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市場調查報告書
商品編碼
1772320

美國人工智慧伺服器市場規模、佔有率和趨勢分析報告:按處理器類型、冷卻技術、外形規格、最終用途和細分市場預測,2025 年至 2030 年

U.S. AI Server Market Size, Share & Trends Analysis Report By Processor Type (GPU-based Servers, FPGA-based Servers), By Cooling Technology (Air Cooling, Liquid Cooling), By Form Factor, By End-use, And Segment Forecasts, 2025 - 2030

出版日期: | 出版商: Grand View Research | 英文 120 Pages | 商品交期: 2-10個工作天內

價格

美國AI伺服器市場規模及趨勢:

預計 2024 年美國人工智慧伺服器市場價值將達到 344.2 億美元,預計 2025 年至 2030 年的複合年成長率為 37.1%。

受醫療保健、金融和汽車等行業對人工智慧日益成長的需求推動,美國人工智慧伺服器產業正在迅速擴張。企業正在大力投資先進的伺服器基礎設施,以支援日益複雜的人工智慧工作負載,尤其是涉及機器學習和深度學習的工作負載。該市場的一個特點是,領先的科技公司實力雄厚,提供各種針對人工智慧最佳化的伺服器,包括搭載 GPU 的高效能運算系統。

雲端服務供應商和資料中心營運商在擴展人工智慧能力方面發揮關鍵作用,冷卻技術和節能設計的創新不斷提升伺服器效能。邊緣運算和人工智慧推理應用的興起也影響著伺服器的設計和部署策略,美國已牢牢確立了其在人工智慧伺服器技術領域的全球領先地位。

美國聯邦政府的「晶片加速器」(CHIPS)和「國家人工智慧研究與資源研究所」(NAIRR)等舉措正在國內人工智慧基礎設施上投入數十億美元。這些政策旨在增強國家競爭力,加強人工智慧研發,並減少對外國硬體的依賴。因此,官民合作關係關係正在加速人工智慧伺服器在學術、國防和國家實驗室環境中的部署,從而刺激了各行各業的需求。

此外,美國的人工智慧應用正變得更加垂直化,農業、法律技術、物流和能源等產業都在開發自己的人工智慧模型。這些特定領域的應用需要客製化的伺服器配置,並最佳化記憶體頻寬、儲存解決方案和溫度控管,以滿足其特定的效能需求。美國的原始OEM)和整合商正積極響應這一趨勢,提供專為這些特定工作負載構建的模組化人工智慧伺服器架構。

此外,永續性已成為美國伺服器採購決策的關鍵因素。企業和雲端服務供應商正在投資節能高效的AI伺服器,以符合ESG目標和日益嚴格的碳排放法規。美國資料中心擴大採用液體冷卻、AI驅動的工作負載最佳化和可再生能源整合,從而推動了對支援綠色運算的AI伺服器的需求。

醫療保健、金融、通訊和零售等行業正在加速整合人工智慧技術,以提升業務和客戶體驗。支援這些應用的高效能運算需求推動了對人工智慧伺服器的需求。此外,美國政府旨在促進人工智慧研發的政策和資金正在刺激創新並加速人工智慧技術的普及,從而推動了對人工智慧伺服器基礎設施的需求。

目錄

第1章調查方法與範圍

第2章執行摘要

第3章美國人工智慧伺服器的變數、趨勢和範圍

  • 市場介紹/電網展望
  • 產業價值鏈分析
  • 市場動態
    • 市場促進因素分析
    • 市場限制因素分析
    • 行業機會
  • AI伺服器分析工具
    • 波特分析
    • PESTEL分析

第4章美國人工智慧伺服器:按處理器類型估算和趨勢分析

  • 細分儀表板
  • 美國人工智慧伺服器市場:2024 年和 2030 年處理器類型趨勢分析
  • 基於GPU的伺服器
  • 基於 FPGA 的伺服器
  • 基於ASIC的伺服器

第5章美國人工智慧伺服器:按冷卻技術估算與趨勢分析

  • 細分儀表板
  • 美國人工智慧伺服器市場:2024 年和 2030 年冷卻技術趨勢分析
  • 空氣冷卻
  • 液體冷卻
  • 混合冷卻

第6章美國人工智慧伺服器:依外形規格估算和趨勢分析

  • 細分儀表板
  • 美國人工智慧伺服器市場:2024 年和 2030 年外形規格分析
  • 機架式伺服器
  • 刀鋒伺服器
  • 直立式伺服器

第7章美國人工智慧伺服器:按最終用途的估算和趨勢分析

  • 細分儀表板
  • 美國人工智慧伺服器市場:2024 年和 2030 年最終用途趨勢分析
  • 資訊科技/通訊
  • BFSI
  • 零售與電子商務
  • 醫療保健和製藥
  • 其他

第8章 競爭態勢

  • 主要市場參與企業的近期趨勢和影響分析
  • 公司分類
  • 2024年公司市場佔有率分析
  • 公司熱圖分析
  • 戰略地圖
    • 擴張
    • 合併與收購
    • 夥伴關係和合作
    • 產品發布
    • 近期動態
  • 公司簡介
    • Dell Technologies
    • Hewlett-Packard Enterprise(HPE)
    • IBM Corporation
    • NVIDIA Corporation
    • Super Micro Computer, Inc.
    • Intel Corporation
    • Lenovo Group Limited
    • Cisco Systems, Inc.
    • ADLINK Technology Inc.
    • Advanced Micro Devices, Inc.(AMD)
Product Code: GVR-4-68040-606-8

U.S. AI Server Market Size & Trends:

The U.S. AI server market size was estimated at USD 34.42 billion in 2024 and is projected to grow at a CAGR of 37.1% from 2025 to 2030. The U.S. AI server industry is experiencing rapid expansion, driven by growing demand for artificial intelligence across sectors such as healthcare, finance, and automotive. Companies are investing heavily in advanced server infrastructure to support increasingly complex AI workloads, particularly those involving machine learning and deep learning. The market is characterized by the strong presence of leading technology firms that offer a broad range of AI-optimized servers, including GPU-powered and high-performance computing systems.

Cloud service providers and data center operators are playing a critical role in scaling AI capabilities, while innovation in cooling technologies and energy-efficient designs continues to enhance server performance. The rise of edge computing and AI inference applications is also influencing server design and deployment strategies, positioning the U.S. as a global leader in AI server technology.

U.S. federal initiatives, such as the CHIPS and Science Act and National AI Research Resource (NAIRR), are investing billions into domestic AI infrastructure. These policies aim to strengthen national competitiveness, bolster AI R&D, and reduce dependency on foreign hardware. As a result, public-private partnerships are accelerating the deployment of AI servers in academic, defense, and national lab environments, expanding demand across various sectors.

In additionally, AI adoption in the U.S. is increasingly verticalized, with industries like agriculture, legal tech, logistics, and energy developing tailored AI models. These domain-specific applications require customized server configurations including optimized memory bandwidth, storage solutions, and thermal management to meet niche performance requirements. U.S.-based OEMs and integrators are responding by offering modular AI server architectures purpose-built for these specialized workloads.

Moreover, sustainability has become a critical factor in U.S. server procurement decisions. Enterprises and cloud providers are investing in energy-efficient AI servers to align with ESG goals and rising regulatory scrutiny around carbon emissions. U.S. data centers are increasingly adopting liquid cooling, AI-powered workload optimization, and renewable energy integration, creating demand for AI servers that support green computing practices.

Sectors such as healthcare, finance, telecommunications, and retail are increasingly integrating AI technologies to enhance operations and customer experiences. The need for high-performance computing to support these applications is driving the demand for AI servers. In addition, U.S. government policies and funding aimed at promoting AI research and development are fostering innovation and accelerating the adoption of AI technologies, thereby boosting the demand for AI server infrastructure.

U.S. AI Server Market Report Segmentation

This report forecasts revenue growth at global, regional, and country levels and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, Grand View Research has segmented the U.S. AI server market report based on processor type, cooling technology, form factor, and end-use.

  • Processor Type Outlook (Revenue, USD Billion, 2018 - 2030)
  • GPU-based Servers
  • FPGA-based Servers
  • ASIC-based Servers
  • Cooling Technology Outlook (Revenue, USD Billion, 2018 - 2030)
  • Air Cooling
  • Liquid Cooling
  • Hybrid Cooling
  • Form Factor Outlook (Revenue, USD Billion, 2018 - 2030)
  • Rack-mounted Servers
  • Blade Servers
  • Tower Servers
  • End-use Outlook (Revenue, USD Billion, 2018 - 2030)
  • IT & Telecommunication
  • BFSI
  • Retail & E-commerce
  • Healthcare & Pharmaceutical
  • Automotive
  • Others

Table of Contents

Chapter 1. Methodology and Scope

  • 1.1. Market Segmentation and Scope
  • 1.2. Market Definitions
  • 1.3. Research Methodology
    • 1.3.1. Information Procurement
    • 1.3.2. Information or Data Analysis
    • 1.3.3. Market Formulation & Data Visualization
    • 1.3.4. Data Validation & Publishing
  • 1.4. Research Scope and Assumptions
    • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

  • 2.1. Market Outlook
  • 2.2. Segment Outlook
  • 2.3. Competitive Insights

Chapter 3. U.S. AI Server Variables, Trends, & Scope

  • 3.1. Market Introduction/Lineage Outlook
  • 3.2. Industry Value Chain Analysis
  • 3.3. Market Dynamics
    • 3.3.1. Market Drivers Analysis
    • 3.3.2. Market Restraints Analysis
    • 3.3.3. Industry Opportunities
  • 3.4. AI Server Analysis Tools
    • 3.4.1. Porter's Analysis
      • 3.4.1.1. Bargaining power of the suppliers
      • 3.4.1.2. Bargaining power of the buyers
      • 3.4.1.3. Threats of substitution
      • 3.4.1.4. Threats from new entrants
      • 3.4.1.5. Competitive rivalry
    • 3.4.2. PESTEL Analysis
      • 3.4.2.1. Political landscape
      • 3.4.2.2. Economic and Social landscape
      • 3.4.2.3. Technological landscape
      • 3.4.2.4. Environmental landscape
      • 3.4.2.5. Legal landscape

Chapter 4. U.S. AI Server: Processor Type Estimates & Trend Analysis

  • 4.1. Segment Dashboard
  • 4.2. U.S. AI Server Market: Processor Type Movement Analysis, 2024 & 2030 (USD Billion)
  • 4.3. GPU-based Servers
    • 4.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 4.4. FPGA-based Servers
    • 4.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 4.5. ASIC-based Servers
    • 4.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 5. U.S. AI Server: Cooling Technology Estimates & Trend Analysis

  • 5.1. Segment Dashboard
  • 5.2. U.S. AI Server Market: Cooling Technology Movement Analysis, 2024 & 2030 (USD Billion)
  • 5.3. Air Cooling
    • 5.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 5.4. Liquid Cooling
    • 5.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 5.5. Hybrid Cooling
    • 5.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 6. U.S. AI Server: Form Factor Estimates & Trend Analysis

  • 6.1. Segment Dashboard
  • 6.2. U.S. AI Server Market: Form Factor Movement Analysis, 2024 & 2030 (USD Billion)
  • 6.3. Rack-mounted Servers
    • 6.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 6.4. Blade Servers
    • 6.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 6.5. Tower Servers
    • 6.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 7. U.S. AI Server: End Use Estimates & Trend Analysis

  • 7.1. Segment Dashboard
  • 7.2. U.S. AI Server Market: End Use Movement Analysis, 2024 & 2030 (USD Billion)
  • 7.3. IT & Telecommunication
    • 7.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.4. BFSI
    • 7.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.5. Retail & E-commerce
    • 7.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.6. Healthcare & Pharmaceutical
    • 7.6.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.7. Automotive
    • 7.7.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
  • 7.8. Others
    • 7.8.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 8. Competitive Landscape

  • 8.1. Recent Developments & Impact Analysis by Key Market Participants
  • 8.2. Company Categorization
  • 8.3. Company Market Share Analysis, 2024
  • 8.4. Company Heat Map Analysis
  • 8.5. Strategy Mapping
    • 8.5.1. Expansion
    • 8.5.2. Mergers & Acquisition
    • 8.5.3. Partnerships & Collaborations
    • 8.5.4. Product Launches
    • 8.5.5. Recent Developments
  • 8.6. Company Profiles
    • 8.6.1. Dell Technologies
      • 8.6.1.1. Participant's Overview
      • 8.6.1.2. Financial Performance
      • 8.6.1.3. Product Benchmarking
      • 8.6.1.4. Recent Developments
    • 8.6.2. Hewlett-Packard Enterprise (HPE)
      • 8.6.2.1. Participant's Overview
      • 8.6.2.2. Financial Performance
      • 8.6.2.3. Product Benchmarking
      • 8.6.2.4. Recent Developments
    • 8.6.3. IBM Corporation
      • 8.6.3.1. Participant's Overview
      • 8.6.3.2. Financial Performance
      • 8.6.3.3. Product Benchmarking
      • 8.6.3.4. Recent Developments
    • 8.6.4. NVIDIA Corporation
      • 8.6.4.1. Participant's Overview
      • 8.6.4.2. Financial Performance
      • 8.6.4.3. Product Benchmarking
      • 8.6.4.4. Recent Developments
    • 8.6.5. Super Micro Computer, Inc.
      • 8.6.5.1. Participant's Overview
      • 8.6.5.2. Financial Performance
      • 8.6.5.3. Product Benchmarking
      • 8.6.5.4. Recent Developments
    • 8.6.6. Intel Corporation
      • 8.6.6.1. Participant's Overview
      • 8.6.6.2. Financial Performance
      • 8.6.6.3. Product Benchmarking
      • 8.6.6.4. Recent Developments
    • 8.6.7. Lenovo Group Limited
      • 8.6.7.1. Participant's Overview
      • 8.6.7.2. Financial Performance
      • 8.6.7.3. Product Benchmarking
      • 8.6.7.4. Recent Developments
    • 8.6.8. Cisco Systems, Inc.
      • 8.6.8.1. Participant's Overview
      • 8.6.8.2. Financial Performance
      • 8.6.8.3. Product Benchmarking
      • 8.6.8.4. Recent Developments
    • 8.6.9. ADLINK Technology Inc.
      • 8.6.9.1. Participant's Overview
      • 8.6.9.2. Financial Performance
      • 8.6.9.3. Product Benchmarking
      • 8.6.9.4. Recent Developments
    • 8.6.10. Advanced Micro Devices, Inc. (AMD)
      • 8.6.10.1. Participant's Overview
      • 8.6.10.2. Financial Performance
      • 8.6.10.3. Product Benchmarking
      • 8.6.10.4. Recent Developments

List of Tables

  • Table. 1 U.S. AI server market size estimates & forecasts, 2018 - 2030 (USD Billion)
  • Table. 2 U.S. AI server market, by region, 2018 - 2030 (USD Billion)
  • Table. 3 U.S. AI server market, by processor type, 2018 - 2030 (USD Billion)
  • Table. 4 U.S. AI server market, by cooling technology, 2018 - 2030 (USD Billion)
  • Table. 5 U.S. AI server market, by form factor, 2018 - 2030 (USD Billion)
  • Table. 6 U.S. AI server market, by end use, 2018 - 2030 (USD Billion)

List of Figures

  • Fig. 1 AI Server Market Segmentation
  • Fig. 2 Information Procurement
  • Fig. 3 Data Analysis Models
  • Fig. 4 Market Formulation and Validation
  • Fig. 5 Data Validating & Publishing
  • Fig. 6 Market Snapshot
  • Fig. 7 Segment Snapshot, by Processor Type
  • Fig. 8 Segment Snapshot, by Cooling Technology
  • Fig. 9 Segment Snapshot, by Form Factor
  • Fig. 10 Segment Snapshot by End Use
  • Fig. 11 Competitive Landscape Snapshot
  • Fig. 12 U.S. AI Server Market Value, 2018 - 2030 (USD Billion)
  • Fig. 13 U.S. AI server market - Industry Value Chain Analysis
  • Fig. 14 U.S. AI Server Market - Market Trends:

  • Fig. 15 U.S. AI Server Market: Porter's Analysis
  • Fig. 16 U.S. AI Server Market: PESTEL Analysis
  • Fig. 17 U.S. AI Server Market, by Processor Type: Key Takeaways
  • Fig. 18 U.S. AI Server Market, by Processor Type: Market Share, 2024 & 2030
  • Fig. 19 U.S. AI GPU-based Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 20 U.S. AI FPGA-based Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 21 U.S. AI ASIC-based Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 22 U.S. AI server market, by Cooling Technology: Key takeaways
  • Fig. 23 U.S. AI server market, by Cooling Technology: Market share, 2024 & 2030
  • Fig. 24 U.S. AI Cooling Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 25 Liquid Cooling Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 26 Hybrid Cooling Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 27 U.S. AI Server Market, By Form Factor: Key takeaways
  • Fig. 28 U.S. AI Server Market, By Form Factor: Market Share, 2024 & 2030
  • Fig. 29 U.S. AI Rack-Mounted Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 30 U.S. AI Blade Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 31 U.S. AI Tower Servers Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 32 U.S. AI Server Market, By End Use: Key takeaways
  • Fig. 33 U.S. AI Server Market, By End Use: Market Share, 2024 & 2030
  • Fig. 34 IT & Telecommunication AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 35 BFSI AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 36 Retail & e-commerce AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 37 Healthcare & pharmaceutical AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 38 Automotive AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 39 Others AI Server Market Estimates & Forecasts, 2018 - 2030 (USD Billion)
  • Fig. 40 Key company categorization
  • Fig. 41 AI Server Market - Key Company Market Share Analysis, 2024
  • Fig. 42 Strategic Framework