AI资料中心市场:现状分析与预测(2024年～2032年)

AI资料中心市场预计将以约15.3%的速度成长。这是由于云端运算的日益普及，它使企业能够利用人工智慧资料中心，而无需在实体基础设施上进行大量的前期投资。此外，不断增加的研发、投资、产品进步和产业合作也在推动AI资料中心市场的发展。例如，亚马逊将投资110亿美元在印第安纳州建立一个新的资料中心。这项重大投资反映了对进阶资料处理日益增长的需求，旨在增强亚马逊的云端基础设施和人工智慧能力。这些举措凸显了科技巨头之间为争夺人工智慧基础设施市场主导地位而展开的日益激烈的竞争。

根据组件，市场分为硬体、软体和服务。硬体类别预计将占据AI资料中心市场最大的市场占有率，因为它为高效能运算和资料处理提供了必要的基础设施。 GPU和专用AI晶片等先进组件能够高效执行复杂演算法和即时数据分析。随着人工智慧应用的成长，对尖端硬体的需求不断增加，推动了技术创新以支援资料中心的可扩展性、速度和能源效率，从而促进市场成长。

依类型，市场分为超大规模资料中心、主机託管资料中心、企业资料中心和其他。其中，超大规模资料中心领域是AI资料中心市场的关键驱动力。这是因为它提供了支援 AI 相关工作负载所需的处理能力和灵活性。这些由亚马逊、谷歌和微软营运的资料中心拥有数千台伺服器，旨在控制人工智慧技术产生的大数据。超大规模资料中心提供资源管理的灵活性，并支援最新的AI硬件，包括GPU和TPU，使企业能够更有效率地执行与AI相关的任务，推动跨行业创新，以提高效率并降低成本。

根据垂直产业，市场细分为 BFSI、技术和 IT、医疗保健、政府和国防以及其他。其中，技术与IT部门是人工智慧资料中心市场的关键驱动力，因为人工智慧、机器学习和资料分析的应用正在推动对高运算能力和储存的需求。随着世界各地的企业采用云端、边缘运算、大数据和其他人工智慧解决方案和服务，他们需要复杂且高效的资料中心结构来管理这些解决方案。此外，AI处理器、GPU、网路设备等新产品的发展，正在提高资料中心的资料处理速度，促进AI在各领域的普及，进而促进市场的发展。

为了更了解人工智慧资料中心的市场采用情况，我们根据北美（美国、加拿大和北美其他地区）、欧洲（德国、英国、法国、西班牙、义大利和欧洲其他地区）、亚太地区（中国、日本、印度和亚太地区其他地区）和世界其他地区的全球影响力对市场进行了分析。其中，预计北美将在预测期内占据市场主导地位。这主要是由于医疗保健、金融和汽车等行业扩大采用先进的人工智慧解决方案。创建的数据量呈指数级增长，以及对即时数据分析的需求正在推动旨在支援人工智慧工作负载和提高计算密度的新数据中心的部署。一些市场领导者正专注于采用机器学习、边缘运算和更好的冷却解决方案等先进技术来提高效率和速度。此外，云端服务和混合资料中心技术的日益普及也推动了市场成长，使其成为技术创新和投资的关键领域。

市场的主要参与者包括Advanced Micro Devices, Inc.; Cisco Systems, Inc.; Cohesity, Inc.; DDN GROUP; Dell Inc.; Extreme Networks; Hewlett Packard Enterprise Development LP; Hitachi Vantara LLC; Intel Corporation; And NVIDIA 有Corporation等。

目录

第1章 市场简介

• 市场定义
• 主要目的
• 相关利益者
• 限制事项

第2章 调查手法或前提条件

• 调查流程
• 调查手法
• 受访者简介

第3章 摘要整理

• 产业摘要
• 各市场区隔预测
  • 市场成长的强度
• 地区展望

第4章 市场动态

• 促进因素
• 机会
• 阻碍因素
• 趋势
• PESTEL分析
• 需求面分析
• 供给方面分析
  • 合併和收购
  • 投资和伙伴关係方案
  • 产业考察:大Start-Ups企业及其独特策略

第5章 价格分析

• 各地区价格分析
• 价格的影响因素

第6章 全球AI资料中心市场收益 , 2022-2032年

第7章 市场洞察:各零件

• 硬体设备
• 软体
• 服务

第8章 市场洞察:各类型

• 超级规模资料中心
• 主机代管资料中心
• 企业
• 其他

第9章 市场洞察:各产业

• BFSI
• 科技和IT
• 医疗保健
• 政府防卫
• 其他

第10章 市场洞察:各地区

• 北美
  • 美国
  • 加拿大
  • 其他北美地区
• 欧洲
  • 德国
  • 英国
  • 法国
  • 义大利
  • 西班牙
  • 其他欧洲地区
• 亚太地区
  • 中国
  • 日本
  • 印度
  • 其他亚太地区
• 全球其他地区

第11章 价值链分析

• 限制分析
• 市场参与企业一览

第12章 竞争情形

• 竞争仪表板
• 竞争市场定位分析
• 波特的五力分析

第13章 企业简介

• Advanced Micro Devices, Inc.
  • Company Overview
  • Key Financials
  • SWOT Analysis
  • Product Portfolio
  • Recent Developments
• Cisco Systems, Inc.
• Cohesity, Inc.
• DDN Group
• Dell Inc.
• Extreme Networks
• Hewlett Packard Enterprise Development LP
• Hitachi Vantara LLC
• Intel Corporation
• NVIDIA Corporation

第14章 缩写与前提条件

第15章 附录

AI data center market can be defined as the facilities and systems deployed to support AI computing with elements such as computing, Storage, and Network optimized for AI needs. These drivers include among others, the growing uptake of artificial intelligence across sectors such as the healthcare, financial, and automotive industries, the need for Moreover, the increasing adoption of big data coupled with the IoT is also creating demand for data centers that can manage vast amounts of data, this is expected to create a positive market growth opportunity for the AI data center market.

The AI Data Center market is set to show a growth rate of about 15.3%. This is due to the rising adoption of cloud computing which enables organizations to leverage AI data centers without heavy upfront investments in physical infrastructure. Also, increasing R&D, investment, product advancements, and collaborations in this industry drive the AI Data Center market. For instance, Amazon is committing $11 billion to build new data centers in Indiana. This significant investment aims to strengthen Amazon's cloud infrastructure and AI capabilities, reflecting the growing demand for advanced data processing. These moves highlight the escalating race among tech giants to dominate the AI infrastructure market.

Based on the components, the market is segmented into hardware, software, and service. The hardware category is expected to have the largest market share of the AI data center market by providing the essential infrastructure needed for high-performance computing and data processing. Advanced components like GPUs and AI-specific chips enable efficient execution of complex algorithms and real-time data analysis. As AI applications grow, the demand for cutting-edge hardware increases, leading to innovations that support scalability, speed, and energy efficiency in data centers, thus fueling market growth.

Based on the type, the market is segmented into hyperscale data centers, colocation data centers, enterprises, and others. Among these, the hyperscale data centers segment is a key driver of the AI Data Center market. Due to it offering the necessary processing capabilities and flexibility to support AI-related workloads. These data centers run by Amazon, Google, and Microsoft are built to hold thousands of servers and control big data produced by AI technologies. Due to their flexibility in resource management and support for the latest AI hardware including GPUs and TPUs, hyperscale data centers allow businesses to do challenging AI-related operations more effectively, and drive innovation across industries to boost efficiency and reduce costs.

Based on the industry, the market is segmented into BFSI, technology & IT, healthcare, government & defense, and others. Among these, the technology & IT segment is a key driver of the AI Data Center market due to the application of artificial intelligence, machine learning, and data analytics has prompted the need for high computational power and storage. With organizations around the globe implementing AI solutions and services like cloud, edge computing, and big data the requirement for complex, highly efficient data center structures to manage these solutions arises. Further, new product developments like AI processors, GPUs, and networking equipment help to advance the market by improving the data processing rate in the data centers and making AI more popular in different fields.

For a better understanding of the market adoption of the AI data center, the market is analyzed based on its worldwide presence in countries such as North America (U.S., Canada, and the Rest of North America), Europe (Germany, U.K., France, Spain, Italy, Rest of Europe), Asia-Pacific (China, Japan, India, Rest of Asia-Pacific), Rest of World. Among these, North America is expected to dominate the market during the forecast period. This is mainly due to the higher adoption of advanced AI solutions in industries such as healthcare, finance, automotive, and others. Rapid growth in the volume of data being created and the need for immediate data analysis are driving the deployment of new data centers designed to support AI workloads and improve computational density. Some of the key players in the market have been emphasizing the adoption of advanced technologies like machine learning, edge computing, and better cooling solutions to increase efficiency and speed. Also, the increasing adoption of cloud services and hybrid data center technologies provides a boost to market growth and is a key region for innovation and investment in the technology.

Some major players running in the market include Advanced Micro Devices, Inc.; Cisco Systems, Inc.; Cohesity, Inc.; DDN GROUP; Dell Inc.; Extreme Networks; Hewlett Packard Enterprise Development LP; Hitachi Vantara LLC; Intel Corporation; And NVIDIA Corporation

TABLE OF CONTENTS

1.MARKET INTRODUCTION

• 1.1. Market Definitions
• 1.2. Main Objective
• 1.3. Stakeholders
• 1.4. Limitation

2.RESEARCH METHODOLOGY OR ASSUMPTION

• 2.1. Research Process of the Global AI Data Center Market
• 2.2. Research Methodology of the Global AI Data Center Market
• 2.3. Respondent Profile

3.EXECUTIVE SUMMARY

• 3.1. Industry Synopsis
• 3.2. Segmental Outlook
  • 3.2.1. Market Growth Intensity
• 3.3. Regional Outlook

4.MARKET DYNAMICS

• 4.1. Drivers
• 4.2. Opportunity
• 4.3. Restraints
• 4.4. Trends
• 4.5. PESTEL Analysis
• 4.6. Demand Side Analysis
• 4.7. Supply Side Analysis
  • 4.7.1. Merger & Acquisition
  • 4.7.2. Investment and Partnership Scenario
  • 4.7.3. Industry Insights: Leading Startups and Their Unique Strategies

5.PRICING ANALYSIS

• 5.1. Regional Pricing Analysis
• 5.2. Price Influencing Factors

6.GLOBAL AI DATA CENTER MARKET REVENUE (USD BN), 2022-2032F

7.MARKET INSIGHTS BY COMPONENTS

• 7.1. Hardware
• 7.2. Software
• 7.3. Service

8.MARKET INSIGHTS BY TYPE

• 8.1. Hyperscale Data Centers
• 8.2. Colocation Data Centers
• 8.3. Enterprises
• 8.4. Others

9.MARKET INSIGHTS BY INDUSTRY

• 9.1. BFSI
• 9.2. Technology & IT
• 9.3. Healthcare
• 9.4. Government & Defense
• 9.5. Others

10.MARKET INSIGHTS BY REGION

• 10.1. North America
  • 10.1.1. U.S.
  • 10.1.2. Canada
  • 10.1.3. Rest of North America
• 10.2. Europe
  • 10.2.1. Germany
  • 10.2.2. U.K.
  • 10.2.3. France
  • 10.2.4. Italy
  • 10.2.5. Spain
  • 10.2.6. Rest of Europe
• 10.3. Asia-Pacific
  • 10.3.1. China
  • 10.3.2. Japan
  • 10.3.3. India
  • 10.3.4. Rest of Asia-Pacific
• 10.4. Rest of World

11.VALUE CHAIN ANALYSIS

• 11.1. Marginal Analysis
• 11.2. List of Market Participants

12.COMPETITIVE LANDSCAPE

• 12.1. Competition Dashboard
• 12.2. Competitor Market Positioning Analysis
• 12.3. Porter Five Forces Analysis

13.COMPANY PROFILED

• 13.1. Advanced Micro Devices, Inc.
  • 13.1.1. Company Overview
  • 13.1.2. Key Financials
  • 13.1.3. SWOT Analysis
  • 13.1.4. Product Portfolio
  • 13.1.5. Recent Developments
• 13.2. Cisco Systems, Inc.
• 13.3. Cohesity, Inc.
• 13.4. DDN Group
• 13.5. Dell Inc.
• 13.6. Extreme Networks
• 13.7. Hewlett Packard Enterprise Development LP
• 13.8. Hitachi Vantara LLC
• 13.9. Intel Corporation
• 13.10. NVIDIA Corporation

14.ACRONYMS & ASSUMPTION

15.ANNEXURE