歐洲資料中心 GPU 市場（按產品、應用和國家分類）分析與預測（2024 年至 2034 年）

預計歐洲資料中心 GPU 市場將從 2024 年的 106 億美元成長到 2034 年的 822 億美元，2024-2034 年預測期間的複合年成長率為 22.75%。

對支援人工智慧、深度學習和巨量資料分析的高效能運算的需求日益成長，推動了歐洲 GPU 市場的穩定擴張。與高速生產線上的精密工具類似，GPU 作為專用處理器，能夠快速且有效率地處理複雜任務。與尖端自動化技術推動工廠現代化類似，記憶體容量的增加、運算能力的提高和能源效率的提高等技術發展正在推動市場發展和歐洲數位基礎設施的現代化。

歐洲各地超大規模資料中心的快速成長以及主要 GPU 製造商和歐洲雲端供應商之間的策略聯盟正在提高供應鏈的彈性和營運擴充性，以及更有效率和整合的物流系統。不斷增加的研發支出也刺激了 GPU 技術的發展，以滿足不斷變化的處理需求，並有助於遵守歐洲嚴格的永續性和能源效率法律。所有這些元素共同構成了整個歐洲擴充性、高效且生態負責的數位生態系統。

隨著巨量資料分析、雲端運算、機器學習和人工智慧（AI）等各行各業對高效能運算的需求不斷成長，歐洲資料中心 GPU 市場正在經歷強勁成長。圖形處理單元 (GPU) 因其能夠管理大規模平行處理作業而迅速成為資料中心不可或缺的一部分。這使得它對於 AI 工作負載和即時資料處理特別有用。對強大而高效的處理資源的需求正在加速資料中心對 GPU 的使用，以及從預測分析到自主系統的人工智慧應用的成長。

人工智慧、雲端運算和邊緣運算的廣泛應用也在推動市場的發展。 GPU 非常適合管理不斷成長的運算能力需求，特別是對於圖形密集和延遲敏感的工作，而且資料中心必須擴展以滿足此需求。

此外，永續性計畫在歐洲盛行，許多資料中心都注重能源效率和減少碳足跡，為更節能的 GPU 技術創造了機會。

然而，高昂的營運成本、複雜的系統整合以及供應鏈限制正在阻礙市場的發展。儘管存在這些障礙，但隨著技術的新突破和行業接受度的不斷提高，GPU 驅動的基礎設施市場預計將進一步成長。

市場趨勢

• 人工智慧和機器學習在各行業的融合度不斷提高
• 擴展雲端運算和邊緣運算基礎設施
• 日益關注綠色、節能的資料中心營運
• 開發高GPU密度、專用於AI的大型資料中心
• 越來越多採用需要 GPU 加速的混合雲和多重雲端環境

市場促進因素

• 醫療保健、金融和製造業等領域對人工智慧驅動應用的需求激增
• GPU架構和效能的持續創新
• 擴展資料密集型工作負載，如即時分析、3D 渲染和自主系統
• 支持政府和組織進行數位轉型和人工智慧基礎設施建設
• 研究和工業領域對高效能運算 (HPC) 的需求不斷成長

市場挑戰

• 基於 GPU 的基礎設施的資本和營運成本高昂
• 半導體供應鏈持續中斷，影響 GPU 的可用性
• GPU 系統的功耗和冷卻需求不斷提高
• 難以找到熟練的專家來管理基於 GPU 的工作負載
• 與舊有系統和軟體環境整合的複雜性

本報告研究了歐洲資料中心 GPU 市場，並提供了市場概述、按產品、應用和國家分類的趨勢以及參與市場的公司概況。

目錄

執行摘要

第1章 市場

• 資料中心趨勢：現況與未來影響評估
  • 資料中心容量：現在與未來
  • AI 工作負載與傳統工作負載
  • 資料中心電力消耗場景
  • 值得關注的重點國家
  • 其他產業趨勢
• 資料中心冷卻市場概況
  • 全球和區域市場規模
  • 冷卻部署（按資料中心年齡）
  • 維修和棕地計劃
  • 待開發區計劃和新設施
  • 冷卻設備安裝績效分析（2018-2022）
  • 資料中心冷卻技術採用趨勢（2023-2027）
  • 人工智慧將如何影響資料中心冷卻基礎設施
• 研發評審
• 相關利益者分析
• 市場動態概覽

第2章 區域

• 區域摘要
• 歐洲
  • 區域概況
  • 市場成長動力
  • 成長抑制因素
  • 目的
  • 產品
  • 歐洲（按國家/地區）

第3章 市場競爭基準化分析與公司概況

• 地理評估
• 公司簡介
  • 外部GPU/加速器晶片供應商

第4章調查方法

Introduction to Europe Data Center GPUs Market

The Europe data center GPUs market is projected to reach $82.2 billion by 2034 from $10.6 billion in 2024, growing at a CAGR of 22.75% during the forecast period 2024-2034. The growing need for high-performance computing to support AI, deep learning, and big data analytics is driving the GPU market's robust expansion in Europe. Similar to precision tools on a high-speed production line, GPUs operate as specialised processors that can quickly and effectively handle complicated jobs. Similar to modernising a factory with state-of-the-art automation, technological developments like increased memory capacity, better computing power, and increased energy efficiency are propelling market expansion and modernising Europe's digital infrastructure.

The fast growth of hyperscale data centres around the region and strategic partnerships between leading GPU manufacturers and European cloud providers are improving supply chain resilience and operational scalability, much like a more efficient, integrated logistics system. Increased R&D expenditures are also spurring the development of GPU technology, which will assist satisfy changing processing needs and comply with Europe's strict sustainability and energy efficiency laws. All of these elements are working together to create a digital ecosystem that is scalable, effective, and ecologically conscious throughout Europe.

Market Introduction

The market for GPUs for data centres in Europe is expanding significantly as the need for high-performance computing increases across a number of industries, including big data analytics, cloud computing, machine learning, and artificial intelligence (AI). Because of their capacity to manage enormous parallel processing jobs, graphics processing units (GPUs) are quickly becoming indispensable parts of data centres. This makes them especially useful for AI workloads and real-time data processing. The requirement for strong, effective processing resources has fuelled the use of GPUs in data centres as AI applications grow, ranging from predictive analytics to autonomous systems.

The market is also being driven by AI and the growing use of cloud and edge computing. GPUs are well-suited to manage the ever-increasing need for computational capacity, especially for jobs that are graphics-intensive and latency-sensitive, and data centres must scale to meet this demand.

Furthermore, there are chances for GPU technologies that are more power-efficient because sustainability programs are becoming more popular in Europe, where many data centres are concentrating on energy efficiency and lowering their carbon footprints.

High operating expenses, intricate system integration, and supply chain limitations are some of the market's obstacles, though. Notwithstanding these obstacles, the market for GPU-powered infrastructure is expected to grow further due to new developments in technology and growing industry acceptance.

Market Segmentation

Segmentation 1: Data Center GPUs Market (by Application)

• Hyperscale
• Colocation
• Enterprise
• Others

Segmentation 2: Data Center GPUs Market (by Product)

• Conventional GPUs
• Accelerated GPUs

Segmentation 3: Data Center GPUs Market (by Country)

• Germany
• France
• U.K.
• Italy
• Netherlands
• Ireland
• Rest-of-Europe

Europe Data Center GPUs Market Trends, Drivers and Challenges

Market Trends

• Growing integration of AI and machine learning across industries.
• Expansion of cloud computing and edge computing infrastructures.
• Increased focus on green and energy-efficient data center operations.
• Development of large-scale AI-focused data centers with high GPU density.
• Rising adoption of hybrid and multi-cloud environments needing GPU acceleration

Market Drivers

• Surging demand for AI-driven applications across sectors like healthcare, finance, and manufacturing.
• Continuous innovation in GPU architecture and performance.
• Growth in data-intensive workloads such as real-time analytics, 3D rendering, and autonomous systems.
• Government and institutional support for digital transformation and AI infrastructure.
• Increasing demand for high-performance computing (HPC) in research and industrial applications.

Market Challenges

• High capital and operational expenditure for GPU-based infrastructure.
• Ongoing semiconductor supply chain disruptions impacting GPU availability.
• Elevated power consumption and cooling requirements of GPU systems.
• Difficulty in sourcing skilled professionals for managing GPU-based workloads.
• Integration complexity with legacy systems and software environments.

Table of Contents

Executive Summary

Scope and Definition

1 Markets

• 1.1 Data Center Trends: Current and Future Impact Assessment
  • 1.1.1 Data Center Capacities: Current and Future
  • 1.1.2 AI Workloads vs. Conventional Workloads
  • 1.1.3 Data Center Power Consumption Scenario
  • 1.1.4 Key Countries to Focus
  • 1.1.5 Other Industrial Trends
    • 1.1.5.1 HPC Cluster Developments
    • 1.1.5.2 Blockchain Initiatives
    • 1.1.5.3 Super Computing
    • 1.1.5.4 5G and 6G Developments
    • 1.1.5.5 Impact of Server/Rack Density
• 1.2 Data Center Cooling Market Overview
  • 1.2.1 Global and Regional Market size
  • 1.2.2 Adoption of Cooling (by Data Center Age)
  • 1.2.3 Retrofitting and Brownfield Projects
  • 1.2.4 Green Field Projects and New Installation
  • 1.2.5 Historical Analysis of Cooling Equipment Deployment, 2018-2022
  • 1.2.6 New Data Center Trends toward Adoption of Cooling Technology Type, 2023-2027
  • 1.2.7 Impact of AI Adoption on Data Center Cooling Infrastructure
• 1.3 Research and Development Review
  • 1.3.1 Patent Filing Trend (by Country, by Company)
• 1.4 Stakeholder Analysis
  • 1.4.1 Use Case
  • 1.4.2 End User and Buying Criteria
• 1.5 Market Dynamics Overview
  • 1.5.1 Market Drivers
    • 1.5.1.1 Surging Demand for Cryptocurrency Mining
    • 1.5.1.2 Rising Enterprise Adoption of Data Center GPUs for High-Performance Computing Applications
  • 1.5.2 Market Restraints
    • 1.5.2.1 High Bargaining Power of GPU Manufacturers
  • 1.5.3 Market Opportunities
    • 1.5.3.1 Technological Advancement in High-Performing Computing (HPC)
    • 1.5.3.2 Government Support for Smart City Development and Digitalization

2 Regions

• 2.1 Regional Summary
• 2.2 Europe
  • 2.2.1 Regional Overview
  • 2.2.2 Driving Factors for Market Growth
  • 2.2.3 Factors Challenging the Market
  • 2.2.4 Application
  • 2.2.5 Product
  • 2.2.6 Europe (by Country)
    • 2.2.6.1 Germany
      • 2.2.6.1.1 Application
      • 2.2.6.1.2 Product
    • 2.2.6.2 France
      • 2.2.6.2.1 Application
      • 2.2.6.2.2 Product
    • 2.2.6.3 U.K.
      • 2.2.6.3.1 Application
      • 2.2.6.3.2 Product
    • 2.2.6.4 Netherlands
      • 2.2.6.4.1 Application
      • 2.2.6.4.2 Product
    • 2.2.6.5 Ireland
      • 2.2.6.5.1 Application
      • 2.2.6.5.2 Product
    • 2.2.6.6 Italy
      • 2.2.6.6.1 Application
      • 2.2.6.6.2 Product
    • 2.2.6.7 Rest-of-Europe
      • 2.2.6.7.1 Application
      • 2.2.6.7.2 Product

3 Markets - Competitive Benchmarking and Company Profiles

• 3.1 Geographic Assessment
• 3.2 Company Profiles
  • 3.2.1 External GPU/ Accelerator Chip Suppliers
    • 3.2.1.1 Graphcore
      • 3.2.1.1.1 Overview
      • 3.2.1.1.2 Top Products/Product Portfolio
      • 3.2.1.1.3 Top Competitors
      • 3.2.1.1.4 Target Customers/End Users
      • 3.2.1.1.5 Key Personnel
      • 3.2.1.1.6 Analyst View
      • 3.2.1.1.7 Market Share, 2024

4 Research Methodology

• 4.1 Data Sources
  • 4.1.1 Primary Data Sources
  • 4.1.2 Secondary Data Sources
  • 4.1.3 Data Triangulation
• 4.2 Market Estimation and Forecast

List of Figures

• Figure 1: Europe Data Center GPUs Market (by Scenario), $Billion, 2023, 2027, and 2034
• Figure 2: Europe Data Center GPUs Market (by Application), $Million, 2023, 2027, and 2034
• Figure 3: Europe Data Center GPUs Market (by Product), $Million, 2023, 2027, and 2034
• Figure 4: Key Events
• Figure 5: Estimated Increase in Data Center Capacity, 2023 and 2030, GW
• Figure 6: Comparison between Conventional and AI Workloads
• Figure 7: HPC Cluster Developments in the Data Center Market
• Figure 8: Share of Total 5G Mobile Connections (by Region) 2023 and 2030
• Figure 9: Historical Analysis: Estimated Number of Cooling Deployed Data Centers Globally, 2018-2022
• Figure 10: Future Market Analysis: Cooling Expected Deployment in New Data Centers (by Number of Data Centers), 2023-2027
• Figure 11: Energy Consumption Breakdown in AI Data Centers
• Figure 12: Increasing Rack Power Density Across Key Data Center Segments
• Figure 13: Comparison of Different Rack Densities in Data Centers
• Figure 14: Patent Analysis (by Country), January 2021-January 2025
• Figure 15: Patent Analysis (by Company), January 2021-January 2025
• Figure 16: End User and Buying Criteria in the Data Center GPUs Market
• Figure 17: Dynamics of Data Generation, Replication, and Utilization, 2019-2023
• Figure 18: Germany Data Center GPUs Market, $Billion, 2023-2034
• Figure 19: France Data Center GPUs Market, $Billion, 2023-2034
• Figure 20: U.K. Data Center GPUs Market, $Billion, 2023-2034
• Figure 21: Netherlands Data Center GPUs Market, $Billion, 2023-2034
• Figure 22: Ireland Data Center GPUs Market, $Billion, 2023-2034
• Figure 23: Italy Data Center GPUs Market, $Billion, 2023-2034
• Figure 24: Rest-of-Europe Data Center GPUs Market, $Billion, 2023-2034
• Figure 25: Data Triangulation
• Figure 26: Top-Down and Bottom-Up Approach
• Figure 27: Assumptions and Limitations

List of Tables

• Table 1: Market Snapshot
• Table 2: Opportunities across Region
• Table 3: Competitive Landscape Snapshot
• Table 4: Trends Overview
• Table 5: Data Center Liquid Cooling Market (by Region), $Billion, 2023-2034
• Table 6: Adoption of Cooling by Data Center Age along with PUE
• Table 7: Data Center GPUs Market (by Region), $Billion, 2023-2034
• Table 8: Europe Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 9: Europe Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 10: Germany Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 11: Germany Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 12: France Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 13: France Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 14: U.K. Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 15: U.K. Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 16: Netherlands Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 17: Netherlands Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 18: Ireland Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 19: Ireland Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 20: Italy Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 21: Italy Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 22: Rest-of-Europe Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 23: Rest-of-Europe Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 24: Market Share,2024 (by External GPU/Accelerator Chip Suppliers)