AI推論市場 – 2030年までの世界予測

AI inference Market - Global Forecast To 2030

AI推論市場 - 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、相互接続)、デプロイメント (オンプレミス、クラウド、エッジ)、用途 (生成 AI、機械学習、NLP、コンピュータービジョン) - 2030年までの世界予測
AI Inference Market by Compute (GPU, CPU, FPGA), Memory (DDR, HBM), Network (NIC/Network Adapters, Interconnect), Deployment (On-premises, Cloud, Edge), Application (Generative AI, Machine Learning, NLP, Computer Vision) - Global Forecast to 2030

商品番号 : SMB-74047

出版社MarketsandMarkets
出版年月2025年2月
ページ数366
図表数407
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 Inference market is expected to be worth USD 106.15 billion in 2025 and is estimated to reach USD 254.98 billion by 2030, growing at a CAGR of 19.2% between 2025 and 2030. The AI inference market is being driven by the exponential increase in data generation, fueled by the widespread use of connected devices, social media platforms, and digital transformation initiatives.

AI推論市場は、2025 年に 1,061.5 億米ドルに達すると予想され、2030 年までに 2,549.8 億米ドルに達すると推定されており、2025 年から 2030 年の間に 19.2% の CAGR で成長します。AI推論市場は、接続デバイス、ソーシャルメディア プラットフォーム、デジタルトランスフォーメーションイニシアチブの広範な使用によって促進されたデータ生成の指数関数的な増加によって推進されています。

AI推論市場 - 2030年までの世界予測
ai-inference-market

This massive influx of data necessitates efficient inference systems to extract meaningful insights in real time, enabling businesses to stay competitive and responsive. Additionally, the growing emphasis on personalized user experiences, such as recommendation systems in e-commerce and content platforms, has heightened the demand for AI inference to deliver tailored outcomes swiftly and accurately. Furthermore, regulatory and compliance requirements in sectors like healthcare and finance are pushing organizations to adopt AI inference for tasks such as fraud detection, risk assessment, and diagnostics, ensuring both accuracy and scalability.

この膨大なデータの流入には、企業が競争力を維持し、対応力を維持できるように、リアルタイムで意味のある洞察を抽出できる効率的な推論システムが必要です。さらに、eコマースやコンテンツプラットフォームの推奨システムなど、パーソナライズされたユーザー エクスペリエンスの重要性が高まっているため、カスタマイズされた結果を迅速かつ正確に提供するための AI 推論の需要が高まっています。さらに、ヘルスケアや金融などの分野の規制やコンプライアンスの要件により、組織は不正検出、リスク評価、診断などのタスクに AI推論を採用し、精度と拡張性の両方を確保するよう求められています。

“Machine Learning segment holds highest market share in 2024.”

Machine Learning holds high market share in the AI inference market, which is driven by the expanding use of ML applications across various industries. Machine learning models, especially deep learning and reinforcement learning algorithms, require extensive computational resources to train and deploy effectively. This requirement of robust infrastructure, such as high performance GPUs, TPUs and dedicated AI accelerators, becomes essential as organizations continue to bring in machine learning for prediction analytics, recommendation engines, autonomous systems, etc. Technology companies such as Google Cloud (USA), Amazon Web Services (USA), and Microsoft Azure (USA) are enhancing their AI products to accommodate more complex ML models and providing solutions such as TPU V4 and NVIDIA’S A100 GPUs. Recent advancements such as Gcore’s introduction of “Inference at the Edge” in June 2024 accelerate this trend even further through provision of nanosecond-order low-latency AI processing utilizing high-performance, strategically located nodes equipped with NVIDIA L40S GPUs. These platforms support both fundamental and custom machine learning models, including popular open-source foundation models like LLAMA Pro 8B, Mistral 7B, and Stable-Diffusion XL, paving the way towards versatility and flexibility for various scenarios. This alliance of scalability, accessibility, and state-of-the-art infrastructure reinforces machine learning’s dominance in the AI inference market.

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

The enterprise segment will have the highest growth rate in the AI Inference market. Enterprises have widely adopted AI solutions for better operational efficiency, offer personalized customer experience and to drive innovation. Enterprises have resources and infrastructure to deploy large-scale AI models in domains such as customer service, supply chain optimization, and predictive analytics. Healthcare enterprise use AI for medical imaging and diagnostics, financial organizations for fraud and risk detection, and retailer for AI-based recommendation system and inventory management. This growth is further propelled by rise in advancements in enterprise-focused AI platforms that simplify the deployment and scale AI applications. For instance, In May 2024, Nutanix (US) collaborated with NVIDIA Corporation (US) in order to boost adoption for generative AI . This integration of Nutanix’s GPT-in-a-Box 2.0 with NVIDIA’S NIM inference microservices will enable enterprises to deploy scalable, secure, and high-performance GenAI applications both centrally and at the edge. With its platform, Nutanix simplifies the deployment of AI models and reduces the need for specialized AI expertise and empowers businesses to implement AI strategies. These innovations highlight the increasing rate at which enterprises are investing in AI inference for competitive advantages and operational improvement.

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

The AI inference market in Asia Pacific will grow at a high CAGR in the forecast period. Asia Pacific has seen remarkable progress in AI research, development, and deployment. Countries like China, Japan, South Korea, and Singapore are making substantial investments in AI research and infrastructure. Strong collaborations among academia, industry and government in these countries have resulted in innovations in machine learning, natural language processing, computer vision, and robotics. For instance, In October 2024, Nvidia Corporation (US) made strategic plans and collaborations in India, such as partnerships with Yotta, E2E Networks, and Netweb, to promote the use of AI technologies and create AI “factories” specific to the Indian market. These collaborations are aimed at accelerating AI inference with Nvidia’s high-end GPUs, software, and networking features, including Yotta’s Shakti Cloud providing Nvidia Inference Microservices (NIM) and E2E for access to Nvidia’s H200 GPUs. Netweb’s manufacturing of Tyrone servers based on Nvidia’s MGX reference design also complements these efforts. These developments will substantially increase demand for AI inference solutions in India by allowing companies to handle sophisticated workloads, drive AI adoption in Asia Pacific, and assist startups with innovative accelerator programs.

AI推論市場 - 2030年までの世界予測 region
ai-inference-market-region

Extensive primary interviews were conducted with key industry experts in the AI Inference 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 – 40%, Tier 2 – 25%, and Tier 3 – 35%
  • By Designation: C-level Executives – 50%, Directors – 20%, and Others – 30%
  • By Region: North America – 40%, Europe – 20%, Asia Pacific – 30%, and RoW – 10%

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

AI推論市場 - 2030年までの世界予測 ecosystem
ai-inference-market-ecosystem

Apart from this, Mythic (US), Blaize (US), Groq, Inc. (US), HAILO TECHNOLOGIES LTD (Israel), SiMa Technologies, Inc. (US), Kneron, Inc. (US), Tenstorrent (Canada), SambaNova Systems, Inc. (US), SAPEON Inc. (US), Rebellions Inc. (South Korea), Shanghai BiRen Technology Co., Ltd. (China) are among a few emerging companies in the AI Inference market.

Research Coverage: This research report categorizes the AI Inference market based on compute, memory, network, deployment, application, end user, and region. The report describes the major drivers, restraints, challenges, and opportunities pertaining to the AI Inference 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 Inference 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 Inference 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 (Growing need for real-time processing at edge devices, Advanced cloud platforms offering specialized AI inference services, and Enhanced GPU capabilities for inference tasks) influencing the growth of the AI inference market.
  • Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the AI inference market.
  • Market Development: Comprehensive information about lucrative markets – the report analysis the AI inference market across varied regions
  • Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the AI inference 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), Intel Corporation (US), SK HYNIX INC. (South Korea), SAMSUNG (South Korea), among others in the AI inference market.

Table of Contents

1               INTRODUCTION              31

1.1           STUDY OBJECTIVES       31

1.2           MARKET DEFINITION   31

1.3           STUDY SCOPE   32

1.3.1        MARKETS COVERED AND REGIONAL SCOPE      32

1.3.2        INCLUSIONS AND EXCLUSIONS 33

1.3.3        YEARS CONSIDERED      33

1.4           CURRENCY CONSIDERED            34

1.5           UNIT CONSIDERED        34

1.6           LIMITATIONS    34

1.7           STAKEHOLDERS               34

2               RESEARCH METHODOLOGY       35

2.1           RESEARCH DATA              35

2.1.1        SECONDARY AND PRIMARY RESEARCH 36

2.1.2        SECONDARY DATA          36

2.1.2.1    List of key secondary sources              37

2.1.2.2    Key data from secondary sources       37

2.1.3        PRIMARY DATA 37

2.1.3.1    List of primary interview participants               38

2.1.3.2    Breakdown of primaries      38

2.1.3.3    Key data from primary sources           39

2.1.3.4    Key industry insights           40

2.2           MARKET SIZE ESTIMATION METHODOLOGY     41

2.2.1        BOTTOM-UP APPROACH              43

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

(demand side)       44

2.2.2        TOP-DOWN APPROACH                44

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

(supply side)         45

2.3           DATA TRIANGULATION                46

2.4           RESEARCH ASSUMPTIONS           47

2.5           RISK ANALYSIS  47

2.6           RESEARCH LIMITATIONS             48

3               EXECUTIVE SUMMARY  49

4               PREMIUM INSIGHTS       55

4.1           ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI INFERENCE MARKET      55

4.2           AI INFERENCE MARKET, BY COMPUTE  55

4.3           AI INFERENCE MARKET, BY MEMORY     56

4.4           AI INFERENCE MARKET, BY NETWORK  56

4.5           AI INFERENCE MARKET, BY APPLICATION           57

4.6           AI INFERENCE MARKET, BY END USER   58

4.7           AI INFRASTRUCTURE MARKET, BY REGION         58

4.8           AI INFERENCE 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    Growing demand for real-time processing on edge devices                 61

5.2.1.2    Growth of advanced cloud platforms offering specialized AI inference services 61

5.2.1.3    Enhanced GPU capabilities for inference tasks               62

5.2.2        RESTRAINTS      63

5.2.2.1    Computational workload and high power consumption 63

5.2.2.2    Shortage of skilled workforce              65

5.2.3        OPPORTUNITIES              65

5.2.3.1    Growth of AI-enabled healthcare and diagnostics          65

5.2.3.2    Advancements in natural language processing for improved customer experience             67

5.2.3.3    Increasing demand for real-time data processing and analytics                 67

5.2.4        CHALLENGES    68

5.2.4.1    Data privacy concerns          68

5.2.4.2    Supply chain disruptions     69

5.3           TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS            70

5.4           PRICING ANALYSIS          70

5.4.1        INDICATIVE PRICING OF KEY PLAYERS, BY COMPUTE                 71

5.4.2        AVERAGE SELLING PRICE TREND, BY REGION   72

5.5           VALUE CHAIN ANALYSIS               74

5.6           ECOSYSTEM ANALYSIS  76

5.7           INVESTMENT AND FUNDING SCENARIO               77

5.8           TECHNOLOGY ANALYSIS             78

5.8.1        KEY TECHNOLOGIES     78

5.8.1.1    GenAI workload   78

5.8.1.2    High bandwidth memory (HBM)      78

5.8.1.3    High-performance computing (HPC)               79

5.8.2        COMPLEMENTARY TECHNOLOGIES       80

5.8.2.1    High-speed interconnects   80

5.8.2.2    Edge computing infrastructure           80

5.8.2.3    Data center power management and cooling system      81

5.8.3        ADJACENT TECHNOLOGIES       82

5.8.3.1    Cloud AI services 82

5.8.3.2    AI development frameworks               82

5.9           PATENT ANALYSIS          83

5.10         TRADE ANALYSIS             88

5.10.1      IMPORT SCENARIO (HS CODE 854231)    88

5.10.2      EXPORT SCENARIO (HS CODE 854231)    90

5.11         KEY CONFERENCES AND EVENTS, 2025–2026        91

5.12         CASE STUDY ANALYSIS 93

5.12.1      AI-POWERED RADIATION THERAPY OPTIMIZATION WITH INTEL CORPORATION AND SIEMENS HEALTHINEERS                 93

5.12.2      ARTIFICIAL INTELLIGENCE ACCELERATES DARK MATTER SEARCH WITH ADVANCED MICRO DEVICES, INC. FPGAS   93

5.12.3      SERVING INFERENCE FOR LLMS: A CASE STUDY WITH NVIDIA TRITON INFERENCE SERVER AND ELEUTHER AI                 94

5.12.4      FINCH COMPUTING REDUCES INFERENCE COSTS USING AWS INFERENTIA FOR LANGUAGE TRANSLATION                 94

5.13         REGULATORY LANDSCAPE         95

5.13.1      REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS             95

5.13.2      STANDARDS      99

5.14         PORTER’S FIVE FORCES ANALYSIS           101

5.14.1      THREAT OF NEW ENTRANTS      102

5.14.2      THREAT OF SUBSTITUTES          102

5.14.3      BARGAINING POWER OF SUPPLIERS       102

5.14.4      BARGAINING POWER OF BUYERS             102

5.14.5      INTENSITY OF COMPETITIVE RIVALRY 103

5.15         KEY STAKEHOLDERS AND BUYING CRITERIA     103

5.15.1      KEY STAKEHOLDERS IN BUYING PROCESS           103

5.15.2      BUYING CRITERIA           104

6               AI INFERENCE MARKET, BY COMPUTE  105

6.1           INTRODUCTION              106

6.2           GPU       109

6.2.1        ABILITY TO HANDLE AI WORKLOADS AND PROCESS VAST DATA VOLUMES TO BOOST ADOPTION   109

6.3           CPU        110

6.3.1        RISING DEMAND FOR VERSATILE AND GENERAL-PURPOSE AI PROCESSING TO BOOST MARKET GROWTH                 110

6.4           FPGA     111

6.4.1        INCREASING NEED FOR FLEXIBILITY AND CUSTOMIZATION FOR

AI WORKLOADS TO SPUR DEMAND        111

6.5           NPU       112

6.5.1        RISING DEMAND FOR HIGH-END SMARTPHONES TO DRIVE

SEGMENTAL GROWTH  112

6.6           TPU        114

6.6.1        NEED FOR FASTER PROCESSING IN AI RESEARCH AND APPLICATION DEVELOPMENT TO BOOST DEMAND      114

6.7           FSD        114

6.7.1        DEMAND FOR HIGH-PERFORMANCE, ENERGY-EFFICIENT AI PROCESSING IN AUTONOMOUS VEHICLES TO FUEL ADOPTION             114

6.8           INFERENTIA       115

6.8.1        ABILITY TO TRAIN COMPLEX AI AND DEEP LEARNING MODELS

TO DRIVE ADOPTION   115

6.9           T-HEAD                115

6.9.1        RISING DEMAND FOR CUSTOMIZED, HIGH-PERFORMANCE AI CHIPS ACROSS CHINESE DATA CENTERS TO STIMULATE MARKET GROWTH 115

6.10         MTIA     116

6.10.1      META’S EXPANSION INTO AR, VR, AND METAVERSE TO FUEL

MARKET GROWTH          116

6.11         LPU        116

6.11.1      INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE-

BASED AI TASKS TO ACCELERATE DEMAND       116

6.12         OTHER ASICS    117

7               AI INFERENCE MARKET, BY MEMORY     118

7.1           INTRODUCTION              119

7.2           DDR       121

7.2.1        RISING ADOPTION OF AI-ENABLED CPUS IN DATA CENTERS TO SUPPORT MARKET GROWTH          121

7.3           HBM      122

7.3.1        ELEVATING NEED FOR HIGH THROUGHPUT IN DATA-INTENSIVE AI TASKS TO FUEL MARKET GROWTH            122

8               AI INFERENCE MARKET, BY NETWORK  123

8.1           INTRODUCTION              124

8.2           NIC/NETWORK ADAPTERS          126

8.2.1        INFINIBAND      128

8.2.1.1    Growing utilization of HPC and AI models to minimize latency and maximize throughput to boost segmental growth    128

8.2.2        ETHERNET          128

8.2.2.1    Rising demand for scalable and cost-effective networking solutions to propel growth  128

8.3           INTERCONNECTS            129

8.3.1        GROWING COMPLEXITY OF AI MODELS REQUIRING HIGH-BANDWIDTH DATA PATHS TO FUEL DEMAND     129

9               AI INFERENCE MARKET, BY DEPLOYMENT          130

9.1           INTRODUCTION              131

9.2           ON-PREMISES   132

9.2.1        GROWING DATA PRIVACY CONCERNS TO DRIVE MARKET               132

9.3           CLOUD 133

9.3.1        ABILITY TO SCALE RESOURCES ON DEMAND TO BOOST GROWTH             133

9.4           EDGE    133

9.4.1        INCREASING APPLICATION IN HEALTHCARE, AUTOMOTIVE, AND INDUSTRIAL AUTOMATION TO FOSTER MARKET GROWTH          133

10            AI INFERENCE MARKET, BY APPLICATION           135

10.1         INTRODUCTION              136

10.2         GENERATIVE AI                137

10.2.1      RULE-BASED MODELS   138

10.2.1.1  Integration with ML and deep learning to offer lucrative growth opportunities         138

10.2.2      STATISTICAL MODELS  139

10.2.2.1  Growing application in finance, economics, and healthcare sectors to fuel market growth              139

10.2.3      DEEP LEARNING               139

10.2.3.1  Ability to advance AI technologies to boost demand      139

10.2.4      GENERATIVE ADVERSARIAL NETWORKS (GANS)                 140

10.2.4.1  Need to handle large-scale data to fuel market growth  140

10.2.5      AUTOENCODERS             141

10.2.5.1  Increasing use in data processing, anomaly detection, and feature extraction to accelerate demand         141

10.2.6      CONVOLUTIONAL NEURAL NETWORKS (CNNS)                 141

10.2.6.1  Rising number of autonomous vehicles and smart cities to drive market    141

10.2.7      TRANSFORMER MODELS              142

10.2.7.1  Growing popularity of GPT models and BERT to offer lucrative growth opportunities            142

10.3         MACHINE LEARNING     143

10.3.1      RISING APPLICATION FOR REAL-TIME DECISION-MAKING AND DATA ANALYSIS TO FOSTER MARKET GROWTH                 143

10.4         NATURAL LANGUAGE PROCESSING       144

10.4.1      GROWING DEMAND FOR SENTIMENT ANALYSIS, LANGUAGE TRANSLATION, AND SPEECH RECOGNITION TO DRIVE MARKET 144

10.5         COMPUTER VISION        145

10.5.1      ESCALATING NEED FOR ADVANCED PROCESSING CAPABILITIES TO BOOST DEMAND        145

11            AI INFERENCE MARKET, BY END USER   147

11.1         INTRODUCTION              148

11.2         CONSUMER        149

11.2.1      GROWING ADOPTION OF AI-ENABLED PERSONAL DEVICES TO PROPEL MARKET  149

11.3         CLOUD SERVICE PROVIDERS     150

11.3.1      SURGING AI WORKLOADS AND CLOUD ADOPTION TO STIMULATE MARKET GROWTH 150

11.4         ENTERPRISES    152

11.4.1      HEALTHCARE    153

11.4.1.1  Growing demand for personalized treatment to fuel market growth    153

11.4.2      BFSI       153

11.4.2.1  Rising focus on enhancing security and improving customer services to foster market growth         153

11.4.3      AUTOMOTIVE   154

11.4.3.1  Growing focus on safe and enhanced driving experiences to fuel demand  154

11.4.4      RETAIL & E-COMMERCE                155

11.4.4.1  Rapid shift toward data-centric models to enhance customer engagement to accelerate demand     155

11.4.5      MEDIA & ENTERTAINMENT        155

11.4.5.1  Rising demand for content recommendation engines and interactive media experiences to foster market growth  155

11.4.6      OTHERS                156

11.5         GOVERNMENT ORGANIZATIONS             156

11.5.1      GROWING NEED TO ENHANCE PUBLIC SAFETY AND SECURITY TO OFFER LUCRATIVE GROWTH OPPORTUNITIES                 156

12            AI INFERENCE MARKET, BY REGION       158

12.1         INTRODUCTION              159

12.2         NORTH AMERICA             161

12.2.1      MACROECONOMIC OUTLOOK FOR NORTH AMERICA                 161

12.2.2      US           167

12.2.2.1  Presence of established AI inference manufacturers to drive market    167

12.2.3      CANADA               170

12.2.3.1  Growing emphasis on commercializing AI to offer lucrative growth opportunities            170

12.2.4      MEXICO                172

12.2.4.1  Rapid digital transformation and surging adoption of cloud computing to fuel market growth       172

12.3         EUROPE               174

12.3.1      MACROECONOMIC OUTLOOK FOR EUROPE      174

12.3.2      UK          181

12.3.2.1  Growing investments in data center infrastructure to boost demand  181

12.3.3      GERMANY           183

12.3.3.1  Increasing adoption of smart technologies to boost manufacturing to drive market           183

12.3.4      FRANCE                185

12.3.4.1  Rising government-led initiatives to strengthen AI technology to fuel market growth                185

12.3.5      ITALY    187

12.3.5.1  Rising emphasis on developing digital infrastructure to offer lucrative growth opportunities            187

12.3.6      SPAIN    189

12.3.6.1  Rapid adoption of cloud computing to accelerate demand                 189

12.3.7      REST OF EUROPE             191

12.4         ASIA PACIFIC     193

12.4.1      MACROECONOMIC OUTLOOK FOR ASIA PACIFIC                 194

12.4.2      CHINA  201

12.4.2.1  Proliferation of IoT devices to drive market    201

12.4.3      JAPAN   203

12.4.3.1  Rising investments to boost cloud infrastructure to foster market growth    203

12.4.4      INDIA    205

12.4.4.1  Government-led initiatives to boost AI infrastructure to offer lucrative growth opportunities            205

12.4.5      SOUTH KOREA  207

12.4.5.1  Thriving semiconductor industry to drive market           207

12.4.6      REST OF ASIA PACIFIC   209

12.5         ROW      211

12.5.1      MACROECONOMIC OUTLOOK FOR ROW              217

12.5.2      MIDDLE EAST   218

12.5.2.1  Growing emphasis on digital transformation and technological innovation to drive market  218

12.5.2.2  GCC       220

12.5.2.3  Rest of Middle East              220

12.5.3      AFRICA 221

12.5.3.1  Growing need for managing advanced data processing requirements to fuel market growth  221

12.5.4      SOUTH AMERICA             223

12.5.4.1  Growing need for flexible and secure cloud storage solutions to accelerate demand                223

13            COMPETITIVE LANDSCAPE         225

13.1         INTRODUCTION              225

13.2         KEY PLAYER STRATEGIES/RIGHT TO WIN, 2020–2024                 225

13.3         REVENUE ANALYSIS, 2022–2024  227

13.4         MARKET SHARE ANALYSIS, 2024                 228

13.5         COMPANY VALUATION AND FINANCIAL METRICS                 232

13.6         BRAND/PRODUCT COMPARISON             233

13.7         COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024                 234

13.7.1      STARS   234

13.7.2      EMERGING LEADERS     234

13.7.3      PERVASIVE PLAYERS      234

13.7.4      PARTICIPANTS 234

13.7.5      COMPANY FOOTPRINT: KEY PLAYERS, 2024         236

13.7.5.1  Company footprint               236

13.7.5.2  Compute footprint                237

13.7.5.3  Memory footprint 238

13.7.5.4  Network footprint 238

13.7.5.5  Deployment footprint          239

13.7.5.6  Application footprint            240

13.7.5.7  End user footprint                 241

13.7.5.8  Region footprint   242

13.8         COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2024        243

13.8.1      PROGRESSIVE COMPANIES         243

13.8.2      RESPONSIVE COMPANIES            243

13.8.3      DYNAMIC COMPANIES  243

13.8.4      STARTING BLOCKS         243

13.8.5      COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2024                 245

13.8.5.1  Detailed list of key startups/SMEs    245

13.8.5.2  Competitive benchmarking of key startups/SMEs          246

13.9         COMPETITIVE SCENARIO             247

13.9.1      PRODUCT LAUNCHES   247

13.9.2      DEALS  259

14            COMPANY PROFILES      272

14.1         KEY PLAYERS     272

14.1.1      NVIDIA CORPORATION 272

14.1.1.1  Business overview 272

14.1.1.2  Products/Solutions/Services offered 273

14.1.1.3  Recent developments           276

14.1.1.3.1                Product launches  276

14.1.1.3.2                Deals      278

14.1.1.4  MnM view              280

14.1.1.4.1                Key strengths        280

14.1.1.4.2                Strategic choices   280

14.1.1.4.3                Weaknesses and competitive threats 280

14.1.2      ADVANCED MICRO DEVICES, INC.           281

14.1.2.1  Business overview 281

14.1.2.2  Products/Solutions/Services offered 282

14.1.2.3  Recent developments           284

14.1.2.3.1                Product launches  284

14.1.2.3.2                Deals      286

14.1.2.4  MnM view              287

14.1.2.4.1                Key strengths        287

14.1.2.4.2                Strategic choices   287

14.1.2.4.3                Weaknesses and competitive threats 288

14.1.3      INTEL CORPORATION   289

14.1.3.1  Business overview 289

14.1.3.2  Products/Solutions/Services offered 290

14.1.3.3  Recent developments           292

14.1.3.3.1                Product launches  292

14.1.3.3.2                Deals      294

14.1.3.4  MnM view              296

14.1.3.4.1                Key strengths        296

14.1.3.4.2                Strategic choices   296

14.1.3.4.3                Weaknesses and competitive threats 296

14.1.4      SK HYNIX INC.   297

14.1.4.1  Business overview 297

14.1.4.2  Products/Solutions/Services offered 298

14.1.4.3  Recent developments           299

14.1.4.3.1                Product launches  299

14.1.4.3.2                Deals      300

14.1.4.4  MnM view              300

14.1.4.4.1                Key strengths        300

14.1.4.4.2                Strategic choices   301

14.1.4.4.3                Weaknesses and competitive threats 301

14.1.5      SAMSUNG            302

14.1.5.1  Business overview 302

14.1.5.2  Products/Solutions/Services offered 303

14.1.5.3  Recent developments           306

14.1.5.3.1                Product launches  306

14.1.5.3.2                Deals      308

14.1.5.4  MnM view              309

14.1.5.4.1                Key strengths        309

14.1.5.4.2                Strategic choices   309

14.1.5.4.3                Weaknesses and competitive threats 309

14.1.6      MICRON TECHNOLOGY, INC.     310

14.1.6.1  Business overview 310

14.1.6.2  Products/Solutions/Services offered 311

14.1.6.3  Recent developments           312

14.1.6.3.1                Product launches  312

14.1.6.3.2                Deals      314

14.1.7      APPLE INC.         315

14.1.7.1  Business overview 315

14.1.7.2  Products/Solutions/Services offered 316

14.1.7.3  Recent developments           317

14.1.7.3.1                Product launches  317

14.1.7.3.2                Deals      319

14.1.8      QUALCOMM TECHNOLOGIES, INC.         320

14.1.8.1  Business overview 320

14.1.8.2  Products/Solutions/Services offered 321

14.1.8.3  Recent developments           323

14.1.8.3.1                Product launches  323

14.1.8.3.2                Deals      324

14.1.9      HUAWEI TECHNOLOGIES CO., LTD.        326

14.1.9.1  Business overview 326

14.1.9.2  Products/Solutions/Services offered 327

14.1.9.3  Recent developments           328

14.1.9.3.1                Product launches  328

14.1.9.3.2                Deals      328

14.1.10   GOOGLE              329

14.1.10.1                 Business overview 329

14.1.10.2                 Products/Solutions/Services offered 330

14.1.10.3                 Recent developments           331

14.1.10.3.1             Product launches  331

14.1.10.3.2             Deals      332

14.1.11   AMAZON WEB SERVICES, INC.    333

14.1.11.1                 Business overview 333

14.1.11.2                 Products/Solutions/Services offered 334

14.1.11.3                 Recent developments           334

14.1.11.3.1             Product launches  334

14.1.11.3.2             Deals      335

14.1.12   TESLA   337

14.1.12.1                 Business overview 337

14.1.12.2                 Products/Solutions/Services offered 338

14.1.13   MICROSOFT       339

14.1.13.1                 Business overview 339

14.1.13.2                 Products/Solutions/Services offered 340

14.1.13.3                 Recent developments           341

14.1.13.3.1             Product launches  341

14.1.13.3.2             Deals      341

14.1.14   META    342

14.1.14.1                 Business overview 342

14.1.14.2                 Products/Solutions/Services offered 343

14.1.14.3                 Recent developments           344

14.1.14.3.1             Product launches  344

14.1.14.3.2             Deals      344

14.1.15   T-HEAD                345

14.1.15.1                 Business overview 345

14.1.15.2                 Products/Solutions/Services offered 345

14.1.16   GRAPHCORE      346

14.1.16.1                 Business overview 346

14.1.16.2                 Products/Solutions/Services offered 346

14.1.16.3                 Recent developments           347

14.1.16.3.1             Product launches  347

14.1.16.3.2             Deals      347

14.1.17   CEREBRAS           348

14.1.17.1                 Business overview 348

14.1.17.2                 Products/Solutions/Services offered 348

14.1.17.3                 Recent developments           349

14.1.17.3.1             Product launches  349

14.1.17.3.2             Deals      349

14.2         OTHER PLAYERS              350

14.2.1      MYTHIC                350

14.2.2      BLAIZE 351

14.2.3      GROQ, INC.         352

14.2.4      HAILO TECHNOLOGIES LTD.     353

14.2.5      SIMA TECHNOLOGIES, INC.        354

14.2.6      KNERON, INC.   354

14.2.7      TENSTORRENT 355

14.2.8      SAMBANOVA SYSTEMS, INC.       355

14.2.9      SAPEON INC.      356

14.2.10   REBELLIONS INC.             356

14.2.11   SHANGHAI BIREN TECHNOLOGY CO., LTD.         357

15            APPENDIX           358

15.1         DISCUSSION GUIDE        358

15.2         KNOWLEDGESTORE: MARKETSANDMARKETS’  SUBSCRIPTION PORTAL                362

15.3         CUSTOMIZATION OPTIONS        364

15.4         RELATED REPORTS         364

15.5         AUTHOR DETAILS           365

LIST OF TABLES

TABLE 1                AI INFERENCE MARKET: RESEARCH ASSUMPTIONS  47

TABLE 2                AI INFERENCE MARKET: RISK ANALYSIS                 47

TABLE 3                NVIDIA’S BLACKWELL PLATFORM TO HAVE TDP EXCEEDING 1KW    64

TABLE 4                INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2024 (USD)      71

TABLE 5                AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021–2024 (USD)             72

TABLE 6                AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021–2024 (USD)             73

TABLE 7                AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021–2024 (USD)             73

TABLE 8                AI INFERENCE MARKET: ROLE OF COMPANIES IN ECOSYSTEM 76

TABLE 9                LIST OF PATENTS, 2022–2024       83

TABLE 10              IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY,  2019–2023 (USD MILLION)            89

TABLE 11              EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY,  2019–2023 (USD MILLION)            90

TABLE 12              LIST OF KEY CONFERENCES AND EVENTS, 2025–2026        91

TABLE 13              NORTH AMERICA: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS                 95

TABLE 14              EUROPE: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS           96

TABLE 15              ASIA PACIFIC: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS                 97

TABLE 16              ROW: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS           98

TABLE 17              REGULATORY STANDARDS         99

TABLE 18              AI INFERENCE MARKET: PORTER’S FIVE FORCES ANALYSIS            101

TABLE 19              INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE

END USERS (%) 104

TABLE 20              KEY BUYING CRITERIA FOR TOP THREE END USERS   104

TABLE 21              AI INFERENCE MARKET, BY COMPUTE, 2021–2024 (USD MILLION)       106

TABLE 22              AI INFERENCE MARKET, BY COMPUTE, 2025–2030 (USD MILLION)       107

TABLE 23              AI INFERENCE MARKET, BY COMPUTE, 2021–2024 (THOUSAND UNITS)             107

TABLE 24              AI INFERENCE MARKET, BY COMPUTE, 2025–2030 (THOUSAND UNITS)             108

TABLE 25              COMPUTE: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION)            108

TABLE 26              COMPUTE: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION)            108

TABLE 27              GPU: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION)       109

TABLE 28              GPU: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION)       110

TABLE 29              CPU: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION)       111

TABLE 30              CPU: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION)       111

TABLE 31              FPGA: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION)            112

TABLE 32              FPGA: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION)            112

TABLE 33              NPU: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION)       113

TABLE 34              NPU: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION)       113

TABLE 35              AI INFERENCE MARKET, BY MEMORY, 2021–2024 (USD MILLION) 120

TABLE 36              AI INFERENCE MARKET, BY MEMORY, 2025–2030 (USD MILLION) 120

TABLE 37              MEMORY: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION)            120

TABLE 38              MEMORY: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION)          120

TABLE 39              DDR: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION)          121

TABLE 40              DDR: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION)          121

TABLE 41              HBM: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION)          122

TABLE 42              HBM: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION)          122

TABLE 43              AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          125

TABLE 44              AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          125

TABLE 45              NETWORK: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION)          125

TABLE 46              NETWORK: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION)          126

TABLE 47              AI INFERENCE MARKET, BY NIC/NETWORK ADAPTERS TYPE,

2021−2024 (USD MILLION)          127

TABLE 48              AI INFERENCE MARKET, BY NIC/NETWORK ADAPTERS TYPE,

2025−2030 (USD MILLION)          127

TABLE 49              NIC/NETWORK ADAPTERS: AI INFERENCE MARKET, BY REGION,

2021−2024 (USD MILLION)          127

TABLE 50              NIC/NETWORK ADAPTERS: AI INFERENCE MARKET, BY REGION,

2025−2030 (USD MILLION)          127

TABLE 51              INTERCONNECTS: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION)       129

TABLE 52              INTERCONNECTS: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION)       129

TABLE 53              AI INFERENCE MARKET, BY DEPLOYMENT, 2021−2024 (USD MILLION)          132

TABLE 54              AI INFERENCE MARKET, BY DEPLOYMENT, 2025−2030 (USD MILLION)          132

TABLE 55              AI INFERENCE MARKET, BY APPLICATION, 2021−2034 (USD MILLION)          137

TABLE 56              AI INFERENCE MARKET, BY APPLICATION, 2025−2030 (USD MILLION)          137

TABLE 57              GENERATIVE AI: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION)       138

TABLE 58              GENERATIVE AI: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION)       138

TABLE 59              MACHINE LEARNING: AI INFERENCE MARKET, BY REGION,

2021−2024 (USD MILLION)          143

TABLE 60              MACHINE LEARNING: AI INFERENCE MARKET, BY REGION,

2025−2030 (USD MILLION)          144

TABLE 61              NATURAL LANGUAGE PROCESSING: AI INFERENCE MARKET, BY REGION,  2021−2024 (USD MILLION)                 145

TABLE 62              NATURAL LANGUAGE PROCESSING: AI INFERENCE MARKET, BY REGION,  2025−2030 (USD MILLION)                 145

TABLE 63              COMPUTER VISION: AI INFERENCE MARKET, BY REGION,

2021−2024 (USD MILLION)          146

TABLE 64              COMPUTER VISION: AI INFERENCE MARKET, BY REGION,

2025−2030 (USD MILLION)          146

TABLE 65              AI INFERENCE MARKET, BY END USER, 2021−2024 (USD MILLION)          149

TABLE 66              AI INFERENCE MARKET, BY END USER, 2025−2030 (USD MILLION)          149

TABLE 67              CONSUMER: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION)       150

TABLE 68              CONSUMER: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION)       150

TABLE 69              CLOUD SERVICE PROVIDERS: AI INFERENCE MARKET, BY REGION,

2021−2024 (USD MILLION)          151

TABLE 70              CLOUD SERVICE PROVIDERS: AI INFERENCE MARKET, BY REGION,

2025−2030 (USD MILLION)          151

TABLE 71              ENTERPRISES: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION)       152

TABLE 72              ENTERPRISES: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION)       152

TABLE 73              GOVERNMENT ORGANIZATIONS: AI INFERENCE MARKET, BY REGION,

2021−2024 (USD MILLION)          157

TABLE 74              GOVERNMENT ORGANIZATIONS: AI INFERENCE MARKET, BY REGION,

2025−2030 (USD MILLION)          157

TABLE 75              AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 160

TABLE 76              AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 160

TABLE 77              NORTH AMERICA: AI INFERENCE MARKET, BY COUNTRY,

2021−2024 (USD MILLION)          163

TABLE 78              NORTH AMERICA: AI INFERENCE MARKET, BY COUNTRY,

2025−2030 (USD MILLION)          163

TABLE 79              NORTH AMERICA: AI INFERENCE MARKET, BY COMPUTE,

2021−2024 (USD MILLION)          163

TABLE 80              NORTH AMERICA: AI INFERENCE MARKET, BY COMPUTE,

2025−2030 (USD MILLION)          163

TABLE 81              NORTH AMERICA: AI INFERENCE MARKET, BY MEMORY,

2021−2024 (USD MILLION)          164

TABLE 82              NORTH AMERICA: AI INFERENCE MARKET, BY MEMORY,

2025−2030 (USD MILLION)          164

TABLE 83              NORTH AMERICA: AI INFERENCE MARKET, BY NETWORK,

2021−2024 (USD MILLION)          164

TABLE 84              NORTH AMERICA: AI INFERENCE MARKET, BY NETWORK,

2025−2030 (USD MILLION)          164

TABLE 85              NORTH AMERICA: AI INFERENCE MARKET, BY APPLICATION,

2021−2024 (USD MILLION)          165

TABLE 86              NORTH AMERICA: AI INFERENCE MARKET, BY APPLICATION,

2025−2030 (USD MILLION)          165

TABLE 87              NORTH AMERICA: AI INFERENCE MARKET FOR GENERATIVE AI,

BY TYPE,  2021−2024 (USD MILLION)    165

TABLE 88              NORTH AMERICA: AI INFERENCE MARKET FOR GENERATIVE AI,

BY TYPE,  2025−2030 (USD MILLION)    166

TABLE 89              NORTH AMERICA: AI INFERENCE MARKET, BY END USER,

2021−2024 (USD MILLION)          166

TABLE 90              NORTH AMERICA: AI INFERENCE MARKET, BY END USER,

2025−2030 (USD MILLION)          166

TABLE 91              NORTH AMERICA: AI INFERENCE MARKET, BY ENTERPRISES,

2021−2024 (USD MILLION)          167

TABLE 92              NORTH AMERICA: AI INFERENCE MARKET, BY ENTERPRISES,

2025−2030 (USD MILLION)          167

TABLE 93              US: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          168

TABLE 94              US: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          168

TABLE 95              US: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          169

TABLE 96              US: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          169

TABLE 97              US: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          169

TABLE 98              US: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          169

TABLE 99             CANADA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          170

TABLE 100          CANADA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          171

TABLE 101            CANADA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          171

TABLE 102            CANADA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          171

TABLE 103          CANADA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          171

TABLE 104          CANADA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          171

TABLE 105            MEXICO: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          172

TABLE 106            MEXICO: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          173

TABLE 107            MEXICO: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          173

TABLE 108            MEXICO: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          173

TABLE 109            MEXICO: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          173

TABLE 110            MEXICO: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          173

TABLE 111            EUROPE: AI INFERENCE MARKET, BY COUNTRY, 2021−2024 (USD MILLION)          176

TABLE 112            EUROPE: AI INFERENCE MARKET, BY COUNTRY, 2025−2030 (USD MILLION)          176

TABLE 113            EUROPE: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          177

TABLE 114            EUROPE: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          177

TABLE 115            EUROPE: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          177

TABLE 116            EUROPE: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          177

TABLE 117            EUROPE: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          178

TABLE 118            EUROPE: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          178

TABLE 119            EUROPE: AI INFERENCE MARKET, BY APPLICATION, 2021−2024 (USD MILLION)           178

TABLE 120            EUROPE: AI INFERENCE MARKET, BY APPLICATION, 2025−2030 (USD MILLION)           178

TABLE 121            EUROPE: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE,

2021−2024 (USD MILLION)          179

TABLE 122            EUROPE: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE,

2025−2030 (USD MILLION)          179

TABLE 123            EUROPE: AI INFERENCE MARKET, BY END USER, 2021−2024 (USD MILLION)          179

TABLE 124            EUROPE: AI INFERENCE MARKET, BY END USER, 2025−2030 (USD MILLION)          180

TABLE 125            EUROPE: AI INFERENCE MARKET, BY ENTERPRISES, 2021−2024 (USD MILLION)            180

TABLE 126            EUROPE: AI INFERENCE MARKET, BY ENTERPRISES, 2025−2030 (USD MILLION)            180

TABLE 127            UK: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          181

TABLE 128            UK: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          182

TABLE 129            UK: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          182

TABLE 130            UK: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          182

TABLE 131            UK: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          182

TABLE 132            UK: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          182

TABLE 133            GERMANY: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)  183

TABLE 134            GERMANY: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)  184

TABLE 135            GERMANY: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)     184

TABLE 136            GERMANY: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)     184

TABLE 137            GERMANY: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)  184

TABLE 138            GERMANY: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)  185

TABLE 139            FRANCE: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          186

TABLE 140            FRANCE: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          186

TABLE 141            FRANCE: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          186

TABLE 142            FRANCE: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          186

TABLE 143            FRANCE: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          187

TABLE 144            FRANCE: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          187

TABLE 145            ITALY: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          188

TABLE 146            ITALY: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          188

TABLE 147            ITALY: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          188

TABLE 148            ITALY: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          188

TABLE 149            ITALY: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          189

TABLE 150            ITALY: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          189

TABLE 151            SPAIN: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          190

TABLE 152            SPAIN: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          190

TABLE 153            SPAIN: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          190

TABLE 154            SPAIN: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          190

TABLE 155            SPAIN: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          191

TABLE 156            SPAIN: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          191

TABLE 157            REST OF EUROPE: AI INFERENCE MARKET, BY COMPUTE,

2021−2024 (USD MILLION)          192

TABLE 158            REST OF EUROPE: AI INFERENCE MARKET, BY COMPUTE,

2025−2030 (USD MILLION)          192

TABLE 159            REST OF EUROPE: AI INFERENCE MARKET, BY MEMORY,

2021−2024 (USD MILLION)          192

TABLE 160            REST OF EUROPE: AI INFERENCE MARKET, BY MEMORY,

2025−2030 (USD MILLION)          192

TABLE 161            REST OF EUROPE: AI INFERENCE MARKET, BY NETWORK,

2021−2024 (USD MILLION)          193

TABLE 162            REST OF EUROPE: AI INFERENCE MARKET, BY NETWORK,

2025−2030 (USD MILLION)          193

TABLE 163            ASIA PACIFIC: AI INFERENCE MARKET, BY COUNTRY, 2021−2024 (USD MILLION)   196

TABLE 164            ASIA PACIFIC: AI INFERENCE MARKET, BY COUNTRY, 2025−2030 (USD MILLION)   196

TABLE 165            ASIA PACIFIC: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)  197

TABLE 166            ASIA PACIFIC: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)  197

TABLE 167            ASIA PACIFIC: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)     197

TABLE 168            ASIA PACIFIC: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)     197

TABLE 169            ASIA PACIFIC: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)  198

TABLE 170            ASIA PACIFIC: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)  198

TABLE 171            ASIA PACIFIC: AI INFERENCE MARKET, BY APPLICATION,

2021−2024 (USD MILLION)          198

TABLE 172            ASIA PACIFIC: AI INFERENCE MARKET, BY APPLICATION,

2025−2030 (USD MILLION)          198

TABLE 173            ASIA PACIFIC: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE,

2021−2024 (USD MILLION)          199

TABLE 174            ASIA PACIFIC: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE,

2025−2030 (USD MILLION)          199

TABLE 175            ASIA PACIFIC: AI INFERENCE MARKET, BY END USER, 2021−2024 (USD MILLION)              200

TABLE 176            ASIA PACIFIC: AI INFERENCE MARKET, BY END USER, 2025−2030 (USD MILLION)              200

TABLE 177            ASIA PACIFIC: AI INFERENCE MARKET, BY ENTERPRISES,

2021−2024 (USD MILLION)          200

TABLE 178            ASIA PACIFIC: AI INFERENCE MARKET, BY ENTERPRISES,

2025−2030 (USD MILLION)          201

TABLE 179            CHINA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          202

TABLE 180            CHINA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          202

TABLE 181            CHINA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          202

TABLE 182            CHINA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          202

TABLE 183            CHINA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          203

TABLE 184            CHINA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          203

TABLE 185            JAPAN: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          204

TABLE 186            JAPAN: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          204

TABLE 187            JAPAN: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          204

TABLE 188            JAPAN: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          204

TABLE 189            JAPAN: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          205

TABLE 190            JAPAN: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          205

TABLE 191            INDIA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          206

TABLE 192            INDIA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          206

TABLE 193            INDIA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          206

TABLE 194            INDIA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          206

TABLE 195            INDIA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          207

TABLE 196            INDIA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          207

TABLE 197            SOUTH KOREA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)  208

TABLE 198            SOUTH KOREA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)  208

TABLE 199            SOUTH KOREA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)     208

TABLE 200            SOUTH KOREA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)     208

TABLE 201            SOUTH KOREA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)  209

TABLE 202            SOUTH KOREA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)  209

TABLE 203            REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY COMPUTE,

2021−2024 (USD MILLION)          209

TABLE 204            REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY COMPUTE,

2025−2030 (USD MILLION)          210

TABLE 205            REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY MEMORY,

2021−2024 (USD MILLION)          210

TABLE 206            REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY MEMORY,

2025−2030 (USD MILLION)          210

TABLE 207            REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY NETWORK,

2021−2024 (USD MILLION)          210

TABLE 208            REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY NETWORK,

2025−2030 (USD MILLION)          211

TABLE 209            ROW: AI INFERENCE MARKET, BY COUNTRY, 2021−2024 (USD MILLION)          213

TABLE 210            ROW: AI INFERENCE MARKET, BY COUNTRY, 2025−2030 (USD MILLION)          213

TABLE 211            ROW: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          213

TABLE 212            ROW: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          214

TABLE 213            ROW: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          214

TABLE 214            ROW: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          214

TABLE 215            ROW: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          214

TABLE 216            ROW: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          214

TABLE 217          ROW: AI INFERENCE MARKET, BY APPLICATION, 2021−2024 (USD MILLION)          215

TABLE 218          ROW: AI INFERENCE MARKET, BY APPLICATION, 2025−2030 (USD MILLION)          215

TABLE 219            ROW: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE,

2021−2024 (USD MILLION)          215

TABLE 220            ROW: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE,

2025−2030 (USD MILLION)          216

TABLE 221            ROW: AI INFERENCE MARKET, BY END USER, 2021−2024 (USD MILLION)          216

TABLE 222            ROW: AI INFERENCE MARKET, BY END USER, 2025−2030 (USD MILLION)          216

TABLE 223            ROW: AI INFERENCE MARKET, BY ENTERPRISES, 2021−2024 (USD MILLION)          217

TABLE 224            ROW: AI INFERENCE MARKET, BY ENTERPRISES, 2025−2030 (USD MILLION)          217

TABLE 225            MIDDLE EAST: AI INFERENCE MARKET, BY COUNTRY, 2021−2024 (USD MILLION)   218

TABLE 226            MIDDLE EAST: AI INFERENCE MARKET, BY COUNTRY, 2025−2030 (USD MILLION)   218

TABLE 227            MIDDLE EAST: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)  219

TABLE 228            MIDDLE EAST: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)  219

TABLE 229            MIDDLE EAST: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)     219

TABLE 230            MIDDLE EAST: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)     219

TABLE 231            MIDDLE EAST: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)  220

TABLE 232            MIDDLE EAST: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)  220

TABLE 233            AFRICA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION)          221

TABLE 234            AFRICA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION)          222

TABLE 235            AFRICA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION)          222

TABLE 236            AFRICA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION)          222

TABLE 237            AFRICA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION)          222

TABLE 238            AFRICA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION)          222

TABLE 239            SOUTH AMERICA: AI INFERENCE MARKET, BY COMPUTE,

2021−2024 (USD MILLION)          223

TABLE 240            SOUTH AMERICA: AI INFERENCE MARKET, BY COMPUTE,

2025−2030 (USD MILLION)          223

TABLE 241            SOUTH AMERICA: AI INFERENCE MARKET, BY MEMORY,

2021−2024 (USD MILLION)          224

TABLE 242            SOUTH AMERICA: AI INFERENCE MARKET, BY MEMORY,

2025−2030 (USD MILLION)          224

TABLE 243            SOUTH AMERICA: AI INFERENCE MARKET, BY NETWORK,

2021−2024 (USD MILLION)          224

TABLE 244            SOUTH AMERICA: AI INFERENCE MARKET, BY NETWORK,

2025−2030 (USD MILLION)          224

TABLE 245            AI INFERENCE MARKET: OVERVIEW OF STRATEGIES ADOPTED

BY KEY PLAYERS,  2020–2024       225

TABLE 246            COMPUTE MARKET: DEGREE OF COMPETITION                 229

TABLE 247            MEMORY (HBM) MARKET: DEGREE OF COMPETITION 231

TABLE 248            AI INFERENCE MARKET: COMPUTE FOOTPRINT                 237

TABLE 249            AI INFERENCE MARKET: MEMORY FOOTPRINT                 238

TABLE 250            AI INFERENCE MARKET: NETWORK FOOTPRINT                 238

TABLE 251            AI INFERENCE MARKET: DEPLOYMENT FOOTPRINT       239

TABLE 252            AI INFERENCE MARKET: APPLICATION FOOTPRINT       240

TABLE 253            AI INFERENCE MARKET: END USER FOOTPRINT                 241

TABLE 254            AI INFERENCE MARKET: REGION FOOTPRINT                 242

TABLE 255            AI INFERENCE MARKET: DETAILED LIST OF KEY STARTUPS/SMES, 2024   245

TABLE 256            AI INFERENCE MARKET: COMPETITIVE BENCHMARKING OF

KEY STARTUPS/SMES, 2024          246

TABLE 257            AI INFERENCE MARKET: PRODUCT LAUNCHES, JANUARY 2020–OCTOBER 2024   247

TABLE 258            AI INFERENCE MARKET: DEALS, JANUARY 2020–OCTOBER 2024  259

TABLE 259            NVIDIA CORPORATION: COMPANY OVERVIEW                 272

TABLE 260            NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED    273

TABLE 261            NVIDIA CORPORATION: PRODUCT LAUNCHES                 276

TABLE 262            NVIDIA CORPORATION: DEALS 278

TABLE 263            ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW          281

TABLE 264            ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    282

TABLE 265            ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES          284

TABLE 266            ADVANCED MICRO DEVICES, INC.: DEALS                 286

TABLE 267            INTEL CORPORATION: COMPANY OVERVIEW                 289

TABLE 268            INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED    290

TABLE 269            INTEL CORPORATION: PRODUCT LAUNCHES                 292

TABLE 270            INTEL CORPORATION: DEALS   294

TABLE 271            SK HYNIX INC.: COMPANY OVERVIEW    297

TABLE 272            SK HYNIX INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    298

TABLE 273            SK HYNIX INC.: PRODUCT LAUNCHES    299

TABLE 274            SK HYNIX INC.: DEALS   300

TABLE 275            SAMSUNG: COMPANY OVERVIEW            302

TABLE 276            SAMSUNG: PRODUCTS/SOLUTIONS/SERVICES OFFERED             303

TABLE 277            SAMSUNG: PRODUCT LAUNCHES             306

TABLE 278            SAMSUNG: DEALS            308

TABLE 279            MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW          310

TABLE 280            MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    311

TABLE 281            MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES          312

TABLE 282            MICRON TECHNOLOGY, INC.: DEALS     314

TABLE 283            APPLE INC.: COMPANY OVERVIEW          315

TABLE 284            APPLE INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED             316

TABLE 285            APPLE INC.: PRODUCT LAUNCHES          317

TABLE 286            APPLE INC.: DEALS          319

TABLE 287            QUALCOMM TECHNOLOGIES, INC.: COMPANY OVERVIEW          320

TABLE 288            QUALCOMM TECHNOLOGIES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    321

TABLE 289            QUALCOMM TECHNOLOGIES, INC.: PRODUCT LAUNCHES          323

TABLE 290            QUALCOMM TECHNOLOGIES, INC.: DEALS                 324

TABLE 291            HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW          326

TABLE 292            HUAWEI TECHNOLOGIES CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    327

TABLE 293            HUAWEI TECHNOLOGIES CO., LTD.: PRODUCT LAUNCHES          328

TABLE 294            HUAWEI TECHNOLOGIES CO., LTD.: DEALS                 328

TABLE 295            GOOGLE: COMPANY OVERVIEW               329

TABLE 296            GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED             330

TABLE 297            GOOGLE: PRODUCT LAUNCHES               331

TABLE 298            GOOGLE: DEALS              332

TABLE 299            AMAZON WEB SERVICES, INC.: COMPANY OVERVIEW          333

TABLE 300            AMAZON WEB SERVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED    334

TABLE 301            AMAZON WEB SERVICES, INC.: PRODUCT LAUNCHES          334

TABLE 302            AMAZON WEB SERVICES, INC.: DEALS    335

TABLE 303            TESLA: COMPANY OVERVIEW    337

TABLE 304            TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED             338

TABLE 305            MICROSOFT: COMPANY OVERVIEW        339

TABLE 306            MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED    340

TABLE 307            MICROSOFT: PRODUCT LAUNCHES        341

TABLE 308            MICROSOFT: DEALS       341

TABLE 309            META: COMPANY OVERVIEW     342

TABLE 310            META: PRODUCTS/SOLUTIONS/SERVICES OFFERED             343

TABLE 311            META: PRODUCT LAUNCHES     344

TABLE 312            META: DEALS    344

TABLE 313            T-HEAD: COMPANY OVERVIEW 345

TABLE 314            T-HEAD: PRODUCTS/SOLUTIONS/SERVICES OFFERED             345

TABLE 315            GRAPHCORE: COMPANY OVERVIEW       346

TABLE 316            GRAPHCORE: PRODUCTS/SOLUTIONS/SERVICES OFFERED    346

TABLE 317            GRAPHCORE: PRODUCT LAUNCHES       347

TABLE 318            GRAPHCORE: DEALS      347

TABLE 319            CEREBRAS: COMPANY OVERVIEW            348

TABLE 320            CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED             348

TABLE 321            CEREBRAS: PRODUCT LAUNCHES            349

TABLE 322            CEREBRAS: DEALS           349

LIST OF FIGURES

FIGURE 1              AI INFERENCE MARKET: SEGMENTATION AND REGIONAL SCOPE            32

FIGURE 2              AI INFERENCE MARKET: RESEARCH DESIGN                 35

FIGURE 3              AI INFERENCE MARKET: RESEARCH FLOW                 41

FIGURE 4              REVENUE GENERATED FROM SALES OF AI INFERENCE OFFERINGS IN 2024 42

FIGURE 5              AI INFERENCE MARKET: REVENUE ANALYSIS OF NVIDIA CORPORATION 43

FIGURE 6              AI INFERENCE MARKET: BOTTOM-UP APPROACH         43

FIGURE 7              AI INFERENCE MARKET: TOP-DOWN APPROACH         45

FIGURE 8              AI INFERENCE MARKET: DATA TRIANGULATION             46

FIGURE 9              GPU SEGMENT TO DOMINATE AI INFERENCE MARKET DURING  FORECAST PERIOD 50

FIGURE 10            DDR SEGMENT TO REGISTER HIGHER CAGR DURING FORECAST PERIOD       50

FIGURE 11            NIC/NETWORK ADAPTERS SEGMENT TO LEAD MARKET IN 2030                51

FIGURE 12            CLOUD SEGMENT TO ACCOUNT FOR LARGEST MARKET SHARE DURING

FORECAST PERIOD         52

FIGURE 13            MACHINE LEARNING SEGMENT ACCOUNTS FOR LARGEST MARKET

SHARE IN 2025   52

FIGURE 14            CLOUD SERVICE PROVIDERS SEGMENT DOMINATES AI INFERENCE

MARKET IN 2025                53

FIGURE 15            NORTH AMERICA ACCOUNTED FOR LARGEST SHARE OF GLOBAL

AI INFERENCE MARKET IN 2024 53

FIGURE 16            RISING DEMAND FOR AI INFERENCE CHIPS AMONG CLOUD SERVICE

PROVIDERS TO DRIVE MARKET                 55

FIGURE 17            GPU SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD       55

FIGURE 18            HBM SEGMENT TO LEAD MARKET DURING FORECAST PERIOD         56

FIGURE 19            NIC/NETWORK ADAPTERS TO REGISTER HIGHER CAGR FORECAST PERIOD           56

FIGURE 20            ON-PREMISES SEGMENT TO WITNESS HIGHEST GROWTH DURING

FORECAST PERIOD         57

FIGURE 21            GENERATIVE AI SEGMENT TO REGISTER HIGHEST CAGR DURING

FORECAST PERIOD         57

FIGURE 22            CLOUD SERVICE PROVIDERS SEGMENT TO BE LARGEST END USER

OF AI INFERENCE IN 2030              58

FIGURE 23            ASIA PACIFIC TO BE FASTEST-GROWING MARKET DURING FORECAST PERIOD    58

FIGURE 24            CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD         59

FIGURE 25            AI INFERENCE MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES,

AND CHALLENGES          60

FIGURE 26            IMPACT ANALYSIS: DRIVERS      63

FIGURE 27            NVIDIA’S DATA CENTER GPU POWER CONSUMPTION IN TDP

(THERMAL DESIGN POWER)       64

FIGURE 28            INTEL’S DATA CENTER GPU POWER CONSUMPTION IN TDP

(THERMAL DESIGN POWER)       64

FIGURE 29            IMPACT ANALYSIS: RESTRAINTS               65

FIGURE 30            APPLICATIONS OF AI IN HEALTHCARE SERVICES             66

FIGURE 31            IMPACT ANALYSIS: OPPORTUNITIES     68

FIGURE 32            IMPACT ANALYSIS: CHALLENGES             69

FIGURE 33            TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS   70

FIGURE 34            INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2024    71

FIGURE 35            AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021–2024           72

FIGURE 36            AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021–2024           72

FIGURE 37            AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021–2024           73

FIGURE 38            AI INFERENCE MARKET: VALUE CHAIN ANALYSIS            74

FIGURE 39            AI INFERENCE MARKET: ECOSYSTEM ANALYSIS                 76

FIGURE 40            INVESTMENT AND FUNDING IN AI INDUSTRY, 2023–2024 (USD MILLION)            77

FIGURE 41            NVIDIA AI CHIPS WITH HIGH-BANDWIDTH MEMORY              79

FIGURE 42            PATENTS APPLIED AND GRANTED, 2014–2024                 88

FIGURE 43            IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS FOR TOP FIVE COUNTRIES, 2019–2023                 89

FIGURE 44            EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS FOR TOP FIVE COUNTRIES, 2019–2023                 90

FIGURE 45            PORTER’S FIVE FORCES ANALYSIS: AI INFERENCE MARKET      101

FIGURE 46            INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR

TOP THREE END USERS                103

FIGURE 47            KEY BUYING CRITERIA FOR TOP THREE END USERS   104

FIGURE 48            CPU SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD       106

FIGURE 49            HBM SEGMENT TO ACCOUNT FOR LARGER MARKET SHARE

DURING FORECAST PERIOD       119

FIGURE 50            NIC/NETWORK ADAPTERS TO REGISTER HIGHER CAGR DURING

FORECAST PERIOD         125

FIGURE 51            OM-PREMISES DEPLOYMENT TO EXHIBIT HIGHEST CAGR DURING

FORECAST PERIOD         131

FIGURE 52            GENERATIVE AI TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD       136

FIGURE 53            ENTERPRISES SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD          148

FIGURE 54            ASIA PACIFIC TO RECORD HIGHEST CAGR DURING FORECAST PERIOD       160

FIGURE 55            NORTH AMERICA: AI INFERENCE MARKET SNAPSHOT          162

FIGURE 56            US TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD         162

FIGURE 57            EUROPE: AI INFERENCE MARKET SNAPSHOT                 175

FIGURE 58            GERMANY TO RECORD HIGHEST CAGR DURING FORECAST PERIOD         176

FIGURE 59            ASIA PACIFIC: AI INFERENCE MARKET SNAPSHOT          195

FIGURE 60            CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD         196

FIGURE 61            ROW: AI INFERENCE MARKET SNAPSHOT                 212

FIGURE 62            MIDDLE EAST TO BE FASTEST-GROWING AI INFERENCE MARKET IN ROW DURING FORECAST PERIOD                 212

FIGURE 63            AI INFERENCE MARKET: REVENUE ANALYSIS OF TOP THREE PLAYERS,

2020–2024              227

FIGURE 64            COMPUTE MARKET SHARE, 2024               228

FIGURE 65            MEMORY (HBM) MARKET SHARE, 2024   231

FIGURE 66           AI INFERENCE MARKET: COMPANY VALUATION, 2025        232

FIGURE 67            AI INFERENCE MARKET: FINANCIAL METRICS (EV/EBITDA), 2025           233

FIGURE 68            AI INFERENCE MARKET: BRAND/PRODUCT COMPARISON   233

FIGURE 69            AI INFERENCE MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2024         235

FIGURE 70            AI INFERENCE MARKET: COMPANY FOOTPRINT                 236

FIGURE 71            AI INFERENCE MARKET: COMPANY EVALUATION MATRIX  (STARTUPS/SMES), 2024               244

FIGURE 72            NVIDIA CORPORATION: COMPANY SNAPSHOT                 273

FIGURE 73            ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT          282

FIGURE 74            INTEL CORPORATION: COMPANY SNAPSHOT                 290

FIGURE 75            SK HYNIX INC.: COMPANY SNAPSHOT    298

FIGURE 76            SAMSUNG: COMPANY SNAPSHOT            303

FIGURE 77            MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT          311

FIGURE 78            APPLE INC.: COMPANY SNAPSHOT          316

FIGURE 79            QUALCOMM TECHNOLOGIES, INC.: COMPANY SNAPSHOT          321

FIGURE 80            HUAWEI TECHNOLOGIES CO., LTD.: COMPANY SNAPSHOT          327

FIGURE 81            GOOGLE: COMPANY SNAPSHOT               330

FIGURE 82            AMAZON WEB SERVICES, INC.: COMPANY SNAPSHOT          333

FIGURE 83            TESLA: COMPANY SNAPSHOT   338

FIGURE 84            MICROSOFT: COMPANY SNAPSHOT        340

FIGURE 85            META: COMPANY SNAPSHOT    343