亞太資料中心 GPU 市場（按應用、產品和國家）分析與預測（2024 年至 2034 年）

預計到 2034 年亞太地區資料中心 GPU 市場規模將達到 446 億美元，高於 2024 年的 67 億美元，2024-2034 年預測期間的複合年成長率為 20.80%。

在亞太地區，對由人工智慧、深度學習和巨量資料分析動力來源的高效能運算的需求正在飆升，刺激了 GPU 作為專門複雜任務的「主力」的應用。記憶體容量、處理能力和電源效率的提高正在推動成長。 GPU 供應商和雲端供應商之間的合作以及超大規模資料中心的擴展正在加強供應鏈的彈性，而研發投資正在推動可擴展數位生態系統的永續和合規創新。

隨著亞太地區企業競相利用圖形處理單元 (GPU) 的平行處理能力，亞太地區資料中心 GPU 產業正以突破性的速度擴張。 GPU 以前僅限於圖形渲染，現在已成為加速巨量資料分析、高效能運算 (HPC)、機器學習 (ML) 和人工智慧 (AI) 等運算密集型任務的重要工具。亞太地區正在經歷金融、醫療保健、製造、電子商務和公共服務等領域的快速工業數位化轉型，對 GPU 加速基礎設施的需求空前高漲，以實現即時推理、訓練大規模語言模型以及模擬具有挑戰性的科學和工程問題。

主要的市場參與企業，包括全球領導者和新興的區域供應商，正在透過與雲端服務供應商和系統整合商建立策略聯盟來擴大其影響力。 AWS、Microsoft Azure、Google Cloud、阿里雲、騰訊雲等公共雲端平台紛紛引進虛擬GPU實例，為企業提供付費使用制的高效能運算能力。同時，隨著超大規模企業、學術機構和大型企業尋求適合其可預測工作負載和資料保存需求的 GPU 集群，內部部署正在增加。

亞太地區的基礎設施趨勢受效率和性能的驅動。為了在高密度機架中保持理想的熱分佈，液體浸沒和直接連接到晶片的冷板等尖端冷卻技術與 GPU 架構的進步相結合，可提供更高的內存頻寬、用於 AI 矩陣運算的張量核心和混合精度計算。同時，可分解可組合GPU結構的出現，使得加速器資源動態池化，提高利用率，降低整體擁有成本。

新加坡的綠色資料中心津貼、韓國的數位新政、印度的國家人工智慧計畫和中國的「新基礎設施」計畫等政府舉措和獎勵計畫正在刺激對 GPU 驅動的資料中心的投資。這些法規正在加速下一代 GPU 設計、軟體工具鏈和管理平台的研發，並推動對人工智慧公司的創業投資增加。隨著企業和公共部門採用 GPU 的趨勢不斷擴大，亞太地區將成為加速 GPU 創新的全球中心，推動經濟成長和技術領先地位。

亞太資料中心 GPU 市場趨勢、促進因素與挑戰

趨勢

• 針對 AI 最佳化的 GPU（NVIDIA Blackwell、AMD MI300）在生成式 AI 和 LLM 訓練中迅速普及
• 分散式可組合GPU架構實現靈活的資源池化
• 亞太地區公有雲（AWS、Azure、GCP）中虛擬GPU 執行個體的崛起
• 在邊緣和區域 PoP 處部署「微叢集」以進行局部推理
• 增加使用液冷和浸沒式冷卻 GPU 機架來管理不斷上升的功率密度

驅動程式

• 金融、醫療保健和製造業對 AI/ML 工作負載的需求激增
• 國家人工智慧戰略（中國人工智慧2.0藍圖、印度人工智慧計畫等）將推動資料中心升級
• 提供 GPU 即服務和混合雲端GPU 解決方案的雲端供應商正在向亞太地區擴張
• 高效能運算 (HPC) 在科學研究和數位雙胞胎的發展
• 數位轉型和競爭壓力促使企業採用即時分析

任務

• 電力消耗和冷卻需求激增導致營運成本上升
• 全球 GPU 供應限制以及下一代加速器的較長前置作業時間
• 高密度 GPU 部署的資本支出和投資報酬率壓力大
• 設計、部署和操作 GPU 加速系統的人才短缺
• 資料主權和跨境合規性使集中式 GPU 叢集部署變得複雜

本報告研究了亞太地區資料中心 GPU 市場，並提供了市場概述、應用、產品和國家/地區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）
  • 2023-2027 年資料中心冷卻技術採用趨勢
  • 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
  • 使用案例
  • 最終用戶和購買標準
• 市場動態概覽
  • 市場促進因素
  • 市場限制
  • 市場機會

第2章 區域

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

第3章 市場競爭基準化分析與公司概況

• 公司簡介

第4章調查方法

Introduction to Asia-Pacific Data Center GPUs Market

The Asia-Pacific data center GPUs market is projected to reach $44.6 billion by 2034 from $6.7 billion in 2024, growing at a CAGR of 20.80% during the forecast period 2024-2034. In APAC, surging demand for high-performance computing-powered by AI, deep learning, and big-data analytics-is fueling GPU adoption as specialized "workhorses" for complex tasks. Advances in memory capacity, processing power, and power-efficiency are accelerating growth. Collaborations between GPU vendors and cloud providers, plus hyperscale data-center expansion, are bolstering supply-chain resilience, while R&D investment drives sustainable, compliant innovations for a scalable digital ecosystem.

Market Introduction

The data-center GPU industry in Asia-Pacific (APAC) is expanding at a revolutionary rate as businesses in the region compete to use graphics processing units' (GPUs') parallel processing capabilities. Previously limited to graphic rendering, GPUs have become essential tools for speeding up compute-intensive tasks like big data analytics, high-performance computing (HPC), machine learning (ML), and artificial intelligence (AI). Rapid industry digital transformation in APAC, including in the fields of finance, healthcare, manufacturing, e-commerce, and public services, is creating an unprecedented need for GPU-accelerated infrastructure that can power real-time inference, train large language models, and simulate challenging scientific and engineering problems.

Key market players, including global leaders and rising regional vendors, are increasing their reach through strategic alliances with cloud service providers and system integrators. Virtualised GPU instances are being introduced by public-cloud platforms such as AWS, Microsoft Azure, Google Cloud, Alibaba Cloud, and Tencent Cloud, allowing businesses to use high-performance computing on a pay-as-you-go basis. In the meantime, hyperscalers, academic institutions, and major corporations looking for specialised GPU clusters for predictable workloads and data-sovereignty needs are increasingly adopting on-premises deployments.

APAC's infrastructure trends are influenced by both efficiency and performance. In order to maintain ideal thermal profiles in high-density racks, cutting-edge cooling techniques like liquid immersion and direct-to-chip cold plates are used in conjunction with advancements in GPU architectures, which provide increased memory bandwidth, tensor cores for AI matrix operations, and mixed-precision computing. Simultaneously, the emergence of disaggregated and composable GPU fabrics allows for dynamic accelerator resource pooling, increasing utilisation rates and reducing total cost of ownership.

Investments in GPU-driven data centres are being stimulated by government initiatives and incentive programs, including Singapore's Green Data Centre Grant, South Korea's Digital New Deal, India's National AI Mission, and China's ""New Infrastructure"" plan. These regulations are speeding up research and development of next-generation GPU designs, software toolchains, and management platforms, as well as increasing venture capital investments in AI firms. APAC is positioned to become a global centre for GPU-accelerated innovation, propelling both economic growth and technological leadership, as businesses and public sector entities continue to boost GPU deployments.

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)

• Japan
• India
• China
• Australia
• South Korea
• Rest-of-Asia-Pacific

APAC Data Center GPUs Market Trends, Drivers and Challenges

Trends

• Rapid uptake of AI-optimized GPUs (NVIDIA Blackwell, AMD MI300) for generative AI and LLM training
• Disaggregated and composable GPU architectures enabling flexible resource pooling
• Growth of virtualized GPU instances in public clouds (AWS, Azure, GCP) across APAC regions
• Deployment of "micro-clusters" at edge and regional PoPs for localized inference
• Increased use of liquid-cooled and immersion-cooled GPU racks to manage rising power densities

Drivers

• Explosive demand for AI/ML workloads in finance, healthcare, and manufacturing
• National AI strategies (e.g., China's AI 2.0 roadmap, India's AI Mission) fueling data-center upgrades
• Cloud provider expansion into APAC, offering GPU-as-a-Service and hybrid-cloud GPU solutions
• Growth in high-performance computing (HPC) for scientific research and digital twins
• Enterprise digital transformation and competitive pressure to leverage real-time analytics

Challenges

• Skyrocketing power consumption and cooling requirements driving OPEX up
• Global GPU supply constraints and long lead times for next-gen accelerators
• High capital expenditure for dense GPU deployments, with ROI pressure
• Talent shortages in GPU-accelerated systems design, deployment, and operations
• Data-sovereignty and cross-border compliance complicating centralized GPU farm deployments

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 Asia-Pacific
  • 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 Asia-Pacific (by Country)
    • 2.2.6.1 China
      • 2.2.6.1.1 Application
      • 2.2.6.1.2 Product
    • 2.2.6.2 Japan
      • 2.2.6.2.1 Application
      • 2.2.6.2.2 Product
    • 2.2.6.3 Australia
      • 2.2.6.3.1 Application
      • 2.2.6.3.2 Product
    • 2.2.6.4 India
      • 2.2.6.4.1 Application
      • 2.2.6.4.2 Product
    • 2.2.6.5 South Korea
      • 2.2.6.5.1 Application
      • 2.2.6.5.2 Product
    • 2.2.6.6 Rest-of-Asia-Pacific
      • 2.2.6.6.1 Application
      • 2.2.6.6.2 Product

3 Markets - Competitive Benchmarking and Company Profiles

• 3.1 Company Profiles
  • 3.1.1.1 Huawei Technologies Co., Ltd.
    • 3.1.1.1.1 Overview
    • 3.1.1.1.2 Top Products/Product Portfolio
    • 3.1.1.1.3 Top Competitors
    • 3.1.1.1.4 Target Customers/End Users
    • 3.1.1.1.5 Key Personnel
    • 3.1.1.1.6 Analyst View
  • 3.1.1.2 Alibaba
    • 3.1.1.2.1 Overview
    • 3.1.1.2.2 Top Products/Product Portfolio
    • 3.1.1.2.3 Top Competitors
    • 3.1.1.2.4 Target Customers/End Users
    • 3.1.1.2.5 Key Personnel
    • 3.1.1.2.6 Analyst View

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: Asia-Pacific Data Center GPUs Market (by Scenario), $Billion, 2023, 2027, and 2034
• Figure 2: Asia-Pacific Data Center GPUs Market (by Application), $Million, 2023, 2027, and 2034
• Figure 3: Asia-Pacific 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: Key Energy Consuming Industries (by Independent System Operators in U.S.)
• Figure 8: HPC Cluster Developments in the Data Center Market
• Figure 9: Share of Total 5G Mobile Connections (by Region) 2023 and 2030
• Figure 10: Historical Analysis: Estimated Number of Cooling Deployed Data Centers Globally, 2018-2022
• Figure 11: Future Market Analysis: Cooling Expected Deployment in New Data Centers (by Number of Data Centers), 2023-2027
• Figure 12: Energy Consumption Breakdown in AI Data Centers
• Figure 13: Increasing Rack Power Density Across Key Data Center Segments
• Figure 14: Comparison of Different Rack Densities in Data Centers
• Figure 15: Patent Analysis (by Country), January 2021-January 2025
• Figure 16: Patent Analysis (by Company), January 2021-January 2025
• Figure 17: End User and Buying Criteria in the Data Center GPUs Market
• Figure 18: Dynamics of Data Generation, Replication, and Utilization, 2019-2023
• Figure 19: China Data Center GPUs Market, $Billion, 2023-2034
• Figure 20: Japan Data Center GPUs Market, $Billion, 2023-2034
• Figure 21: Australia Data Center GPUs Market, $Billion, 2023-2034
• Figure 22: India Data Center GPUs Market, $Billion, 2023-2034
• Figure 23: South Korea Data Center GPUs Market, $Billion, 2023-2034
• Figure 24: Rest-of-Asia-Pacific 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: Trends Overview
• Table 4: Data Center Liquid Cooling Market (by Region), $Billion, 2023-2034
• Table 5: Adoption of Cooling by Data Center Age along with PUE
• Table 6: Data Center GPUs Market (by Region), $Billion, 2023-2034
• Table 7: Asia-Pacific Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 8: Asia-Pacific Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 9: China Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 10: China Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 11: Japan Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 12: Japan Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 13: Australia Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 14: Australia Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 15: India Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 16: India Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 17: South Korea Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 18: South Korea Data Center GPUs Market (by Product), $Billion, 2023-2034
• Table 19: Rest-of-Asia-Pacific Data Center GPUs Market (by Application), $Billion, 2023-2034
• Table 20: Rest-of-Asia-Pacific Data Center GPUs Market (by Product), $Billion, 2023-2034