出版：MarketsandMarkets（マーケッツアンドマーケッツ） 出版年月：2023年11月
AI Supercomputer Market – Global Forecast to 2028
人工知能（AI）スーパーコンピュータ市場 : コンポーネント (プロセッサ/コンピューティング、ストレージ、メモリ、インターコネクト)、展開 (クラウド、オンプレミス)、用途 (政府、学術研究機関、商用)、地域 – 2028年までの世界予測
Artificial Intelligence (AI) Supercomputer Market by Components (Processors/Compute, Storage, Memory, Interconnects), Deployment (Cloud, On-Premises), Application (Government, Academia and Research, Commercial) and Geography – Global Forecast to 2028
| ページ数 | 179 |
| 図表数 | 173 |
| 種別 | 英文調査報告書 |
| 価格 |
AIスーパーコンピューターの市場規模は2023年は12億ドルが見込まれ、2023年から2028年までに年平均成長率（CAGR）22.0％で成長し、2028年までに33億ドルに達すると予測されています。
MarketsandMarkets（マーケッツアンドマーケッツ）「人工知能（AI）スーパーコンピュータ市場 : コンポーネント (プロセッサ/コンピューティング、ストレージ、メモリ、インターコネクト)、展開 (クラウド、オンプレミス)、用途 (政府、学術研究機関、商用)、地域– 2028年までの世界予測 – Artificial Intelligence (AI) Supercomputer Market by Components (Processors/Compute, Storage, Memory, Interconnects), Deployment (Cloud, On-Premises), Application (Government, Academia and Research, Commercial) and Geography – Global Forecast to 2028」は世界のAIスーパーコンピュータ（AIスパコン）市場を調査し、主要セグメント毎に分析・予測を行っています。
Report Overview
The AI supercomputer market is projected to grow from USD 1.2 billion in 2023 and is expected to reach USD 3.3 billion by 2028, growing at a CAGR of 22.0% from 2023 to 2028. The adoption of AI supercomputers for use in financial institutions is on the rise. Financial institutions use AI supercomputers to assess and manage risk by analyzing historical data, market trends, and economic indicators. AI supercomputers help employ advanced machine learning algorithms to detect fraudulent activities in real-time. They analyze transaction patterns and identify anomalies that may indicate fraudulent behavior, helping to protect both the institution and its customers.
“Processors/Compute in the AI supercomputer market to witness significant growth during the forecast period.”
AI models are typically very large and complex, and they require a lot of compute power to train and run. AI supercomputers often have thousands of GPUs (graphics processing units) or even CPUs (central processing units) to provide the necessary compute power. A processor is specially designed to provide the computational power needed to train and run AI models, it also aids in speeding up AI inference which helps the AI model to make predictions on new data. AI supercomputers use parallel processing to train and run AI models. This means that the AI model is divided into smaller pieces and each piece is processed by a separate processor. This allows AI models to be trained and run much faster. Overall, processors/compute are essential for AI supercomputers because they allow them to train and run large and complex AI models.
“Market for commercial application in the AI supercomputer market to witness the fastest growth during the forecast period. ”
AI supercomputers enable businesses to gain a competitive edge by harnessing the power of AI and high-performance computing for data analysis, predictive modeling, and decision-making. They facilitate innovation, cost reduction, and the development of data-driven strategies, ultimately leading to improved business outcomes and customer satisfaction.
“US is expected to hold the largest market size in North America region during the forecast period.”
US is expected to hold the largest share market size of the AI supercomputer market in North America during the forecast period. The growth of the AI supercomputer market in the country is primarily attributed by the combination of government initiatives, private sector investments, and academic research that drives the growth of AI supercomputers in the US. The country has advanced AI technology, innovations, and initiatives necessary to evolve AI into robust solutions with innovative benefits. The US AI supercomputer market is also being driven by the private sector.
Several US companies, such as (IBM Corporation, NVIDIA Corporation, Intel Corporation, and Google, are investing heavily in AI supercomputers to develop and deploy new AI products and services.
• By Company Type: Tier 1 – 52%, Tier 2 – 31%, and Tier 3 – 17%
• By Designation: C-level Executives – 47%, Directors –31%, and Others – 22%
• By Region: North America –36%, Europe – 29%, Asia Pacific– 30%, and RoW – 5%
The report profiles key players in the AI supercomputer market with their respective market ranking analysis. Prominent players profiled in this report include NVIDIA Corporation (US), Intel corporation (US), Advanced Micro Devices, Inc. (US), Samsung Electronics (South Korea), Micron Technology, Inc. (US), IBM Corporation (US), Meta (US) Google (US), Dell Inc. (US), Microsoft (US), Huawei Technologies Co., Ltd. (China) Cerebras (US). Apart from these, Hewlett Packard Enterprise Development LP (US), Fujitsu (Japan), Pezy Group (Netherlands), Tesla (US), Atos SE (France), NEC Corporation (Japan), Oracle (US), Amazon Web Services, Inc. (US), Groq, Inc. (US), MediaTek Inc. (Taiwan), Graphcore (UK), SambaNova Systems Inc. (US), Kalray (France), Kneron Inc. (US), Arm Ltd.(UK), are among a few other key companies in the AI supercomputer market.
Report Coverage
The report defines, describes, and forecasts the AI supercomputer market based on component, application, and region. It provides detailed information regarding drivers, restraints, opportunities, and challenges influencing the growth of the AI supercomputer market. It also analyzes competitive developments such as product launches, acquisitions, expansions, contracts, partnerships, and actions carried out by the key players to grow in the market.
Reasons to Buy This Report
The report will help the market leaders/new entrants in the market with information on the closest approximations of the revenue for the overall AI supercomputer market and the subsegments. The report will help stakeholders understand the competitive landscape and gain more insight to position their business better and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market and provide them with information on key drivers, restraints, opportunities, and challenges.
The report will provide insights into the following pointers:
• Analysis of key drivers (Increased application of AI supercomputers in healthcare sector), restraints (High acquisition and maintenance costs), opportunities (Contribution of AI in development and deployment of autonomous vehicles), and challenges (Long development and deployment cycles) of the AI supercomputer market.
• Product development /Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the AI supercomputer market.
• Market Development: Comprehensive information about lucrative markets; the report analyses the AI supercomputer market across various regions.
• Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the AI supercomputer market.
• Competitive Assessment: In-depth assessment of market share, growth strategies, and services, offering of leading players like NIVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Samsung Electronics (South Korea), Micron Technology, Inc. (US) among others in the AI supercomputer market.
Table of Contents
1 INTRODUCTION 24
1.1 STUDY OBJECTIVES 24
1.2 MARKET DEFINITION 24
1.2.1 INCLUSIONS AND EXCLUSIONS 25
1.3 STUDY SCOPE 25
1.3.1 MARKETS COVERED 25
FIGURE 1 AI SUPERCOMPUTER MARKET: SEGMENTATION 25
1.3.2 REGIONAL SCOPE 26
1.3.3 YEARS CONSIDERED 26
1.4 CURRENCY CONSIDERED 26
1.4.1 USD EXCHANGE RATES 27
1.5 UNITS CONSIDERED 27
1.6 LIMITATIONS 27
1.7 STAKEHOLDERS 27
1.8 IMPACT OF RECESSION 27
2 RESEARCH METHODOLOGY 28
2.1 RESEARCH APPROACH 28
FIGURE 2 AI SUPERCOMPUTER MARKET: RESEARCH DESIGN 28
2.1.1 SECONDARY AND PRIMARY RESEARCH 29
FIGURE 3 AI SUPERCOMPUTER MARKET: RESEARCH APPROACH 30
2.1.2 SECONDARY DATA 31
2.1.2.1 Key data from secondary sources 31
2.1.2.2 List of major secondary sources 31
2.1.3 PRIMARY DATA 32
2.1.3.1 Primary interviews with experts 32
2.1.3.2 Key data from primary sources 33
2.1.3.3 Key industry insights 33
2.1.3.4 List of key primary respondents 33
2.1.3.5 Breakdown of primaries 34
2.2 MARKET SIZE ESTIMATION 34
FIGURE 4 MARKET SIZE ESTIMATION METHODOLOGY: SUPPLY SIDE 34
2.2.1 BOTTOM-UP APPROACH 35
2.2.1.1 Approach to derive market size using bottom-up analysis (demand side) 35
FIGURE 5 AI SUPERCOMPUTER MARKET: BOTTOM-UP APPROACH 35
2.2.2 TOP-DOWN APPROACH 36
2.2.2.1 Approach to derive market size using top-down analysis (supply side) 36
FIGURE 6 AI SUPERCOMPUTER MARKET: TOP-DOWN APPROACH 36
2.3 MARKET BREAKDOWN AND DATA TRIANGULATION 37
FIGURE 7 DATA TRIANGULATION 37
2.4 RESEARCH ASSUMPTIONS 37
2.5 PARAMETERS CONSIDERED TO ANALYZE IMPACT OF RECESSION ON AI SUPERCOMPUTER MARKET 38
2.6 RISK ASSESSMENT 38
3 EXECUTIVE SUMMARY 39
FIGURE 8 MEMORY SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 39
FIGURE 9 GOVERNMENT SEGMENT TO SECURE LARGEST MARKET SHARE DURING FORECAST PERIOD 40
FIGURE 10 AI SUPERCOMPUTER MARKET, BY REGION, 2022 41
4 PREMIUM INSIGHTS 42
4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI SUPERCOMPUTER MARKET 42
FIGURE 11 INCREASING APPLICATIONS OF AI SUPERCOMPUTERS IN HEALTHCARE SECTOR TO BOOST MARKET GROWTH 42
4.2 AI SUPERCOMPUTER MARKET, BY COMPONENT 43
FIGURE 12 MEMORY SEGMENT TO REGISTER HIGHEST CAGR FROM 2023 TO 2028 43
4.3 AI SUPERCOMPUTER MARKET, BY APPLICATION 43
FIGURE 13 GOVERNMENT SEGMENT TO HOLD LARGEST MARKET SHARE FROM 2023 TO 2028 43
4.4 AI SUPERCOMPUTER MARKET IN ASIA PACIFIC, BY APPLICATION AND COUNTRY 44
FIGURE 14 GOVERNMENT AND CHINA HELD LARGEST MARKET SHARES IN 2022 44
4.5 AI SUPERCOMPUTER MARKET, BY COUNTRY 44
FIGURE 15 INDIA TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 44
5 MARKET OVERVIEW 45
5.1 INTRODUCTION 45
5.2 MARKET DYNAMICS 45
FIGURE 16 AI SUPERCOMPUTER MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 45
5.2.1 DRIVERS 46
FIGURE 17 AI SUPERCOMPUTER MARKET: IMPACT ANALYSIS OF DRIVERS 46
5.2.1.1 Increased application of AI supercomputers in healthcare industry 46
5.2.1.2 Development of complex AI models 47
5.2.1.3 High computational power of AI supercomputers 47
5.2.1.4 Usage of AI supercomputers in financial institutions 47
5.2.2 RESTRAINTS 48
FIGURE 18 AI SUPERCOMPUTER MARKET: IMPACT ANALYSIS OF RESTRAINTS 48
5.2.2.1 High acquisition and maintenance costs 48
5.2.2.2 Lack of AI hardware experts and skilled workforce 48
5.2.3 OPPORTUNITIES 49
FIGURE 19 AI SUPERCOMPUTER MARKET: IMPACT ANALYSIS OF OPPORTUNITIES 49
5.2.3.1 Contribution of AI to development and deployment of autonomous vehicles 49
5.2.3.2 Adoption of cloud-based AI services by several organizations and researchers 49
5.2.4 CHALLENGES 50
FIGURE 20 AI SUPERCOMPUTER MARKET: IMPACT ANALYSIS OF CHALLENGES 50
5.2.4.1 Long development and deployment cycles 50
5.2.4.2 Complexities associated with hardware and software integration 50
5.3 VALUE CHAIN ANALYSIS 51
FIGURE 21 AI INFRASTRUCTURE MARKET: VALUE CHAIN ANALYSIS 51
5.4 TRENDS/DISRUPTIONS IMPACTING CUSTOMERS’ BUSINESSES 52
FIGURE 22 TRENDS/DISRUPTIONS IMPACTING CUSTOMERS’ BUSINESSES 52
5.5 ECOSYSTEM MAPPING 52
FIGURE 23 AI SUPERCOMPUTER MARKET: ECOSYSTEM MAPPING 52
TABLE 1 COMPANIES AND THEIR ROLE IN AI SUPERCOMPUTER ECOSYSTEM 53
5.6 PORTER’S FIVE FORCES ANALYSIS 54
TABLE 2 AI SUPERCOMPUTER MARKET: PORTER’S FIVE FORCES ANALYSIS 54
FIGURE 24 AI SUPERCOMPUTER MARKET: PORTER’S FIVE FORCES ANALYSIS 55
5.6.1 THREAT OF NEW ENTRANTS 55
5.6.2 THREAT OF SUBSTITUTES 55
5.6.3 BARGAINING POWER OF SUPPLIERS 56
5.6.4 BARGAINING POWER OF BUYERS 56
5.6.5 INTENSITY OF COMPETITIVE RIVALRY 56
5.7 KEY STAKEHOLDERS AND BUYING CRITERIA 56
5.7.1 KEY STAKEHOLDERS IN BUYING PROCESS 56
FIGURE 25 KEY STAKEHOLDERS IN BUYING PROCESS FOR TOP THREE APPLICATIONS 56
TABLE 3 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE APPLICATIONS 57
5.7.2 BUYING CRITERIA 57
FIGURE 26 KEY BUYING CRITERIA FOR TOP THREE APPLICATIONS 57
TABLE 4 KEY BUYING CRITERIA FOR TOP THREE APPLICATIONS 57
5.8 CASE STUDY ANALYSIS 58
5.8.1 MEMORIAL SLOAN-KETTERING CANCER CENTER DEPLOYS IBM WATSON’S “COGNITIVE COMPUTING” TO SORT MEDICAL DATA 58
5.8.2 BRADESCO (BRAZILIAN BANK) DEPLOYS IBM’S AI-ENABLED COMPUTER SYSTEM TO UNDERSTAND WRITTEN AND SPOKEN QUESTIONS 58
5.8.3 EXOR INTERNATIONAL COLLABORATES WITH INTEL, TELECOM ITALIA (TIM), AND JMA WIRELESS TO BUILD SMART FACTORY 58
5.9 TECHNOLOGY ANALYSIS 59
5.9.1 KEY TECHNOLOGIES 59
5.9.1.1 Green computing 59
5.9.1.2 Cloud GPUs 59
5.10 TRADE ANALYSIS 60
5.10.1 IMPORT SCENARIO 60
FIGURE 27 IMPORT DATA FOR PRODUCTS UNDER HS CODE 854231, BY COUNTRY, 2018–2022 (USD MILLION) 60
TABLE 5 IMPORT DATA, BY COUNTRY, 2018–2022 (USD MILLION) 60
5.10.2 EXPORT SCENARIO 61
FIGURE 28 EXPORT DATA FOR PRODUCTS UNDER HS CODE 854231, BY COUNTRY, 2018–2022 (USD MILLION) 61
TABLE 6 EXPORT DATA, BY COUNTRY, 2018–2022 (USD MILLION) 61
5.11 TARIFF ANALYSIS 62
TABLE 7 TARIFF FOR HS CODE 854231-COMPLIANT PRODUCTS EXPORTED BY CHINA 62
TABLE 8 TARIFF FOR HS CODE 854231-COMPLIANT PRODUCTS EXPORTED BY GERMANY 62
TABLE 9 TARIFF FOR HS CODE 854231-COMPLIANT PRODUCTS EXPORTED BY FRANCE 62
5.12 PATENT ANALYSIS 63
TABLE 10 AI SUPERCOMPUTER MARKET: LIST OF PATENTS, 2020–2023 63
FIGURE 29 NUMBER OF PATENTS GRANTED PER YEAR, 2012–2022 66
TABLE 11 TOP 20 PATENT OWNERS IN US IN LAST 10 YEARS 67
FIGURE 30 TOP 10 COMPANIES WITH HIGHEST NUMBER OF PATENT APPLICATIONS IN LAST 10 YEARS 67
5.13 REGULATORY LANDSCAPE AND STANDARDS 68
5.13.1 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 68
TABLE 12 NORTH AMERICA: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 68
TABLE 13 EUROPE: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 69
TABLE 14 ASIA PACIFIC: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 69
TABLE 15 ROW: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 70
5.13.2 STANDARDS 70
5.14 KEY CONFERENCES AND EVENTS, 2023–2024 72
TABLE 16 AI SUPERCOMPUTER MARKET: LIST OF CONFERENCES AND EVENTS 72
5.15 PRICING ANALYSIS 73
TABLE 17 AVERAGE SELLING PRICE (ASP) OF PROCESSORS/COMPUTE FOR AI SUPERCOMPUTERS OFFERED BY TWO KEY PLAYERS 73
5.15.1 AVERAGE SELLING PRICE (ASP) OF PROCESSORS/COMPUTE OFFERED BY TWO KEY PLAYERS 73
FIGURE 31 AVERAGE SELLING PRICE (ASP) OF PROCESSORS/COMPUTE OFFERED BY TWO KEY PLAYERS 73
5.15.2 AVERAGE SELLING PRICE (ASP) TREND, BY COMPONENT 74
FIGURE 32 AVERAGE SELLING PRICE (ASP) OF CPUS & GPUS 74
6 AI SUPERCOMPUTER MARKET, BY COMPONENT 75
6.1 INTRODUCTION 76
FIGURE 33 MEMORY SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 76
TABLE 18 AI SUPERCOMPUTER MARKET, BY COMPONENT, 2019–2022 (USD MILLION) 76
TABLE 19 AI SUPERCOMPUTER MARKET, BY COMPONENT, 2023–2028 (USD MILLION) 76
6.2 PROCESSORS/COMPUTE 77
TABLE 20 PROCESSORS/COMPUTE: AI SUPERCOMPUTER MARKET, BY TYPE, 2019–2022 (USD MILLION) 77
TABLE 21 PROCESSORS/COMPUTE: AI SUPERCOMPUTER MARKET, BY TYPE, 2023–2028 (USD MILLION) 77
TABLE 22 PROCESSORS/COMPUTE: AI SUPERCOMPUTER MARKET, BY REGION, 2019–2022 (USD MILLION) 78
TABLE 23 PROCESSORS/COMPUTE: AI SUPERCOMPUTER MARKET, BY REGION, 2023–2028 (USD MILLION) 78
6.2.1 CENTRAL PROCESSING UNITS (CPUS) 78
6.2.1.1 Growing demand for realistic and immersive gaming experiences to foster segmental growth 78
6.2.2 GRAPHICS PROCESSING UNITS (GPUS) 79
6.2.2.1 Ability to process multiple layers and millions of parameters in parallel to drive market 79
TABLE 24 COMPONENT: AI SUPERCOMPUTER MARKET FOR CPUS & GPUS, 2019–2022 (THOUSAND UNITS) 79
TABLE 25 COMPONENT: AI SUPERCOMPUTER MARKET FOR CPUS & GPUS, 2023–2028 (THOUSAND UNITS) 79
6.2.3 APPLICATION-SPECIFIC INTEGRATED CIRCUITS (ASICS) 80
6.2.3.1 Ability to enhance to overall performance and competitiveness of AI supercomputing systems to foster segmental growth 80
6.2.4 FIELD-PROGRAMMABLE GATE ARRAYS (FPGAS) 80
6.2.4.1 Potential to quickly test new and updated algorithms to boost demand 80
6.3 STORAGE 81
6.3.1 EFFICIENT MANAGEMENT AND HANDLING OF VAST AMOUNT OF DATA TO DRIVE MARKET 81
FIGURE 34 ASIA PACIFIC TO HOLD LARGEST SHARE OF AI SUPERCOMPUTER MARKET FOR STORAGE IN 2028 81
TABLE 26 STORAGE: AI SUPERCOMPUTER MARKET, BY REGION, 2019–2022 (USD MILLION) 82
TABLE 27 STORAGE: AI SUPERCOMPUTER MARKET, BY REGION, 2023–2028 (USD MILLION) 82
6.4 MEMORY 82
6.4.1 NEED TO OPTIMIZE DATA TRANSFER BETWEEN CPU AND GPU MEMORY TO DRIVE MARKET 82
TABLE 28 MEMORY: AI SUPERCOMPUTER MARKET, BY REGION, 2019–2022 (USD MILLION) 83
TABLE 29 MEMORY: AI SUPERCOMPUTER MARKET, BY REGION, 2023–2028 (USD MILLION) 83
6.5 INTERCONNECTS 83
6.5.1 ABILITY TO SEAMLESSLY COMMUNICATE AND SHARE DATA BETWEEN HETEROGENEOUS COMPUTING RESOURCES TO BOOST DEMAND 83
TABLE 30 INTERCONNECTS: AI SUPERCOMPUTER MARKET, BY REGION, 2019–2022 (USD MILLION) 84
TABLE 31 INTERCONNECTS: AI SUPERCOMPUTER MARKET, BY REGION, 2023–2028 (USD MILLION) 84
7 DEPLOYMENT TYPE OF AI SUPERCOMPUTERS IN ORGANIZATIONS 85
7.1 INTRODUCTION 85
7.2 CLOUD 85
7.2.1 REDUCED OPERATIONAL COSTS, EASY DEPLOYMENT, AND HIGH SCALABILITY TO DRIVE DEMAND 85
7.3 ON-PREMISES 85
7.3.1 CUSTOM DESIGN AND CONFIGURATION WITH SPECIFIC COMPUTATIONAL REQUIREMENTS OF AI WORKLOADS TO DRIVE DEMAND 85
8 AI SUPERCOMPUTER MARKET, BY APPLICATION 86
8.1 INTRODUCTION 87
FIGURE 35 COMMERCIAL APPLICATION TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 87
TABLE 32 APPLICATION: AI SUPERCOMPUTER MARKET, 2019–2022 (USD MILLION) 87
TABLE 33 APPLICATION: AI SUPERCOMPUTER MARKET, 2023–2028 (USD MILLION) 87
8.2 GOVERNMENT 88
8.2.1 RISING CYBERSECURITY THREATS TO DRIVE MARKET 88
TABLE 34 GOVERNMENT: AI SUPERCOMPUTER MARKET, BY REGION, 2019–2022 (USD MILLION) 89
TABLE 35 GOVERNMENT: AI SUPERCOMPUTER MARKET, BY REGION, 2023–2028 (USD MILLION) 89
8.3 ACADEMIA AND RESEARCH 89
8.3.1 GROWING NEED TO RESOLVE COMPLEX SCIENTIFIC PROBLEMS TO DRIVE MARKET 89
TABLE 36 ACADEMIA AND RESEARCH: AI SUPERCOMPUTER MARKET, BY REGION, 2019–2022 (USD MILLION) 90
TABLE 37 ACADEMIA AND RESEARCH: AI SUPERCOMPUTER MARKET, BY REGION, 2023–2028 (USD MILLION) 90
8.4 COMMERCIAL 90
FIGURE 36 NORTH AMERICA TO HOLD LARGEST MARKET SHARE OF AI SUPERCOMPUTER FOR COMMERCIAL APPLICATION FROM IN 2028 91
TABLE 38 COMMERCIAL: AI SUPERCOMPUTER MARKET, BY REGION, 2019–2022 (USD MILLION) 91
TABLE 39 COMMERCIAL: AI SUPERCOMPUTER MARKET, BY REGION, 2023–2028 (USD MILLION) 91
8.4.1 GENERATIVE AI 92
8.4.1.1 Ability to offer realistic images and videos in entertainment industry to boost demand 92
8.4.2 COMPUTER VISION 92
8.4.2.1 Semiautonomous and autonomous cars to create lucrative opportunities for market players 92
8.4.3 DRUG DISCOVERY 92
8.4.3.1 Ability to accelerate and optimize drug discovery to boost demand 92
8.4.4 OTHERS 93
9 AI SUPERCOMPUTER MARKET, BY REGION 94
9.1 INTRODUCTION 95
FIGURE 37 ASIA PACIFIC TO ACCOUNT FOR HIGHEST CAGR DURING FORECAST PERIOD 95
FIGURE 38 ASIA PACIFIC TO HOLD LARGEST MARKET SHARE IN 2028 95
TABLE 40 AI SUPERCOMPUTER MARKET, BY REGION, 2019–2022 (USD MILLION) 96
TABLE 41 AI SUPERCOMPUTER MARKET, BY REGION, 2023–2028 (USD MILLION) 96
9.2 NORTH AMERICA 96
9.2.1 IMPACT OF RECESSION ON NORTH AMERICA 97
FIGURE 39 NORTH AMERICA: AI SUPERCOMPUTER MARKET SNAPSHOT 97
TABLE 42 NORTH AMERICA: AI SUPERCOMPUTER MARKET, BY COUNTRY, 2019–2022 (USD MILLION) 98
TABLE 43 NORTH AMERICA: AI SUPERCOMPUTER MARKET, BY COUNTRY, 2023–2028 (USD MILLION) 98
TABLE 44 NORTH AMERICA: AI SUPERCOMPUTER MARKET, BY COMPONENT, 2019–2022 (USD MILLION) 98
TABLE 45 NORTH AMERICA: AI SUPERCOMPUTER MARKET, BY COMPONENT, 2023–2028 (USD MILLION) 98
TABLE 46 NORTH AMERICA: AI SUPERCOMPUTER MARKET, BY APPLICATION, 2019–2022 (USD MILLION) 99
TABLE 47 NORTH AMERICA: AI SUPERCOMPUTER MARKET, BY APPLICATION, 2023–2028 (USD MILLION) 99
9.2.2 US 99
9.2.2.1 Growing private sector investments in developing computing systems to drive market 99
9.2.3 CANADA 100
9.2.3.1 Government-led funding for research and development of AI technologies and supercomputing to boost demand 100
9.3 EUROPE 100
9.3.1 IMPACT OF RECESSION ON EUROPE 101
FIGURE 40 EUROPE: AI SUPERCOMPUTER MARKET SNAPSHOT 101
TABLE 48 EUROPE: AI SUPERCOMPUTER MARKET, BY COUNTRY, 2019–2022 (USD MILLION) 102
TABLE 49 EUROPE: AI SUPERCOMPUTER MARKET, BY COUNTRY, 2023–2028 (USD MILLION) 102
TABLE 50 EUROPE: AI SUPERCOMPUTER MARKET, BY COMPONENT, 2019–2022 (USD MILLION) 102
TABLE 51 EUROPE: AI SUPERCOMPUTER MARKET, BY COMPONENT, 2023–2028 (USD MILLION) 102
TABLE 52 EUROPE: AI SUPERCOMPUTER MARKET, BY APPLICATION, 2019–2022 (USD MILLION) 103
TABLE 53 EUROPE: AI SUPERCOMPUTER MARKET, BY APPLICATION, 2023–2028 (USD MILLION) 103
9.3.2 UK 103
9.3.2.1 Government-led initiatives for increasing adoption of AI to drive market growth 103
9.3.3 GERMANY 104
9.3.3.1 Introduction of Industry 4.0 technologies to boost market growth 104
9.3.4 FRANCE 104
9.3.4.1 Growing government funding to startups to drive market 104
9.3.5 REST OF EUROPE 105
9.4 ASIA PACIFIC 105
9.4.1 IMPACT OF RECESSION ON ASIA PACIFIC 105
FIGURE 41 ASIA PACIFIC: AI SUPERCOMPUTER MARKET SNAPSHOT 106
TABLE 54 ASIA PACIFIC: AI SUPERCOMPUTER MARKET, BY COUNTRY, 2019–2022 (USD MILLION) 106
TABLE 55 ASIA PACIFIC: AI SUPERCOMPUTER MARKET, BY COUNTRY, 2023–2028 (USD MILLION) 107
TABLE 56 ASIA PACIFIC: AI SUPERCOMPUTER MARKET, BY COMPONENT, 2019–2022 (USD MILLION) 107
TABLE 57 ASIA PACIFIC: AI SUPERCOMPUTER MARKET, BY COMPONENT, 2023–2028 (USD MILLION) 107
TABLE 58 ASIA PACIFIC: AI SUPERCOMPUTER MARKET, BY APPLICATION, 2019–2022 (USD MILLION) 107
TABLE 59 ASIA PACIFIC: AI SUPERCOMPUTER MARKET, BY APPLICATION, 2023–2028 (USD MILLION) 108
9.4.2 CHINA 108
9.4.2.1 Government-led investments in development AI technologies to drive market 108
9.4.3 JAPAN 108
9.4.3.1 Growing deployment of robots in healthcare sector to drive demand 108
9.4.4 INDIA 109
9.4.4.1 Growing investment in AI-specific supercomputers to drive market 109
9.4.5 REST OF ASIA PACIFIC 109
9.5 ROW 109
9.5.1 IMPACT OF RECESSION ON ROW 110
FIGURE 42 ROW: AI SUPERCOMPUTER MARKET SNAPSHOT 110
TABLE 60 ROW: AI SUPERCOMPUTER MARKET, BY COMPONENT, 2019–2022 (USD MILLION) 111
TABLE 61 ROW: AI SUPERCOMPUTER MARKET, BY COMPONENT, 2023–2028 (USD MILLION) 111
TABLE 62 ROW: AI SUPERCOMPUTER MARKET, BY APPLICATION, 2019–2022 (USD MILLION) 111
TABLE 63 ROW: AI SUPERCOMPUTER MARKET, BY APPLICATION, 2023–2028 (USD MILLION) 111
9.5.2 MIDDLE EAST & AFRICA 112
9.5.2.1 Increasing R&D investments in AI technology to drive market 112
9.5.3 SOUTH AMERICA 112
9.5.3.1 Increasing public–private partnerships to boost demand 112
10 COMPETITIVE LANDSCAPE 113
10.1 OVERVIEW 113
10.2 KEY STRATEGIES ADOPTED BY MAJOR PLAYERS 113
TABLE 64 AI SUPERCOMPUTER MARKET: OVERVIEW OF STRATEGIES ADOPTED BY KEY PLAYERS 113
10.3 MARKET SHARE ANALYSIS, 2022 115
FIGURE 43 AI SUPERCOMPUTER MARKET SHARE ANALYSIS, 2022 115
TABLE 65 AI SUPERCOMPUTER MARKET SHARE ANALYSIS, 2022 115
10.4 REVENUE ANALYSIS, 2020–2022 116
FIGURE 44 REVENUE ANALYSIS OF FIVE KEY PLAYERS, 2020–2022 116
10.5 COMPANY EVALUATION MATRIX, 2022 117
10.5.1 STARS 117
10.5.2 EMERGING LEADERS 117
10.5.3 PERVASIVE PLAYERS 118
10.5.4 PARTICIPANTS 118
FIGURE 45 AI SUPERCOMPUTER MARKET: COMPANY EVALUATION MATRIX, 2022 118
10.6 STARTUPS/SMALL AND MEDIUM-SIZED ENTERPRISES (SMES) EVALUATION MATRIX, 2022 119
TABLE 66 DETAILED LIST OF KEY START-UPS/SMES 119
10.6.1 PROGRESSIVE COMPANIES 120
10.6.2 RESPONSIVE COMPANIES 120
10.6.3 DYNAMIC COMPANIES 120
10.6.4 STARTING BLOCKS 120
FIGURE 46 AI SUPERCOMPUTER MARKET: START-UPS/SMES EVALUATION MATRIX, 2022 121
10.7 COMPETITIVE BENCHMARKING 121
TABLE 67 AI SUPERCOMPUTER MARKET: COMPETITIVE BENCHMARKING OF KEY START-UPS/SME 121
TABLE 68 AI SUPERCOMPUTER MARKET: DETAILED LIST OF KEY START-UPS/SMES 122
10.8 COMPANY FOOTPRINT 122
TABLE 69 COMPANY FOOTPRINT 122
TABLE 70 COMPONENT: COMPANY FOOTPRINT 123
TABLE 71 APPLICATION: COMPANY FOOTPRINT 124
TABLE 72 REGION: COMPANY FOOTPRINT 125
10.9 COMPETITIVE SCENARIOS AND TRENDS 126
10.9.1 PRODUCT LAUNCHES 126
TABLE 73 AI SUPERCOMPUTER MARKET, PRODUCT LAUNCHES, 2020–2023 126
10.9.2 DEALS 127
TABLE 74 DEALS, 2020–2023 127
11 COMPANY PROFILES 128
11.1 KEY PLAYERS 128
(Business overview, Products/Solutions/Services offered, Recent developments, Product launches, Deals, MnM view, Key strengths/Right to win, Strategic choices made, and Weaknesses/Competitive threats)*
11.1.1 NVIDIA CORPORATION 128
TABLE 75 NVIDIA CORPORATION: COMPANY OVERVIEW 128
FIGURE 47 NVIDIA CORPORATION: COMPANY SNAPSHOT 129
TABLE 76 NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 129
TABLE 77 NVIDIA CORPORATION: PRODUCT LAUNCHES 130
TABLE 78 NVIDIA CORPORATION: DEALS 131
11.1.2 INTEL CORPORATION 133
TABLE 79 INTEL CORPORATION: COMPANY OVERVIEW 133
FIGURE 48 INTEL CORPORATION: COMPANY SNAPSHOT 134
TABLE 80 INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 134
TABLE 81 INTEL CORPORATION: PRODUCT LAUNCHES 135
TABLE 82 INTEL CORPORATION: DEALS 135
11.1.3 ADVANCED MICRO DEVICES, INC. 137
TABLE 83 ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW 137
FIGURE 49 ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT 138
TABLE 84 ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 138
TABLE 85 ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES 139
TABLE 86 ADVANCED MICRO DEVICES, INC.: DEALS 139
11.1.4 SAMSUNG ELECTRONICS 141
TABLE 87 SAMSUNG ELECTRONICS: COMPANY OVERVIEW 141
FIGURE 50 SAMSUNG ELECTRONICS: COMPANY SNAPSHOT 142
TABLE 88 SAMSUNG ELECTRONICS: PRODUCTS/SOLUTIONS/SERVICES OFFERED 142
TABLE 89 SAMSUNG ELECTRONICS: PRODUCT LAUNCHES 143
TABLE 90 SAMSUNG ELECTRONICS: DEALS 143
11.1.5 MICRON TECHNOLOGY, INC. 145
TABLE 91 MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW 145
FIGURE 51 MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT 146
TABLE 92 MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 146
TABLE 93 MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES 147
11.1.6 IBM CORPORATION 148
TABLE 94 IBM CORPORATION: COMPANY OVERVIEW 148
FIGURE 52 IBM CORPORATION: COMPANY SNAPSHOT 149
TABLE 95 IBM CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 149
TABLE 96 IBM CORPORATION: PRODUCT LAUNCHES 150
TABLE 97 IBM CORPORATION: DEALS 151
11.1.7 META 152
TABLE 98 META: COMPANY OVERVIEW 152
FIGURE 53 META: COMPANY SNAPSHOT 153
TABLE 99 META: PRODUCTS/SOLUTIONS/SERVICES OFFERED 153
11.1.8 DELL INC. 154
TABLE 100 DELL INC.: COMPANY OVERVIEW 154
FIGURE 54 DELL INC.: COMPANY SNAPSHOT 155
TABLE 101 DELL INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 155
TABLE 102 DELL INC.: DEALS 156
11.1.9 GOOGLE 157
TABLE 103 GOOGLE: COMPANY OVERVIEW 157
FIGURE 55 GOOGLE: COMPANY SNAPSHOT 158
TABLE 104 GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 158
TABLE 105 GOOGLE: PRODUCT LAUNCHES 159
TABLE 106 GOOGLE: DEALS 159
11.1.10 HUAWEI TECHNOLOGIES CO., LTD. 160
TABLE 107 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW 160
TABLE 108 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 160
TABLE 109 HUAWEI TECHNOLOGIES CO., LTD.: DEALS 161
11.1.11 MICROSOFT 162
TABLE 110 MICROSOFT: COMPANY OVERVIEW 162
FIGURE 56 MICROSOFT: COMPANY SNAPSHOT 163
TABLE 111 MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED 163
TABLE 112 MICROSOFT: PRODUCT LAUNCHES 164
TABLE 113 MICROSOFT: DEALS 164
11.1.12 CEREBRAS 165
TABLE 114 CEREBRAS: COMPANY OVERVIEW 165
TABLE 115 CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED 165
TABLE 116 CEREBRAS: PRODUCT LAUNCHES 166
TABLE 117 CEREBRAS: DEALS 166
11.2 OTHER PLAYERS 167
11.2.1 HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP 167
11.2.2 FUJITSU 168
11.2.3 PEZY GROUP 168
11.2.4 TESLA 169
11.2.5 ATOS SE 170
11.2.6 NEC CORPORATION 170
11.2.7 ORACLE 171
11.2.8 AMAZON WEB SERVICES, INC. 172
11.2.9 GROQ, INC. 173
11.2.10 MEDIATEK INC. 174
11.2.11 GRAPHCORE 175
11.2.12 SAMBANOVA SYSTEMS, INC. 175
11.2.13 KALRAY 176
11.2.14 KNERON, INC. 176
11.2.15 ARM LIMITED 177
*Details on Business overview, Products/Solutions/Services offered, Recent developments, Product launches, Deals, MnM view, Key strengths/Right to win, Strategic choices made, and Weaknesses/Competitive threats might not be captured in case of unlisted companies.
12 APPENDIX 178
12.1 DISCUSSION GUIDE 178
12.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 180
12.3 CUSTOMIZATION OPTIONS 182
12.4 RELATED REPORTS 182
12.5 AUTHOR DETAILS 183