伺服器的需求。这种转变迫使硬体供应商透过性能、客製化和成本效益来脱颖而出。云端服务供应商的规模和资源使其在定价和创新方面拥有竞争优势。由于云端人工智慧解决方案的柔软性和较低的前期成本,企业可能更倾向于选择此类方案。这种竞争格局持续对传统的人工智慧伺服器市场带来压力。
新冠疫情对人工智慧伺服器市场产生了复杂的影响。供应链中断和劳动力短缺导致生产放缓和部署延迟。然而,远距办公、线上服务和数位转型的激增也推动了对人工智慧基础设施的需求。企业加快了对人工智慧伺服器的投资,以增强系统的韧性和自动化能力。云端服务供应商也扩大了容量,以应对疫情期间激增的工作负载。
在预测期内,基于 GPU 的伺服器领域预计将占据最大份额。
在预测期内,基于GPU的伺服器预计将占据最大的市场份额,因为它在支援高效能AI训练和推理工作负载方面发挥着至关重要的作用。 GPU提供卓越的平行处理能力,加速模型开发和部署。企业和研究机构正在优先考虑基于GPU的伺服器,以推动AI创新。对超大规模资料中心的持续投资正在增强这一细分市场。云端服务供应商也在扩展其GPU伺服器容量以满足企业需求。随着AI应用的不断深入,基于GPU的伺服器预计将主导市场。
在预测期内,液冷一体化细分市场预计将呈现最高的复合年增长率。
在预测期内,随着企业越来越多地采用先进的冷却解决方案来管理人工智慧工作负载产生的热量,液冷整合领域预计将呈现最高的成长率。与传统的风冷系统相比,液冷具有卓越的散热效率。这项技术能够实现高密度部署并降低能耗。超大规模资料中心正在投资液冷技术以支援下一代人工智慧工作负载。冷却供应商和伺服器製造商之间的合作正在加速液冷技术的部署。因此,液冷整合已成为市场中成长最快的细分领域。
在预测期内,北美预计将占据最大的市场份额,这得益于其强大的技术基础设施、成熟的云端服务供应商以及企业对人工智慧的高采用率。美国处于主导地位,英伟达、谷歌和微软等主要企业都在投资人工智慧伺服器解决方案。对云端服务、自主系统和企业级人工智慧的强劲需求巩固了该地区的主导地位。政府主导的人工智慧研发倡议进一步加速了其应用。企业与Start-Ups之间的伙伴关係正在推动创新。
在预测期内,亚太地区预计将呈现最高的复合年增长率,这主要得益于快速的数位化进程、超大规模设施的扩张以及新兴经济体人工智慧应用的日益普及。中国、印度和韩国等国正大力投资人工智慧基础建设。区域Start-Ups正凭藉创新解决方案进军人工智慧伺服器市场。对智慧城市专案和物联网生态系统日益增长的需求正在推动人工智慧的应用。政府主导的人工智慧生态系统支援计画也进一步促进了这一成长。
According to Stratistics MRC, the Global AI Servers Market is accounted for $240 billion in 2026 and is expected to reach $1,605 billion by 2034 growing at a CAGR of 27% during the forecast period. AI Servers are high-performance computing systems designed to handle large-scale AI workloads such as model training, inference, and deep learning operations. They integrate AI accelerators, specialized memory, and high-speed networking to optimize performance and energy efficiency. AI servers are deployed in data centers, cloud platforms, and research institutions to manage computationally intensive tasks. Market growth is driven by the surge in AI adoption across industries, increased demand for AI-as-a-service, and the expansion of applications such as autonomous systems, natural language processing, and computer vision.
Enterprise cloud adoption increasing
Organizations are migrating workloads to cloud environments to leverage scalability, flexibility, and cost efficiency. AI servers are critical in supporting machine learning, deep learning, and analytics workloads within these infrastructures. Cloud providers are investing heavily in AI-optimized servers to meet enterprise demand. Hybrid cloud strategies that balance on-premise and cloud deployments further accelerate adoption. As cloud adoption expands, AI servers are becoming indispensable for enterprise digital transformation.
Cooling and power infrastructure limits
High-performance AI workloads generate significant heat and require advanced cooling systems. Many enterprises struggle to upgrade legacy infrastructure to support these demands. Power consumption also raises operational costs, limiting scalability. Smaller firms face challenges in deploying AI servers due to resource constraints. Despite innovations in liquid cooling and energy-efficient designs, infrastructure limits remain a barrier to widespread adoption.
Edge AI server deployment
Enterprises are increasingly adopting edge computing to process data closer to devices, reducing latency and bandwidth usage. AI servers at the edge enable real-time analytics for applications such as autonomous vehicles, healthcare monitoring, and industrial automation. This opportunity is strengthened by the growth of IoT ecosystems and smart city initiatives. Partnerships between hardware providers and enterprises are accelerating edge deployments. As demand for localized intelligence grows, edge AI servers are expected to see rapid adoption.
Competition from cloud providers
Leading cloud companies offer AI infrastructure as a service, reducing the need for enterprises to purchase and manage servers directly. This shift challenges hardware vendors to differentiate through performance, customization, and cost efficiency. Cloud providers' scale and resources give them a competitive advantage in pricing and innovation. Enterprises may prefer cloud-based AI solutions for flexibility and reduced upfront investment. This competitive landscape continues to pressure traditional AI server markets.
The COVID-19 pandemic had a mixed impact on the AI servers market. Supply chain disruptions and workforce limitations slowed production and delayed deployments. However, the surge in remote work, online services, and digital transformation boosted demand for AI infrastructure. Enterprises accelerated investments in AI servers to support resilience and automation. Cloud providers expanded capacity to meet rising workloads during the pandemic.
The GPU-based servers segment is expected to be the largest during the forecast period
The GPU-based servers segment is expected to account for the largest market share during the forecast period owing to their critical role in supporting high-performance AI training and inference workloads. GPUs deliver superior parallel processing capabilities, enabling faster model development and deployment. Enterprises and research institutions prioritize GPU-based servers to advance AI innovation. Continuous investment in hyperscale data centers strengthens this segment. Cloud providers are also expanding GPU server capacity to meet enterprise demand. With growing AI adoption, GPU-based servers are expected to dominate the market.
The liquid cooling integration segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the liquid cooling integration segment is predicted to witness the highest growth rate as enterprises increasingly adopt advanced cooling solutions to manage heat generated by AI workloads. Liquid cooling offers superior thermal efficiency compared to traditional air systems. This technology enables higher density deployments and reduces energy consumption. Hyperscale data centers are investing in liquid cooling to support next-generation AI workloads. Partnerships between cooling providers and server manufacturers are accelerating adoption. This positions liquid cooling integration as the fastest-growing segment in the market.
During the forecast period, the North America region is expected to hold the largest market share supported by strong technology infrastructure, established cloud providers, and high adoption of AI across enterprises. The U.S. leads with major players such as NVIDIA, Google, and Microsoft investing in AI server solutions. Robust demand for cloud services, autonomous systems, and enterprise AI strengthens regional leadership. Government-backed initiatives in AI R&D further accelerate adoption. Partnerships between enterprises and startups drive innovation.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to rapid digitalization, expanding hyperscale facilities, and rising AI adoption across emerging economies. Countries such as China, India, and South Korea are investing heavily in AI infrastructure. Regional startups are entering the AI server market with innovative solutions. Expanding demand for smart city projects and IoT ecosystems fuels adoption. Government-backed programs supporting AI ecosystems further strengthen growth.
Key players in the market
Some of the key players in AI Servers Market include Dell Technologies, Hewlett Packard Enterprise, Lenovo Group, Super Micro Computer, Inspur Systems, Fujitsu Limited, Cisco Systems, IBM Corporation, Oracle Corporation, Amazon Web Services, Microsoft Corporation, Google LLC, Huawei Technologies, Quanta Computer, Wiwynn Corporation and Gigabyte Technology.
In July 2025, Cisco expanded AI server integration with its networking portfolio. The initiative reinforced end-to-end infrastructure solutions and strengthened competitiveness in enterprise AI.
In March 2025, Lenovo introduced ThinkSystem AI servers tailored for edge-to-cloud workloads. The launch reinforced its role in enterprise AI and strengthened adoption across Asia-Pacific markets.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.