AI Server Market – Global Forecast to 2030
AI 서버 시장 – 프로세서 유형(GPU, FPGA, ASIC), 기능(교육, 추론), 폼 팩터(랙 마운트 서버, 블레이드 서버, 타워 서버), 냉각 기술(공냉, 액체 냉각, 하이브리드 냉각) – 2030년 까지의 세계 예측
AI Server Market by Processor Type (GPU, FPGA, ASIC), Function (Training, Inference), Form Factor (Rack-Mounted Server, Blade Server, Tower Server), Cooling Technology (Air Cooling, Liquid Cooling, Hybrid Cooling) – Global Forecast to 2030
| 조사회사 | MarketsandMarkets |
| 출판년월 | 2024년12월 |
| 페이지 수 | 316 |
| 도표 수 | 345 |
| 라이센스 | Single User License |
| 가격 | USD 4,950 |
| 구성 | 영문조사보고서 |
Report Overview
The AI server market is expected to be worth USD 142.88 billion in 2024 and is estimated to reach USD 837.83 billion by 2030, growing at a CAGR of 34.3% between 2024 and 2030. The increasing adoption of machine learning (ML) and deep learning algorithms is a key driver for the AI server market, as businesses and industries rely more heavily on AI technologies for data analysis, automation, and decision-making.
AI 서버 시장은 2024년에 1,428억 8,000만 달러에 이를 것으로 예상되며, 2030년까지 8,378억 3,000만 달러에 이를 것으로 추정되며, 2024년부터 2030년까지 34.3%의 CAGR입니다. 기계 학습 (ML) 그리고 심층 학습 알고리즘의 채용 증가 기업과 업계는 데이터 분석, 자동화, 의사결정에 있어서 AI 기술에 대한 의존도를 높이고 있기 때문에 AI 서버 시장의 주요한 추진력이 되고 있습니다.
The rising adoption of cloud-based AI solutions is a another driver for the AI server market, as more industries leverage the scalability, flexibility, and cost-efficiency of cloud platforms to implement AI technologies. With cloud-based AI services, organizations no longer need to invest in expensive on-premise infrastructure, making AI accessible to businesses of all sizes. Cloud AI platforms like AWS, Microsoft Azure, and Google Cloud, enable businesses to deploy sophisticated AI models without the need for specialized in-house hardware, driving demand for cloud-based AI servers that can handle large-scale AI computations.
“Liquid cooling segment to hold the largest share in 2030.”
Liquid cooling holds largest market share in the AI server market. The rapidly increasing demand of cooling for HPC and AI workloads are reshaping the server cooling landscape by adopting liquid cooling technology. Air cooling can’t cope up with high heat loads generated by powerful GPUs and CPUs, while liquid cooling, especially direct-to-chip liquid cooling, provides superior thermal management. Liquid cooling is the most important solution in managing higher compute densities while maintaining energy efficiency. As AI adoption continues to grow, liquid cooling is expected to become standard in data centers with new deployment strategies and innovations in the whole supply chain. Servers Original Design Manufacturers (ODMs) are increasingly investing in liquid cooling where they now even accept the leakage risk, as they position themselves as leaders in this evolving ecosystem. Chilldyne, Inc. (US) launched their Liquid Cooling Starter Kit in July 2024 to enable data centers to transition rapidly to liquid cooling-supporting the shift toward next-generation AI and HPC workloads. These cooling technologies ensured stable and sustainable cooling for the cutting-edge AI systems, therefore supporting the trend to shift from air-cooling towards much more efficient liquid cooling solutions.
”Rack mounted servers by form factor is projected to grow at a high CAGR of AI server market during the forecasted timeline”
Rack-mounted AI servers are poised to grow rapidly in the AI server market. Applications for artificial intelligence have increasingly high complexity and data intensity, including handling large quantities of data and real-time decision-making. That is precisely where rackmounted servers are used to provide the required performance to handle the massive volumes of data in an efficient process. In addition, rapid advancements in cooling technologies and energy efficiency enable easy deployment of rack-mounted servers for even high-performance AI workloads. Rack mounted servers also simplify maintenance/upgrades procedure with stream-lined cabling and management tools, which reduce operation overheads. As the rising need for AI-driven solutions sweeps through industries in such a broad scale, from healthcare and finance to manufacturing and retail, rack mounted AI servers seem to be on an upward growth trend that is especially fueled by the adaptability, performance, and space-efficient utilization of data centers.
“Cloud segment is expected to have the highest share during the forecast period.”
Cloud-based deployment dominates the AI server market through flexibility, cost efficiency, access to advanced capabilities of AI, and is critical for businesses adopting AI at scale. Companies can scale their AI operations very quickly without highly investing in physical servers via a cloud infrastructure. For example, AWS provides Elastic Compute Cloud (EC2) instances that are specifically optimized for machine learning that allow businesses to ramp up and down based on the demand. Microsoft Azure contains AI tools such as Azure Machine Learning and Cognitive Services that have been widely designed to support complex model training and deployment with minimum time. CSPs also provide pre-built models and tools that reduce the development time for businesses and reduce technical barriers in various enterprises. In retail, for example, there is demand forecasting and personalized marketing. Healthcare organizations use cloud AI services for predictive analytics and diagnostics. These advantages make cloud-based AI deployments highly attractive and enable companies from all industries to utilize powerful, scalable, and flexible AI resources, making it the largest market share in the AI server market.
“North America is expected to hold high CAGR in during the forecast period.”
North America will occupy high CAGR during the forecast period due to the presence of various AI server manufacturers, such NVIDIA Corporation (US), Dell Inc. (US), Hewlett Packard Enterprise Development LP (US), IBM (US), and Cisco Systems, Inc. (US), which contributes to the market’s growth in this region. These firms are researching and developing AI servers and solutions, leading the region into the innovation front in technology. The growing trend of cloud computing has radically increased the economic impact of data center investments made by leading service providers such as Amazon Web Services, Inc. (AWS) (US), Meta (US), Google (US), and Microsoft (US). The competition for data center projects has increased in North America. The growth of emerging startups in the region further contribute to the developments in AI servers in the region. With a focus on harnessing the potential of artificial intelligence to drive economic growth, improve customer experiences, and address complex challenges, North America continues to be a hub for artificial intelligence innovation and entrepreneurship.
Extensive primary interviews were conducted with key industry experts in the AI server market space to determine and verify the market size for various segments and subsegments gathered through secondary research. The break-up of primary participants for the report has been shown below: The study contains insights from various industry experts, from component suppliers to Tier 1 companies and OEMs. The break-up of the primaries is as follows:
- By Company Type: Tier 1 – 50%, Tier 2 – 20%, and Tier 3 – 30%
- By Designation: C-level Executives – 20%, Directors – 30%, and Others – 50%
- By Region: North America – 40%, Europe – 20%, Asia Pacific – 30%, and RoW – 10%
The report profiles key players in the AI server market with their respective market ranking analysis. Prominent players profiled in this report are Dell Inc. (US), Hewlett Packard Enterprise Development LP (US), Lenovo (Hong Kong), Huawei Technologies Co., Ltd. (China), IBM (US), H3C Technologies Co., Ltd. (China), Cisco Systems, Inc. (US), Super Micro Computer, Inc. (US), Fujitsu (Japan), INSPUR Co., Ltd. (China) among others.
Apart from this, ADLINK Technology Inc. (Taiwan), Advanced Micro Devices, Inc. (US), Quanta Computer lnc. (Taiwan), WISTRON CORPORATION (Taiwan), GIGABIT Technologies Pvt. Ltd. (Taiwan), ASUSTeK Computer Inc. (Taiwan), Aivres (US), AIME (Germany), Wiwynn Corporation (Taiwan), MiTAC Computing Technology Corporation (Taiwan), NEC Corporation India Private Limited (India), XENON Systems Pty Ltd (Australia), Graphcore (UK), and 2CRSi Group (France) are among a few emerging companies in the AI server market.
Research Coverage: This research report categorizes the AI server market based on processor type, function, cooling technology, form factor, deployment, application, end user, and region. The report describes the major drivers, restraints, challenges, and opportunities pertaining to the AI server market and forecasts the same till 2030. Apart from these, the report also consists of leadership mapping and analysis of all the companies included in the AI server ecosystem.
Key Benefits of Buying the Report The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall AI server market and the subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.
The report provides insights on the following pointers:
- Analysis of key drivers (Increase in data traffic and need for high computing power; Increasing adoption of machine learning and deep learning algorithms, and Rising adoption of cloud-based AI solutions across industries) influencing the growth of the AI server market.
- Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the AI server market.
- Market Development: Comprehensive information about lucrative markets – the report analysis the AI server market across varied regions
- Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the AI server market
- Competitive Assessment: In-depth assessment of market shares, growth strategies, and service offerings of leading players like Dell Inc. (US), Hewlett Packard Enterprise Development LP (US), Lenovo (Hong Kong), Huawei Technologies Co., Ltd. (China), IBM (US) among others in the AI server market.
Table of Contents
1 INTRODUCTION 27
1.1 STUDY OBJECTIVES 27
1.2 MARKET DEFINITION 27
1.3 STUDY SCOPE 28
1.3.1 MARKETS COVERED AND REGIONAL SCOPE 28
1.3.2 INCLUSIONS AND EXCLUSIONS 29
1.3.3 YEARS CONSIDERED 29
1.4 CURRENCY CONSIDERED 30
1.5 UNITS CONSIDERED 30
1.6 LIMITATIONS 30
1.7 STAKEHOLDERS 31
2 RESEARCH METHODOLOGY 32
2.1 RESEARCH DATA 32
2.1.1 SECONDARY DATA 33
2.1.1.1 List of major secondary sources 34
2.1.1.2 Key data from secondary sources 34
2.1.2 PRIMARY DATA 34
2.1.2.1 List of primary interview participants 35
2.1.2.2 Breakdown of primaries 35
2.1.2.3 Key data from primary sources 36
2.1.2.4 Key industry insights 37
2.1.3 SECONDARY AND PRIMARY RESEARCH 38
2.2 MARKET SIZE ESTIMATION 39
2.2.1 BOTTOM-UP APPROACH 41
2.2.1.1 Approach to estimate market size using bottom-up analysis
(demand side) 41
2.2.2 TOP-DOWN APPROACH 42
2.2.2.1 Approach to estimate market size using top-down analysis
(supply side) 42
2.3 MARKET BREAKDOWN AND DATA TRIANGULATION 43
2.4 RESEARCH ASSUMPTIONS 44
2.5 RISK ASSESSMENT 45
2.6 RESEARCH LIMITATIONS 45
3 EXECUTIVE SUMMARY 46
4 PREMIUM INSIGHTS 51
4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI SERVER MARKET 51
4.2 AI SERVER MARKET, BY PROCESSOR TYPE 51
4.3 AI SERVER MARKET, BY FUNCTION 52
4.4 AI SERVER MARKET, BY COOLING TECHNOLOGY 52
4.5 AI SERVER MARKET, BY FORM FACTOR 53
4.6 AI SERVER MARKET, BY DEPLOYMENT 53
4.7 AI SERVER MARKET, BY APPLICATION 54
4.8 AI SERVER MARKET, BY END USER 54
4.9 AI SERVER MARKET, BY COUNTRY 55
4.10 AI SERVER MARKET, BY REGION 55
5 MARKET OVERVIEW 56
5.1 INTRODUCTION 56
5.2 MARKET DYNAMICS 56
5.2.1 DRIVERS 57
5.2.1.1 Increase in data traffic and need for high computing power 57
5.2.1.2 Increasing adoption of machine learning and deep learning algorithms 57
5.2.1.3 Rising adoption of cloud-based AI solutions across industries 58
5.2.1.4 Advancements in GPU and ASIC technologies for AI acceleration 59
5.2.2 RESTRAINTS 60
5.2.2.1 High initial costs of AI server hardware and infrastructure 60
5.2.2.2 Shortage of AI hardware experts and skilled workforce 60
5.2.2.3 Power consumption and cooling challenges for high-density AI servers 61
5.2.3 OPPORTUNITIES 63
5.2.3.1 Growing potential of AI in healthcare sector 63
5.2.3.2 Increasing investments in data centers by cloud service providers 65
5.2.3.3 Growing demand for AI-as-a-Service (AIaaS) platforms 66
5.2.3.4 Increasing adoption of AI in small and medium-sized enterprises (SMEs) 66
5.2.4 CHALLENGES 67
5.2.4.1 Data security and privacy concerns 67
5.2.4.2 Supply chain disruptions 68
5.3 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 69
5.4 PRICING ANALYSIS 69
5.4.1 AVERAGE SELLING PRICE OF KEY PLAYERS, BY PROCESSOR TYPE 70
5.4.2 AVERAGE SELLING PRICE TREND, BY REGION 71
5.5 VALUE CHAIN ANALYSIS 72
5.6 ECOSYSTEM ANALYSIS 75
5.7 INVESTMENT AND FUNDING SCENARIO 76
5.8 TECHNOLOGY ANALYSIS 76
5.8.1 KEY TECHNOLOGIES 76
5.8.1.1 High-performance computing (HPC) 76
5.8.1.2 High bandwidth memory (HBM) 77
5.8.1.3 GenAI workload 78
5.8.2 COMPLEMENTARY TECHNOLOGIES 78
5.8.2.1 Data center power management and cooling system 78
5.8.2.2 High-speed interconnects 79
5.8.3 ADJACENT TECHNOLOGIES 79
5.8.3.1 AI development frameworks 79
5.8.3.2 Quantum AI 80
5.9 SERVER COST STRUCTURE/BILL OF MATERIAL (BOM) 80
5.9.1 GPU SERVER 80
5.10 AI SERVER’S CURRENT PENETRATION AND GROWTH FORECAST 83
5.11 UPCOMING DEPLOYMENTS OF DATA CENTER BY CLOUD SERVICE PROVIDERS 83
5.12 CLOUD SERVICE PROVIDERS’ CAPEX 84
5.13 PROCESSOR BENCHMARKING 85
5.13.1 GPU BENCHMARKING 85
5.13.2 CPU BENCHMARKING 86
5.14 PATENT ANALYSIS 86
5.15 TRADE ANALYSIS 92
5.15.1 IMPORT SCENARIO (HS CODE 847150) 92
5.15.2 EXPORT SCENARIO (HS CODE 847150) 93
5.16 KEY CONFERENCES AND EVENTS, 2024–2025 94
5.17 CASE STUDY ANALYSIS 97
5.17.1 AIVRES’ HIGH-PERFORMANCE COMPUTING SERVER ACCELERATES AI SOLUTION DEVELOPMENT 97
5.17.2 SEEWEB COLLABORATED WITH LENOVO AND NVIDIA TO LAUNCH GPU-COMPUTING-AS-A-SERVICE MODEL FOR EXPANDING AI ACCESSIBILITY 97
5.17.3 SHARONAI EXPANDS AI INFRASTRUCTURE WITH LENOVO TRUSCALE, DEPLOYING HUNDREDS OF GPU-DENSE SERVERS 98
5.17.4 SERVING INFERENCE FOR LLMS: A CASE STUDY WITH NVIDIA TRITON INFERENCE SERVER AND ELEUTHER AI 98
5.17.5 APPLIED DIGITAL CORPORATION EXPANDED AI CAPABILITIES WITH SUPERMICRO SERVERS 99
5.18 REGULATORY LANDSCAPE 100
5.18.1 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 100
5.18.2 STANDARDS 104
5.19 PORTER’S FIVE FORCES ANALYSIS 106
5.19.1 THREAT OF NEW ENTRANTS 107
5.19.2 THREAT OF SUBSTITUTES 107
5.19.3 BARGAINING POWER OF SUPPLIERS 108
5.19.4 BARGAINING POWER OF BUYERS 108
5.19.5 INTENSITY OF COMPETITIVE RIVALRY 108
5.20 KEY STAKEHOLDERS AND BUYING CRITERIA 109
5.20.1 KEY STAKEHOLDERS IN BUYING PROCESS 109
5.20.2 BUYING CRITERIA 110
6 AI SERVER MARKET, BY PROCESSOR TYPE 111
6.1 INTRODUCTION 112
6.2 GPU-BASED SERVERS 114
6.2.1 INCREASING INTEGRATION OF GPU-BASED AI SERVER BY CLOUD PROVIDERS TO BOOST MARKET 114
6.3 FPGA-BASED SERVERS 116
6.3.1 GROWING NEED FOR FLEXIBILITY AND CUSTOMIZATION FOR AI WORKLOADS TO DRIVE DEMAND FOR FPGA-BASED SERVERS 116
6.4 ASIC-BASED SERVERS 118
6.4.1 RISING DEMAND FOR CUSTOMIZED, HIGH-PERFORMANCE AI PROCESSING TO FUEL ADOPTION OF ASIC-BASED SERVERS 118
7 AI SERVER MARKET, BY FUNCTION 121
7.1 INTRODUCTION 122
7.2 TRAINING 124
7.2.1 SURGE IN DEEP LEARNING TECHNOLOGIES TO DRIVE AI SERVER MARKET GROWTH 124
7.3 INFERENCE 126
7.3.1 SHIFT TOWARDS EDGE COMPUTING TO BOOST DEMAND FOR AI INFERENCE SERVERS 126
8 AI SERVER MARKET, BY COOLING TECHNOLOGY 128
8.1 INTRODUCTION 129
8.2 AIR COOLING 131
8.2.1 COST-EFFECTIVE AND SIMPLE INSTALLATION OF AIR COOLING TECHNOLOGY TO DRIVE DEMAND 131
8.3 LIQUID COOLING 132
8.3.1 INCREASING COOLING DEMANDS OF HPC AND AI WORKLOADS TO FUEL MARKET 132
8.4 HYBRID COOLING 133
8.4.1 RISE OF AI-DRIVEN MACHINE LEARNING, NATURAL LANGUAGE PROCESSING, AND COMPUTER VISION TO BOOST DEMAND 133
9 AI SERVER MARKET, BY FORM FACTOR 134
9.1 INTRODUCTION 135
9.2 RACK-MOUNTED SERVERS 136
9.2.1 ADVANCEMENTS IN COOLING TECHNOLOGIES AND ENERGY EFFICIENCY TO DRIVE DEMAND FOR RACK-MOUNTED AI SERVERS 136
9.3 BLADE SERVERS 137
9.3.1 INCREASING DEMAND FOR HANDLING AI WORKLOADS IN HEALTHCARE, FINANCE, AND AUTOMOTIVE INDUSTRIES TO DRIVE MARKET 137
9.4 TOWER SERVERS 137
9.4.1 INCREASED USE IN MACHINE LEARNING, DATA ANALYTICS, AND SMALLER-SCALE AI INFERENCING TASKS TO BOOST DEMAND 137
10 AI SERVER MARKET, BY DEPLOYMENT 138
10.1 INTRODUCTION 139
10.2 ON-PREMISES 140
10.2.1 INCREASING IMPLEMENTATION IN HEALTHCARE AND FINANCE SECTORS TO DRIVE MARKET 140
10.3 CLOUD 141
10.3.1 ABILITY TO RAPIDLY ADAPT TO FLUCTUATING WORKLOADS WITHOUT HEAVY UPFRONT INVESTMENTS TO DRIVE GROWTH 141
11 AI SERVER MARKET, BY APPLICATION 143
11.1 INTRODUCTION 144
11.2 GENERATIVE AI 145
11.2.1 RULE-BASED MODELS 146
11.2.1.1 Growing use in finance, healthcare, or legal systems to drive market 146
11.2.2 STATISTICAL MODELS 147
11.2.2.1 Increasing availability of vast datasets from IoT devices, social media, and public health data to drive demand 147
11.2.3 DEEP LEARNING 148
11.2.3.1 Proliferation of AI in healthcare, automotive, and consumer electronics to boost demand 148
11.2.4 GENERATIVE ADVERSARIAL NETWORKS (GANS) 149
11.2.4.1 Increasing need for high-quality, scalable data generation to support market growth 149
11.2.5 AUTOENCODERS 149
11.2.5.1 Increasing use in cloud and edge computing to enhance server performance to drive demand 149
11.2.6 CONVOLUTIONAL NEURAL NETWORKS (CNNS) 150
11.2.6.1 Proliferation of visual data through smart devices, security cameras, and self-driving cars to drive market 150
11.2.7 TRANSFORMER MODELS 150
11.2.7.1 Availability of large-scale datasets and advancements in data storage technologies to fuel market 150
11.3 MACHINE LEARNING 151
11.3.1 RAPID ADVANCEMENT AND DEPLOYMENT OF ML MODELS TO BOOST DEMAND 151
11.4 NATURAL LANGUAGE PROCESSING 152
11.4.1 INCREASING NEED FOR REAL-TIME REQUIREMENTS OF NLP APPLICATIONS TO SUPPORT MARKET GROWTH 152
11.5 COMPUTER VISION 152
11.5.1 SURGE IN COMPUTER VISION APPLICATIONS IN SECURITY, HEALTHCARE, AUTOMOTIVE, AND RETAIL FUELING DEMAND FOR AI SERVERS 152
12 AI SERVER MARKET, BY END USER 154
12.1 INTRODUCTION 155
12.2 CLOUD SERVICE PROVIDERS 156
12.2.1 SURGING AI WORKLOADS AND CLOUD ADOPTION TO STIMULATE MARKET GROWTH 156
12.3 ENTERPRISES 157
12.3.1 HEALTHCARE 159
12.3.1.1 Integration of AI for computer-aided drug discovery to foster market growth 159
12.3.2 BFSI 160
12.3.2.1 Growing need for fraud detection in financial institutions to boost demand 160
12.3.3 AUTOMOTIVE 161
12.3.3.1 Growing focus on safety, efficiency, and enhanced driving experiences to drive growth 161
12.3.4 RETAIL & E-COMMERCE 163
12.3.4.1 Personalized shopping experiences and improved customer service to offer lucrative growth opportunities 163
12.3.5 MEDIA & ENTERTAINMENT 164
12.3.5.1 Real-time analysis of viewer preferences, engagement patterns, and demographic information to augment market growth 164
12.3.6 OTHERS 165
12.3.6.1 Proliferation of visual data through smart devices, security cameras, and self-driving cars to drive demand 165
12.4 GOVERNMENT ORGANIZATIONS 166
12.4.1 INCREASING USE OF AI IN NATIONAL SECURITY AND DEFENSE TO DRIVE MARKET GROWTH 166
13 AI SERVER MARKET, BY REGION 168
13.1 INTRODUCTION 169
13.2 NORTH AMERICA 171
13.2.1 MACROECONOMIC OUTLOOK FOR NORTH AMERICA 171
13.2.2 US 177
13.2.2.1 Government-led initiatives to boost semiconductor manufacturing to drive market 177
13.2.3 CANADA 178
13.2.3.1 Growing emphasis on commercializing AI to fuel demand 178
13.2.4 MEXICO 179
13.2.4.1 Increasing shift toward digital platforms and cloud-based solutions to accelerate demand 179
13.3 EUROPE 181
13.3.1 MACROECONOMIC OUTLOOK FOR EUROPE 181
13.3.2 UK 188
13.3.2.1 Growing investments in data center infrastructure to boost demand 188
13.3.3 GERMANY 189
13.3.3.1 Presence of robust industrial base to offer lucrative growth opportunities 189
13.3.4 FRANCE 190
13.3.4.1 Increasing number of AI startups to accelerate demand for AI servers 190
13.3.5 ITALY 191
13.3.5.1 Growing adoption of digitalization in automotive and healthcare sectors to drive market 191
13.3.6 SPAIN 192
13.3.6.1 Growing collaborations and partnerships among AI manufacturers to support market growth 192
13.3.7 REST OF EUROPE 193
13.4 ASIA PACIFIC 195
13.4.1 MACROECONOMIC OUTLOOK FOR ASIA PACIFIC 195
13.4.2 CHINA 202
13.4.2.1 Surge in research funding and implementation of supportive regulatory policy to augment market growth 202
13.4.3 JAPAN 203
13.4.3.1 Rising adoption of AI servers to advance robotics systems to offer lucrative growth opportunities 203
13.4.4 SOUTH KOREA 204
13.4.4.1 Thriving semiconductor industry in South Korea to drive market for AI servers 204
13.4.5 INDIA 205
13.4.5.1 Government-led initiatives to boost AI infrastructure to foster market growth 205
13.4.6 REST OF ASIA PACIFIC 206
13.5 ROW 207
13.5.1 MACROECONOMIC OUTLOOK FOR ROW 208
13.5.2 MIDDLE EAST 213
13.5.2.1 Growing emphasis on digital transformation and technological innovation to drive market growth 213
13.5.2.2 GCC countries 216
13.5.2.3 Rest of Middle East 217
13.5.3 AFRICA 218
13.5.3.1 Rising internet penetration and mobile subscriptions to offer lucrative growth opportunities 218
13.5.4 SOUTH AMERICA 219
13.5.4.1 Growing need to store vast amounts of data to boost demand 219
14 COMPETITIVE LANDSCAPE 221
14.1 OVERVIEW 221
14.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2020–2024 221
14.3 REVENUE ANALYSIS 224
14.4 MARKET SHARE ANALYSIS, 2023 224
14.5 COMPANY VALUATION AND FINANCIAL METRICS 228
14.6 BRAND/PRODUCT COMPARISON 229
14.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023 230
14.7.1 STARS 230
14.7.2 EMERGING LEADERS 230
14.7.3 PERVASIVE PLAYERS 230
14.7.4 PARTICIPANTS 230
14.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2023 232
14.7.5.1 Company footprint 232
14.7.5.2 Region footprint 233
14.7.5.3 Processor type footprint 234
14.7.5.4 Function footprint 235
14.7.5.5 Cooling technology footprint 235
14.7.5.6 Form factor footprint 236
14.7.5.7 Deployment footprint 237
14.7.5.8 Application footprint 238
14.7.5.9 End user footprint 239
14.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2023 239
14.8.1 PROGRESSIVE COMPANIES 239
14.8.2 RESPONSIVE COMPANIES 240
14.8.3 DYNAMIC COMPANIES 240
14.8.4 STARTING BLOCKS 240
14.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2023 241
14.8.5.1 Detailed list of key startups/SMEs 241
14.8.5.2 Competitive benchmarking of key startups/SMEs 242
14.9 COMPETITIVE SCENARIO AND TRENDS 243
14.9.1 PRODUCT LAUNCHES 243
14.9.2 DEALS 245
14.9.3 EXPANSIONS 248
15 COMPANY PROFILES 249
15.1 KEY PLAYERS 249
15.1.1 DELL INC. 249
15.1.1.1 Business overview 249
15.1.1.2 Products offered 250
15.1.1.3 Recent developments 251
15.1.1.3.1 Deals 251
15.1.1.4 MnM view 252
15.1.1.4.1 Key strengths 252
15.1.1.4.2 Strategic choices 252
15.1.1.4.3 Weaknesses and competitive threats 252
15.1.2 HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP 253
15.1.2.1 Business overview 253
15.1.2.2 Products offered 254
15.1.2.3 Recent developments 255
15.1.2.3.1 Product launches 255
15.1.2.3.2 Deals 256
15.1.2.4 MnM view 257
15.1.2.4.1 Key strengths 257
15.1.2.4.2 Strategic choices 257
15.1.2.4.3 Weaknesses and competitive threats 257
15.1.3 LENOVO 258
15.1.3.1 Business overview 258
15.1.3.2 Products offered 259
15.1.3.3 Recent developments 260
15.1.3.3.1 Product launches 260
15.1.3.3.2 Deals 261
15.1.3.3.3 Expansions 263
15.1.3.4 MnM view 263
15.1.3.4.1 Key strengths 263
15.1.3.4.2 Strategic choices 263
15.1.3.4.3 Weaknesses and competitive threats 263
15.1.4 HUAWEI TECHNOLOGIES CO., LTD. 264
15.1.4.1 Business overview 264
15.1.4.2 Products offered 265
15.1.4.3 Recent developments 266
15.1.4.3.1 Deals 266
15.1.4.4 MnM view 267
15.1.4.4.1 Key strengths 267
15.1.4.4.2 Strategic choices 267
15.1.4.4.3 Weaknesses and competitive threats 267
15.1.5 IBM 268
15.1.5.1 Business overview 268
15.1.5.2 Products offered 269
15.1.5.3 Recent developments 271
15.1.5.3.1 Product launches 271
15.1.5.3.2 Deals 271
15.1.5.4 MnM view 272
15.1.5.4.1 Key strengths 272
15.1.5.4.2 Strategic choices 272
15.1.5.4.3 Weaknesses and competitive threats 272
15.1.6 H3C TECHNOLOGIES CO., LTD. 273
15.1.6.1 Business overview 273
15.1.6.2 Products offered 273
15.1.6.3 Recent developments 275
15.1.6.3.1 Product launches 275
15.1.6.3.2 Deals 275
15.1.7 CISCO SYSTEMS, INC. 277
15.1.7.1 Business overview 277
15.1.7.2 Products offered 278
15.1.7.3 Recent developments 279
15.1.7.3.1 Product launches 279
15.1.7.3.2 Deals 280
15.1.8 SUPER MICRO COMPUTER, INC. 282
15.1.8.1 Business overview 282
15.1.8.2 Products offered 283
15.1.8.3 Recent developments 285
15.1.8.3.1 Product launches 285
15.1.8.3.2 Deals 286
15.1.9 FUJITSU 287
15.1.9.1 Business overview 287
15.1.9.2 Products offered 288
15.1.9.3 Recent developments 289
15.1.9.3.1 Deals 289
15.1.10 INSPUR CO., LTD. 290
15.1.10.1 Business overview 290
15.1.10.2 Products offered 291
15.1.10.3 Recent developments 291
15.1.10.3.1 Product launches 291
15.1.10.3.2 Deals 292
15.2 OTHER PLAYERS 293
15.2.1 NVIDIA CORPORATION 293
15.2.2 ADLINK TECHNOLOGY INC. 294
15.2.3 ADVANCED MICRO DEVICES, INC. 295
15.2.4 QUANTA COMPUTERS 296
15.2.5 WISTRON CORPORATION 297
15.2.6 GIGABIT TECHNOLOGIES PVT LTD. 298
15.2.7 ASUSTEK COMPUTER INC. 299
15.2.8 AIVRES 300
15.2.9 AIME 301
15.2.10 WIWYNN CORPORATION 302
15.2.11 MITAC COMPUTING TECHNOLOGY CORPORATION 303
15.2.12 NEC CORPORATION INDIA PRIVATE LIMITED 304
15.2.13 XENON SYSTEMS PTY LTD. 305
15.2.14 GRAPHCORE 306
15.2.15 2CRSI GROUP 307
16 APPENDIX 308
16.1 DISCUSSION GUIDE 308
16.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 312
16.3 CUSTOMIZATION OPTIONS 314
16.4 RELATED REPORTS 314
16.5 AUTHOR DETAILS 315
LIST OF TABLES
TABLE 1 AI SERVER MARKET: RISK ANALYSIS 45
TABLE 2 NVIDIA’S BLACKWELL PLATFORM HAVING TDP EXCEEDING 1KW 62
TABLE 3 AVERAGE SELLING PRICE OF AI SERVER OFFERED BY KEY PLAYERS,
BY PROCESSOR TYPE (USD) 70
TABLE 4 AVERAGE SELLING PRICE TREND OF AI SERVER, 2020–2023 (USD) 70
TABLE 5 AVERAGE SELLING PRICE TREND OF GPU-BASED AI SERVERS, BY REGION,
2020–2023 (USD) 71
TABLE 6 AVERAGE SELLING PRICE TREND OF FPGA-BASED AI SERVERS, BY REGION,
2020–2023 (USD) 72
TABLE 7 AI SERVER MARKET: ROLE OF COMPANIES IN ECOSYSTEM 75
TABLE 8 GPU/AI SERVER COST STRUCTURE FOR NVIDIA’S ‘A100’, 2023 80
TABLE 9 GPU/AI SERVER COST STRUCTURE FOR NVIDIA’S ‘H100’, 2023 81
TABLE 10 COMPARISON OF NVIDIA AI GPU SPECIFICATIONS 85
TABLE 11 COMPARISON OF CPU SPECIFICATIONS 86
TABLE 12 LIST OF PATENTS, 2022–2024 86
TABLE 13 IMPORT SCENARIO FOR HS CODE 847150-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION) 93
TABLE 14 EXPORT SCENARIO FOR HS CODE 847150-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION) 94
TABLE 15 LIST OF KEY CONFERENCES AND EVENTS, 2024–2025 94
TABLE 16 NORTH AMERICA: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 100
TABLE 17 EUROPE: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 101
TABLE 18 ASIA PACIFIC: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 102
TABLE 19 ROW: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 103
TABLE 20 REGULATORY STANDARDS 104
TABLE 21 AI SERVER MARKET: PORTER’S FIVE FORCES ANALYSIS 106
TABLE 22 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS
FOR TOP THREE END USERS (%) 109
TABLE 23 KEY BUYING CRITERIA FOR TOP THREE END USERS 110
TABLE 24 AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (THOUSAND UNITS) 113
TABLE 25 AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (THOUSAND UNITS) 113
TABLE 26 AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 113
TABLE 27 AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 113
TABLE 28 GPU-BASED AI SERVER MARKET, BY FUNCTION, 2020–2023 (THOUSAND UNITS) 114
TABLE 29 GPU-BASED AI SERVER MARKET, BY FUNCTION, 2024–2030 (THOUSAND UNITS) 115
TABLE 30 GPU-BASED AI SERVER MARKET, BY FUNCTION, 2020–2023 (USD BILLION) 115
TABLE 31 GPU-BASED AI SERVER MARKET, BY FUNCTION, 2024–2030 (USD BILLION) 115
TABLE 32 GPU-BASED AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 115
TABLE 33 GPU-BASED AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 116
TABLE 34 FPGA-BASED AI SERVER MARKET, BY FUNCTION, 2020–2023 (THOUSAND UNITS) 117
TABLE 35 FPGA-BASED AI SERVER MARKET, BY FUNCTION, 2024–2030 (THOUSAND UNITS) 117
TABLE 36 FPGA-BASED AI SERVER MARKET, BY FUNCTION, 2020–2023 (USD BILLION) 117
TABLE 37 FPGA-BASED AI SERVER MARKET, BY FUNCTION, 2024–2030 (USD BILLION) 117
TABLE 38 FPGA-BASED AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 118
TABLE 39 FPGA-BASED AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 118
TABLE 40 ASIC-BASED AI SERVER MARKET, BY FUNCTION, 2020–2023 (THOUSAND UNITS) 119
TABLE 41 ASIC-BASED AI SERVER MARKET, BY FUNCTION, 2024–2030 (THOUSAND UNITS) 119
TABLE 42 ASIC-BASED AI SERVER MARKET, BY FUNCTION, 2020–2023 (USD BILLION) 119
TABLE 43 ASIC-BASED AI SERVER MARKET, BY FUNCTION, 2024–2030 (USD BILLION) 119
TABLE 44 ASIC-BASED AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 120
TABLE 45 ASIC-BASED AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 120
TABLE 46 AI SERVER MARKET, BY FUNCTION, 2020–2023 (THOUSAND UNITS) 123
TABLE 47 AI SERVER MARKET, BY FUNCTION, 2024–2030 (THOUSAND UNITS) 123
TABLE 48 AI SERVER MARKET, BY FUNCTION, 2020–2023 (USD BILLION) 123
TABLE 49 AI SERVER MARKET, BY FUNCTION, 2024–2030 (USD BILLION) 123
TABLE 50 TRAINING: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (THOUSAND UNITS) 125
TABLE 51 TRAINING: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (THOUSAND UNITS) 125
TABLE 52 TRAINING: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 125
TABLE 53 TRAINING: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 125
TABLE 54 INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (THOUSAND UNITS) 126
TABLE 55 INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE, 2
024–2030 (THOUSAND UNITS) 127
TABLE 56 INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD BILLION) 127
TABLE 57 INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD BILLION) 127
TABLE 58 AI SERVER MARKET, BY COOLING TECHNOLOGY, 2020–2023 (USD BILLION) 130
TABLE 59 AI SERVER MARKET, BY COOLING TECHNOLOGY, 2024–2030 (USD BILLION) 130
TABLE 60 AI SERVER MARKET, BY FORM FACTOR, 2020–2023 (USD BILLION) 135
TABLE 61 AI SERVER MARKET, BY FORM FACTOR, 2024–2030 (USD BILLION) 136
TABLE 62 AI SERVER MARKET, BY DEPLOYMENT, 2020–2023 (USD BILLION) 139
TABLE 63 AI SERVER MARKET, BY DEPLOYMENT, 2024–2030 (USD BILLION) 140
TABLE 64 ON-PREMISES: AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 141
TABLE 65 ON-PREMISES: AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 141
TABLE 66 CLOUD: AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 142
TABLE 67 CLOUD: AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 142
TABLE 68 AI SERVER MARKET, BY APPLICATION, 2020–2023 (USD BILLION) 144
TABLE 69 AI SERVER MARKET, BY APPLICATION, 2024–2030 (USD BILLION) 145
TABLE 70 AI SERVER MARKET IN GENERATIVE AI, BY TYPE, 2020–2023 (USD BILLION) 146
TABLE 71 AI SERVER MARKET IN GENERATIVE AI, BY TYPE, 2024–2030 (USD BILLION) 146
TABLE 72 AI SERVER MARKET, BY END USER, 2020–2023 (USD BILLION) 155
TABLE 73 AI SERVER MARKET, BY END USER, 2024–2030 (USD BILLION) 155
TABLE 74 CLOUD SERVICE PROVIDERS: AI SERVER MARKET, BY REGION,
2020–2023 (USD BILLION) 156
TABLE 75 CLOUD SERVICE PROVIDERS: AI SERVER MARKET, BY REGION,
2024–2030 (USD BILLION) 157
TABLE 76 AI SERVER MARKET, BY ENTERPRISE TYPE, 2020–2023 (USD BILLION) 158
TABLE 77 AI SERVER MARKET, BY ENTERPRISE TYPE, 2024–2030 (USD BILLION) 158
TABLE 78 ENTERPRISES: AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 158
TABLE 79 ENTERPRISES: AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 159
TABLE 80 HEALTHCARE: AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 159
TABLE 81 HEALTHCARE: AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 160
TABLE 82 BFSI: AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 160
TABLE 83 BFSI: AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 161
TABLE 84 AUTOMOTIVE: AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 162
TABLE 85 AUTOMOTIVE: AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 162
TABLE 86 RETAIL & E-COMMERCE: AI SERVER MARKET, BY REGION,
2020–2023 (USD BILLION) 163
TABLE 87 RETAIL & E-COMMERCE: AI SERVER MARKET, BY REGION,
2024–2030 (USD BILLION) 164
TABLE 88 MEDIA & ENTERTAINMENT: AI SERVER MARKET, BY REGION,
2020–2023 (USD BILLION) 165
TABLE 89 MEDIA & ENTERTAINMENT: AI SERVER MARKET, BY REGION,
2024–2030 (USD BILLION) 165
TABLE 90 OTHERS: AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 166
TABLE 91 OTHERS: AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 166
TABLE 92 GOVERNMENT ORGANIZATIONS: AI SERVER MARKET, BY REGION,
2020–2023 (USD BILLION) 167
TABLE 93 GOVERNMENT ORGANIZATIONS: AI SERVER MARKET, BY REGION,
2024–2030 (USD BILLION) 167
TABLE 94 AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 170
TABLE 95 AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 170
TABLE 96 NORTH AMERICA: AI SERVER MARKET, BY COUNTRY, 2020–2023 (USD BILLION) 173
TABLE 97 NORTH AMERICA: AI SERVER MARKET, BY COUNTRY, 2024–2030 (USD BILLION) 173
TABLE 98 NORTH AMERICA: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD BILLION) 173
TABLE 99 NORTH AMERICA: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD BILLION) 173
TABLE 100 NORTH AMERICA: GPU-BASED AI SERVER MARKET, BY COUNTRY,
2020–2023 (USD BILLION) 174
TABLE 101 NORTH AMERICA: GPU-BASED AI SERVER MARKET, BY COUNTRY,
2024–2030 (USD BILLION) 174
TABLE 102 NORTH AMERICA: FPGA-BASED AI SERVER MARKET, BY COUNTRY,
2020–2023 (USD MILLION) 174
TABLE 103 NORTH AMERICA: FPGA-BASED AI SERVER MARKET, BY COUNTRY,
2024–2030 (USD MILLION) 174
TABLE 104 NORTH AMERICA: ASIC-BASED AI SERVER MARKET, BY COUNTRY,
2020–2023 (USD BILLION) 175
TABLE 105 NORTH AMERICA: ASIC-BASED AI SERVER MARKET, BY COUNTRY,
2024–2030 (USD BILLION) 175
TABLE 106 NORTH AMERICA: AI SERVER MARKET, BY DEPLOYMENT,
2020–2023 (USD BILLION) 175
TABLE 107 NORTH AMERICA: AI SERVER MARKET, BY DEPLOYMENT,
2024–2030 (USD BILLION) 175
TABLE 108 NORTH AMERICA: AI SERVER MARKET, BY END USER, 2020–2023 (USD BILLION) 176
TABLE 109 NORTH AMERICA: AI SERVER MARKET, BY END USER, 2024–2030 (USD BILLION) 176
TABLE 110 NORTH AMERICA: AI SERVER MARKET, BY ENTERPRISE TYPE,
2020–2023 (USD BILLION) 176
TABLE 111 NORTH AMERICA: AI SERVER MARKET, BY ENTERPRISE TYPE,
2024–2030 (USD BILLION) 177
TABLE 112 US: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 178
TABLE 113 US: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 178
TABLE 114 CANADA: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 179
TABLE 115 CANADA: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 179
TABLE 116 MEXICO: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 180
TABLE 117 MEXICO: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 180
TABLE 118 EUROPE: AI SERVER MARKET, BY COUNTRY, 2020–2023 (USD BILLION) 183
TABLE 119 EUROPE: AI SERVER MARKET, BY COUNTRY, 2024–2030 (USD BILLION) 183
TABLE 120 EUROPE: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 183
TABLE 121 EUROPE: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 184
TABLE 122 EUROPE: GPU-BASED AI SERVER MARKET, BY COUNTRY,
2020–2023 (USD BILLION) 184
TABLE 123 EUROPE: GPU-BASED AI SERVER MARKET, BY COUNTRY,
2024–2030 (USD BILLION) 184
TABLE 124 EUROPE: FPGA-BASED AI SERVER MARKET, BY COUNTRY,
2020–2023 (USD MILLION) 185
TABLE 125 EUROPE: FPGA-BASED AI SERVER MARKET, BY COUNTRY,
2024–2030 (USD MILLION) 185
TABLE 126 EUROPE: ASIC-BASED AI SERVER MARKET, BY COUNTRY,
2020–2023 (USD BILLION) 185
TABLE 127 EUROPE: ASIC-BASED AI SERVER MARKET, BY COUNTRY,
2024–2030 (USD BILLION) 186
TABLE 128 EUROPE: AI SERVER MARKET, BY DEPLOYMENT, 2020–2023 (USD BILLION) 186
TABLE 129 EUROPE: AI SERVER MARKET, BY DEPLOYMENT, 2024–2030 (USD BILLION) 186
TABLE 130 EUROPE: AI SERVER MARKET, BY END USER, 2020–2023 (USD BILLION) 186
TABLE 131 EUROPE: AI SERVER MARKET, BY END USER, 2024–2030 (USD BILLION) 187
TABLE 132 EUROPE: AI SERVER MARKET, BY ENTERPRISE TYPE, 2020–2023 (USD BILLION) 187
TABLE 133 EUROPE: AI SERVER MARKET, BY ENTERPRISE TYPE, 2024–2030 (USD BILLION) 187
TABLE 134 UK: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 188
TABLE 135 UK: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 188
TABLE 136 GERMANY: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 189
TABLE 137 GERMANY: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 190
TABLE 138 FRANCE: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 191
TABLE 139 FRANCE: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 191
TABLE 140 ITALY: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 192
TABLE 141 ITALY: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 192
TABLE 142 SPAIN: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 193
TABLE 143 SPAIN: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 193
TABLE 144 REST OF EUROPE: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD BILLION) 194
TABLE 145 REST OF EUROPE: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD BILLION) 194
TABLE 146 ASIA PACIFIC: AI SERVER MARKET, BY COUNTRY, 2020–2023 (USD BILLION) 197
TABLE 147 ASIA PACIFIC: AI SERVER MARKET, BY COUNTRY, 2024–2030 (USD BILLION) 197
TABLE 148 ASIA PACIFIC: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD BILLION) 197
TABLE 149 ASIA PACIFIC: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD BILLION) 198
TABLE 150 ASIA PACIFIC: GPU-BASED AI SERVER MARKET, BY COUNTRY,
2020–2023 (USD BILLION) 198
TABLE 151 ASIA PACIFIC: GPU-BASED AI SERVER MARKET, BY COUNTRY,
2024–2030 (USD BILLION) 198
TABLE 152 ASIA PACIFIC: FPGA-BASED AI SERVER MARKET, BY COUNTRY,
2020–2023 (USD MILLION) 199
TABLE 153 ASIA PACIFIC: FPGA-BASED AI SERVER MARKET, BY COUNTRY,
2024–2030 (USD MILLION) 199
TABLE 154 ASIA PACIFIC: ASIC-BASED AI SERVER MARKET, BY COUNTRY,
2020–2023 (USD BILLION) 199
TABLE 155 ASIA PACIFIC: ASIC-BASED AI SERVER MARKET, BY COUNTRY,
2024–2030 (USD BILLION) 200
TABLE 156 ASIA PACIFIC: AI SERVER MARKET, BY DEPLOYMENT, 2020–2023 (USD BILLION) 200
TABLE 157 ASIA PACIFIC: AI SERVER MARKET, BY DEPLOYMENT, 2024–2030 (USD BILLION) 200
TABLE 158 ASIA PACIFIC: AI SERVER MARKET, BY END USER, 2020–2023 (USD BILLION) 200
TABLE 159 ASIA PACIFIC: AI SERVER MARKET, BY END USER, 2024–2030 (USD BILLION) 201
TABLE 160 ASIA PACIFIC: AI SERVER MARKET, BY ENTERPRISE TYPE,
2020–2023 (USD BILLION) 201
TABLE 161 ASIA PACIFIC: AI SERVER MARKET, BY ENTERPRISE TYPE,
2024–2030 (USD BILLION) 201
TABLE 162 CHINA: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 202
TABLE 163 CHINA: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 203
TABLE 164 JAPAN: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 204
TABLE 165 JAPAN: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 204
TABLE 166 SOUTH KOREA: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD BILLION) 205
TABLE 167 SOUTH KOREA: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD BILLION) 205
TABLE 168 INDIA: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 206
TABLE 169 INDIA: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 206
TABLE 170 REST OF ASIA PACIFIC: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD BILLION) 207
TABLE 171 REST OF ASIA PACIFIC: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD BILLION) 207
TABLE 172 ROW: AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 209
TABLE 173 ROW: AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 209
TABLE 174 ROW: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD BILLION) 210
TABLE 175 ROW: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD BILLION) 210
TABLE 176 ROW: GPU-BASED AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 210
TABLE 177 ROW: GPU-BASED AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 210
TABLE 178 ROW: FPGA-BASED AI SERVER MARKET, BY REGION, 2020–2023 (USD MILLION) 211
TABLE 179 ROW: FPGA-BASED AI SERVER MARKET, BY REGION, 2024–2030 (USD MILLION) 211
TABLE 180 ROW: ASIC-BASED AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 211
TABLE 181 ROW: ASIC-BASED AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 211
TABLE 182 ROW: AI SERVER MARKET, BY DEPLOYMENT, 2020–2023 (USD BILLION) 212
TABLE 183 ROW: AI SERVER MARKET, BY DEPLOYMENT, 2024–2030 (USD BILLION) 212
TABLE 184 ROW: AI SERVER MARKET, BY END USER, 2020–2023 (USD BILLION) 212
TABLE 185 ROW: AI SERVER MARKET, BY END USER, 2024–2030 (USD BILLION) 212
TABLE 186 ROW: AI SERVER MARKET, BY ENTERPRISE TYPE, 2020–2023 (USD BILLION) 213
TABLE 187 ROW: AI SERVER MARKET, BY ENTERPRISE TYPE, 2024–2030 (USD BILLION) 213
TABLE 188 MIDDLE EAST: AI SERVER MARKET, BY REGION, 2020–2023 (USD BILLION) 214
TABLE 189 MIDDLE EAST: AI SERVER MARKET, BY REGION, 2024–2030 (USD BILLION) 214
TABLE 190 MIDDLE EAST: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD MILLION) 214
TABLE 191 MIDDLE EAST: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD MILLION) 215
TABLE 192 MIDDLE EAST: GPU-BASED AI SERVER MARKET, BY REGION,
2020–2023 (USD BILLION) 215
TABLE 193 MIDDLE EAST: GPU-BASED AI SERVER MARKET, BY REGION,
2024–2030 (USD BILLION) 215
TABLE 194 MIDDLE EAST: FPGA-BASED AI SERVER MARKET, BY REGION,
2020–2023 (USD MILLION) 215
TABLE 195 MIDDLE EAST: FPGA-BASED AI SERVER MARKET, BY REGION,
2024–2030 (USD MILLION) 216
TABLE 196 MIDDLE EAST: ASIC-BASED AI SERVER MARKET, BY REGION,
2020–2023 (USD MILLION) 216
TABLE 197 MIDDLE EAST: ASIC-BASED AI SERVER MARKET, BY REGION,
2024–2030 (USD MILLION) 216
TABLE 198 GCC COUNTRIES: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD MILLION) 217
TABLE 199 GCC COUNTRIES: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD MILLION) 217
TABLE 200 REST OF MIDDLE EAST: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD MILLION) 218
TABLE 201 REST OF MIDDLE EAST: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD MILLION) 218
TABLE 202 AFRICA: AI SERVER MARKET, BY PROCESSOR TYPE, 2020–2023 (USD MILLION) 219
TABLE 203 AFRICA: AI SERVER MARKET, BY PROCESSOR TYPE, 2024–2030 (USD MILLION) 219
TABLE 204 SOUTH AMERICA: AI SERVER MARKET, BY PROCESSOR TYPE,
2020–2023 (USD MILLION) 220
TABLE 205 SOUTH AMERICA: AI SERVER MARKET, BY PROCESSOR TYPE,
2024–2030 (USD MILLION) 220
TABLE 206 AI SERVER MARKET: OVERVIEW OF STRATEGIES ADOPTED BY KEY PLAYERS, 2020–2024 221
TABLE 207 AI SERVER MARKET: DEGREE OF COMPETITION, 2023 225
TABLE 208 AI SERVER MARKET: REGION FOOTPRINT 233
TABLE 209 AI SERVER MARKET: PROCESSOR TYPE FOOTPRINT 234
TABLE 210 AI SERVER MARKET: FUNCTION FOOTPRINT 235
TABLE 211 AI SERVER MARKET: COOLING TECHNOLOGY FOOTPRINT 235
TABLE 212 AI SERVER MARKET: FORM FACTOR FOOTPRINT 236
TABLE 213 AI SERVER MARKET: DEPLOYMENT FOOTPRINT 237
TABLE 214 AI SERVER MARKET: APPLICATION FOOTPRINT 238
TABLE 215 AI SERVER MARKET: END USER FOOTPRINT 239
TABLE 216 AI SERVER MARKET: DETAILED LIST OF KEY STARTUPS/SMES 241
TABLE 217 AI SERVER MARKET: COMPETITIVE BENCHMARKING OF KEY STARTUPS/SMES 242
TABLE 218 AI SERVER MARKET: PRODUCT LAUNCHES, JANUARY 2020–OCTOBER 2024 243
TABLE 219 AI SERVER MARKET: DEALS, JANUARY 2020–OCTOBER 2024 245
TABLE 220 AI SERVER MARKET: EXPANSIONS, JANUARY 2020–OCTOBER 2024 248
TABLE 221 DELL INC.: COMPANY OVERVIEW 249
TABLE 222 DELL INC.: PRODUCT OFFERINGS 250
TABLE 223 DELL INC.: DEALS 251
TABLE 224 HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP: COMPANY OVERVIEW 253
TABLE 225 HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP: PRODUCT OFFERINGS 254
TABLE 226 HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP: PRODUCT LAUNCHES 255
TABLE 227 HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP: DEALS 256
TABLE 228 LENOVO: COMPANY OVERVIEW 258
TABLE 229 LENOVO: PRODUCT OFFERINGS 259
TABLE 230 LENOVO: PRODUCT LAUNCHES 260
TABLE 231 LENOVO: DEALS 261
TABLE 232 LENOVO: EXPANSIONS 263
TABLE 233 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW 264
TABLE 234 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCT OFFERING 265
TABLE 235 HUAWEI TECHNOLOGIES CO., LTD.: DEALS 266
TABLE 236 IBM: COMPANY OVERVIEW 268
TABLE 237 IBM: PRODUCT OFFERING 269
TABLE 238 IBM: PRODUCT LAUNCHES 271
TABLE 239 IBM: DEALS 271
TABLE 240 H3C TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW 273
TABLE 241 H3C TECHNOLOGIES CO., LTD.: PRODUCT OFFERINGS 273
TABLE 242 H3C TECHNOLOGIES CO., LTD.: PRODUCT LAUNCHES 275
TABLE 243 H3C TECHNOLOGIES CO., LTD.: DEALS 275
TABLE 244 CISCO SYSTEMS, INC.: COMPANY OVERVIEW 277
TABLE 245 CISCO SYSTEMS, INC.: PRODUCT OFFERINGS 278
TABLE 246 CISCO SYSTEMS, INC.: PRODUCT LAUNCHES 279
TABLE 247 CISCO SYSTEMS, INC.: DEALS 280
TABLE 248 SUPER MICRO COMPUTER, INC.: COMPANY OVERVIEW 282
TABLE 249 SUPER MICRO COMPUTER, INC.: PRODUCT OFFERINGS 283
TABLE 250 SUPER MICRO COMPUTER, INC.: PRODUCT LAUNCHES 285
TABLE 251 SUPER MICRO COMPUTER, INC.: DEALS 286
TABLE 252 FUJITSU: COMPANY OVERVIEW 287
TABLE 253 FUJITSU: PRODUCT OFFERINGS 288
TABLE 254 FUJITSU: DEALS 289
TABLE 255 INSPUR CO., LTD.: COMPANY OVERVIEW 290
TABLE 256 INSPUR CO., LTD.: PRODUCT OFFERINGS 291
TABLE 257 INSPUR CO., LTD.: PRODUCT LAUNCHES 291
TABLE 258 INSPUR CO., LTD.: DEALS 292
LIST OF FIGURES
FIGURE 1 AI SERVER MARKET SEGMENTATION AND REGIONAL SCOPE 28
FIGURE 2 AI SERVER MARKET: RESEARCH DESIGN 33
FIGURE 3 AI SERVER MARKET: RESEARCH FLOW OF MARKET SIZE ESTIMATION 39
FIGURE 4 AI SERVER MARKET: SUPPLY-SIDE ANALYSIS 40
FIGURE 5 AI SERVER MARKET: REVENUE ANALYSIS OF DELL INC. 41
FIGURE 6 AI SERVER MARKET: BOTTOM-UP APPROACH 42
FIGURE 7 AI SERVER MARKET: TOP-DOWN APPROACH 43
FIGURE 8 AI SERVER MARKET: DATA TRIANGULATION 43
FIGURE 9 GPU-BASED SERVERS SEGMENT TO ACCOUNT FOR LARGEST MARKET SHARE 46
FIGURE 10 TRAINING SEGMENT TO REGISTER HIGHER CAGR DURING FORECAST PERIOD 47
FIGURE 11 LIQUID COOLING TECHNOLOGY SEGMENT TO ACCOUNT
FOR LARGEST MARKET SHARE 47
FIGURE 12 RACK-MOUNTED SERVERS SEGMENT TO DOMINATE AI SERVER MARKET 48
FIGURE 13 CLOUD DEPLOYMENT SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 48
FIGURE 14 MACHINE LEARNING APPLICATION TO ACCOUNT FOR LARGEST MARKET SHARE 49
FIGURE 15 CLOUD SERVICE PROVIDERS SEGMENT TO ACCOUNT FOR LARGEST MARKET SHARE 49
FIGURE 16 NORTH AMERICA ACCOUNTED FOR LARGEST SHARE OF
AI SERVER MARKET IN 2023 50
FIGURE 17 RISING DEMAND FOR AI SERVERS AMONG CLOUD SERVICE PROVIDERS TO DRIVE MARKET 51
FIGURE 18 ASIC-BASED AI SERVERS SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 51
FIGURE 19 INFERENCE FUNCTION SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 52
FIGURE 20 LIQUID COOLING SEGMENT TO REGISTER HIGHEST GROWTH DURING FORECAST PERIOD 52
FIGURE 21 RACK-MOUNTED SERVERS TO ACCOUNT FOR LARGEST MARKET SHARE DURING FORECAST PERIOD 53
FIGURE 22 ON-PREMISES SEGMENT TO REGISTER HIGHER CAGR DURING FORECAST PERIOD 53
FIGURE 23 GENERATIVE AI SEGMENT TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 54
FIGURE 24 ENTERPRISES SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 54
FIGURE 25 CHINA TO EXHIBIT HIGHEST CAGR IN GLOBAL AI SERVER MARKET DURING FORECAST PERIOD 55
FIGURE 26 ASIA PACIFIC TO RECORD HIGHEST CAGR IN AI SERVER MARKET DURING FORECAST PERIOD 55
FIGURE 27 DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 56
FIGURE 28 IMPACT ANALYSIS: DRIVERS 59
FIGURE 29 NVIDIA’S DATACENTER GPU POWER CONSUMPTION IN TDP
(THERMAL DESIGN POWER) 62
FIGURE 30 INTEL DATACENTER GPU POWER CONSUMPTION IN TDP
(THERMAL DESIGN POWER) 63
FIGURE 31 IMPACT ANALYSIS: RESTRAINTS 63
FIGURE 32 APPLICATIONS OF AI IN HEALTHCARE SERVICES 64
FIGURE 33 IMPACT ANALYSIS: OPPORTUNITIES 67
FIGURE 34 IMPACT ANALYSIS: CHALLENGES 68
FIGURE 35 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 69
FIGURE 36 AVERAGE SELLING PRICE OF AI SERVER OFFERED BY KEY PLAYERS, BY PROCESSOR TYPE 70
FIGURE 37 AVERAGE SELLING PRICE TREND OF GPU-BASED AI SERVERS,
BY REGION, 2020–2023 71
FIGURE 38 AVERAGE SELLING PRICE TREND OF FPGA-BASED AI SERVERS,
BY REGION, 2020–2023 72
FIGURE 39 AI SERVER MARKET: VALUE CHAIN ANALYSIS 73
FIGURE 40 AI SERVER MARKET: ECOSYSTEM ANALYSIS 75
FIGURE 41 INVESTMENT AND FUNDING IN AI INDUSTRY, 2023–2024 (USD MILLION) 76
FIGURE 42 NVIDIA AI CHIPS WITH HIGH-BANDWIDTH MEMORY 78
FIGURE 43 NVIDIA A100 SERVER: BILL OF MATERIAL (BOM) SHARE, 2023 81
FIGURE 44 NVIDIA H100 SERVER: BILL OF MATERIAL (BOM) SHARE, 2023 82
FIGURE 45 GLOBAL OVERALL SERVER & ARTIFICIAL INTELLIGENCE (AI) SERVER SHIPMENT, 2023–2030 (THOUSAND UNITS) 83
FIGURE 46 UPCOMING DEPLOYMENTS OF DATA CENTER BY CLOUD SERVICE PROVIDERS IN VARIOUS REGIONS 83
FIGURE 47 GLOBAL CSP/HYPERSCALERS CAPEX, 2020−2030 (USD BILLION) 84
FIGURE 48 GLOBAL TOP CSP/HYPERSCALERS CAPEX SHARE, 2023 84
FIGURE 49 GLOBAL CSP/HYPERSCALERS’ IT EQUIPMENT SPENDING SHARE, 2023 85
FIGURE 50 PATENTS APPLIED AND GRANTED, 2014–2024 91
FIGURE 51 IMPORT DATA FOR HS CODE 847150-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION) 92
FIGURE 52 EXPORT DATA FOR HS CODE 847150-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION) 93
FIGURE 53 PORTER’S FIVE FORCES ANALYSIS: AI SERVER MARKET 107
FIGURE 54 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS 109
FIGURE 55 KEY BUYING CRITERIA FOR TOP THREE END USERS 110
FIGURE 56 ASIC-BASED SERVERS TO EXHIBIT HIGHEST CAGR IN AI SERVER MARKET FROM 2024 TO 2030 112
FIGURE 57 TRAINING FUNCTION TO EXHIBIT HIGHER CAGR IN AI SERVER MARKET FROM 2024 TO 2030 122
FIGURE 58 LIQUID COOLING TO EXHIBIT HIGHEST CAGR IN AI SERVER MARKET FROM 2024 TO 2030 130
FIGURE 59 RACK-MOUNTED SERVERS TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 135
FIGURE 60 ON-PREMISES SEGMENT TO EXHIBIT HIGHER CAGR IN AI SERVER MARKET FROM 2024 TO 2030 139
FIGURE 61 GENERATIVE AI TO EXHIBIT HIGHEST CAGR IN AI SERVER MARKET
FROM 2024 TO 2030 144
FIGURE 62 AI SERVER MARKET TO REGISTER HIGHEST CAGR IN ENTERPRISES SEGMENT DURING FORECAST PERIOD 155
FIGURE 63 ASIA PACIFIC TO RECORD HIGHEST CAGR IN AI SERVER MARKET
FROM 2024 TO 2030 170
FIGURE 64 NORTH AMERICA: AI SERVER MARKET SNAPSHOT 172
FIGURE 65 US TO RECORD HIGHEST CAGR IN NORTH AMERICA AI SERVER MARKET DURING FORECAST PERIOD 172
FIGURE 66 EUROPE: AI SERVER MARKET SNAPSHOT 182
FIGURE 67 GERMANY TO RECORD HIGHEST CAGR IN AI SERVER MARKET IN EUROPE 182
FIGURE 68 ASIA PACIFIC: AI SERVER MARKET SNAPSHOT 196
FIGURE 69 CHINA TO RECORD HIGHEST CAGR IN ASIA PACIFIC DURING FORECAST PERIOD 196
FIGURE 70 ROW: AI SERVER MARKET SNAPSHOT 208
FIGURE 71 MIDDLE EAST TO RECORD HIGHEST CAGR IN ROW DURING FORECAST PERIOD 209
FIGURE 72 AI SERVER MARKET: REVENUE ANALYSIS OF FIVE KEY PLAYERS, 2021–2023 224
FIGURE 73 AI SERVER MARKET SHARE ANALYSIS, 2023 225
FIGURE 74 COMPANY VALUATION (USD BILLION) 228
FIGURE 75 FINANCIAL METRICS (EV/EBITDA) 228
FIGURE 76 BRAND/PRODUCT COMPARISON 229
FIGURE 77 AI SERVER MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2023 231
FIGURE 78 AI SERVER MARKET: COMPANY FOOTPRINT 232
FIGURE 79 AI SERVER MARKET: COMPANY EVALUATION MATRIX (STARTUPS/SMES), 2023 240
FIGURE 80 DELL INC.: COMPANY SNAPSHOT 250
FIGURE 81 HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP: COMPANY SNAPSHOT 254
FIGURE 82 LENOVO: COMPANY SNAPSHOT 259
FIGURE 83 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY SNAPSHOT 265
FIGURE 84 IBM: COMPANY SNAPSHOT 269
FIGURE 85 CISCO SYSTEMS, INC.: COMPANY SNAPSHOT 278
FIGURE 86 SUPER MICRO COMPUTER, INC.: COMPANY SNAPSHOT 283
FIGURE 87 FUJITSU: COMPANY SNAPSHOT 288
