AI資料中心市場:現狀分析與預測(2024年～2032年)

AI資料中心市場預計將以約15.3%的速度成長。這是由於雲端運算的日益普及，它使企業能夠利用人工智慧資料中心，而無需在實體基礎設施上進行大量的前期投資。此外，不斷增加的研發、投資、產品進步和產業合作也在推動AI資料中心市場的發展。例如，亞馬遜將投資110億美元在印第安納州建立一個新的資料中心。這項重大投資反映了對進階資料處理日益增長的需求，旨在增強亞馬遜的雲端基礎設施和人工智慧能力。這些舉措凸顯了科技巨頭之間為爭奪人工智慧基礎設施市場主導地位而展開的日益激烈的競爭。

根據組件，市場分為硬體、軟體和服務。硬體類別預計將佔據AI資料中心市場最大的市場佔有率，因為它為高效能運算和資料處理提供了必要的基礎設施。 GPU和專用AI晶片等先進組件能夠高效執行複雜演算法和即時數據分析。隨著人工智慧應用的成長，對尖端硬體的需求不斷增加，推動了技術創新以支援資料中心的可擴展性、速度和能源效率，從而促進市場成長。

依類型，市場分為超大規模資料中心、主機託管資料中心、企業資料中心和其他。其中，超大規模資料中心領域是AI資料中心市場的關鍵驅動力。這是因為它提供了支援 AI 相關工作負載所需的處理能力和靈活性。這些由亞馬遜、谷歌和微軟營運的資料中心擁有數千台伺服器，旨在控制人工智慧技術產生的大數據。超大規模資料中心提供資源管理的靈活性，並支援最新的AI硬件，包括GPU和TPU，使企業能夠更有效率地執行與AI相關的任務，推動跨行業創新，以提高效率並降低成本。

根據垂直產業，市場細分為 BFSI、技術和 IT、醫療保健、政府和國防以及其他。其中，技術與IT部門是人工智慧資料中心市場的關鍵驅動力，因為人工智慧、機器學習和資料分析的應用正在推動對高運算能力和儲存的需求。隨著世界各地的企業採用雲端、邊緣運算、大數據和其他人工智慧解決方案和服務，他們需要複雜且高效的資料中心結構來管理這些解決方案。此外，AI處理器、GPU、網路設備等新產品的發展，正在提高資料中心的資料處理速度，促進AI在各領域的普及，進而促進市場的發展。

為了更了解人工智慧資料中心的市場採用情況，我們根據北美（美國、加拿大和北美其他地區）、歐洲（德國、英國、法國、西班牙、義大利和歐洲其他地區）、亞太地區（中國、日本、印度和亞太地區其他地區）和世界其他地區的全球影響力對市場進行了分析。其中，預計北美將在預測期內佔據市場主導地位。這主要是由於醫療保健、金融和汽車等行業擴大採用先進的人工智慧解決方案。創建的數據量呈指數級增長，以及對即時數據分析的需求正在推動旨在支援人工智慧工作負載和提高計算密度的新數據中心的部署。一些市場領導者正專注於採用機器學習、邊緣運算和更好的冷卻解決方案等先進技術來提高效率和速度。此外，雲端服務和混合資料中心技術的日益普及也推動了市場成長，使其成為技術創新和投資的關鍵領域。

市場的主要參與者包括Advanced Micro Devices, Inc.; Cisco Systems, Inc.; Cohesity, Inc.; DDN GROUP; Dell Inc.; Extreme Networks; Hewlett Packard Enterprise Development LP; Hitachi Vantara LLC; Intel Corporation; And NVIDIA 有Corporation等。

目錄

第1章 市場簡介

• 市場定義
• 主要目的
• 相關利益者
• 限制事項

第2章 調查手法或前提條件

• 調查流程
• 調查手法
• 受訪者簡介

第3章 摘要整理

• 產業摘要
• 各市場區隔預測
  • 市場成長的強度
• 地區展望

第4章 市場動態

• 促進因素
• 機會
• 阻礙因素
• 趨勢
• PESTEL分析
• 需求面分析
• 供給方面分析
  • 合併和收購
  • 投資和夥伴關係方案
  • 產業考察:大Start-Ups企業及其獨特策略

第5章 價格分析

• 各地區價格分析
• 價格的影響因素

第6章 全球AI資料中心市場收益 , 2022-2032年

第7章 市場洞察:各零件

• 硬體設備
• 軟體
• 服務

第8章 市場洞察:各類型

• 超級規模資料中心
• 主機代管資料中心
• 企業
• 其他

第9章 市場洞察:各產業

• BFSI
• 科技和IT
• 醫療保健
• 政府防衛
• 其他

第10章 市場洞察:各地區

• 北美
  • 美國
  • 加拿大
  • 其他北美地區
• 歐洲
  • 德國
  • 英國
  • 法國
  • 義大利
  • 西班牙
  • 其他歐洲地區
• 亞太地區
  • 中國
  • 日本
  • 印度
  • 其他亞太地區
• 全球其他地區

第11章 價值鏈分析

• 限制分析
• 市場參與企業一覽

第12章 競爭情形

• 競爭儀表板
• 競爭市場定位分析
• 波特的五力分析

第13章 企業簡介

• Advanced Micro Devices, Inc.
  • Company Overview
  • Key Financials
  • SWOT Analysis
  • Product Portfolio
  • Recent Developments
• Cisco Systems, Inc.
• Cohesity, Inc.
• DDN Group
• Dell Inc.
• Extreme Networks
• Hewlett Packard Enterprise Development LP
• Hitachi Vantara LLC
• Intel Corporation
• NVIDIA Corporation

第14章 縮寫與前提條件

第15章 附錄

AI data center market can be defined as the facilities and systems deployed to support AI computing with elements such as computing, Storage, and Network optimized for AI needs. These drivers include among others, the growing uptake of artificial intelligence across sectors such as the healthcare, financial, and automotive industries, the need for Moreover, the increasing adoption of big data coupled with the IoT is also creating demand for data centers that can manage vast amounts of data, this is expected to create a positive market growth opportunity for the AI data center market.

The AI Data Center market is set to show a growth rate of about 15.3%. This is due to the rising adoption of cloud computing which enables organizations to leverage AI data centers without heavy upfront investments in physical infrastructure. Also, increasing R&D, investment, product advancements, and collaborations in this industry drive the AI Data Center market. For instance, Amazon is committing $11 billion to build new data centers in Indiana. This significant investment aims to strengthen Amazon's cloud infrastructure and AI capabilities, reflecting the growing demand for advanced data processing. These moves highlight the escalating race among tech giants to dominate the AI infrastructure market.

Based on the components, the market is segmented into hardware, software, and service. The hardware category is expected to have the largest market share of the AI data center market by providing the essential infrastructure needed for high-performance computing and data processing. Advanced components like GPUs and AI-specific chips enable efficient execution of complex algorithms and real-time data analysis. As AI applications grow, the demand for cutting-edge hardware increases, leading to innovations that support scalability, speed, and energy efficiency in data centers, thus fueling market growth.

Based on the type, the market is segmented into hyperscale data centers, colocation data centers, enterprises, and others. Among these, the hyperscale data centers segment is a key driver of the AI Data Center market. Due to it offering the necessary processing capabilities and flexibility to support AI-related workloads. These data centers run by Amazon, Google, and Microsoft are built to hold thousands of servers and control big data produced by AI technologies. Due to their flexibility in resource management and support for the latest AI hardware including GPUs and TPUs, hyperscale data centers allow businesses to do challenging AI-related operations more effectively, and drive innovation across industries to boost efficiency and reduce costs.

Based on the industry, the market is segmented into BFSI, technology & IT, healthcare, government & defense, and others. Among these, the technology & IT segment is a key driver of the AI Data Center market due to the application of artificial intelligence, machine learning, and data analytics has prompted the need for high computational power and storage. With organizations around the globe implementing AI solutions and services like cloud, edge computing, and big data the requirement for complex, highly efficient data center structures to manage these solutions arises. Further, new product developments like AI processors, GPUs, and networking equipment help to advance the market by improving the data processing rate in the data centers and making AI more popular in different fields.

For a better understanding of the market adoption of the AI data center, the market is analyzed based on its worldwide presence in countries such as North America (U.S., Canada, and the Rest of North America), Europe (Germany, U.K., France, Spain, Italy, Rest of Europe), Asia-Pacific (China, Japan, India, Rest of Asia-Pacific), Rest of World. Among these, North America is expected to dominate the market during the forecast period. This is mainly due to the higher adoption of advanced AI solutions in industries such as healthcare, finance, automotive, and others. Rapid growth in the volume of data being created and the need for immediate data analysis are driving the deployment of new data centers designed to support AI workloads and improve computational density. Some of the key players in the market have been emphasizing the adoption of advanced technologies like machine learning, edge computing, and better cooling solutions to increase efficiency and speed. Also, the increasing adoption of cloud services and hybrid data center technologies provides a boost to market growth and is a key region for innovation and investment in the technology.

Some major players running in the market include Advanced Micro Devices, Inc.; Cisco Systems, Inc.; Cohesity, Inc.; DDN GROUP; Dell Inc.; Extreme Networks; Hewlett Packard Enterprise Development LP; Hitachi Vantara LLC; Intel Corporation; And NVIDIA Corporation

TABLE OF CONTENTS

1.MARKET INTRODUCTION

• 1.1. Market Definitions
• 1.2. Main Objective
• 1.3. Stakeholders
• 1.4. Limitation

2.RESEARCH METHODOLOGY OR ASSUMPTION

• 2.1. Research Process of the Global AI Data Center Market
• 2.2. Research Methodology of the Global AI Data Center Market
• 2.3. Respondent Profile

3.EXECUTIVE SUMMARY

• 3.1. Industry Synopsis
• 3.2. Segmental Outlook
  • 3.2.1. Market Growth Intensity
• 3.3. Regional Outlook

4.MARKET DYNAMICS

• 4.1. Drivers
• 4.2. Opportunity
• 4.3. Restraints
• 4.4. Trends
• 4.5. PESTEL Analysis
• 4.6. Demand Side Analysis
• 4.7. Supply Side Analysis
  • 4.7.1. Merger & Acquisition
  • 4.7.2. Investment and Partnership Scenario
  • 4.7.3. Industry Insights: Leading Startups and Their Unique Strategies

5.PRICING ANALYSIS

• 5.1. Regional Pricing Analysis
• 5.2. Price Influencing Factors

6.GLOBAL AI DATA CENTER MARKET REVENUE (USD BN), 2022-2032F

7.MARKET INSIGHTS BY COMPONENTS

• 7.1. Hardware
• 7.2. Software
• 7.3. Service

8.MARKET INSIGHTS BY TYPE

• 8.1. Hyperscale Data Centers
• 8.2. Colocation Data Centers
• 8.3. Enterprises
• 8.4. Others

9.MARKET INSIGHTS BY INDUSTRY

• 9.1. BFSI
• 9.2. Technology & IT
• 9.3. Healthcare
• 9.4. Government & Defense
• 9.5. Others

10.MARKET INSIGHTS BY REGION

• 10.1. North America
  • 10.1.1. U.S.
  • 10.1.2. Canada
  • 10.1.3. Rest of North America
• 10.2. Europe
  • 10.2.1. Germany
  • 10.2.2. U.K.
  • 10.2.3. France
  • 10.2.4. Italy
  • 10.2.5. Spain
  • 10.2.6. Rest of Europe
• 10.3. Asia-Pacific
  • 10.3.1. China
  • 10.3.2. Japan
  • 10.3.3. India
  • 10.3.4. Rest of Asia-Pacific
• 10.4. Rest of World

11.VALUE CHAIN ANALYSIS

• 11.1. Marginal Analysis
• 11.2. List of Market Participants

12.COMPETITIVE LANDSCAPE

• 12.1. Competition Dashboard
• 12.2. Competitor Market Positioning Analysis
• 12.3. Porter Five Forces Analysis

13.COMPANY PROFILED

• 13.1. Advanced Micro Devices, Inc.
  • 13.1.1. Company Overview
  • 13.1.2. Key Financials
  • 13.1.3. SWOT Analysis
  • 13.1.4. Product Portfolio
  • 13.1.5. Recent Developments
• 13.2. Cisco Systems, Inc.
• 13.3. Cohesity, Inc.
• 13.4. DDN Group
• 13.5. Dell Inc.
• 13.6. Extreme Networks
• 13.7. Hewlett Packard Enterprise Development LP
• 13.8. Hitachi Vantara LLC
• 13.9. Intel Corporation
• 13.10. NVIDIA Corporation

14.ACRONYMS & ASSUMPTION

15.ANNEXURE