Table of Content


Scope of the Study
Executive Summary

1 Market
1.1 Industry Outlook
1.1.1 Ongoing Trends
1.1.1.1 Timeline of GPU and Server Design Upgrades
1.1.1.2 Data Center Capacities: Current and Future
1.1.1.3 Data Center Power Consumption Scenario
1.1.1.4 Other Industrial Trends
1.1.1.4.1 HPC Cluster Developments
1.1.1.4.2 Blockchain Initiatives
1.1.1.4.3 Super Computing
1.1.1.4.4 5G and 6G Developments
1.1.1.4.5 Impact of Server/Rack Density
1.1.2 Equipment Upgrades and Process Improvements
1.1.3 Adaptive Cooling Solutions for Evolving Server Capacities
1.1.3.1 Traditional Cooling Techniques
1.1.3.2 Hot and Cold Aisle Containment
1.1.3.3 Free Cooling and Economization
1.1.3.4 Liquid Cooling Systems
1.1.4 Budget and Procurement Model of Data Center End Users
1.1.5 Stakeholder Analysis
1.1.5.1 Value Chain Analysis
1.1.6 Ecosystem/Ongoing Programs
1.1.6.1 Consortiums, Associations, and Regulatory Bodies
1.1.6.2 Government Programs
1.1.6.2.1 North America
1.1.6.2.2 Europe
1.1.6.2.3 South America
1.1.6.2.4 Rest-of-the-World
1.2 Business Dynamics
1.2.1 Business Drivers
1.2.1.1 Surging Demand for Cryptocurrency Mining
1.2.1.2 Rising Enterprise Adoption of Data Center GPUs for High-Performance Computing Applications
1.2.2 Business Challenges
1.2.2.1 High Bargaining Power of GPU Manufacturers
1.2.3 Market Strategies and Developments
1.2.4 Business Opportunities
1.2.4.1 Technological Advancement in High-Performing Computing (HPC)
1.2.4.2 Government Support for Smart City Development and Digitalization
1.3 Global Data Center GPU Market
1.3.1 Market Size and Forecast
1.3.1.1 Data Center GPU Market (by Application and Product)

2 Application
2.1 Global AI and Semiconductors - A Server GPU Market (by Application)
2.1.1 Global Server GPU Market (by End-Use Application)
2.1.1.1 Cloud Computing
2.1.1.2 HPC Application
2.1.2 Global Server GPU Market (by Facility Type)
2.1.2.1 Data Center
2.1.2.2 HPC Clusters
2.1.2.3 Blockchain Mining Facility

3 Products
3.1 Global AI and Semiconductors - A Server GPU Market (by Product)
3.1.1 Server GPU Market (by Configuration Type)
3.1.1.1 Single GPU
3.1.1.2 Dual to Quad GPU
3.1.1.3 High-Density GPU
3.1.2 Server GPU Market (by Form Factor)
3.1.2.1 Blade Server
3.1.2.2 Rackmount Server
3.2 Pricing Analysis
3.2.1 Data Center GPU
3.2.2 GPU Server
3.3 Patent Analysis
3.3.1 AI and Semiconductors - A Server GPU Market (by Country)
3.3.2 AI and Semiconductors - A Server GPU Market (by Company)

4 Region
4.1 Global AI and Semiconductor - A Server GPU Market (by Region)
4.2 North America
4.2.1 North America (by Country)
4.2.1.1 U.S.
4.2.1.2 Rest-of-North America
4.3 Europe
4.3.1 Europe (by Country)
4.3.1.1 Italy
4.3.1.2 France
4.3.1.3 Netherlands
4.3.1.4 Germany
4.3.1.5 Ireland
4.3.1.6 U.K.
4.3.1.7 Rest-of-Europe
4.4 Asia-Pacific
4.4.1 Asia-Pacific (by Country)
4.4.1.1 Japan
4.4.1.2 China
4.4.1.3 Australia
4.4.1.4 Singapore
4.4.1.5 India
4.4.1.6 Rest-of-Asia-Pacific
4.5 Rest-of-the-World
4.5.1 Middle East and Africa
4.5.2 Latin America

5 Markets - Competitive Benchmarking & Company Profiles
5.1 Competitive Benchmarking
5.2 Market Share Analysis
5.2.1 By GPU Manufacturer
5.2.2 By GPU Server Manufacturer
5.3 Company Profiles
5.3.1 GPU Manufactturer
5.3.1.1 Nvidia Corporation (Nvidia)
5.3.1.1.1 Company Overview
5.3.1.1.2 Product and Customer Portfolio Analysis
5.3.1.2 Advanced Micro Devices, Inc. (AMD)
5.3.1.2.1 Company Overview
5.3.1.2.2 Product and Customer Portfolio Analysis
5.3.1.3 Intel Corporation (Intel)
5.3.1.3.1 Company Overview
5.3.1.3.2 Product and Customer Portfolio Analysis
5.3.1.4 Qualcomm Technologies, Inc.
5.3.1.4.1 Company Overview
5.3.1.4.2 Product and Customer Portfolio Analysis
5.3.1.5 Imagination Technologies
5.3.1.5.1 Company Overview
5.3.1.5.2 Product and Customer Portfolio Analysis
5.3.2 Server GPU Manufacturer
5.3.2.1 ASUSTeK Computer Inc.
5.3.2.1.1 Company Overview
5.3.2.1.2 Product and Customer Portfolio Analysis
5.3.2.2 INSPUR Co., Ltd.
5.3.2.2.1 Company Overview
5.3.2.2.2 Product and Customer Portfolio Analysis
5.3.2.3 Huawei Technologies Co., Ltd.
5.3.2.3.1 Company Overview
5.3.2.3.2 Product and Customer Portfolio Analysis
5.3.2.4 Super Micro Computer, Inc.
5.3.2.4.1 Company Overview
5.3.2.4.2 Product and Customer Portfolio Analysis
5.3.2.5 GIGA-BYTE Technology Co., Ltd.
5.3.2.5.1 Company Overview
5.3.2.5.2 Product and Customer Portfolio Analysis
5.3.2.6 Penguin Computing, Inc.
5.3.2.6.1 Company Overview
5.3.2.6.2 Product and Customer Portfolio Analysis
5.3.2.7 Advantech Co., Ltd.
5.3.2.7.1 Company Overview
5.3.2.7.2 Product and Customer Portfolio Analysis
5.3.2.8 Dell Inc.
5.3.2.8.1 Company Overview
5.3.2.8.2 Product and Customer Portfolio Analysis
5.3.2.9 Fujitsu
5.3.2.9.1 Company Overview
5.3.2.9.2 Product and Customer Portfolio Analysis
5.3.2.10 Exxact Corporation
5.3.2.10.1 Company Overview
5.3.2.10.2 Product and Customer Portfolio Analysis

6 Research Methodology
6.1 Primary Data Sources
6.2 Secondary Data Sources
6.3 Market Estimation and Forecast
List of Figures
Figure 1: Scope Definition
Figure 2: Global AI and Semiconductors - A Server GPU Market Coverage
Figure 3: Global AI and Semiconductors - A Server GPU Market, $Billion, 2022-2028
Figure 4: Market Dynamics of the Global AI and Semiconductors - A Server GPU Market
Figure 5: Global AI and Semiconductors - A Server GPU Market (by End User), $Billion, 2022-2028
Figure 6: Global AI and Semiconductors - A Server GPU Market (by Facility Type), $Billion, 2022-2028
Figure 7: Global AI and Semiconductors - A Server GPU Market (by Configuration Type), $Billion, 2022-2028
Figure 8: Global AI and Semiconductors - A Server GPU Market (by Form Factor), $Billion, 2022-2028
Figure 9: Global AI and Semiconductors - A Server GPU Market (by Region), $Million, 2022
Figure 10: Nvidia’s Official Roadmap
Figure 11: Domestic Electricity Consumption of Different Selected Countries vs. Data Centers in 2020 in TWh
Figure 12: HPC Cluster Project Growth, 2019-2020
Figure 13: Crypto Transaction Volume Growth, 2020-2022
Figure 14: Global Distribution of 500 Supercomputers, June 2019
Figure 15: Average Server Rack Density in Data Center, 2016-2020
Figure 16: Ripple Effects in Server GPU Market due to Equipment Upgradation and Process Improvements
Figure 17: Stakeholder Analysis
Figure 18: Value Chain Analysis
Figure 19: Cryptocurrency Ownership by Country, 2021-2022
Figure 20: Global Dynamics of Data Generation, Replication, and Utilization, 2019-2023
Figure 21: Share of Key Market Strategies and Developments, 2019-2023
Figure 22: Product Development and Innovations (by Company)
Figure 23: Partnerships, Collaborations, Joint Ventures, and Alliances
Figure 24: Global Data Center GPU Market
Figure 25: Global Data Center GPU Market, Thousand Units and $Billion, 2022-2023
Figure 26: Data Center GPU Market (by Application and Product), $Billion, 2022
Figure 27: AI and Semiconductors - A Server GPU Market (by Country), January 2020-November 2023
Figure 28: AI and Semiconductors - A Server GPU Market (by Company), January 2020-November 2023
Figure 29: Competitive Benchmarking Matrix for Key AI and Semiconductors - A Server GPU Manufacturers
Figure 30: Competitive Benchmarking Matrix for Key AI and Semiconductors - A Server GPU Server Manufacturers
Figure 31: Market Share Analysis of Global AI and Semiconductors - A Server GPU Market (by GPU Manufacturer), 2022
Figure 32: Market Share Analysis of Global AI and Semiconductors - A Server GPU Market (by GPU Server Manufacturer), 2022
Figure 33: Global AI and Semiconductors - A Server GPU Market: Research Methodology
Figure 34: Data Triangulation
Figure 35: Top-Down and Bottom-Up Approach
Figure 36: Assumptions and Limitations
List of Tables
Table 1: Summary of Trends
Table 2: Comparison of Air Cooling and Liquid Cooling
Table 3: Comparison between Cost-Sensitive Buyers and Premium/High-End Buyers
Table 4: Key Consortiums, Associations, and Regulatory Bodies in the Global AI and Semiconductors - A Server GPU Market
Table 5: Government Programs to Promote AI and Semiconductors - A Server GPU Market, North America, 2023-2033
Table 6: Government Programs to Promote AI and Semiconductors - A Server GPU Market, Europe, 2023-2033
Table 7: Government Programs to Promote AI and Semiconductors - A Server GPU Market, South America, 2023-2033
Table 8: Government Programs to Promote AI and Semiconductors - A Server GPU Market, Rest-of-the-World, 2023-2033
Table 9: Price Details of Different Products Offered by Key GPU Manufacturers
Table 10: Price Details of Different Products Offered by Key GPU Server Manufacturers