资讯中心AM:3D列印的市场机会

即使假设采用率相对保守，且 PBF 与其他相关 AM 製程共享部分生产，到 2033 年仍可能需要约 2,000 台 PBF 机器来生产冷板和其他资料中心零件。这已经超过了整个 AM 市场目前的年销售量。

预计未来十年超大规模资料中心的数量每隔几年就会翻一番，对与加热和冷却解决方案相关的设备的需求也将相应增加。 AM 具有独特的潜力，可以减轻为新资料中心供电所需的下一代热管理硬体的监管和地缘政治供应链的不确定性。

本报告基于 AM Research 的专有市场数据，并从积层製造 (AM) 产业渗透潜力的角度分析了全球资料中心建设的持续热潮。该公司专注于资料中心基础设施市场，尤其专注于超大规模资料中心的热管理解决方案。超大规模资料中心（拥有超过 5,000 台伺服器的资料中心）是尖端晶片的最大消费者，将推动人工智慧应用的成长。

提及或介绍的公司和组织包括 Alfa Laval、Asetek、Conflux Technology、DeepSeek、Fabric8Labs、施耐德电机、Vertiv、OpenAI、亚马逊和 GE Vernova。

目录

第 1 章：资料中心繁荣：寻找 AM 的下一个大赢家

• 基于现有 AM 成功案例的资料中心机遇
• 资料中心冷却：为合适的客户提供合适的应用
• AI繁荣时代的资料中心市场情势分析

第 2 章：资料中心冷却需求以及 AM 提供冷却服务的原因和方式

• 资料中心冷却技术的演变
• 发现问题：AM 与热管理 AM 与资料中心价值链：解读字里行间
• 与资料中心产业合作

第3章 资料中心的AM的机会的定量化

第4章 结论- 伺服器在热的时候攻击

• 调查关于公司
• 关于分析师

This report, built on proprietary AM Research market data, analyzes the ongoing global boom in data center construction from the perspective of the potential it represents for Additive Manufacturing (AM) industry penetration.

From the report:

Some 2,000 PBF machines could be needed to produce cold plates and other data center parts by 2033 even at a relatively conservative penetration rate, and even assuming PBF will share some of the production with other relevant AM processes.

For reference, this is already more machines than are sold each year in the total AM market today.

This report focuses on the market for data center infrastructure, with a particular concentration on thermal management solutions for hyperscale data centers. Hyperscale data centers, defined as those with 5,000 or more servers, are the largest consumers of the most advanced chips driving the growth in AI applications.

With the number of hyperscale data centers projected to double every few years over the next decade, a proportionate demand will ensue for equipment related to heating and cooling solutions. AM has the unique potential to alleviate supply chain uncertainty, due to regulation and geopolitics, for the next-generation thermal management hardware required to bring new data center capacity online.

Market data, penetration rates, and forecasting are built using proprietary modeling and existing AM Research market data and deepened and contextualized by exhaustive research and direct interviews with several industry players. The written report comes along with a companion Excel market data file.

Companies and organizations mentioned or profiled include but are not limited to: Alfa Laval, Asetek, Conflux Technology, DeepSeek, Fabric8Labs, Schneider Electric, Vertiv, OpenAI, Amazon, and GE Vernova.

AM Research's reports are intended as key strategic inputs for all senior executives planning 3D printing product/market strategies and for investors who are looking to take equity positions in 3D printing firms.

AM Research also offers customized consulting and due diligence analysis.

Table of Contents

Chapter One: The Data Center Boom: Searching for AM's Next Big Win

• 1.1. The Data Center Opportunity in Light of an Existing AM Success Story
• 1.2. Cooling Data Centers: The Right Application for the Right Customer
• 1.3. Contextualizing the Data Center Market in its AI Boom Phase

Chapter Two: The Cooling Needs of Data Centers, and Why/How AM Should Deliver Them

• 2.1. The Evolution of Data Center Cooling Technology
• 2.2. Looking for a Problem: AM and Thermal Management
• 2.3. AM and the Data Center Value Chain: Reading Between the Lines
• 2.4. Partnering with the Data Center Industry

Chapter Three: Quantifying AM Opportunities in Data Centers

Chapter Four: Conclusion - Strike While the Servers are Hot

• About Additive Manufacturing Research
• About the Analyst

List of Exhibits

• Exhibit 3-1: Penetration Rate Analysis for AM in Data Center Applications
• Exhibit 3-2: Market Value of AM Parts Produced for Data Centers in the U.S. ($US Million), by Application Group
• Exhibit 3-3: AM Production System Demand Resulting from Data Center Adoption by AM Technology Type