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AI資料中心的設備投資的明細和未來預測
市場調查報告書
商品編碼
1848189

AI資料中心的設備投資的明細和未來預測

AI Data Center Capex Breakdown and Future Outlook
出版日期: | 出版商: TrendForce | 英文 9 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

本報告分析了典型超大規模AI資料中心的資本投資結構，將其分為實體基礎設施、IT運算設備和網路設備三大類。其中，伺服器計算系統是最大的投資項目。隨著高階、高效能AI伺服器在新專案中佔比不斷提升，預計運算系統的成本佔比將進一步增加。

主要亮點

  • 計算驅動的資本支出佔總支出的絕大部分。
  • 網路分為前端和後端兩部分，實現了廣泛的互連。
  • 後端採用脊葉式架構，實現GPU無阻塞通訊。
  • 前端連結連接伺服器和核心，實現高效率的流量傳輸。
  • 產業趨勢：超大規模資料中心營運商正在擴展AI基礎設施。

目錄

第一章：引言

  • 資料中心資本支出分配
  • CRAH 能耗低、PUE 值低，因此適用於大型資料中心。
  • 資料中心資本支出：UPS 支出僅次於建築結構，佔最大。

第二章 資料中心運算系統：每兆瓦平均成本持續上漲

  • NVIDIA 仍維持 AI 伺服器出貨量領先地位

第三章：資料中心網路系統：每兆瓦平均成本持續上漲

  • 後端網路從 800G 演進至 1.6T，前端網路從 100G/400G 演進至 400G/800G

第四章：125MW 資料中心資本支出持續成長，每兆瓦平均成本也在上升

  • 伺服器約佔資本支出的 60%。隨著高階 AI 伺服器的普及，預計這一比例還會上升。
簡介目錄
Product Code: TRi-0095

This report analyzes the capital expenditure structure of a typical hyperscale AI data center, breaking down the spending into physical infrastructure, IT computing facilities, and networking equipment. Among these, the investment in computing systems, which are servers, is the most significant. As the proportion of higher-end, higher-power AI servers in new projects continues to rise, the cost share of computing systems is expected to increase further.

Key Highlights:

  • Compute-led capex dominates overall spending.
  • Networks split into front-end and back-end for wide interconnect.
  • Back-end uses spine-leaf to deliver non-blocking GPU comms.
  • Front-end links connect servers to core, enabling efficient traffic.
  • Industry trend shows hyperscalers expanding data center infrastructure for AI.

Table of Contents

1. Introduction

  • Distribution of Capex for Data Center
  • CRAH Is Better Suited for Large-Scale Data Centers Since It Has Lower Energy Consumption, Thus Achieving Lower PUE
  • Data Center Capex: UPS Takes Largest Share After Building Structure

2. Data Center Computing Systems: Average Cost per MW Continues to Rise

  • NVIDIA Remains the Dominant Player in AI Server Shipments

3. Network Systems of Data Centers: Average Cost per MW Continues to Increase

  • Back-End Networks Advance from 800G to 1.6T; Front-End Networks Evolve from 100G/400G to 400G/800G

4. 125MW Data Centers CapEx Continues to Rise; Average Cost per MW Increasing

  • Servers Account for Roughly 60% of Capex; This Ratio to Rise as Adoption for High-End AI Servers Increases