人工智慧和機器學習：雲端人工智慧

具體益處：

• 本報告確定了到 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）。
• 我們將了解雲端 AI 晶片組的出貨量和收入將如何以關鍵地區和架構（例如圖形處理單元 (GPU)）成長。
• 我們根據主要人工智慧框架的相對成長率以及雲端人工智慧中的推理和訓練的比較來評估策略。
• 本報告比較了雲端和邊緣環境下人工智慧晶片組的市場規模。

重要問題的答案：

• 到 2031 年，AI 晶片組在伺服器中的應用將有多重要？
• 未來各地區的AI晶片市場將如何發展？
• 這些晶片組是為哪些人工智慧框架設計的？
• 到 2031 年，哪種晶片組架構將主導雲端 AI 市場？

調查要點：

• 2024 年至 2031 年雲端市場人工智慧晶片組出貨量和收入預測。
• 按地區、架構、工作負載和人工智慧框架進行詳細分類。

本報告的主要目標受眾：

• 晶片組供應商正在尋求更深入地了解市場規模和新的成長領域。
• 人工智慧影響下各行各業的銷售和行銷領導者
• 正在評估雲端運算人工智慧成長潛力的投資者
• 負責人，參與雲端人工智慧產品的開發和行銷。

目錄

桌子

數位

• 圖 1：依架構分類的雲端 AI 推理訓練晶片組總出貨量
• 圖 2：依架構分類的雲端 AI 推理訓練晶片組總出貨量
• 圖 3：按架構分類的雲端 AI 推理訓練晶片組總收入
• 圖 4：按架構分類的雲端 AI 推理訓練晶片組總收入
• 圖 5：雲端 AI 推理訓練晶片組的總收入
• 圖 6：不包括 CPU 的 AI 加速器市場佔有率（按供應商分類）
• 圖 7：用於雲端 AI 推理訓練的晶片組總出貨量（按地區分類）
• 圖 8：雲端 AI 推理訓練晶片組總出貨量（以 AI 框架分類）
• 圖 9：雲端 AI 晶片組總出貨量（依工作負載分類）
• 圖 10：按工作負載分類的邊緣 AI 晶片組（包括個人和商用設備）總出貨量。
• 圖 11：推理晶片組的總收入，包括雲端 AI、邊緣 AI 和個人設備。
• 圖 12：來自雲端 AI、邊緣 AI 和個人工作設備訓練晶片組的總收入。
• 圖 13：AI 伺服器出貨總數
• 圖 14：AI 伺服器出貨總數（依工作負載分類）
• 圖 15：AI 伺服器出貨量：超大規模資料中心業者和非超大規模資料中心業者類型。
• 圖 16：人工智慧伺服器出貨量：生成式人工智慧與傳統人工智慧

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 Hyperscaler Versus Non-Hyperscaler
• Chart 16 AI Server Shipments Generative AI Versus Classical AI