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市場調查報告書
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2138737

人工智慧伺服器處理器市場報告:趨勢、預測和競爭分析(至2035年)

AI Server Processor Market Report: Trends, Forecast and Competitive Analysis to 2035

出版日期: | 出版商: Lucintel | 英文 150 Pages | 商品交期: 3個工作天內

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人工智慧伺服器處理器市場

全球人工智慧伺服器處理器市場前景廣闊,CPU+GPU伺服器、CPU+FPGA伺服器和CPU+ASIC伺服器市場均蘊藏著巨大的發展機會。預計全球人工智慧伺服器處理器市場規模將從2027年的551億美元成長至2035年的2,138億美元,2027年至2035年的複合年成長率(CAGR)為20.1%。推動該市場成長的關鍵因素包括人工智慧(AI)應用需求的不斷成長、雲端運算基礎設施的日益普及以及對高效能資料處理需求的不斷增加。

  • 根據 Lucintel 的預測,GPU 在整個預測期內預計將呈現最高的成長率,這主要得益於其在 AI 工作負載方面的高平行處理能力。
  • 按應用領域分類,CPU+GPU 伺服器預計將在整個預測期內呈現最高的成長率,因為它們被廣泛用於 AI 訓練和推理。
  • 從區域來看,亞太地區預計將在預測期內呈現最高的成長率,這主要得益於對資料中心和人工智慧基礎設施投資的增加。

人工智慧伺服器處理器市場的新趨勢

在人工智慧伺服器處理器產業,訓練和推理工作負載的分離正在興起,這導致通用CPU的主導地位逐漸被異質運算所取代。預計在2025年至2027年間,超大規模超大規模資料中心業者將專注於更高的頻寬和客製化晶片的開發,而企業則可能採用優先考慮每瓦性能的架構。 Lucintel的市場分析框架正從專注於單一晶片的銷售轉向以平台為中心的設計方法。

  • 加速器專業化:NVIDIA 預計 2026 年資料中心營收將達到約 308 億美元,而 AMD 則專注於擴展其面向訓練、推理、網路和儲存的平台和處理器。未來三到五年內,專用加速器將改變客戶建構企業架構的方式。
  • 客製化晶片:Alphabet 的 TPU 和亞馬遜的 Trainium 2 表明,超大規模資料中心營運商正專注於自主最佳化的處理器,而不是超大規模資料中心業者。客製化晶片有望進一步改進那些優先考慮每瓦性能的架構。
  • 能源效率:根據國際能源總署 (IEA) 的估計,到 2026 年,資料中心的電力需求預計將達到約 1000 太瓦時。在未來十年,優先考慮每瓦性能的架構將佔主導地位。
  • 以記憶體為中心的架構:SK海力士的HBM供應對加速器的擴充性至關重要。截至2024年10月,SK海力士報告稱,預計其2025年的HBM銷量將比2024年翻倍。為了滿足客戶期望,設計能夠同時最佳化運算架構和記憶體架構的處理器至關重要。
  • 區域多元化:儘管「晶片法案」(CHIPS Act)鼓勵美國國內半導體生產,但歐洲和日本仍在繼續支持擴大其國內產能。 2025 年以後,買家將根據出口限制、本地支援和製造韌性來評估處理器,從而促進區域設計和封裝生態系統的發展。

處理器競爭將更多地取決於整體系統經濟性,而非電晶體數量。能夠提供可靠軟體、記憶體存取、網路和供貨保障的供應商將贏得市場佔有率。雖然針對超大規模資料中心業者,但企業需求仍將繼續擴大CPU市場。地緣政治緊張局勢和能源限制預計將繼續影響處理器針對新型資料中心的設計。

人工智慧伺服器處理器市場的最新趨勢

從2025年到2027年,隨著超大規模資料中心業者資料中心營運商推動自主晶片設計,以及現有供應商縮短加速器更新周期,人工智慧伺服器處理器市場將迎來蓬勃發展。根據Lucintel的分析,市場需求成長不僅體現在處理器數量的增加,也體現在高頻寬記憶體、先進封裝和節能運算的需求上。

  • 平台發布:2025年3月,NVIDIA發布了Vera Rubin平台,目標是每個機架實現10 exaflops的AI效能。在此之後,預計競爭對手將提供類似的機架級系統,而不僅僅是獨立的處理器。
  • 客製化晶片的崛起:2025年4月,Google發布了第七代TPU「Ironwood」,其配置最高可達9216個晶片,運算能力高達42.5 exaflops。隨著客製化晶片的普及,GPU將逐漸被專為可預測工作負載設計的處理器所取代。
  • 加速器容量擴展:2025年6月,AMD發布了「Instinct MI350」,其配備高達288GB的HBM3E顯存和8TB/s的顯存頻寬。未來3-5年內,顯存容量的提升預計將提高大規模生產模式的經濟效益,並加劇二次採購市場的競爭。
  • 台積電於2025年3月宣布了一項在美國投資1000億美元的計劃,其中包括先進半導體製造和封裝。雖然提高本地化生產能力將縮短供應鏈,但封裝仍然是高階人工智慧伺服器處理器生產的瓶頸。
  • 系統夥伴關係:領先的伺服器製造商與NVIDIA達成夥伴關係,將於2025年共同推出水冷系統和GB200平台,並於同年擴大機架級部署規模。提供更整合的解決方案將提升系統價值,並為擁有軟體、網路和服務的供應商帶來競爭優勢。

市場正從採購單一處理器轉向採購全端基礎設施。成功的供應商將透過軟體相容性、可用記憶體、散熱性能和交貨能力來脫穎而出。客製化晶片將主導可預測的超大規模工作負載,而通用處理器將在客戶需要各種部署解決方案的市場中佔主導地位。在晶片需求下降之前,電源供應可能會比晶片供應本身成為更大的阻礙因素。

目錄

第1章摘要整理

第2章 市場概覽

  • 背景與分類
  • 供應鏈

第3章 市場趨勢與預測分析

  • 宏觀經濟趨勢與預測
  • 產業促進因素與挑戰
  • PESTLE分析
  • 專利分析
  • 法規環境

第4章:全球人工智慧伺服器處理器市場:按類型分類

  • 吸引力分析:按類型
  • GPU
  • FPGA
  • ASIC
  • GPU

第5章 全球人工智慧伺服器處理器市場:按產品分類

  • 吸引力分析:按產品
  • 訓練處理器
  • 推理處理器

第6章 全球人工智慧伺服器處理器市場:按應用領域分類

  • 吸引力分析:依目的
  • CPU + GPU 伺服器
  • CPU + FPGA 伺服器
  • CPU + ASIC 伺服器
  • 其他

第7章 區域分析

第8章:北美人工智慧伺服器處理器市場

  • 北美人工智慧伺服器處理器市場:按類型分類
  • 北美人工智慧伺服器處理器市場:按應用領域分類
  • 美國人工智慧伺服器處理器市場
  • 加拿大人工智慧伺服器處理器市場
  • 墨西哥人工智慧伺服器處理器市場

第9章:歐洲人工智慧伺服器處理器市場

  • 歐洲人工智慧伺服器處理器市場:按類型分類
  • 歐洲人工智慧伺服器處理器市場:按應用領域分類
  • 德國人工智慧伺服器處理器市場
  • 法國人工智慧伺服器處理器市場
  • 義大利人工智慧伺服器處理器市場
  • 西班牙人工智慧伺服器處理器市場
  • 英國人工智慧伺服器處理器市場

第10章:亞太地區人工智慧伺服器處理器市場

  • 亞太地區人工智慧伺服器處理器市場:按類型分類
  • 亞太地區人工智慧伺服器處理器市場:按應用領域分類
  • 中國人工智慧伺服器處理器市場
  • 印度人工智慧伺服器處理器市場
  • 日本人工智慧伺服器處理器市場
  • 韓國人工智慧伺服器處理器市場
  • 印尼人工智慧伺服器處理器市場

第11章:世界其他地區的AI伺服器處理器市場

  • 其他地區人工智慧伺服器處理器市場:按類型分類
  • 其他地區的AI伺服器處理器市場:按應用分類
  • 中東人工智慧伺服器處理器市場
  • 南美洲人工智慧伺服器處理器市場
  • 非洲人工智慧伺服器處理器市場

第12章 競爭分析

  • 產品系列分析
  • 業務整合
  • 波特五力分析
  • 市佔率分析

第13章 機會與策略分析

  • 價值鏈分析
  • 成長機會分析
  • 新趨勢:全球人工智慧伺服器處理器市場
  • 戰略分析

第14章:價值鏈中關鍵企業的公司概況

  • 競爭分析概述
  • NVIDIA
  • Intel
  • AMD
  • Huawei Ascend
  • Qualcomm
  • IBM
  • Cerebras
  • Ampere
  • Graphcore
  • Groq

第15章附錄

AI Server Processor Market

The future of the global ai server processor market looks promising with opportunities in the CPU+GPU server, CPU+FPGA server, and CPU+ASIC server markets. The global ai server processor market is expected to reach an estimated $213.8 billion by 2035 from $55.1 billion in 2027 with a CAGR of 20.1% from 2027 to 2035. The major drivers for this market are the increasing demand for artificial intelligence applications, the rising adoption of cloud computing infrastructure, and the growing need for high performance data processing.

  • Lucintel forecasts that, within the type category, GPU is expected to witness the highest growth over the forecast period due to high parallel processing power for AI workloads.
  • Within the application category, CPU+GPU server is expected to witness the highest growth over the forecast period due to widely used in AI training and inference.
  • In terms of regions, APAC is expected to witness the highest growth over the forecast period due to increasing investments in data center and AI infrastructure.

Emerging Trends in AI Server Processor Market

The ai server processor industry has begun to move away from the dominance of general-purpose CPUs in favor of heterogeneous computing as separate training and inference workloads begin to diverge. From 2025 to 2027, hyperscalers will focus on building more custom silicon along with high bandwidth, while enterprises adopt a performance per watt architecture. Framing in Lucintel's market has shifted to emphasize platform-centric design rather than individual chip sales.

  • Accelerator Specialization: NVIDIA has reported data center revenue for 2026 to be approximately $30.8 billion, while AMD has focused on adding additional platforms and processors targeted to training, inference, networking, or storage. Purpose-built accelerators will change how customers perceive a corporate architecture over the next 3 to 5 years.
  • Custom Silicon: Alphabet's TPU and Amazon's Trainium2 both show that hyperscalers are focused on internally optimized processors rather than merchant silicon. It is probable that custom silicon will improve an architectural focus on performance per watt.
  • Energy Efficiency: The IEA estimates that by 2026, data center electricity demand will be approximately 1,000 TWh. Architectures with a focus on performance per watt will dominate over the next 10 years.
  • Memory-centric Architectures: SK hynix's HBM supply will dictate accelerator scalability, and by October 2024, SK hynix reported that it expected to sell twice as much HBM for 2025 as it did for 2024. Designing processors to co-optimize compute and memory architecture will become necessary to meet customer expectations.
  • Regional Diversification: The CHIPS Act incentivizes domestic semiconductor production in the US, while Europe and Japan continue to subside domestic capacity building. From 2025 onwards, buyers will evaluate processors based on export controls, local support, and manufacturing resilience leading to the development of regional design and packaging ecosystems.

Processor competition will be less about transistor counts and more about delivered system economics. Vendors who combine credible software, memory access, networking, and supply assurance will gain market share. Hyperscaler customization will reduce merchant opportunities, however enterprise demand will ensure a larger CPU market. Geopolitical tensions and energy constraints will continue to impact how processors are designed in relation to the new data centers.

Recent Developments in the AI Server Processor Market

Through 2025-2027, the ai server processor market is active due to hyperscalers bringing more silicon design in-house and established suppliers replacing their accelerators at shorter intervals. Lucintel indicates that the demand for high-bandwidth memory and advanced packaging, along with power efficient computing, is growing, as compared to simple unit growth.

  • Launch of Platforms: NVIDIA launched the Vera Rubin platform in March 2025 targeting 10 exaflops of AI performance per rack. Competitors are expected to carry out similar offerings of complete rack-scale systems rather than standalone processors after this launch.
  • Increasing Custom Silicon: Google launched Ironwood, its seventh generation TPU, in April 2025, with configurations of up to 9,216 chips and 42.5 exaflops. With custom Silicon, GPUs will be increasingly replaced with predictable workload processors.
  • Expansion in Accelerator Capacity: AMD launched Instinct MI350 in June 2025 with up to 288GB of HBM3E and 8TB/s memory bandwidth. In the next 3-5 years, the increase in memory will improve the economy of large models and increase competition for second sourcing.
  • Investments in Advanced Packaging: TSMC's plan of investing $100 billion in the US, announced in March 2025, includes advanced semiconductor manufacturing and packaging. More local manufacturing will shorten the supply chain, however, packaging still remains a bottleneck for high end AI server processor output.
  • Partnerships for Systems: Major server manufacturers and NVIDIA's 2025 partnership for liquid cooling systems and GB200 platforms, expanded rack scale deployments in 2025. More integrated offerings will increase the value of systems and favor suppliers with software, networking, and services.

Procurement of full stack infrastructure is replacing procurement of processors in the marketplace. Thriving suppliers will be differentiated by software compatibility, available memory, cooling, and delivery capacity. Custom silicon will dominate in predictable hyperscale workloads. Merchant processors will have their market where customers need a broad deployment offering. Power may become the more binding constraint than supply before demand for chips diminishes.

Strategic Growth Opportunities in the AI Server Processor Market

During the period from 2024 to 2026, the demand for AI services became more substantial. This increased the need for efficient and fast AI services. These services require increased bandwidth and memory. Lucintel stated that there are more lucrative opportunities beyond flagship accelerators. The buyers want workload-specific economics and regional supply resilience, as well as AI service models that reduce the delivery of AI services.

  • Inference Focused Processors: In June 2025 AMD's Instinct MI350 was released and has 288 GB HBM3E. It targets increased demands of inference and training. Over the next three to five years the focus will shift to processors that deliver predictable throughput per watt for enterprise use.
  • Custom Silicon for Hyperscalers: In April 2025 Google described Ironwood as a TPU pod designed to support up to 9,216 chips. Custom processor design for hyperscale cloud will become more common as cloud operators focus on reduced ownership costs and integration of models, software, and infrastructure.
  • Sovereign AI Infrastructure: In May 2025 NVIDIA and Saudi Arabia's HUMAIN announced plans for 18,000 Blackwell GPUs. Regional AI factories will create demand for processors when governments require more control of local data, have increased capacity, and reduced dependency on other countries' cloud regions.
  • Rack-scale Premium Systems: In March 2025 NVIDIA announced the GB200 NVL72 platform which links 72 Blackwell GPUs in a single system. High-value processors combined with advanced networking and liquid cooling will gain market share in environments where customers prioritize model performance over basic server economics.
  • Processor-as-a-service: In 2024 CoreWeave reported $1.9 billion in revenue, proving that specialized AI infrastructure is a sound investment. With the managed delivery of processors, a greater audience will be able to deploy AI services including enterprises that cannot justify the costs or manage the service.

AI server processors vendors should prioritize workload specialization over large general purpose accelerators. Infrastructure as a service, managed capacity, and inference services will provide the clearest path to sustained revenue during this time. Relationships with cloud operators, systems integrators, and cooling vendors will be important. Vendors that sell silicon as a module with software, financing, and energy performance contracts will capture a bigger budget share of enterprise markets through 2030.

AI Server Processor Market Drivers and Challenges

The ai server processor market is shaped by innovation, the economy, and regulations. The growth of AI workloads has spurred more data center investments. Innovations in processors enhance efficiency and performance. The demand for infrastructure from cloud providers, enterprises, and governments is increasing. Supply constraints, energy consumption, costs, and geopolitical issues remain large constraints. From Lucintel's perspective, market dynamics of rapid adoption, evolving architectures, and sustainability will drive competition and long-term market growth.

The factors responsible for driving this market include:

  • Rapid Growth of AI Workloads: AI, machine learning, and high-end analytics are driving demand for hardware accelerators, CPUs, and specialized processors. In January 2025, the use case of DeepSeek's AI model, by far the largest and most efficient model, within the industry, created a lot of demand for inference computing and acceleration. There will be a significant increase in the purchase of server processors for use in heterogeneous architectures, and in the next three to five years a greater deployment of models across the manufacturing, healthcare, finance, and public sectors will drive this purchase.
  • Matching Technology: The processing of large models will lead to the demand for enhancements in HBM, ASICs, GPUs, and NPUs. NVIDIA's announcement of the Vera Rubin acceleration computing platform in March 2025, drives the same technology enhancements. This further promotes the adoption of specialized solutions in data centers by customers.
  • Investment in Cloud and Data Centers: As demand grows for training and inference, AI-focused data centers and colocation services are more and more available. One major player, Microsoft, invested $80 billion toward AI-centric data center spending for its fiscal year 2025, to be completed in February 2025. Over the following three to five years, there will be a positive economic impact, driven by the need for server processors and accompanying components. This will include networking and cooling systems, as well as accelerators integrated with the hardware.
  • Innovations in Products: AI chip manufacturers are focusing on optimizing silicon for specific workloads, including training, inference, edge, and confidential compute. The rapid adoption of rack-scale AI systems in October 2025 illustrated a shift in the market from a focus on individual components to the creation of complete AI computing systems. This will be increasingly positive for growth, as customers will have the ability to choose a processor based on many economic and sustainability considerations rather than simply one optimized architecture.
  • Energy and Cost Efficiency: Power and energy costs are driving the focus towards performance per watt and advanced liquid cooling, while lowering the total cost of ownership. There are several reports from large data center operators in June 2025 showing that single AI rack systems can require over 100 kilowatts of power. Processors that support AI workloads but consume less power and deliver greater throughput will be most favorable in the coming three to five years as there will be an increased focus on environmental sustainability and power grid constraints.

The challenges facing this market include:

  • High Acquisition and Operating Costs: There are high initial costs associated with the AI server components, such as processors, memory, networking components, and cooling equipment. According to reports from April 2025, top AI server configurations cost over $100,000, depending on the quantity of accelerators and the type of hardware. Over the next three to five years, smaller companies and developing countries are expected to be slow to adopt due to high costs, despite the strong demand for AI.
  • Supply Chain and Geopolitical Concerns: Advanced foundries, high-bandwidth memory, semiconductor equipment, and complex packaging mean that there are constrained supplies and subject to trade disruptions. Att road processor supply issues in January 2025, more advanced computing technology added to the uncertain environment. There is the potential to increase the cost of processors as well as increase lead time and regional processing and equipment manufacturing as well as developing new designs for processor architectures.
  • Power, Cooling, and Infrastructure Constraints: AI servers require more power and energy than regular servers. Building dedicated data centers requires upgrades to power grids and the use of liquid cooling systems. In August 2025, interconnections in major tech hubs were reporting long waits. Constraints on power, water, and permits over the next three to five years will mean that demand for processors may go unmet.
  • State of The Market Introduction: The higher compute and data center construction demand, along with emerging opportunities for processor innovation and improved energy efficiency, creates a predominantly positive outlook for the ai server processor market. Processor replacement and/or augmentation via specialized architectures is expected to increase. However, limited data center infrastructure, export restrictions, supply-chain fragility, and competitive pricing may limit market penetration. Successful competitors in this market will balance performance against power consumption, and operational and total cost of ownership in the long term. As enterprises shift from AI proof-of-concepts to production scale, integrated, reliable, and efficient solutions will gain market share.

Overall, strong technology trends will emerge, although the construction of field deployed AI systems will largely define the market's overall growth potential

List of AI Server Processor Market Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. Through these strategies ai server processor market companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the ai server processor market companies profiled in this report include-

  • NVIDIA
  • Intel
  • AMD
  • Huawei Ascend
  • Qualcomm
  • IBM
  • Cerebras
  • Ampere
  • Graphcore
  • Groq

AI Server Processor Market by Segment

The study includes a forecast for the global ai server processor market by type, product, application, and region.

AI Server Processor Market by Type [Value ($B) from 2019 to 2035]:

  • GPU
  • FPGA
  • ASIC
  • GPU

AI Server Processor Market by Product [Value ($B) from 2019 to 2035]:

  • Training Processors
  • Inference Processors

AI Server Processor Market by Application [Value ($B) from 2019 to 2035]:

  • CPU+GPU Servers
  • CPU+FPGA Servers
  • CPU+ASIC Servers
  • Others

AI Server Processor Market by Region [Value ($B) from 2019 to 2035]:

  • North America
  • Europe
  • Asia Pacific
  • The Rest of the World

Country Wise Outlook for the AI Server Processor Market

Through policy, the market for AI server processors is beginning to have an investment-led cycle. Governments are increasingly viewing computing capacity as a national/industry strategy concern and a matter of sovereignty. By 2025 to 2027, the flows of hyperscalers, subsidies for semiconductors, and export controls will have significantly changed the supply chains. In its latest regional report, Lucintel stated that the key to a winning position is execution.

  • United States: In March 2025, Nvidia released its GB200 NVL72 systems. Each system contains 72 GPUs and 36 Grace CPUs. Nvidia also announced its planned $500 billion US AI infrastructure buildout with partners. These systems will establish high-density architectures and jumpstart high-volume domestic server procurement.
  • China: In April 2025 Huawei released its CloudMatrix 384 AI computing system, which merges 384 Ascend 910C processors. Along with this release, the Chinese government continued its procurement-linked policy to locally substitute semiconductors. This initiative will provide a locally-controlled processor supply and fulfill the demand generated by the U.S.'s export controls.
  • Germany: In June 2025 the European Commission approved Germany's $2 billion Semiconductor aid program to fund R&D in advanced manufacturing and packaging. In addition, SAP and Nvidia's enterprise AI collaboration was expanded in January 2025. With the addition of public funds and including Nvidia's hardware, the European Union will significantly improve its jurisdiction over AI infrastructure.
  • * India: Tata Electronics started building their semiconductor assembly and testing plant in Gujarat in August 2024. India also committed ₹10,372 crore to the IndiaAI mission this March for developing the national compute capacity. These policies aims to create domestic semiconductor packaging and increase institutional demand for AI servers.
  • * Japan: In April 2025, METI greenlit additional ¥92 billion support for Rapidus. The goal is to begin pilot production of 2 nanometer logic chips in Hokkaido in 2027. The government has pledged ¥1 trillion in total. This program will likely enhance Japan's advanced-node ecosystem and help foster partnerships for future accelerator manufacturing.

Features of the Global AI Server Processor Market

  • Market Size Estimates: ai server processor market size estimation in terms of value ($B).
  • Trend and Forecast Analysis: Market trends (2019 to 2026) and forecast (2027 to 2035) by various segments and regions.
  • Segmentation Analysis: ai server processor market size by type, product, application, and region in terms of value ($B).
  • Regional Analysis: ai server processor market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
  • Growth Opportunities: Analysis of growth opportunities in different types, products, applications, and regions for the ai server processor market.
  • Strategic Analysis: This includes M&A, new product development, and competitive landscape of the ai server processor market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

If you are looking to expand your business in this or adjacent markets, then contact us. We have done hundreds of strategic consulting projects in market entry, opportunity screening, due diligence, supply chain analysis, M & A, and more.

This report answers following 11 key questions:

  • Q.1. What are some of the most promising, high-growth opportunities for the ai server processor market by type (GPU, FPGA, ASIC, and GPU), product (training processors and inference processors), application (CPU+GPU servers, CPU+FPGA servers, CPU+ASIC servers, and others), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
  • Q.2. Which segments will grow at a faster pace and why?
  • Q.3. Which region will grow at a faster pace and why?
  • Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
  • Q.5. What are the business risks and competitive threats in this market?
  • Q.6. What are the emerging trends in this market and the reasons behind them?
  • Q.7. What are some of the changing demands of customers in the market?
  • Q.8. What are the new developments in the market? Which companies are leading these developments?
  • Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
  • Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
  • Q.11. What M&A activity has occurred in the last 7 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Market Overview

  • 2.1 Background and Classifications
  • 2.2 Supply Chain

3. Market Trends & Forecast Analysis

  • 3.1 Macroeconomic Trends and Forecasts
  • 3.2 Industry Drivers and Challenges
  • 3.3 PESTLE Analysis
  • 3.4 Patent Analysis
  • 3.5 Regulatory Environment

4. Global AI Server Processor Market by Type

  • 4.1 Overview
  • 4.2 Attractiveness Analysis by Type
  • 4.3 GPU : Trends and Forecast 2019 to 2035
  • 4.4 FPGA : Trends and Forecast 2019 to 2035
  • 4.5 ASIC : Trends and Forecast 2019 to 2035
  • 4.6 GPU : Trends and Forecast 2019 to 2035

5. Global AI Server Processor Market by Product

  • 5.1 Overview
  • 5.2 Attractiveness Analysis by Product
  • 5.3 Training Processors : Trends and Forecast 2019 to 2035
  • 5.4 Inference Processors : Trends and Forecast 2019 to 2035

6. Global AI Server Processor Market by Application

  • 6.1 Overview
  • 6.2 Attractiveness Analysis by Application
  • 6.3 CPU+GPU Servers : Trends and Forecast 2019 to 2035
  • 6.4 CPU+FPGA Servers : Trends and Forecast 2019 to 2035
  • 6.5 CPU+ASIC Servers : Trends and Forecast 2019 to 2035
  • 6.6 Others : Trends and Forecast 2019 to 2035

7. Regional Analysis

  • 7.1 Overview
  • 7.2 Global AI Server Processor Market by Region

8. North American AI Server Processor Market

  • 8.1 Overview
  • 8.2 North American AI Server Processor Market by Type
  • 8.3 North American AI Server Processor Market by Application
  • 8.4 The United States AI Server Processor Market
  • 8.5 Canadian AI Server Processor Market
  • 8.6 Mexican AI Server Processor Market

9. European AI Server Processor Market

  • 9.1 Overview
  • 9.2 European AI Server Processor Market by Type
  • 9.3 European AI Server Processor Market by Application
  • 9.4 German AI Server Processor Market
  • 9.5 French AI Server Processor Market
  • 9.6 Italian AI Server Processor Market
  • 9.7 Spanish AI Server Processor Market
  • 9.8 The United Kingdom AI Server Processor Market

10. APAC AI Server Processor Market

  • 10.1 Overview
  • 10.2 APAC AI Server Processor Market by Type
  • 10.3 APAC AI Server Processor Market by Application
  • 10.4 Chinese AI Server Processor Market
  • 10.5 Indian AI Server Processor Market
  • 10.6 Japanese AI Server Processor Market
  • 10.7 South Korean AI Server Processor Market
  • 10.8 Indonesian AI Server Processor Market

11. ROW AI Server Processor Market

  • 11.1 Overview
  • 11.2 ROW AI Server Processor Market by Type
  • 11.3 ROW AI Server Processor Market by Application
  • 11.4 Middle Eastern AI Server Processor Market
  • 11.5 South American AI Server Processor Market
  • 11.6 African AI Server Processor Market

12. Competitor Analysis

  • 12.1 Product Portfolio Analysis
  • 12.2 Operational Integration
  • 12.3 Porter's Five Forces Analysis
    • Competitive Rivalry
    • Bargaining Power of Buyers
    • Bargaining Power of Suppliers
    • Threat of Substitutes
    • Threat of New Entrants
  • 12.4 Market Share Analysis

13. Opportunities & Strategic Analysis

  • 13.1 Value Chain Analysis
  • 13.2 Growth Opportunity Analysis
    • 13.2.1 Growth Opportunity by Type
    • 13.2.2 Growth Opportunity by Product
    • 13.2.3 Growth Opportunity by Application
  • 13.3 Emerging Trends in the Global AI Server Processor Market
  • 13.4 Strategic Analysis
    • 13.4.1 New Product Development
    • 13.4.2 Certification and Licensing
    • 13.4.3 Mergers, Acquisitions, Agreements, Collaborations, and Joint Ventures

14. Company Profiles of the Leading Players Across the Value Chain

  • 14.1 Competitive Analysis Overview
  • 14.2 NVIDIA
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing
  • 14.3 Intel
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing
  • 14.4 AMD
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing
  • 14.5 Huawei Ascend
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing
  • 14.6 Qualcomm
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing
  • 14.7 IBM
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing
  • 14.8 Cerebras
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing
  • 14.9 Ampere
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing
  • 14.10 Graphcore
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing
  • 14.11 Groq
    • Company Overview
    • AI Server Processor Market Business Overview
    • New Product Development
    • Merger, Acquisition, and Collaboration
    • Certification and Licensing

15. Appendix

  • 15.1 List of Figures
  • 15.2 List of Tables
  • 15.3 Research Methodology
  • 15.4 Disclaimer
  • 15.5 Copyright
  • 15.6 Abbreviations and Technical Units
  • 15.7 About Us
  • 15.8 Contact Us

List of Figures

  • Figure 1.1: Trends and Forecast for the Global AI Server Processor Market
  • Figure 2.1: Usage of AI Server Processor Market
  • Figure 2.2: Classification of the Global AI Server Processor Market
  • Figure 2.3: Supply Chain of the Global AI Server Processor Market
  • Figure 3.1: Trends of the Global GDP Growth Rate
  • Figure 3.2: Trends of the Global Population Growth Rate
  • Figure 3.3: Trends of the Global Inflation Rate
  • Figure 3.4: Trends of the Global Unemployment Rate
  • Figure 3.5: Trends of the Regional GDP Growth Rate
  • Figure 3.6: Trends of the Regional Population Growth Rate
  • Figure 3.7: Trends of the Regional Inflation Rate
  • Figure 3.8: Trends of the Regional Unemployment Rate
  • Figure 3.9: Trends of Regional Per Capita Income
  • Figure 3.10: Forecast for the Global GDP Growth Rate
  • Figure 3.11: Forecast for the Global Population Growth Rate
  • Figure 3.12: Forecast for the Global Inflation Rate
  • Figure 3.13: Forecast for the Global Unemployment Rate
  • Figure 3.14: Forecast for the Regional GDP Growth Rate
  • Figure 3.15: Forecast for the Regional Population Growth Rate
  • Figure 3.16: Forecast for the Regional Inflation Rate
  • Figure 3.17: Forecast for the Regional Unemployment Rate
  • Figure 3.18: Forecast for Regional Per Capita Income
  • Figure 3.19: Driver and Challenges of the AI Server Processor Market
  • Figure 4.1: Global AI Server Processor Market by Type in 2019, 2026, and 2035
  • Figure 4.2: Trends of the Global AI Server Processor Market ($B) by Type
  • Figure 4.3: Forecast for the Global AI Server Processor Market ($B) by Type
  • Figure 4.4: Trends and Forecast for GPU in the Global AI Server Processor Market (2019-2035)
  • Figure 4.5: Trends and Forecast for FPGA in the Global AI Server Processor Market (2019-2035)
  • Figure 4.6: Trends and Forecast for ASIC in the Global AI Server Processor Market (2019-2035)
  • Figure 4.7: Trends and Forecast for GPU in the Global AI Server Processor Market (2019-2035)
  • Figure 5.1: Global AI Server Processor Market by Product in 2019, 2026, and 2035
  • Figure 5.2: Trends of the Global AI Server Processor Market ($B) by Product
  • Figure 5.3: Forecast for the Global AI Server Processor Market ($B) by Product
  • Figure 5.4: Trends and Forecast for Training Processors in the Global AI Server Processor Market (2019-2035)
  • Figure 5.5: Trends and Forecast for Inference Processors in the Global AI Server Processor Market (2019-2035)
  • Figure 6.1: Global AI Server Processor Market by Application in 2019, 2026, and 2035
  • Figure 6.2: Trends of the Global AI Server Processor Market ($B) by Application
  • Figure 6.3: Forecast for the Global AI Server Processor Market ($B) by Application
  • Figure 6.4: Trends and Forecast for CPU+GPU Servers in the Global AI Server Processor Market (2019-2035)
  • Figure 6.5: Trends and Forecast for CPU+FPGA Servers in the Global AI Server Processor Market (2019-2035)
  • Figure 6.6: Trends and Forecast for CPU+ASIC Servers in the Global AI Server Processor Market (2019-2035)
  • Figure 6.7: Trends and Forecast for Others in the Global AI Server Processor Market (2019-2035)
  • Figure 7.1: Trends of the Global AI Server Processor Market ($B) by Region (2019-2026)
  • Figure 7.2: Forecast for the Global AI Server Processor Market ($B) by Region (2027-2035)
  • Figure 8.1: Trends and Forecast for the North American AI Server Processor Market (2019-2035)
  • Figure 8.2: North American AI Server Processor Market by Type in 2019, 2026, and 2035
  • Figure 8.3: Trends of the North American AI Server Processor Market ($B) by Type (2019-2026)
  • Figure 8.4: Forecast for the North American AI Server Processor Market ($B) by Type (2027-2035)
  • Figure 8.5: North American AI Server Processor Market by Product in 2019, 2026, and 2035
  • Figure 8.6: Trends of the North American AI Server Processor Market ($B) by Product (2019-2026)
  • Figure 8.7: Forecast for the North American AI Server Processor Market ($B) by Product (2027-2035)
  • Figure 8.8: North American AI Server Processor Market by Application in 2019, 2026, and 2035
  • Figure 8.9: Trends of the North American AI Server Processor Market ($B) by Application (2019-2026)
  • Figure 8.10: Forecast for the North American AI Server Processor Market ($B) by Application (2027-2035)
  • Figure 8.11: Trends and Forecast for the United States AI Server Processor Market ($B) (2019-2035)
  • Figure 8.12: Trends and Forecast for the Mexican AI Server Processor Market ($B) (2019-2035)
  • Figure 8.13: Trends and Forecast for the Canadian AI Server Processor Market ($B) (2019-2035)
  • Figure 9.1: Trends and Forecast for the European AI Server Processor Market (2019-2035)
  • Figure 9.2: European AI Server Processor Market by Type in 2019, 2026, and 2035
  • Figure 9.3: Trends of the European AI Server Processor Market ($B) by Type (2019-2026)
  • Figure 9.4: Forecast for the European AI Server Processor Market ($B) by Type (2027-2035)
  • Figure 9.5: European AI Server Processor Market by Product in 2019, 2026, and 2035
  • Figure 9.6: Trends of the European AI Server Processor Market ($B) by Product (2019-2026)
  • Figure 9.7: Forecast for the European AI Server Processor Market ($B) by Product (2027-2035)
  • Figure 9.8: European AI Server Processor Market by Application in 2019, 2026, and 2035
  • Figure 9.9: Trends of the European AI Server Processor Market ($B) by Application (2019-2026)
  • Figure 9.10: Forecast for the European AI Server Processor Market ($B) by Application (2027-2035)
  • Figure 9.11: Trends and Forecast for the German AI Server Processor Market ($B) (2019-2035)
  • Figure 9.12: Trends and Forecast for the French AI Server Processor Market ($B) (2019-2035)
  • Figure 9.13: Trends and Forecast for the Spanish AI Server Processor Market ($B) (2019-2035)
  • Figure 9.14: Trends and Forecast for the Italian AI Server Processor Market ($B) (2019-2035)
  • Figure 9.15: Trends and Forecast for the United Kingdom AI Server Processor Market ($B) (2019-2035)
  • Figure 10.1: Trends and Forecast for the APAC AI Server Processor Market (2019-2035)
  • Figure 10.2: APAC AI Server Processor Market by Type in 2019, 2026, and 2035
  • Figure 10.3: Trends of the APAC AI Server Processor Market ($B) by Type (2019-2026)
  • Figure 10.4: Forecast for the APAC AI Server Processor Market ($B) by Type (2027-2035)
  • Figure 10.5: APAC AI Server Processor Market by Product in 2019, 2026, and 2035
  • Figure 10.6: Trends of the APAC AI Server Processor Market ($B) by Product (2019-2026)
  • Figure 10.7: Forecast for the APAC AI Server Processor Market ($B) by Product (2027-2035)
  • Figure 10.8: APAC AI Server Processor Market by Application in 2019, 2026, and 2035
  • Figure 10.9: Trends of the APAC AI Server Processor Market ($B) by Application (2019-2026)
  • Figure 10.10: Forecast for the APAC AI Server Processor Market ($B) by Application (2027-2035)
  • Figure 10.11: Trends and Forecast for the Japanese AI Server Processor Market ($B) (2019-2035)
  • Figure 10.12: Trends and Forecast for the Indian AI Server Processor Market ($B) (2019-2035)
  • Figure 10.13: Trends and Forecast for the Chinese AI Server Processor Market ($B) (2019-2035)
  • Figure 10.14: Trends and Forecast for the South Korean AI Server Processor Market ($B) (2019-2035)
  • Figure 10.15: Trends and Forecast for the Indonesian AI Server Processor Market ($B) (2019-2035)
  • Figure 11.1: Trends and Forecast for the ROW AI Server Processor Market (2019-2035)
  • Figure 11.2: ROW AI Server Processor Market by Type in 2019, 2026, and 2035
  • Figure 11.3: Trends of the ROW AI Server Processor Market ($B) by Type (2019-2026)
  • Figure 11.4: Forecast for the ROW AI Server Processor Market ($B) by Type (2027-2035)
  • Figure 11.5: ROW AI Server Processor Market by Product in 2019, 2026, and 2035
  • Figure 11.6: Trends of the ROW AI Server Processor Market ($B) by Product (2019-2026)
  • Figure 11.7: Forecast for the ROW AI Server Processor Market ($B) by Product (2027-2035)
  • Figure 11.8: ROW AI Server Processor Market by Application in 2019, 2026, and 2035
  • Figure 11.9: Trends of the ROW AI Server Processor Market ($B) by Application (2019-2026)
  • Figure 11.10: Forecast for the ROW AI Server Processor Market ($B) by Application (2027-2035)
  • Figure 11.11: Trends and Forecast for the Middle Eastern AI Server Processor Market ($B) (2019-2035)
  • Figure 11.12: Trends and Forecast for the South American AI Server Processor Market ($B) (2019-2035)
  • Figure 11.13: Trends and Forecast for the African AI Server Processor Market ($B) (2019-2035)
  • Figure 12.1: Porter's Five Forces Analysis of the Global AI Server Processor Market
  • Figure 12.2: Market Share (%) of Top Players in the Global AI Server Processor Market (2026)
  • Figure 13.1: Growth Opportunities for the Global AI Server Processor Market by Type
  • Figure 13.2: Growth Opportunities for the Global AI Server Processor Market by Product
  • Figure 13.3: Growth Opportunities for the Global AI Server Processor Market by Application
  • Figure 13.4: Growth Opportunities for the Global AI Server Processor Market by Region
  • Figure 13.5: Emerging Trends in the Global AI Server Processor Market

List of Tables

  • Table 1.1: Growth Rate (%, 2024-2025) and CAGR (%, 2026-2035) of the AI Server Processor Market by Type, Product, and Application
  • Table 1.2: Attractiveness Analysis for the AI Server Processor Market by Region
  • Table 1.3: Global AI Server Processor Market Parameters and Attributes
  • Table 3.1: Trends of the Global AI Server Processor Market (2019-2025)
  • Table 3.2: Forecast for the Global AI Server Processor Market (2026-2035)
  • Table 4.1: Attractiveness Analysis for the Global AI Server Processor Market by Type
  • Table 4.2: Market Size and CAGR of Various Type in the Global AI Server Processor Market (2019-2025)
  • Table 4.3: Market Size and CAGR of Various Type in the Global AI Server Processor Market (2026-2035)
  • Table 4.4: Trends of GPU in the Global AI Server Processor Market (2019-2025)
  • Table 4.5: Forecast for GPU in the Global AI Server Processor Market (2026-2035)
  • Table 4.6: Trends of FPGA in the Global AI Server Processor Market (2019-2025)
  • Table 4.7: Forecast for FPGA in the Global AI Server Processor Market (2026-2035)
  • Table 4.8: Trends of ASIC in the Global AI Server Processor Market (2019-2025)
  • Table 4.9: Forecast for ASIC in the Global AI Server Processor Market (2026-2035)
  • Table 4.10: Trends of GPU in the Global AI Server Processor Market (2019-2025)
  • Table 4.11: Forecast for GPU in the Global AI Server Processor Market (2026-2035)
  • Table 5.1: Attractiveness Analysis for the Global AI Server Processor Market by Product
  • Table 5.2: Market Size and CAGR of Various Product in the Global AI Server Processor Market (2019-2025)
  • Table 5.3: Market Size and CAGR of Various Product in the Global AI Server Processor Market (2026-2035)
  • Table 5.4: Trends of Training Processors in the Global AI Server Processor Market (2019-2025)
  • Table 5.5: Forecast for Training Processors in the Global AI Server Processor Market (2026-2035)
  • Table 5.6: Trends of Inference Processors in the Global AI Server Processor Market (2019-2025)
  • Table 5.7: Forecast for Inference Processors in the Global AI Server Processor Market (2026-2035)
  • Table 6.1: Attractiveness Analysis for the Global AI Server Processor Market by Application
  • Table 6.2: Market Size and CAGR of Various Application in the Global AI Server Processor Market (2019-2025)
  • Table 6.3: Market Size and CAGR of Various Application in the Global AI Server Processor Market (2026-2035)
  • Table 6.4: Trends of CPU+GPU Servers in the Global AI Server Processor Market (2019-2025)
  • Table 6.5: Forecast for CPU+GPU Servers in the Global AI Server Processor Market (2026-2035)
  • Table 6.6: Trends of CPU+FPGA Servers in the Global AI Server Processor Market (2019-2025)
  • Table 6.7: Forecast for CPU+FPGA Servers in the Global AI Server Processor Market (2026-2035)
  • Table 6.8: Trends of CPU+ASIC Servers in the Global AI Server Processor Market (2019-2025)
  • Table 6.9: Forecast for CPU+ASIC Servers in the Global AI Server Processor Market (2026-2035)
  • Table 6.10: Trends of Others in the Global AI Server Processor Market (2019-2025)
  • Table 6.11: Forecast for Others in the Global AI Server Processor Market (2026-2035)
  • Table 7.1: Market Size and CAGR of Various Regions in the Global AI Server Processor Market (2019-2025)
  • Table 7.2: Market Size and CAGR of Various Regions in the Global AI Server Processor Market (2026-2035)
  • Table 8.1: Trends of the North American AI Server Processor Market (2019-2025)
  • Table 8.2: Forecast for the North American AI Server Processor Market (2026-2035)
  • Table 8.3: Market Size and CAGR of Various Type in the North American AI Server Processor Market (2019-2025)
  • Table 8.4: Market Size and CAGR of Various Type in the North American AI Server Processor Market (2026-2035)
  • Table 8.5: Market Size and CAGR of Various Product in the North American AI Server Processor Market (2019-2025)
  • Table 8.6: Market Size and CAGR of Various Product in the North American AI Server Processor Market (2026-2035)
  • Table 8.7: Market Size and CAGR of Various Application in the North American AI Server Processor Market (2019-2025)
  • Table 8.8: Market Size and CAGR of Various Application in the North American AI Server Processor Market (2026-2035)
  • Table 8.9: Trends and Forecast for the United States AI Server Processor Market (2019-2035)
  • Table 8.10: Trends and Forecast for the Mexican AI Server Processor Market (2019-2035)
  • Table 8.11: Trends and Forecast for the Canadian AI Server Processor Market (2019-2035)
  • Table 9.1: Trends of the European AI Server Processor Market (2019-2025)
  • Table 9.2: Forecast for the European AI Server Processor Market (2026-2035)
  • Table 9.3: Market Size and CAGR of Various Type in the European AI Server Processor Market (2019-2025)
  • Table 9.4: Market Size and CAGR of Various Type in the European AI Server Processor Market (2026-2035)
  • Table 9.5: Market Size and CAGR of Various Product in the European AI Server Processor Market (2019-2025)
  • Table 9.6: Market Size and CAGR of Various Product in the European AI Server Processor Market (2026-2035)
  • Table 9.7: Market Size and CAGR of Various Application in the European AI Server Processor Market (2019-2025)
  • Table 9.8: Market Size and CAGR of Various Application in the European AI Server Processor Market (2026-2035)
  • Table 9.9: Trends and Forecast for the German AI Server Processor Market (2019-2035)
  • Table 9.10: Trends and Forecast for the French AI Server Processor Market (2019-2035)
  • Table 9.11: Trends and Forecast for the Spanish AI Server Processor Market (2019-2035)
  • Table 9.12: Trends and Forecast for the Italian AI Server Processor Market (2019-2035)
  • Table 9.13: Trends and Forecast for the United Kingdom AI Server Processor Market (2019-2035)
  • Table 10.1: Trends of the APAC AI Server Processor Market (2019-2025)
  • Table 10.2: Forecast for the APAC AI Server Processor Market (2026-2035)
  • Table 10.3: Market Size and CAGR of Various Type in the APAC AI Server Processor Market (2019-2025)
  • Table 10.4: Market Size and CAGR of Various Type in the APAC AI Server Processor Market (2026-2035)
  • Table 10.5: Market Size and CAGR of Various Product in the APAC AI Server Processor Market (2019-2025)
  • Table 10.6: Market Size and CAGR of Various Product in the APAC AI Server Processor Market (2026-2035)
  • Table 10.7: Market Size and CAGR of Various Application in the APAC AI Server Processor Market (2019-2025)
  • Table 10.8: Market Size and CAGR of Various Application in the APAC AI Server Processor Market (2026-2035)
  • Table 10.9: Trends and Forecast for the Japanese AI Server Processor Market (2019-2035)
  • Table 10.10: Trends and Forecast for the Indian AI Server Processor Market (2019-2035)
  • Table 10.11: Trends and Forecast for the Chinese AI Server Processor Market (2019-2035)
  • Table 10.12: Trends and Forecast for the South Korean AI Server Processor Market (2019-2035)
  • Table 10.13: Trends and Forecast for the Indonesian AI Server Processor Market (2019-2035)
  • Table 11.1: Trends of the ROW AI Server Processor Market (2019-2025)
  • Table 11.2: Forecast for the ROW AI Server Processor Market (2026-2035)
  • Table 11.3: Market Size and CAGR of Various Type in the ROW AI Server Processor Market (2019-2025)
  • Table 11.4: Market Size and CAGR of Various Type in the ROW AI Server Processor Market (2026-2035)
  • Table 11.5: Market Size and CAGR of Various Product in the ROW AI Server Processor Market (2019-2025)
  • Table 11.6: Market Size and CAGR of Various Product in the ROW AI Server Processor Market (2026-2035)
  • Table 11.7: Market Size and CAGR of Various Application in the ROW AI Server Processor Market (2019-2025)
  • Table 11.8: Market Size and CAGR of Various Application in the ROW AI Server Processor Market (2026-2035)
  • Table 11.9: Trends and Forecast for the Middle Eastern AI Server Processor Market (2019-2035)
  • Table 11.10: Trends and Forecast for the South American AI Server Processor Market (2019-2035)
  • Table 11.11: Trends and Forecast for the African AI Server Processor Market (2019-2035)
  • Table 12.1: Product Mapping of AI Server Processor Suppliers Based on Segments
  • Table 12.2: Operational Integration of AI Server Processor Manufacturers
  • Table 12.3: Rankings of Suppliers Based on AI Server Processor Revenue
  • Table 13.1: New Product Launches by Major AI Server Processor Producers (2019-2025)
  • Table 13.2: Certification Acquired by Major Competitor in the Global AI Server Processor Market