人工智慧與機器學習：雲端AI

具體優勢：

• 預測2031年雲端環境中人工智慧（AI）晶片組的市場規模（出貨量和收入）。
• 了解雲端AI晶片組的出貨量和收入將如何以主要地區和架構（例如，圖形處理器 (GPU)）成長。
• 基於雲AI中主要AI框架的相對增長率，以及推理和訓練的比較，評估相關策略。
• 比較雲端環境和邊緣環境中AI晶片組的市場規模。

關鍵問題解答：

• 到2031年，AI晶片組在伺服器領域的應用將有多重要？
• 各地區的AI晶片組市場將如何發展？
• 這些晶片組將面向哪些AI框架？
• 到 2031 年，哪種晶片組架構將主導雲端 AI？

研究亮點：

• 2024年至2031年雲端市場AI晶片組出貨量與營收預測
• 依地區、架構、工作負載和AI框架劃分的詳細分析

本報告的目標受眾

• 尋求深入了解市場規模和新成長領域的晶片組供應商
• 受AI影響的各市場銷售及行銷主管
• 評估雲AI成長潛力的投資者
• 開發和管理雲端AI產品的創新者；以及從事AI和行銷的整個AI堆疊的策略家

目錄

表格

圖表

• 圖1：雲AI總出貨量依架構劃分的推理訓練晶片組
• 圖 2：依架構劃分的雲端 AI 推理訓練晶片組總出貨量
• 圖 3：依架構劃分的雲端 AI 推理訓練晶片組總收入
• 圖 4：依架構劃分的雲端 AI 推理訓練晶片組總收入
• 圖 5：雲端 AI 推理訓練晶片組總收入
• 圖 6：不含 CPU 的 AI 加速器市場廠商佔有率
• 圖 7：依地區劃分的雲端 AI 推理訓練晶片組出貨量
• 圖 8：以 AI 框架劃分的雲端 AI 推理訓練晶片組總出貨量
• 圖 9：以工作負載劃分的雲端 AI 晶片組出貨量
• 圖 10：以工作負載劃分的邊緣 AI（包括個人工作設備）晶片組總出貨量
• 圖 11：雲端 AI、邊緣 AI 和個人工作設備的推理晶片組總收入
• 圖 12：雲端 AI 與邊緣 AI 訓練晶片組總收入（包括個人工作設備）工作設備）
• 圖 13：AI 伺服器總出貨量
• 圖 14：以工作負載劃分的 AI 伺服器出貨量
• 圖 15：AI 伺服器出貨量與收入：超大規模資料中心與非超大規模資料中心
• 圖 16：用於獲利性 AI 和傳統 AI 的 AI 伺服器出貨量和收入
• 圖 17：北美和世界其他地區的 AI 伺服器出貨量和收入

Actionable Benefits:

• Identify the market size (shipments and revenue) of Artificial Intelligence (AI) chipsets in cloud environments through 2031.
• Understand how cloud AI chipset shipments and revenue will grow by key regions and architectures, e.g., Graphics Processing Unit (GPU).
• Evaluate strategy based on relative growth of key AI frameworks and inference versus training in cloud AI.
• Compare the market size of AI chipsets in cloud to edge environments.

Critical Questions Answered:

• How significant will AI chipsets adoption be in servers until 2031?
• How will the AI chipset market for each region develop going forward?
• Which AI frameworks will these chipsets target?
• Which chipset architecture will dominate cloud AI by 2031?

Research Highlights:

• Forecasts for AI chipset shipments and revenue in the cloud market from 2024 to 2031.
• Detailed breakdowns by region, architecture, workload, and AI framework.

Who Should Read This?

• Chipset vendors seeking greater insight into their market sizes and new growth areas.
• Sales and marketing leaders in diverse markets impacted by AI.
• Investors gauging the potential for growth in cloud AI.
• Strategists across the entire AI stack developing cloud AI products and marketing.

TABLE OF CONTENTS

Tables

• Table 1 Total Shipments and Revenue of Cloud AI Inference Training Chipsets by Architecture
• Table 2 Total Shipments and Revenue of Cloud AI Inference Training Chipsets by Region
• Table 3 Total Shipments and Revenue of Cloud AI Inference Training Chipsets by AI Framework
• Table 4 Total Shipments and Revenue of Cloud AI Chipsets by Workload
• Table 5 Total Shipments and Revenue of Edge AI inc Personal Work Devices Chipsets by Workload
• Table 6 Total Shipments and Revenue of AI Servers
• Table 7 Total Shipments and Revenue of AI Servers by Workload
• Table 8 AI Server Shipments and Revenue Hyperscaler Versus Non-Hyperscaler
• Table 9 AI Server Shipments and Revenue Generative AI Versus Classical AI
• Table 10 AI Server Shipments and Revenue North America Versus Rest of World

Charts

• Chart 1 Total Shipments of Cloud AI Inference Training Chipsets by Architecture
• Chart 2 Total Shipments of Cloud AI Inference Training Chipsets by Architecture
• Chart 3 Total Revenue of Cloud AI Inference Training Chipsets by Architecture
• Chart 4 Total Revenue of Cloud AI Inference Training Chipsets by Architecture
• Chart 5 Total Revenue of Cloud AI Inference Training Chipsets
• Chart 6 Vendor Share of AI Accelerator Market excl CPU
• Chart 7 Total Shipments of Cloud AI Inference Training Chipsets by Region
• Chart 8 Total Shipments of Cloud AI Inference Training Chipsets by AI Framework
• Chart 9 Total Shipments of Cloud AI Chipsets by Workload
• Chart 10 Total Shipments of Edge AI inc Personal Work Devices Chipsets by Workload
• Chart 11 Total Revenue of Inference Chipsets in Cloud AI Edge AI inc Personal Work Devices
• Chart 12 Total Revenue of Training Chipsets in Cloud AI Edge AI inc Personal Work Devices
• Chart 13 Total Shipments of AI Servers
• Chart 14 Total Shipments of AI Servers by Workload
• Chart 15 AI Server Shipments and Revenue Hyperscaler Versus Non-Hyperscaler
• Chart 16 AI Server Shipments and Revenue Generative AI Versus Classical AI
• Chart 17 AI Server Shipments and Revenue North America Versus Rest of World