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AI资料中心的设备投资的明细和未来预测
市场调查报告书
商品编码
1848189

AI资料中心的设备投资的明细和未来预测

AI Data Center Capex Breakdown and Future Outlook
出版日期: | 出版商: TrendForce | 英文 9 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

本报告分析了典型超大规模AI资料中心的资本投资结构，将其分为实体基础设施、IT运算设备和网路设备三大类。其中，伺服器计算系统是最大的投资项目。随着高阶、高效能AI伺服器在新专案中占比不断提升，预计运算系统的成本占比将进一步增加。

主要亮点

  • 计算驱动的资本支出占总支出的绝大部分。
  • 网路分为前端和后端两部分，实现了广泛的互连。
  • 后端采用脊叶式架构，实现GPU无阻塞通讯。
  • 前端连结连接伺服器和核心，实现高效率的流量传输。
  • 产业趋势：超大规模资料中心营运商正在扩展AI基础设施。

目录

第一章：引言

  • 资料中心资本支出分配
  • CRAH 能耗低、PUE 值低，因此适用于大型资料中心。
  • 资料中心资本支出：UPS 支出仅次于建筑结构，占最大。

第二章 资料中心运算系统：每兆瓦平均成本持续上涨

  • NVIDIA 仍维持 AI 伺服器出货量领先地位

第三章：资料中心网路系统：每兆瓦平均成本持续上涨

  • 后端网路从 800G 演进至 1.6T，前端网路从 100G/400G 演进至 400G/800G

第四章：125MW 资料中心资本支出持续成长，每兆瓦平均成本也在上升

  • 伺服器约占资本支出的 60%。随着高阶 AI 伺服器的普及，预计这一比例还会上升。
简介目录
Product Code: TRi-0095

This report analyzes the capital expenditure structure of a typical hyperscale AI data center, breaking down the spending into physical infrastructure, IT computing facilities, and networking equipment. Among these, the investment in computing systems, which are servers, is the most significant. As the proportion of higher-end, higher-power AI servers in new projects continues to rise, the cost share of computing systems is expected to increase further.

Key Highlights:

  • Compute-led capex dominates overall spending.
  • Networks split into front-end and back-end for wide interconnect.
  • Back-end uses spine-leaf to deliver non-blocking GPU comms.
  • Front-end links connect servers to core, enabling efficient traffic.
  • Industry trend shows hyperscalers expanding data center infrastructure for AI.

Table of Contents

1. Introduction

  • Distribution of Capex for Data Center
  • CRAH Is Better Suited for Large-Scale Data Centers Since It Has Lower Energy Consumption, Thus Achieving Lower PUE
  • Data Center Capex: UPS Takes Largest Share After Building Structure

2. Data Center Computing Systems: Average Cost per MW Continues to Rise

  • NVIDIA Remains the Dominant Player in AI Server Shipments

3. Network Systems of Data Centers: Average Cost per MW Continues to Increase

  • Back-End Networks Advance from 800G to 1.6T; Front-End Networks Evolve from 100G/400G to 400G/800G

4. 125MW Data Centers CapEx Continues to Rise; Average Cost per MW Increasing

  • Servers Account for Roughly 60% of Capex; This Ratio to Rise as Adoption for High-End AI Servers Increases