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市場調查報告書
商品編碼
1636793
2030 年人工智慧 (AI) 基礎設施市場預測:按組件、部署模式、技術、應用、最終用戶和地區進行的全球分析Artificial Intelligence (AI) Infrastructure Market Forecasts to 2030 - Global Analysis By Component (Hardware, Software, Services and Other Components), Deployment Mode, Technology, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球人工智慧(AI)基礎設施市場規模預計在 2024 年達到 479.6 億美元,到 2030 年將達到 2,435.4 億美元,預測期內的複合年成長率為 31.1%。
人工智慧基礎設施是指支撐人工智慧應用的開發、部署和執行所需的底層技術和系統。這包括 GPU、CPU、FPGA 和 ASIC 等硬體元件,以及針對 AI 工作負載最佳化的軟體框架、雲端平台和資料儲存解決方案。 AI基礎設施實現高效的資料處理、模型訓練和推理,支援機器學習、深度學習、自然語言處理等應用。
人工智慧在各行各業的應用日益廣泛
醫療保健、汽車、金融、零售和製造等行業的公司都在使用人工智慧 (AI) 來提高業務效率、實現流程自動化並提供個人化體驗。為了管理繁重的工作負載,機器人流程自動化、影像識別、自然語言處理和預測分析等應用程式需要強大的人工智慧基礎設施。例如,汽車產業正在將人工智慧融入自動駕駛技術,而醫療保健產業正在將人工智慧用於藥物研究和診斷。如此廣泛的應用推動了對雲端基礎的解決方案、先進硬體和可擴展的高效能運算系統的需求,從而刺激對人工智慧基礎設施開發的持續投資。
資料隱私和安全問題
人工智慧系統需要大量個人資訊,包括財務、醫療和個人數據,來學習和做出決策。由於 CCPA、GDPR 和 HIPAA 等嚴格的法律,不當的資料處理可能會導致違規、未授權存取和違規。由於存在資料外洩和網路攻擊的可能性,雲端基礎的人工智慧基礎設施存在額外的漏洞。為了降低這些風險,建立強大的加密、安全的資料儲存和存取控制系統至關重要。這些擔憂不僅使人工智慧基礎設施的採用變得複雜,而且影響了公司使用人工智慧的準備情況,尤其是在受到嚴格監管的行業中。
對高效能運算 (HPC) 的需求不斷增加
人工智慧應用,尤其是使用機器學習和深度學習的應用,需要大量的處理能力來處理和分析大型資料集。 HPC 系統提供必要的處理能力,利用 GPU、平行運算和張量處理單元 (TPU) 等專用硬體來加速 AI 模型的推理和訓練。隨著人工智慧技術的發展,特別是在電腦視覺、自然語言處理和自主系統等領域,對更快、更強大的運算基礎設施的需求日益增加。對尖端基礎設施解決方案的投資是由 HPC 日益成長的需求推動的,以滿足現代 AI 工作負載的效率、可擴展性和效能需求。
實施成本高
強大的處理資源和專用設備(例如 GPU 和 TPU)可能遙不可及。此外,開發和訓練複雜的人工智慧模型、獲取和維護高品質的資料以及聘請熟練的人工智慧專家都需要大量的資金投入。將人工智慧系統與目前IT基礎設施結合非常困難、昂貴且耗時。綜合起來,這些因素使得實施人工智慧對於各種規模的企業來說都是一項沉重的成本負擔。
COVID-19 的影響
COVID-19疫情對人工智慧(AI)基礎設施市場產生了多方面的影響。一方面,遠距工作、醫療保健、電子商務和供應鏈管理對數位技術和人工智慧驅動的解決方案的日益依賴,加速了對人工智慧基礎設施的需求。同時,全球供應鏈中斷和經濟不確定性減緩了新人工智慧計劃的發展。儘管如此,這場疫情凸顯了人工智慧對業務永續營運的重要性,並刺激了各行業對人工智慧基礎設施的長期投資。
預測期內硬體部分預計將成為最大的部分
由於對支援機器學習、深度學習和資料分析等人工智慧應用的高效能運算的需求不斷成長,硬體部分估計將是最大的部分。隨著人工智慧模型變得越來越複雜,GPU、TPU 和 FPGA 等專用硬體對於加速處理速度和效率至關重要。此外,醫療保健、汽車和金融等行業擴大採用人工智慧,需要強大、可擴展且節能的硬體解決方案來處理大規模資料處理和即時推理。
預測期內,詐欺偵測領域預計將以最高複合年成長率成長
由於網路威脅日益複雜、即時決策的需求以及金融交易量的不斷增加,預計詐欺偵測領域在預測期內將以最高的複合年成長率成長。配備高效能基礎設施的人工智慧系統可以分析大量資料,比傳統方法更快、更準確地偵測模式、異常和潛在的詐欺活動。人工智慧在詐欺偵測中的應用廣泛,涵蓋銀行、電子商務、保險和金融服務領域,透過即時識別可疑活動,幫助組織防止詐欺、減少財務損失並增強安全性。
由於各行業的快速市場佔有率轉型、政府對人工智慧計畫的支持不斷增加以及新興企業生態系統蓬勃發展,預計亞太地區將在預測期內佔據最大的市場佔有率。該地區龐大的人口加上不斷成長的可支配收入,推動了電子商務、金融科技、醫療保健和智慧城市等領域對人工智慧解決方案的需求。此外,5G技術和雲端運算的進步為人工智慧應用的廣泛應用提供了必要的基礎設施,進一步加速了市場成長。
由於強勁的創業投資生態系統促進創新,北美預計將在預測期內實現最高的複合年成長率。私營和公共部門對人工智慧研究和開發的大量投資將進一步推動市場成長。該地區擁有高技能的勞動力和早期採用新興技術的文化,使其成為人工智慧基礎設施解決方案的理想市場。此外,醫療保健、金融和自動駕駛汽車等行業對人工智慧應用的需求不斷成長,推動了對先進運算能力和專用硬體的需求,從而推動市場向前發展。
According to Stratistics MRC, the Global Artificial Intelligence (AI) Infrastructure Market is accounted for $47.96 billion in 2024 and is expected to reach $243.54 billion by 2030 growing at a CAGR of 31.1% during the forecast period. Artificial Intelligence (AI) Infrastructure refers to the foundational technologies and systems required to support the development, deployment, and execution of AI applications. It encompasses hardware components such as GPUs, CPUs, FPGAs, and ASICs, along with software frameworks, cloud platforms, and data storage solutions optimized for AI workloads. AI infrastructure enables efficient data processing, model training, and inference, supporting applications like machine learning, deep learning, and natural language processing.
Increased adoption of AI across industries
Enterprises across industries like healthcare, automotive, finance, retail, and manufacturing are utilizing artificial intelligence (AI) to improve operational efficiency, automate procedures, and provide customized experiences. To manage demanding workloads, applications such as robotic process automation, image recognition, natural language processing, and predictive analytics need strong AI infrastructure. For instance, the automobile industry incorporates AI into autonomous driving technologies, and the healthcare sector uses AI for drug research and diagnostics. This broad use is increasing demand for cloud-based solutions, sophisticated hardware, and scalable, high-performance computing systems, which is fueling ongoing investment in the development of AI infrastructure.
Data privacy and security concerns
Large volumes of private information, such as financial, medical, and personal data, are necessary for AI systems to be trained and make decisions. With strict laws like the CCPA, GDPR, and HIPAA, improper data handling can result in breaches, illegal access, and noncompliance. Because of the possibility of data leaks and cyberattacks, cloud-based AI infrastructure introduces an additional degree of vulnerability. To reduce these dangers, it is crucial to have strong encryption, safe data storage, and access control systems in place. These worries not only make deploying AI infrastructure more difficult, but they also affect businesses' readiness to use AI, particularly in highly regulated sectors.
Growing demand for high-performance computing (HPC)
AI applications need a lot of processing power to process and analyze large datasets, particularly those that use machine learning and deep learning. HPC systems offer the required processing power, utilizing GPUs, parallel computing, and specialized hardware such as TPUs (Tensor Processing Units) to speed up AI model inference and training. Faster and more potent computing infrastructure is becoming more and more necessary as AI technologies develop, particularly in fields like computer vision, natural language processing, and autonomous systems. Investment in cutting-edge infrastructure solutions is fueled by the growing need for HPC in order to satisfy the efficiency, scalability, and performance demands of contemporary AI workloads.
High cost of implementation
Powerful processing resources and specialized gear, such as GPUs and TPUs, might be unaffordable. Significant financial investments are also required for the development and training of complex AI models, the acquisition and upkeep of high-quality datasets, and the employment of qualified AI specialists. It can be difficult, expensive, and time-consuming to integrate AI systems with current IT infrastructure. When taken as a whole, these elements make implementing AI a significant cost commitment for companies of all sizes.
Covid-19 Impact
The COVID-19 pandemic had a mixed impact on the Artificial Intelligence (AI) Infrastructure market. On one hand, the increased reliance on digital technologies and AI-driven solutions for remote work, healthcare, e-commerce, and supply chain management accelerated demand for AI infrastructure. On the other hand, global supply chain disruptions and economic uncertainties slowed the deployment of new AI projects. Despite this, the pandemic highlighted the importance of AI for business continuity, driving long-term investments in AI infrastructure across various sectors.
The hardware segment is expected to be the largest during the forecast period
The hardware segment is estimated to be the largest, due to the increasing demand for high-performance computing to support AI applications like machine learning, deep learning, and data analytics. As AI models become more complex, specialized hardware such as GPUs, TPUs, and FPGAs are essential for accelerating processing speed and efficiency. Additionally, the growing adoption of AI in industries like healthcare, automotive, and finance requires powerful, scalable, and energy-efficient hardware solutions to handle large-scale data processing and real-time inference.
The fraud detection segment is expected to have the highest CAGR during the forecast period
The fraud detection segment is anticipated to witness the highest CAGR during the forecast period, due to the rising sophistication of cyber threats, the need for real-time decision-making, and the growing volume of financial transactions. AI-driven systems, powered by high-performance infrastructure, can analyze vast amounts of data to detect patterns, anomalies, and potential fraudulent activities faster and more accurately than traditional methods. Applications of AI in fraud detection span across banking, e-commerce, insurance, and financial services, helping organizations prevent fraud, reduce financial losses, and enhance security by identifying suspicious behavior in real time.
Asia Pacific is expected to have the largest market share during the forecast period due to rapid digital transformation across various sectors, increasing government support for AI initiatives, and a burgeoning start-up ecosystem. The region's large and growing population, coupled with rising disposable incomes, is fueling demand for AI-powered solutions in areas such as e-commerce, fintech, healthcare, and smart cities. Furthermore, advancements in 5G technology and cloud computing are providing the necessary infrastructure for the widespread adoption of AI applications, further accelerating market growth.
During the forecast period, the North America region is anticipated to register the highest CAGR, owing to a robust venture capital ecosystem fostering innovation. Significant investments in AI research and development by both private and public sectors further fuel market growth. The region boasts a highly skilled workforce and a culture of early adoption of emerging technologies, making it an ideal market for AI infrastructure solutions. Additionally, the increasing demand for AI applications across various industries, such as healthcare, finance, and autonomous vehicles, is driving the need for advanced computing power and specialized hardware, propelling the market forward.
Key players in the market
Some of the key players profiled in the Artificial Intelligence (AI) Infrastructure Market include NVIDIA Corporation, Intel Corporation, Google LLC (Alphabet Inc.), Microsoft Corporation, Amazon Web Services (AWS), IBM Corporation, Oracle Corporation, Advanced Micro Devices, Inc. (AMD), Huawei Technologies Co., Ltd., Hewlett Packard Enterprise (HPE), Dell Technologies, Samsung Electronics Co., Ltd., Cerebras Systems, Graphcore, Qualcomm Technologies, Inc., Xilinx, Inc. (AMD), Fujitsu Limited, Cisco Systems, Inc., Micron Technology, Inc., and Tencent Holdings Limited.
In December 2024, Intel announced the new Intel(R) Arc(TM) B-Series graphics cards. The Intel(R) Arc(TM) B580 and B570 GPUs offer best-in-class value for performance at price points that are accessible to most gamers1, deliver modern gaming features and are engineered to accelerate AI workloads.
In October 2024, Siemens is revolutionizing industrial automation with Microsoft. Through their collaboration, they have taken the Siemens Industrial Copilot to the next level, enabling it to handle the most demanding environments at scale. Combining Siemens' unique domain know-how across industries with Microsoft Azure OpenAI Service, the Copilot further improves handling of rigorous requirements in manufacturing and automation.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.