AIインフラストラクチャ市場 – 2030年までの世界予測

AI Infrastructure Market - Global Forecast to 2030

AIインフラストラクチャ市場 - オファリング [コンピューティング (GPU、CPU、FPGA)、メモリ (DDR、HBM)、ネットワーク (NIC/ネットワークアダプター、相互接続)、ストレージ、ソフトウェア]、機能 (トレーニング、推論)、展開 (オンプレミス、クラウド、ハイブリッド) – 2030年までの世界予測
AI Infrastructure Market by Offerings (Compute (GPU, CPU, FPGA), Memory (DDR, HBM), Network (NIC/Network Adapters, Interconnect), Storage, Software), Function (Training, Inference), Deployment (On-premises, Cloud, Hybrid) – Global Forecast to 2030

商品番号 : SMB-4558

出版社MarketsandMarkets
出版年月2024年12月
ページ数338
図表数326
価格タイプシングルユーザライセンス
価格USD 4,950
種別英文調査報告書

Report Overview

The AI Infrastructure market is expected to be worth USD 135.81 billion in 2024 and is estimated to reach USD 394.46 billion by 2030, growing at a CAGR of 19.4% between 2024 and 2030.

AIインフラストラクチャ市場は、2024 年に 1,358 億 1,000 万米ドルの価値があると予想され、2030 年までに 3,944 億 6,000 万米ドルに達すると推定されており、2024 年から 2030 年にかけて 19.4% の CAGR で成長します。

The AI infrastructure market is being driven by the rapid growth in data generation due to digital transformation, IoT, social media, and e-commerce, which requires advanced computing and storage to manage vast datasets for AI and machine learning models. Additionally, the increasing need for cloud-based AI infrastructure in data centers is reshaping how companies manage complex AI workloads, with major cloud providers investing heavily in AI-ready infrastructure to meet growing global and industry-specific demands. These factors collectively serve as key drivers propelling the growth of the AI infrastructure market.

AIインフラストラクチャ市場 – 2030年までの世界予測
ai-infrastructure-market

“Generative AI segment will hold highest CAGR in the forecast period.”

Generative AI is expected to exhibit high growth rate due to a rise in demand for advanced AI applications across industries. Generative AI powers capabilities like content creation, language models, and image synthesis, all of which depends heavily on substantial computational power to train and run large neural networks. This demand requires high infrastructure investments, with an emphasis on high-performance GPU and DPU capabilities able to support intensive processing requirements. As more enterprises seek to capitalize on generative AI’s potential, the market for AI infrastructure will rise. In November 2024, GMO Internet Group, Inc. (Japan) launched the GMO GPU Cloud, powered by NVIDIA Corporation’s (US) H200 Tensor Core GPUs, Spectrum-X Ethernet, BlueField-3 DPUs, and NVIDIA AI Enterprise software, exemplifies the kind of specialized infrastructure needed to support generative AI at scale. This infrastructure, developed on Dell PowerEdge servers, is aligned to support the needs of production-grade generative AI applications, with reduced latency and high-bandwidth capability. Such innovations underline industry momentum in wide-scale deployment of infrastructure optimized for generative AI workloads. Further, this makes the local high-performance cloud solutions to be drivers for growth of this segment.

”Enterprises is projected to grow at a high CAGR of AI Infrastructure market during the forecasted timeline”

The enterprise segment is expected to record high growth in AI Infrastructure Market. Enterprises are increasingly adopting AI infrastructure as they use AI to facilitate digital transformation, enhance operational efficiency, and enhance customer experience. Manufacturing, finance, and retail enterprises are increasing their investments in AI powered predictive analysis, process automation, and customer insight tools that require robust and scalable AI infrastructure. Enterprises are also expanding their AI capabilities by investing in private cloud infrastructure and hybrid cloud models, especially as they seek to protect sensitive data while benefiting from cloud-based AI’s flexibility and innovation. Companies are providing cloud and on-premises flexibility along with comprehensive support that aligns with enterprise needs for adaptable, high-performance AI resources that can integrate with existing IT environments. In February 2024, Cisco and NVIDIA announced a partnership to bring AI infrastructure solutions tailored for data centers, designed to streamline deployment and management while offering high computing power necessary for enterprise AI. Its joint offering includes flexible AI infrastructure options for cloud-based and on-premises enterprises, as well as robust networking, security, and end-to-end observability features. Such collaborations support the growth of enterprise AI infrastructure market because companies demand scalable, secure, and manageable infrastructure for the deployment of AI solutions.

“Asia Pacific is expected to hold high CAGR in during the forecast period.”

AI infrastructure market in Asia Pacific will grow at a high CAGR during the forecast period. Countries like China, Japan, South Korea, and India are at the forefront of AI innovation and governments and private sectors in the region are making high investments in AI research, infrastructure, and talent development. In September 2024 Lenovo (Hong Kong) announced its mass manufacturing operations for high-performance AI servers in India, and it also unveiled a cutting-edge research & development (R&D) lab, adding to the advancement of Lenovo’s Infrastructure Solutions. These are the significant efforts that Lenovo has taken towards the significant positioning of India as a hub in innovation and manufacturing, while supporting ‘Make in India’ and ‘AI for All’ vision by the Indian government. Initiatives like these will speed up region’s leadership in AI technology and will lead to significant growth in AI infrastructure deployment across Asia Pacific industries. Moreover, as enterprises and governments are driving digital transformation and cloud adoption, the requirement for high-performance AI offerings is increasing, making Asia Pacific one of the fastest-growing markets for AI Infrastructure globally.

AIインフラストラクチャ市場 – 2030年までの世界予測 region
ai-infrastructure-market-region

Extensive primary interviews were conducted with key industry experts in the AI Infrastructure market space to determine and verify the market size for various segments and subsegments gathered through secondary research. The break-up of primary participants for the report has been shown below:  The study contains insights from various industry experts, from component suppliers to Tier 1 companies and OEMs. The break-up of the primaries is as follows:

  • By Company Type: Tier 1 – 50%, Tier 2 – 20%, and Tier 3 – 30%
  • By Designation: C-level Executives – 20%, Directors – 30%, and Others – 50%
  • By Region: North America – 30%, Europe – 20%, Asia Pacific – 40%, and RoW – 10%

The report profiles key players in the AI Infrastructure market with their respective market ranking analysis. Prominent players profiled in this report are NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), SK HYNIX INC. (South Korea), SAMSUNG (South Korea), Micron Technology, Inc. (US), Intel Corporation (US), Google (US), Amazon Web Services, Inc. (US), Tesla (US), Microsoft (US), Meta (US), Graphcore (UK), and Cerebras (US), among others.

AIインフラストラクチャ市場 – 2030年までの世界予測 ecosystem
ai-infrastructure-market-ecosystem

Apart from this, KIOXIA Holdings Corporation (Japan), Western Digital Corporation (US), Mythic (US), Blaize (US), Groq, Inc. (US), HAILO TECHNOLOGIES LTD (Israel), SiMa Technologies, Inc. (US), Kneron, Inc. (US), Rain Neuromorphics Inc. (US), Tenstorrent (Canada), SambaNova Systems, Inc. (US), Taalas (Canada), SAPEON Inc. (US), Rebellions Inc. (South Korea), Rivos Inc. (US),  and Shanghai BiRen Technology Co., Ltd. (China) are among a few emerging companies in the AI Infrastructure market.

Research Coverage: This research report categorizes the AI infrastructure market based on offerings, function, deployment, application, end user, and region. The report describes the major drivers, restraints, challenges, and opportunities pertaining to the AI infrastructure market and forecasts the same till 2030. Apart from these, the report also consists of leadership mapping and analysis of all the companies included in the AI infrastructure ecosystem.

Key Benefits of Buying the Report The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall AI infrastructure market and the subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

  • Analysis of key drivers (Rising demand for high-performance computing in AI workloads, government initiatives and investments in AI research and development, and growing implementation of AI and ML solutions across enterprises) influencing the growth of the AI infrastructure market.
  • Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the AI infrastructure market.
  • Market Development: Comprehensive information about lucrative markets – the report analysis the AI infrastructure market across varied regions
  • Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the AI infrastructure market
  • Competitive Assessment: In-depth assessment of market shares, growth strategies, and service offerings of leading players like NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), SK HYNIX INC. (South Korea), SAMSUNG (South Korea), Micron Technology, Inc. (US) among others in the AI infrastructure market.

Table of Contents

1               INTRODUCTION              30

1.1           STUDY OBJECTIVES       30

1.2           MARKET DEFINITION   30

1.3           STUDY SCOPE   31

1.3.1        MARKETS COVERED       31

1.3.2        INCLUSIONS AND EXCLUSIONS 32

1.3.3        YEARS CONSIDERED      33

1.4           CURRENCY CONSIDERED            33

1.5           UNIT CONSIDERED        33

1.6           LIMITATIONS    33

1.7           STAKEHOLDERS               34

1.8           SUMMARY OF CHANGES               34

2               RESEARCH METHODOLOGY       37

2.1           RESEARCH DATA              37

2.1.1        SECONDARY AND PRIMARY RESEARCH 39

2.1.2        SECONDARY DATA          39

2.1.2.1    List of key secondary sources              40

2.1.2.2    Key data from secondary sources       40

2.1.3        PRIMARY DATA 40

2.1.3.1    List of primary interview participants               41

2.1.3.2    Breakdown of primaries      41

2.1.3.3    Key data from primary sources           42

2.1.3.4    Key industry insights           43

2.2           MARKET SIZE ESTIMATION METHODOLOGY     44

2.2.1        BOTTOM-UP APPROACH              46

2.2.1.1    Approach to arrive at market size using bottom-up analysis

(demand side)       46

2.2.2        TOP-DOWN APPROACH                47

2.2.2.1    Approach to arrive at market size using top-down analysis

(supply side)         47

2.3           MARKET BREAKDOWN AND DATA TRIANGULATION                 48

2.4           RESEARCH ASSUMPTIONS           49

2.5           RISK ANALYSIS  49

2.6           RESEARCH LIMITATIONS             50

3               EXECUTIVE SUMMARY  51

4               PREMIUM INSIGHTS       56

4.1           ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI INFRASTRUCTURE MARKET        56

4.2           AI INFRASTRUCTURE MARKET, BY FUNCTION   56

4.3           AI INFRASTRUCTURE MARKET, BY DEPLOYMENT                 57

4.4           AI INFRASTRUCTURE MARKET, BY APPLICATION                 57

4.5           AI INFRASTRUCTURE MARKET, BY END USER    58

4.6           AI INFRASTRUCTURE MARKET, BY REGION         58

4.7           AI INFRASTRUCTURE MARKET, BY COUNTRY     59

5               MARKET OVERVIEW       60

5.1           INTRODUCTION              60

5.2           MARKET DYNAMICS       60

5.2.1        DRIVERS               61

5.2.1.1    Rising demand for high-performance computing in AI workloads                 61

5.2.1.2    Government-led fundings to boost AI R&D    61

5.2.1.3    Growing popularity AI and ML solutions among enterprises                 62

5.2.1.4    Massive data generation due to rapid digital transformation                 63

5.2.2        RESTRAINTS      64

5.2.2.1    Compatibility issues with legacy systems          64

5.2.2.2    Consumption of large amount of energy           65

5.2.3        OPPORTUNITIES              67

5.2.3.1    Rise of AI-as-a-Service platforms      67

5.2.3.2    Surging demand for cloud-based AI infrastructure         67

5.2.3.3    Growing adoption of AI-driven decision making systems                 68

5.2.3.4    Advancements in neuromorphic and quantum computing for AI                 69

5.2.3.5    Increasing investments in data centers by cloud service providers                 70

5.2.4        CHALLENGES    71

5.2.4.1    High initial investments      71

5.2.4.2    Maintaining data security and integrity in distributed AI systems                 72

5.2.4.3    Complexities associated with integrating AI technologies into existing IT ecosystems         73

5.3           TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS            74

5.4           PRICING ANALYSIS          74

5.4.1        INDICATIVE PRICING OF KEY PLAYERS, BY COMPUTE                 75

5.4.2        AVERAGE SELLING PRICE TREND, BY REGION   76

5.5           VALUE CHAIN ANALYSIS               77

5.6           ECOSYSTEM ANALYSIS  80

5.7           INVESTMENT AND FUNDING SCENARIO               81

5.8           TECHNOLOGY ANALYSIS             82

5.8.1        KEY TECHNOLOGIES     82

5.8.1.1    Generative AI        82

5.8.1.2    Conversational AI 83

5.8.1.3    AI-optimized cloud platforms             83

5.8.2        COMPLEMENTARY TECHNOLOGIES       84

5.8.2.1    Blockchain             84

5.8.2.2    Edge computing   84

5.8.2.3    Cybersecurity        84

5.8.3        ADJACENT TECHNOLOGIES       85

5.8.3.1    Big data  85

5.8.3.2    Predictive analysis                85

5.9           UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS     86

5.10         CAPEX OF CLOUD SERVICE PROVIDERS                86

5.11         PROCESSOR BENCHMARKING   88

5.11.1      GPU BENCHMARKING BY NVIDIA             88

5.11.2      CPU BENCHMARKING BY NVIDIA             88

5.12         PATENT ANALYSIS          89

5.13         TRADE ANALYSIS             92

5.13.1      IMPORT SCENARIO (HS CODE 854231)    92

5.13.2      EXPORT SCENARIO (HS CODE 854231)    94

5.14         KEY CONFERENCES AND EVENTS, 2024–2025        95

5.15         CASE STUDY ANALYSIS 97

5.16         REGULATORY LANDSCAPE         101

5.16.1      REGULATORY BODIES, GOVERNMENT AGENCIES,

AND OTHER ORGANIZATIONS  101

5.16.2      STANDARDS      105

5.17         PORTER’S FIVE FORCES ANALYSIS           108

5.17.1      THREAT OF NEW ENTRANTS      109

5.17.2      THREAT OF SUBSTITUTES          110

5.17.3      BARGAINING POWER OF SUPPLIERS       110

5.17.4      BARGAINING POWER OF BUYERS             110

5.17.5      INTENSITY OF COMPETITION RIVALRY 111

5.18         KEY STAKEHOLDERS AND BUYING CRITERIA     111

5.18.1      KEY STAKEHOLDERS IN BUYING PROCESS           111

5.18.2      BUYING CRITERIA           112

6               AI SERVER INDUSTRY LANDSCAPE          113

6.1           INTRODUCTION              114

6.2           AI SERVER PENETRATION AND GROWTH FORECAST                 114

6.3           AI SERVER INDUSTRY, BY PROCESSOR TYPE       114

6.3.1        GPU-BASED SERVERS     115

6.3.1.1    Ability to process massive datasets and run intricate algorithms efficiently to drive market   115

6.3.2        FPGA-BASED SERVERS   116

6.3.2.1    Growing need for flexibility and customization for AI workloads to boost demand   116

6.3.3        ASIC-BASED SERVERS    118

6.3.3.1    Increasing demand for high-performance computing and

machine learning to foster market growth        118

6.4           AI SERVER INDUSTRY, BY FUNCTION     119

6.4.1        TRAINING           120

6.4.1.1    Surging adoption of deep learning technologies to fuel market growth    120

6.4.2        INFERENCE        121

6.4.2.1    Rapid shift toward edge computing to accelerate demand                 121

6.5           AI SERVER INDUSTRY SHARE ANALYSIS, 2023      122

7               AI INFRASTRUCTURE MARKET, BY OFFERING    126

7.1           INTRODUCTION              127

7.2           COMPUTE           128

7.2.1        GPU       131

7.2.1.1    Growing demand from hyperscale cloud service providers to

fuel market growth                131

7.2.2        CPU        132

7.2.2.1    Increasing need for cost-effective and high-performance

AI infrastructure to offer lucrative growth opportunities               132

7.2.3        FPGA     133

7.2.3.1    Growing need to reconfigure hardware to address growing

AI workloads to boost demand           133

7.2.4        TPU        134

7.2.4.1    Rising need to accelerate deep learning and neural network processing to foster market growth   134

7.2.5        DOJO & FSD        135

7.2.5.1    Surging computational demands of deep learning and neural network training to accelerate demand             135

7.2.6        TRAINIUM & INFERENTIA            135

7.2.6.1    Growing demand for cost-effective training and inference to offer lucrative growth opportunities            135

7.2.7        ATHENA               136

7.2.7.1    Increasing emphasis on accelerating AI model training and inference capabilities to fuel demand                136

7.2.8        T-HEAD                136

7.2.8.1    Growing demand for AI-powered applications across data centers to offer lucrative growth opportunities              136

7.2.9        MTIA     137

7.2.9.1    Rising demand to optimize training and inference of ML models to foster market growth       137

7.2.10      LPU        137

7.2.10.1  Increasing need to handle demanding computational requirements of NLP to fuel market growth    137

7.2.11      OTHER ASIC       138

7.3           MEMORY              138

7.3.1        DDR       140

7.3.1.1    Increasing demand among semiconductor manufacturers to fuel market growth       140

7.3.2        HBM      141

7.3.2.1    Rising application for real-time image recognition to boost demand  141

7.4           NETWORK           142

7.4.1        NIC/NETWORK ADAPTERS          144

7.4.1.1    Increasing emphasis on advancing network speeds to offer lucrative growth opportunities            144

7.4.1.2    InfiniBand              146

7.4.1.2.1 Growing emphasis on reducing latency during large-scale AI model training to foster market growth             146

7.4.1.3    Ethernet 147

7.4.1.3.1 Rising need for high-speed solutions to meet next-gen AI model demands to foster market growth      147

7.4.1.4    Interconnects        147

7.4.1.4.1 Increasing demand for larger-scale AI models to fuel market growth    147

7.5           STORAGE             148

7.5.1        GROWING NEED FOR SUSTAINABLE AND COST-EFFECTIVE STORAGE SOLUTIONS TO OFFER LUCRATIVE GROWTH OPPORTUNITIES         148

7.6           SERVER SOFTWARE        149

7.6.1        RISING NEED FOR SECURE AND STABLE COMPUTING ENVIRONMENTS IN

AI DATA CENTERS TO FUEL MARKET GROWTH 149

8               AI INFRASTRUCTURE MARKET, BY FUNCTION   151

8.1           INTRODUCTION              152

8.2           TRAINING           154

8.2.1        INCREASING COMPLEXITIES AND SCALE OF AI MODEL DEVELOPMENT TO DRIVE MARKET        154

8.3           INFERENCE        155

8.3.1        RISING POPULARITY OF EDGE COMPUTING TO FUEL MARKET GROWTH          155

9               AI INFRASTRUCTURE MARKET, BY DEPLOYMENT                 156

9.1           INTRODUCTION              157

9.2           ON-PREMISES   159

9.2.1        GROWING CONCERNS OF DATA PRIVACY TO DRIVE MARKET               159

9.3           CLOUD 159

9.3.1        ABILITY TO SCALE RESOURCES ON-DEMAND TO FUEL MARKET GROWTH          159

9.4           HYBRID                160

9.4.1        INCREASING DEMAND FOR SCALABLE SOLUTIONS TO BALANCE PERFORMANCE AND SECURITY TO FOSTER MARKET GROWTH             160

10            AI INFRASTRUCTURE MARKET, BY APPLICATION                 161

10.1         INTRODUCTION              162

10.2         GENERATIVE AI                163

10.2.1      RULE-BASED MODELS   165

10.2.1.1  Integration with ML and deep learning to offer lucrative growth opportunities         165

10.2.2      STATISTICAL MODELS  165

10.2.2.1  Growing application in finance, economics, and healthcare sectors to predict trends and outcomes to fuel market growth      165

10.2.3      DEEP LEARNING               166

10.2.3.1  Surging demand for AI-generated content and automation to offer lucrative growth opportunities  166

10.2.4      GENERATIVE ADVERSARIAL NETWORKS (GANS)                 167

10.2.4.1  Increasing application to create 3D models in entertainment and gaming sectors to foster market growth            167

10.2.5      AUTOENCODERS             167

10.2.5.1  Growing need to reduce dimensionality of data and handle complex datasets to accelerate demand             167

10.2.6      CONVOLUTIONAL NEURAL NETWORKS (CNNS)                 168

10.2.6.1  Rising number of autonomous vehicles and smart cities to

drive market          168

10.2.7      TRANSFORMER MODELS              169

10.2.7.1  Growing popularity of GPT models and BERT to offer lucrative growth opportunities            169

10.3         MACHINE LEARNING     170

10.3.1      RISING APPLICATION FOR REAL-TIME DECISION-MAKING AND

DATA ANALYSIS TO FOSTER MARKET GROWTH                170

10.4         NATURAL LANGUAGE PROCESSING       171

10.4.1      GROWING USAGE OF MACHINES FOR SENTIMENT ANALYSIS, LANGUAGE TRANSLATION, AND SPEECH RECOGNITION TO ACCELERATE DEMAND          171

10.5         COMPUTER VISION        172

10.5.1      INCREASING DEMAND FOR AUTOMATED VISUAL RECOGNITION SYSTEMS TO FUEL MARKET GROWTH    172

11            AI INFRASTRUCTURE MARKET, BY END USER    173

11.1         INTRODUCTION              174

11.2         CLOUD SERVICE PROVIDERS     177

11.2.1      RISING EMPHASIS ON OFFERING PRE-BUILT AI MODELS TO OFFER LUCRATIVE GROWTH OPPORTUNITIES          177

11.3         ENTERPRISES    179

11.3.1      HEALTHCARE    184

11.3.1.1  Growing demand for personalized treatment to fuel market growth    184

11.3.2      BFSI       185

11.3.2.1  Rising focus on enhancing security and improving customer services to foster market growth         185

11.3.3      AUTOMOTIVE   186

11.3.3.1  Increasing popularity of connected vehicles to offer lucrative growth opportunities            186

11.3.4      RETAIL & E-COMMERCE                188

11.3.4.1  Rapid shift toward data-centric models to enhance customer engagement to accelerate demand     188

11.3.5      MEDIA & ENTERTAINMENT        189

11.3.5.1  Rising demand for content recommendation engines and

interactive media experiences to foster market growth  189

11.3.6      OTHER ENTERPRISES    190

11.4         GOVERNMENT ORGANIZATIONS             191

11.4.1      GROWING NEED TO ENHANCE PUBLIC SAFETY AND SECURITY TO OFFER LUCRATIVE GROWTH OPPORTUNITIES                 191

12            AI INFRASTRUCTURE MARKET, BY REGION         193

12.1         INTRODUCTION              194

12.2         NORTH AMERICA             196

12.2.1      MACROECONOMIC OUTLOOK FOR NORTH AMERICA                 196

12.2.2      US           201

12.2.2.1  Presence of established AI infrastructure manufacturers to drive market    201

12.2.3      CANADA               201

12.2.3.1  Growing emphasis on commercializing AI to offer lucrative growth opportunities            201

12.2.4      MEXICO                202

12.2.4.1  Rapid digital transformation and surging adoption of cloud computing to fuel market growth       202

12.3         EUROPE               203

12.3.1      MACROECONOMIC OUTLOOK FOR EUROPE      203

12.3.2      UK          208

12.3.2.1  Growing investments in data center infrastructure to boost demand  208

12.3.3      GERMANY           209

12.3.3.1  Rising adoption smart technologies to boost manufacturing to drive market          209

12.3.4      FRANCE                209

12.3.4.1  Favorable government initiatives to strengthen AI infrastructure to fuel market growth           209

12.3.5      ITALY    210

12.3.5.1  Increasing emphasis on developing digital infrastructure to offer lucrative growth opportunities            210

12.3.6      SPAIN    211

12.3.6.1  Rapid adoption of cloud computing to accelerate demand                 211

12.3.7      REST OF EUROPE             211

12.4         ASIA PACIFIC     212

12.4.1      MACROECONOMIC OUTLOOK FOR ASIA PACIFIC                 213

12.4.2      CHINA  218

12.4.2.1  Proliferation of IoT devices to drive market    218

12.4.3      JAPAN   219

12.4.3.1  Rising investments to boost cloud infrastructure to foster market growth    219

12.4.4      INDIA    219

12.4.4.1  Government-led initiatives to strengthen AI infrastructure to offer lucrative growth opportunities  219

12.4.5      SOUTH KOREA  220

12.4.5.1  Thriving semiconductor industry to accelerate demand                 220

12.4.6      REST OF ASIA PACIFIC   221

12.5         ROW      221

12.5.1      MACROECONOMIC OUTLOOK FOR ROW              225

12.5.2      MIDDLE EAST   226

12.5.2.1  Growing emphasis on digital transformation and

technological innovation to drive market          226

12.5.2.2  GCC       227

12.5.2.3  Rest of Middle East              227

12.5.3      AFRICA 228

12.5.3.1  Rising need for managing advanced data processing requirements to fuel market growth  228

12.5.4      SOUTH AMERICA             228

12.5.4.1  Growing demand for flexible and secure cloud storage solutions to foster market growth       228

13            COMPETITIVE LANDSCAPE         229

13.1         OVERVIEW          229

13.2         KEY PLAYER STRATEGIES/RIGHT TO WIN, 2019–2024                 229

13.3         REVENUE ANALYSIS, 2021–2023  231

13.4         MARKET SHARE ANALYSIS, 2023                 232

13.4.1      COMPUTE MARKET SHARE ANALYSIS, 2023          232

13.4.2      MEMORY MARKET SHARE ANALYSIS, 2023             235

13.5         COMPANY VALUATION AND FINANCIAL METRICS, 2023                 237

13.6         BRAND/PRODUCT COMPARISON             238

13.7         COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023                 239

13.7.1      STARS   239

13.7.2      EMERGING LEADERS     239

13.7.3      PERVASIVE PLAYERS      239

13.7.4      PARTICIPANTS 239

13.7.5      COMPANY FOOTPRINT: KEY PLAYERS, 2023         241

13.7.5.1  Company footprint               241

13.7.5.2  Region footprint   242

13.7.5.3  Offering footprint 242

13.7.5.4  Function footprint                243

13.7.5.5  Deployment footprint          244

13.7.5.6  Application footprint            244

13.7.5.7  End user footprint                 245

13.8         COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2023        246

13.8.1      PROGRESSIVE COMPANIES         246

13.8.2      RESPONSIVE COMPANIES            246

13.8.3      DYNAMIC COMPANIES  246

13.8.4      STARTING BLOCKS         246

13.8.5      COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2023                 248

13.8.5.1  Competitive benchmarking of key startups/SMEs          248

13.8.5.2  Detailed list of key startups/SMEs    249

13.9         COMPETITIVE SCENARIO             249

13.9.1      PRODUCT LAUNCHES   250

13.9.2      DEALS  251

13.9.3      OTHER DEVELOPMENTS              254

14            COMPANY PROFILES      255

14.1         KEY PLAYERS     255

14.1.1      NVIDIA CORPORATION 255

14.1.1.1  Business overview 255

14.1.1.2  Products/Solutions/Services offered 256

14.1.1.3  Recent developments           259

14.1.1.3.1                Product launches  259

14.1.1.3.2                Deals      261

14.1.1.4  MnM view              262

14.1.1.4.1                Key strengths/Right to win 262

14.1.1.4.2                Strategic choices   263

14.1.1.4.3                Weaknesses/Competitive threats       263

14.1.2      ADVANCED MICRO DEVICES, INC.           264

14.1.2.1  Business overview 264

14.1.2.2  Products/Solutions/Services offered 265

14.1.2.3  Recent developments           267

14.1.2.3.1                Product launches  267

14.1.2.3.2                Deals      268

14.1.2.4  MnM view              269

14.1.2.4.1                Key strengths/Right to win 269

14.1.2.4.2                Strategic choices   270

14.1.2.4.3                Weaknesses/Competitive threats       270

14.1.3      SK HYNIX INC.   271

14.1.3.1  Business overview 271

14.1.3.2  Products/Solutions/Services offered 273

14.1.3.3  Recent developments           274

14.1.3.3.1                Product launches  274

14.1.3.3.2                Deals      274

14.1.3.3.3                Other developments             275

14.1.3.4  MnM view              275

14.1.3.4.1                Key strengths/Right to win 275

14.1.3.4.2                Strategic choices   275

14.1.3.4.3                Weaknesses/Competitive threats       275

14.1.4      SAMSUNG            276

14.1.4.1  Business overview 276

14.1.4.2  Products/Solutions/Services offered 277

14.1.4.3  Recent developments           279

14.1.4.3.1                Product launches  279

14.1.4.3.2                Deals      281

14.1.4.4  MnM view              282

14.1.4.4.1                Key strengths/Right to win 282

14.1.4.4.2                Strategic choices   282

14.1.4.4.3                Weaknesses/Competitive threats       282

14.1.5      MICRON TECHNOLOGY, INC.     283

14.1.5.1  Business overview 283

14.1.5.2  Products/Solutions/Services offered 284

14.1.5.3  Recent developments           286

14.1.5.3.1                Product launches  286

14.1.5.3.2                Deals      288

14.1.5.4  MnM view              289

14.1.5.4.1                Key strengths/Right to win 289

14.1.5.4.2                Strategic choices   289

14.1.5.4.3                Weaknesses/Competitive threats       289

14.1.6      INTEL CORPORATION   290

14.1.6.1  Business overview 290

14.1.6.2  Products/Solutions/Services offered 291

14.1.6.3  Recent developments           294

14.1.6.3.1                Product launches  294

14.1.6.3.2                Deals      296

14.1.6.3.3                Other developments             298

14.1.7      GOOGLE              299

14.1.7.1  Business overview 299

14.1.7.2  Products/Solutions/Services offered 300

14.1.7.3  Recent developments           301

14.1.7.3.1                Product launches  301

14.1.7.3.2                Deals      302

14.1.8      AMAZON WEB SERVICES, INC.    304

14.1.8.1  Business overview 304

14.1.8.2  Products/Solutions/Services offered 305

14.1.8.3  Recent developments           305

14.1.8.3.1                Product launches  305

14.1.8.3.2                Deals      306

14.1.9      TESLA   307

14.1.9.1  Business overview 307

14.1.9.2  Products/Solutions/Services offered 308

14.1.10   MICROSOFT       309

14.1.10.1                 Business overview 309

14.1.10.2                 Products/Solutions/Services offered 310

14.1.10.3                 Recent developments           311

14.1.10.3.1             Product launches  311

14.1.10.3.2             Deals      311

14.1.11   META    312

14.1.11.1                 Business overview 312

14.1.11.2                 Products/Solutions/Services offered 313

14.1.11.3                 Recent developments           314

14.1.11.3.1             Product launches  314

14.1.11.3.2             Deals      314

14.1.12   GRAPHCORE      315

14.1.12.1                 Business overview 315

14.1.12.2                 Products/Solutions/Services offered 315

14.1.12.3                 Recent developments           316

14.1.12.3.1             Product launches  316

14.1.12.3.2             Deals      316

14.1.13   CEREBRAS           317

14.1.13.1                 Business overview 317

14.1.13.2                 Products/Solutions/Services offered 317

14.1.13.3                 Recent developments           318

14.1.13.3.1             Product launches  318

14.1.13.3.2             Deals      318

14.2         OTHER PLAYERS              319

14.2.1      KIOXIA HOLDINGS CORPORATION         319

14.2.2      WESTERN DIGITAL CORPORATION         320

14.2.3      MYTHIC                321

14.2.4      BLAIZE 322

14.2.5      GROQ, INC.         323

14.2.6      HAILO TECHNOLOGIES LTD      324

14.2.7      SIMA TECHNOLOGIES, INC.        325

14.2.8      KNERON, INC.   325

14.2.9      RAIN NEUROMORPHICS INC.      326

14.2.10   TENSTORRENT 326

14.2.11   SAMBANOVA SYSTEMS, INC.       327

14.2.12   TAALAS                 327

14.2.13   SAPEON INC.      328

14.2.14   REBELLIONS INC.             328

14.2.15   RIVOS INC.          329

14.2.16   SHANGHAI BIREN TECHNOLOGY CO., LTD.         329

15            APPENDIX           330

15.1         DISCUSSION GUIDE        330

15.2         KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL                334

15.3         CUSTOMIZATION OPTIONS        336

15.4         RELATED REPORTS         336

15.5         AUTHOR DETAILS           337

LIST OF TABLES

TABLE 1                AI INFRASTRUCTURE MARKET: RESEARCH ASSUMPTIONS  49

TABLE 2                AI INFRASTRUCTURE MARKET: RISK ANALYSIS                 49

TABLE 3                DATA ON POWER CONSUMPTION BY NVIDIA GPUS     65

TABLE 4                INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2023 (USD)      75

TABLE 5                INDICATIVE PRICING OF COMPUTE, 2023 (USD)                 75

TABLE 6                AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2020–2023 (USD)             76

TABLE 7                AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2020–2023 (USD)             77

TABLE 8                AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2020–2023 (USD)             77

TABLE 9                ROLE OF COMPANIES IN AI INFRASTRUCTURE ECOSYSTEM       80

TABLE 10              COMPARISON OF NVIDIA AI GPU SPECIFICATIONS              88

TABLE 11              COMPARISON OF NVIDIA CPU SPECIFICATIONS                 88

TABLE 12              LIST OF MAJOR PATENTS, 2023–2024        89

TABLE 13              IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION)            93

TABLE 14              EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION)            94

TABLE 15              LIST OF KEY CONFERENCES AND EVENTS, 2024–2025        95

TABLE 16              PERPLEXITY ACCELERATED LARGE LANGUAGE MODELS WITH NVIDIA CORPORATION’S AI INFERENCE SOLUTION AND AWS’S CLOUD INFRASTRUCTURE           97

TABLE 17              HYPERACCEL DEVELOPED ORION SERVER WITH AMD’S AI INFRASTRUCTURE THAT OFFERED HIGH THROUGHPUT AND LOW LATENCY        98

TABLE 18              SIEMENS DIGITAL INDUSTRIES SOFTWARE COLLABORATED WITH MICROSOFT AZURE TO TRANSFORM INDUSTRIAL WORKFLOWS          99

TABLE 19              KT CLOUD CORP. PARTNERED WITH AMD AND MOREH TO LAUNCH NEW AI PLATFORM THAT BOOSTED HARDWARE AND SOFTWARE EFFICIENCY            100

TABLE 20              NORTH AMERICA: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES,

AND OTHER ORGANIZATIONS  101

TABLE 21              EUROPE: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES,

AND OTHER ORGANIZATIONS  102

TABLE 22              ASIA PACIFIC: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES,

AND OTHER ORGANIZATIONS  103

TABLE 23              ROW: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES,

AND OTHER ORGANIZATIONS  104

TABLE 24              AI INFRASTRUCTURE MARKET: STANDARDS                 105

TABLE 25              AI INFRASTRUCTURE MARKET: PORTER’S FIVE FORCES ANALYSIS           108

TABLE 26              INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR

TOP THREE END USERS (%)        112

TABLE 27              KEY BUYING CRITERIA FOR TOP THREE END USERS   112

TABLE 28              AI SERVER INDUSTRY, BY PROCESSOR TYPE, 2020–2023 (THOUSAND UNITS)  115

TABLE 29              AI SERVER INDUSTRY, BY PROCESSOR TYPE, 2024–2030 (THOUSAND UNITS)  115

TABLE 30              GPU-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION,

2020–2023 (THOUSAND UNITS)  116

TABLE 31              GPU-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION,

2024–2030 (THOUSAND UNITS)  116

TABLE 32              FPGA-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION,

2020–2023 (THOUSAND UNITS)  117

TABLE 33              FPGA-BASED AI SERVERS: AI SERVER INDUSTRY, BY FUNCTION,

2024–2030 (THOUSAND UNITS)  117

TABLE 34              ASIC-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION,

2020–2023 (THOUSAND UNITS)  118

TABLE 35              ASIC-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION,

2024–2030 (THOUSAND UNITS)  118

TABLE 36              AI SERVER INDUSTRY, BY FUNCTION, 2020–2023 (THOUSAND UNITS)      119

TABLE 37              AI SERVER INDUSTRY, BY FUNCTION, 2024–2030 (THOUSAND UNITS)      119

TABLE 38              TRAINING: AI SERVER INDUSTRY, BY PROCESSOR TYPE,

2020–2023 (THOUSAND UNITS)  121

TABLE 39              TRAINING: AI SERVER INDUSTRY, BY PROCESSOR TYPE,

2024–2030 (THOUSAND UNITS)  121

TABLE 40              INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE,

2020–2023 (THOUSAND UNITS)  122

TABLE 41              INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE,

2024–2030 (THOUSAND UNITS)  122

TABLE 42              AI SERVER INDUSTRY: DEGREE OF COMPETITION, 2023       123

TABLE 43              AI INFRASTRUCTURE MARKET, BY OFFERING, 2020–2023 (USD MILLION)            128

TABLE 44              AI INFRASTRUCTURE MARKET, BY OFFERING, 2024–2030 (USD MILLION)            128

TABLE 45              AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020–2023 (USD MILLION)            129

TABLE 46              AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024–2030 (USD MILLION)            129

TABLE 47              AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020–2023 (THOUSAND UNITS)  129

TABLE 48              AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024–2030 (THOUSAND UNITS)  130

TABLE 49              COMPUTE: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)          130

TABLE 50              COMPUTE: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)          130

TABLE 51              GPU: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)          131

TABLE 52              GPU: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)          132

TABLE 53             CPU: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)            132

TABLE 54             CPU: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)            133

TABLE 55              FPGA: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)          133

TABLE 56              FPGA: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)          134

TABLE 57              MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2020–2023 (USD MILLION)                138

TABLE 58              MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2024–2030 (USD MILLION)                139

TABLE 59              MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2020–2023 (PETABYTE)     139

TABLE 60              MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2024–2030 (PETABYTE)     139

TABLE 61              MEMORY: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)          139

TABLE 62              MEMORY: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)          140

TABLE 63              DDR: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)          140

TABLE 64              DDR: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)          141

TABLE 65              HBM: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)          141

TABLE 66              HBM: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)          142

TABLE 67              NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE, 2020–2023 (USD MILLION)                142

TABLE 68              NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE, 2024–2030 (USD MILLION)                143

TABLE 69              NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE,

2020–2023 (THOUSAND UNITS)  143

TABLE 70              NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE,

2024–2030 (THOUSAND UNITS)  143

TABLE 71              NETWORK: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)          143

TABLE 72              NETWORK: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)          144

TABLE 73              NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE,

2020–2023 (USD MILLION)            144

TABLE 74              NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE,

2024–2030 (USD MILLION)            145

TABLE 75              NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE,

2020–2023 (THOUSAND UNITS)  145

TABLE 76              NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE,

2024–2030 (THOUSAND UNITS)  145

TABLE 77              NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            145

TABLE 78              NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            146

TABLE 79              INTERCONNECTS: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            148

TABLE 80              INTERCONNECTS: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            148

TABLE 81              STORAGE: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)          149

TABLE 82              STORAGE: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)          149

TABLE 83              SERVER SOFTWARE: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            150

TABLE 84              SERVER SOFTWARE: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            150

TABLE 85              AI INFRASTRUCTURE MARKET, BY FUNCTION, 2020–2023 (USD MILLION)            153

TABLE 86              AI INFRASTRUCTURE MARKET, BY FUNCTION, 2024–2030 (USD MILLION)            153

TABLE 87              COMPUTE: AI INFRASTRUCTURE MARKET, BY FUNCTION,

2020–2023 (USD MILLION)            153

TABLE 88              COMPUTE: AI INFRASTRUCTURE MARKET, BY FUNCTION,

2024–2030 (USD MILLION)            154

TABLE 89              AI INFRASTRUCTURE MARKET, BY DEPLOYMENT, 2020–2023 (USD MILLION)             158

TABLE 90              AI INFRASTRUCTURE MARKET, BY DEPLOYMENT, 2024–2030 (USD MILLION)             158

TABLE 91              AI INFRASTRUCTURE MARKET, BY APPLICATION, 2020–2023 (USD MILLION)              163

TABLE 92              AI INFRASTRUCTURE MARKET, BY APPLICATION, 2024–2030 (USD MILLION)              163

TABLE 93              GENERATIVE AI: AI INFRASTRUCTURE MARKET, BY TYPE,

2020–2023 (USD MILLION)            164

TABLE 94              GENERATIVE AI: AI INFRASTRUCTURE MARKET, BY TYPE,

2024–2030 (USD MILLION)            164

TABLE 95              AI INFRASTRUCTURE MARKET, BY END USER, 2020–2023 (USD MILLION)            175

TABLE 96              AI INFRASTRUCTURE MARKET, BY END USER, 2024–2030 (USD MILLION)            175

TABLE 97              NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY END USER,

2020–2023 (USD MILLION)            175

TABLE 98              NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY END USER,

2024–2030 (USD MILLION)            176

TABLE 99              EUROPE: AI INFRASTRUCTURE MARKET, BY END USER,

2020–2023 (USD MILLION)            176

TABLE 100            EUROPE: AI INFRASTRUCTURE MARKET, BY END USER,

2024–2030 (USD MILLION)            176

TABLE 101            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY END USER,

2020–2023 (USD MILLION)            176

TABLE 102            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY END USER,

2024–2030 (USD MILLION)            177

TABLE 103            ROW: AI INFRASTRUCTURE MARKET, BY END USER, 2020–2023 (USD MILLION)                177

TABLE 104            ROW: AI INFRASTRUCTURE MARKET, BY END USER, 2024–2030 (USD MILLION)                177

TABLE 105            CLOUD SERVICE PROVIDERS: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            178

TABLE 106            CLOUD SERVICE PROVIDERS: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            179

TABLE 107            AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2020–2023 (USD MILLION)                180

TABLE 108            AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2024–2030 (USD MILLION)                180

TABLE 109            ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            180

TABLE 110            ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            181

TABLE 111            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE,

2020–2023 (USD MILLION)            181

TABLE 112            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE,

2024–2030 (USD MILLION)            181

TABLE 113            EUROPE: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE,

2020–2023 (USD MILLION)            182

TABLE 114            EUROPE: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE,

2024–2030 (USD MILLION)            182

TABLE 115            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE,

2020–2023 (USD MILLION)            182

TABLE 116            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE,

2024–2030 (USD MILLION)            183

TABLE 117            ROW: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE,

2020–2023 (USD MILLION)            183

TABLE 118            ROW: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE,

2024–2030 (USD MILLION)            183

TABLE 119            HEALTHCARE: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            185

TABLE 120            HEALTHCARE: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            185

TABLE 121          BFSI: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)            186

TABLE 122          BFSI: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)            186

TABLE 123            AUTOMOTIVE: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            187

TABLE 124            AUTOMOTIVE: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            187

TABLE 125            RETAIL & E-COMMERCE: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            188

TABLE 126            RETAIL & E-COMMERCE: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            189

TABLE 127            MEDIA & ENTERTAINMENT: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            190

TABLE 128            MEDIA & ENTERTAINMENT: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            190

TABLE 129            OTHER ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION,

2020–2023 (USD MILLION)            191

TABLE 130            OTHER ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION,

2024–2030 (USD MILLION)            191

TABLE 131            GOVERNMENT ORGANIZATIONS: AI INFRASTRUCTURE MARKET,

2020–2023 (USD MILLION)            192

TABLE 132            GOVERNMENT ORGANIZATIONS: AI INFRASTRUCTURE MARKET,

2024–2030 (USD MILLION)            192

TABLE 133            AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION)            195

TABLE 134            AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)            195

TABLE 135            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COUNTRY,

2020–2023 (USD MILLION)            198

TABLE 136            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COUNTRY,

2024–2030 (USD MILLION)            198

TABLE 137            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY OFFERING,

2020–2023 (USD MILLION)            198

TABLE 138            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY OFFERING,

2024–2030 (USD MILLION)            199

TABLE 139            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COMPUTE,

2020–2023 (USD MILLION)            199

TABLE 140            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COMPUTE,

2024–2030 (USD MILLION)            199

TABLE 141            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE,

2020–2023 (USD MILLION)            200

TABLE 142            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE,

2024–2030 (USD MILLION)            200

TABLE 143            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE,

2020–2023 (USD MILLION)            200

TABLE 144            NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE,

2024–2030 (USD MILLION)            200

TABLE 145            EUROPE: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2020–2023 (USD MILLION)     205

TABLE 146            EUROPE: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2024–2030 (USD MILLION)     205

TABLE 147            EUROPE: AI INFRASTRUCTURE MARKET, BY OFFERING,

2020–2023 (USD MILLION)            206

TABLE 148            EUROPE: AI INFRASTRUCTURE MARKET, BY OFFERING,

2024–2030 (USD MILLION)            206

TABLE 149            EUROPE: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020–2023 (USD MILLION)    206

TABLE 150            EUROPE: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024–2030 (USD MILLION)    207

TABLE 151            EUROPE: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE,

2020–2023 (USD MILLION)            207

TABLE 152            EUROPE: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE,

2024–2030 (USD MILLION)            207

TABLE 153            EUROPE: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE,

2020–2023 (USD MILLION)            207

TABLE 154            EUROPE: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE,

2024–2030 (USD MILLION)            208

TABLE 155            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COUNTRY,

2020–2023 (USD MILLION)            215

TABLE 156            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COUNTRY,

2024–2030 (USD MILLION)            215

TABLE 157            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY OFFERING,

2020–2023 (USD MILLION)            216

TABLE 158            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY OFFERING,

2024–2030 (USD MILLION)            216

TABLE 159            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COMPUTE,

2020–2023 (USD MILLION)            216

TABLE 160            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COMPUTE,

2024–2030 (USD MILLION)            217

TABLE 161            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE,

2020–2023 (USD MILLION)            217

TABLE 162            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE,

2024–2030 (USD MILLION)            217

TABLE 163            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE,

2020–2023 (USD MILLION)            217

TABLE 164            ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE,

2024–2030 (USD MILLION)            218

TABLE 165            ROW: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION)           223

TABLE 166            ROW: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION)          223

TABLE 167            ROW: AI INFRASTRUCTURE MARKET, BY OFFERING, 2020–2023 (USD MILLION)     223

TABLE 168            ROW: AI INFRASTRUCTURE MARKET, BY OFFERING, 2024–2030 (USD MILLION)     224

TABLE 169            ROW: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020–2023 (USD MILLION)    224

TABLE 170            ROW: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024–2030 (USD MILLION)    224

TABLE 171            ROW: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE,

2020–2023 (USD MILLION)            225

TABLE 172            ROW: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE,

2024–2030 (USD MILLION)            225

TABLE 173            ROW: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE,

2020–2023 (USD MILLION)            225

TABLE 174            ROW: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE,

2024–2030 (USD MILLION)            225

TABLE 175            MIDDLE EAST: AI INFRASTRUCTURE MARKET, BY COUNTRY,

2020–2023 (USD MILLION)            226

TABLE 176            MIDDLE EAST: AI INFRASTRUCTURE MARKET, BY COUNTRY,

2024–2030 (USD MILLION)            227

TABLE 177            AI INFRASTRUCTURE MARKET: OVERVIEW OF STRATEGIES ADOPTED BY

KEY PLAYERS, 2019–2024                229

TABLE 178            COMPUTE MARKET: DEGREE OF COMPETITION                 233

TABLE 179            MEMORY (HBM) MARKET: DEGREE OF COMPETITION 235

TABLE 180            AI INFRASTRUCTURE MARKET: REGION FOOTPRINT       242

TABLE 181            AI INFRASTRUCTURE MARKET: OFFERING FOOTPRINT       242

TABLE 182            AI INFRASTRUCTURE MARKET: FUNCTION FOOTPRINT       243

TABLE 183            AI INFRASTRUCTURE MARKET: DEPLOYMENT FOOTPRINT       244

TABLE 184            AI INFRASTRUCTURE MARKET: APPLICATION FOOTPRINT       244

TABLE 185            AI INFRASTRUCTURE MARKET: END USER FOOTPRINT       245

TABLE 186            AI INFRASTRUCTURE MARKET: COMPETITIVE BENCHMARKING OF

KEY STARTUPS/SMES    248

TABLE 187            AI INFRASTRUCTURE MARKET: DETAILED LIST OF KEY STARTUPS/SMES              249

TABLE 188            AI INFRASTRUCTURE MARKET: PRODUCT LAUNCHES, FEBRUARY 2019–JULY 2024  250

TABLE 189            AI INFRASTRUCTURE MARKET: DEALS, FEBRUARY 2019–JULY 2024            252

TABLE 190            AI INFRASTRUCTURE MARKET: OTHER DEVELOPMENTS,

FEBRUARY 2019–JULY 2024            254

TABLE 191            NVIDIA CORPORATION: COMPANY OVERVIEW                 255

TABLE 192            NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED    256

TABLE 193            NVIDIA CORPORATION: PRODUCT LAUNCHES                 259

TABLE 194            NVIDIA CORPORATION: DEALS 261

TABLE 195            ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW          264

TABLE 196            ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    265

TABLE 197            ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES          267

TABLE 198            ADVANCED MICRO DEVICES, INC.: DEALS                 268

TABLE 199            SK HYNIX INC.: COMPANY OVERVIEW    271

TABLE 200            SK HYNIX INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    273

TABLE 201            SK HYNIX INC.: PRODUCT LAUNCHES    274

TABLE 202            SK HYNIX INC.: DEALS   274

TABLE 203            SK HYNIX INC.: OTHER DEVELOPMENTS                 275

TABLE 204            SAMSUNG: COMPANY OVERVIEW            276

TABLE 205            SAMSUNG: PRODUCTS/SOLUTIONS/SERVICES OFFERED             277

TABLE 206            SAMSUNG: PRODUCT LAUNCHES             279

TABLE 207            SAMSUNG: DEALS            281

TABLE 208            MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW          283

TABLE 209            MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    284

TABLE 210            MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES          286

TABLE 211            MICRON TECHNOLOGY, INC.: DEALS     288

TABLE 212            INTEL CORPORATION: COMPANY OVERVIEW                 290

TABLE 213            INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED    291

TABLE 214            INTEL CORPORATION: PRODUCT LAUNCHES                 294

TABLE 215            INTEL CORPORATION: DEALS   296

TABLE 216            INTEL CORPORATION: OTHER DEVELOPMENTS              298

TABLE 217            GOOGLE: COMPANY OVERVIEW               299

TABLE 218            GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED             300

TABLE 219            GOOGLE: PRODUCT LAUNCHES               301

TABLE 220            GOOGLE: DEALS              302

TABLE 221            AMAZON WEB SERVICES, INC.: COMPANY OVERVIEW          304

TABLE 222            AMAZON WEB SERVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    305

TABLE 223            AMAZON WEB SERVICES, INC.: PRODUCT LAUNCHES          305

TABLE 224            AMAZON WEB SERVICES, INC.: DEALS    306

TABLE 225            TESLA: COMPANY OVERVIEW    307

TABLE 226            TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED             308

TABLE 227            MICROSOFT: COMPANY OVERVIEW        309

TABLE 228            MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED    310

TABLE 229            MICROSOFT: PRODUCT LAUNCHES        311

TABLE 230            MICROSOFT: DEALS       311

TABLE 231            META: COMPANY OVERVIEW     312

TABLE 232            META: PRODUCTS/SOLUTIONS/SERVICES OFFERED             313

TABLE 233            META: PRODUCT LAUNCHES     314

TABLE 234            META: DEALS    314

TABLE 235            GRAPHCORE: COMPANY OVERVIEW       315

TABLE 236            GRAPHCORE: PRODUCTS/SOLUTIONS/SERVICES OFFERED    315

TABLE 237            GRAPHCORE: PRODUCT LAUNCHES       316

TABLE 238            GRAPHCORE: DEALS      316

TABLE 239            CEREBRAS: COMPANY OVERVIEW            317

TABLE 240            CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED             317

TABLE 241            CEREBRAS: PRODUCT LAUNCHES            318

TABLE 242            CEREBRAS: DEALS           318

LIST OF FIGURES

FIGURE 1              AI INFRASTRUCTURE MARKET SEGMENTATION AND REGIONAL SCOPE 31

FIGURE 2              AI INFRASTRUCTURE MARKET: RESEARCH DESIGN                38

FIGURE 3              AI INFRASTRUCTURE MARKET: RESEARCH FLOW    44

FIGURE 4              MARKET SIZE ESTIMATION METHODOLOGY: REVENUE GENERATED FROM

SALES OF AI INFRASTRUCTURE SERVICES, 2023 45

FIGURE 5              AI INFRASTRUCTURE MARKET: REVENUE ANALYSIS OF NVIDIA CORPORATION     45

FIGURE 6              AI INFRASTRUCTURE MARKET: BOTTOM-UP APPROACH         46

FIGURE 7              AI INFRASTRUCTURE MARKET: TOP-DOWN APPROACH         47

FIGURE 8              AI INFRASTRUCTURE MARKET: DATA TRIANGULATION             48

FIGURE 9              COMPUTE SEGMENT TO DOMINATE MARKET IN 2030  52

FIGURE 10            INFERENCE SEGMENT TO GROW AT HIGHER CAGR DURING FORECAST PERIOD          52

FIGURE 11            CLOUD SEGMENT TO ACCOUNT FOR LARGEST MARKET SHARE IN 2030 53

FIGURE 12            MACHINE LEARNING SEGMENT TO CLAIM LARGEST MARKET SHARE IN 2024             54

FIGURE 13            CLOUD SERVICE PROVIDERS SEGMENT TO SECURE LARGEST MARKET

SHARE IN 2030   54

FIGURE 14            NORTH AMERICA DOMINATED MARKET IN 2023                 55

FIGURE 15            EXPANSION OF CLOUD COMPUTING AND NEED FOR HIGH-PERFORMANCE COMPUTING IN DATA CENTERS TO DRIVE MARKET     56

FIGURE 16            INFERENCE SEGMENT TO HOLD LARGEST MARKET SHARE IN 2024 56

FIGURE 17            CLOUD SEGMENT TO LEAD MARKET IN 2024                 57

FIGURE 18            GENERATIVE AI SEGMENT TO REGISTER HIGHEST CAGR DURING

FORECAST PERIOD         57

FIGURE 19            CLOUD SERVICE PROVIDERS SEGMENT TO LEAD MARKET IN 2030   58

FIGURE 20            ASIA PACIFIC TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD       58

FIGURE 21            CHINA TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD         59

FIGURE 22            AI INFRASTRUCTURE MARKET: DRIVERS, RESTRAINTS,

OPPORTUNITIES, AND CHALLENGES     60

FIGURE 23            FEDERAL BUDGET FOR AI R&D IN US FOR FY 2021–2024 (USD MILLION)            62

FIGURE 24            AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF DRIVERS  64

FIGURE 25            GPU POWER CONSUMPTION IN THERMAL DESIGN POWER BY

NVIDIA DATA CENTER  66

FIGURE 26            GPU POWER CONSUMPTION IN TDP THERMAL DESIGN POWER BY

INTEL DATA CENTER     66

FIGURE 27            AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF RESTRAINTS           66

FIGURE 28            USE CASES FOR AI DEPLOYMENT BY COMPANIES       69

FIGURE 29            AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF OPPORTUNITIES 71

FIGURE 30            AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF CHALLENGES         73

FIGURE 31            TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS   74

FIGURE 32            INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2023    75

FIGURE 33            AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2020–2023           76

FIGURE 34            AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2020–2023           76

FIGURE 35            AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2020–2023           77

FIGURE 36            VALUE CHAIN ANALYSIS               78

FIGURE 37            AI INFRASTRUCTURE ECOSYSTEM ANALYSIS                 80

FIGURE 38            INVESTMENT AND FUNDING SCENARIO, 2023–2024 (USD MILLION)       82

FIGURE 39            UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS,

BY REGION         86

FIGURE 40            CAPEX AND IT EQUIPMENT EXPENDITURE BY GLOBAL CLOUD SERVICE PROVIDERS/HYPERSCALERS, 2020–2030 (USD BILLION)        87

FIGURE 41            CAPEX OF GLOBAL TOP CLOUD SERVICE PROVIDERS/HYPERSCALERS, 2023            87

FIGURE 42            GLOBAL IT EQUIPMENT EXPENDITURE BY CLOUD SERVICE PROVIDERS/HYPERSCALERS, 2023         87

FIGURE 43            PATENTS APPLIED AND GRANTED, 2013–2023                 89

FIGURE 44            IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION)            93

FIGURE 45            EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS,

BY COUNTRY, 2019–2023                94

FIGURE 46            AI INFRASTRUCTURE MARKET: PORTER’S FIVE FORCES ANALYSIS           109

FIGURE 47            INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS  111

FIGURE 48            KEY BUYING CRITERIA FOR TOP THREE END USERS   112

FIGURE 49            GLOBAL SERVER AND AI SERVER SHIPMENT, 2020–2030 (THOUSAND UNITS)  114

FIGURE 50            AI SERVER INDUSTRY SHARE ANALYSIS, 2023                 123

FIGURE 51            NETWORK SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD          127

FIGURE 52            INFERENCE TO REGISTER HIGHER CAGR DURING FORECAST PERIOD       153

FIGURE 53            HYBRID DEPLOYMENT TO RECORD HIGHEST CAGR DURING FORECAST PERIOD          158

FIGURE 54            GENERATIVE AI TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD       162

FIGURE 55            ENTERPRISES TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD       175

FIGURE 56            ASIA PACIFIC TO RECORD HIGHEST CAGR DURING FORECAST PERIOD       195

FIGURE 57            NORTH AMERICA: AI INFRASTRUCTURE MARKET SNAPSHOT       197

FIGURE 58            US TO DOMINATE MARKET IN 2030         197

FIGURE 59            EUROPE: AI INFRASTRUCTURE MARKET SNAPSHOT          204

FIGURE 60            UK TO DOMINATE MARKET IN 2024         205

FIGURE 61            ASIA PACIFIC: AI INFRASTRUCTURE MARKET SNAPSHOT          214

FIGURE 62            CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD         215

FIGURE 63            ROW: AI INFRASTRUCTURE MARKET SNAPSHOT          222

FIGURE 64            SOUTH AMERICA TO ACCOUNT FOR LARGEST MARKET SHARE IN 2030 222

FIGURE 65            AI INFRASTRUCTURE MARKET: REVENUE ANALYSIS OF

TOP THREE PLAYERS, 2021–2023                231

FIGURE 66            COMPUTE MARKET SHARE, 2023               232

FIGURE 67            MEMORY (HBM) MARKET SHARE, 2023   235

FIGURE 68            COMPANY VALUATION, 2023      237

FIGURE 69            FINANCIAL METRICS, 2023            237

FIGURE 70            AI INFRASTRUCTURE MARKET: BRAND/PRODUCT COMPARISON             238

FIGURE 71            AI INFRASTRUCTURE MARKET: COMPANY EVALUATION MATRIX

(KEY PLAYERS), 2023       240

FIGURE 72            AI INFRASTRUCTURE MARKET: COMPANY FOOTPRINT       241

FIGURE 73            AI INFRASTRUCTURE MARKET: COMPANY EVALUATION MATRIX

(STARTUPS/SMES), 2023                247

FIGURE 74            NVIDIA CORPORATION: COMPANY SNAPSHOT                 256

FIGURE 75            ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT          265

FIGURE 76            SK HYNIX INC.: COMPANY SNAPSHOT    272

FIGURE 77            SAMSUNG: COMPANY SNAPSHOT            277

FIGURE 78            MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT          284

FIGURE 79            INTEL CORPORATION: COMPANY SNAPSHOT                 291

FIGURE 80            GOOGLE: COMPANY SNAPSHOT               300

FIGURE 81            AMAZON WEB SERVICES, INC.: COMPANY SNAPSHOT          304

FIGURE 82            TESLA: COMPANY SNAPSHOT   308

FIGURE 83            MICROSOFT: COMPANY SNAPSHOT        310

FIGURE 84            META: COMPANY SNAPSHOT    313