Table of Content

1 INTRODUCTION 30
1.1 STUDY OBJECTIVES 30
1.2 MARKET DEFINITION AND SCOPE 30
1.2.1 INCLUSIONS AND EXCLUSIONS 31
1.3 STUDY SCOPE 32
1.3.1 MARKETS COVERED 32
FIGURE 1 AI INFRASTRUCTURE MARKET: SEGMENTATION 32
1.3.2 GEOGRAPHIC SCOPE 33
1.3.3 YEARS CONSIDERED 33
1.4 CURRENCY 33
1.5 PACKAGE SIZE 34
1.6 STAKEHOLDERS 34
1.7 SUMMARY OF CHANGES 34
2 RESEARCH METHODOLOGY 36
2.1 RESEARCH DATA 36
FIGURE 2 AI INFRASTRUCTURE MARKET: PROCESS FLOW OF MARKET SIZE ESTIMATION 36
FIGURE 3 AI INFRASTRUCTURE MARKET: RESEARCH DESIGN 37
2.1.1 SECONDARY AND PRIMARY RESEARCH 38
2.1.2 SECONDARY DATA 38
2.1.2.1 Major secondary sources 39
2.1.2.2 Secondary Sources 39
2.1.3 PRIMARY DATA 40
2.1.3.1 Key participants in primary processes across the value chain of
the AI infrastructure market 40
2.1.3.2 Breakdown of primaries 40
2.1.3.3 Key industry insights 41
2.2 GROWTH RATE ASSUMPTIONS 41
2.2.1 SUPPLY-SIDE 41
2.2.2 DEMAND-SIDE 42
2.3 MARKET SIZE ESTIMATION 42
2.3.1 BOTTOM-UP APPROACH 42
2.3.1.1 Approach for capturing market share by bottom-up analysis (demand-side) 42
FIGURE 4 BOTTOM-UP APPROACH 43
FIGURE 5 MARKET SIZE CALCULATION BY BOTTOM-UP APPROACH 43
2.3.2 TOP-DOWN APPROACH 44
2.3.2.1 Approach for capturing market share by top-down analysis
(supply side) 44
FIGURE 6 TOP-DOWN APPROACH 44
FIGURE 7 MARKET SIZE CALCULATION BY TOP-DOWN APPROACH 45
2.4 MARKET BREAKDOWN AND DATA TRIANGULATION 46
FIGURE 8 DATA TRIANGULATION 46
2.5 ASSUMPTIONS 47
2.6 LIMITATIONS 48
2.7 RISK ASSESSMENT 48
3 EXECUTIVE SUMMARY 49
FIGURE 9 AI INFRASTRUCTURE MARKET, 2017–2026 (USD BILLION) 50
FIGURE 10 HARDWARE ESTIMATED TO HOLD LARGER SHARE OF AI INFRASTRUCTURE MARKET IN 2021 50
FIGURE 11 AI INFRASTRUCTURE MARKET, BY END USER, 2021 VS. 2026 (USD BILLION) 51
FIGURE 12 AI INFRASTRUCTURE MARKET, BY REGION, 2021–2026 52
3.1 IMPACT OF COVID-19 ON AI INFRASTRUCTURE MARKET 52
FIGURE 13 IMPACT OF COVID-19 ON AI INFRASTRUCTURE MARKET 53
3.1.1 REALISTIC SCENARIO (POST-COVID-19) 53
3.1.2 OPTIMISTIC SCENARIO (POST-COVID-19) 53
3.1.3 PESSIMISTIC SCENARIO (POST-COVID-19) 53
4 PREMIUM INSIGHTS 54
4.1 ATTRACTIVE OPPORTUNITIES IN AI INFRASTRUCTURE MARKET 54
FIGURE 14 INCREASING ADOPTION OF CLOUD MACHINE LEARNING AND DEMAND FOR AI HARDWARE IN HIGH-PERFORMANCE COMPUTING DATA CENTERS EXPECTED TO DRIVE MARKET 54
4.2 AI INFRASTRUCTURE HARDWARE MARKET, BY TYPE 54
FIGURE 15 MEMORY EXPECTED TO GROW AT THE HIGHEST CAGR FROM 2021 TO 2026 54
4.3 AI INFRASTRUCTURE MARKET, BY FUNCTION 55
FIGURE 16 INFERENCE FUNCTION EXPECTED TO LEAD THE MARKET DURING FORECAST PERIOD 55
4.4 AI INFRASTRUCTURE MARKET, BY END USER AND REGION 55
FIGURE 17 CLOUD SERVICE PROVIDERS AND CHINA EXPECTED TO ACCOUNT FOR THE LARGEST SHARE OF THE MARKET DURING THE FORECAST PERIOD 55
4.5 AI INFRASTRUCTURE MARKET, BY TECHNOLOGY 56
FIGURE 18 DEEP LEARNING IS PROJECTED TO LEAD THE MARKET FROM 2021 TO 2026 56
4.6 AI INFRASTRUCTURE MARKET, BY COUNTRY 56
FIGURE 19 AI INFRASTRUCTURE MARKET IN CHINA IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD 56
5 MARKET OVERVIEW 57
5.1 INTRODUCTION 57
5.2 MARKET DYNAMICS 57
FIGURE 20 AI INFRASTRUCTURE MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 57
?
5.2.1 DRIVERS 58
5.2.1.1 Increased data traffic and need for high computing power 58
FIGURE 21 IP TRAFFIC GROWTH PROJECTIONS UNTIL 2021 59
5.2.1.2 Increasing adoption of cloud machine learning platform 59
5.2.1.3 Increasingly large and complex dataset 60
TABLE 1 AVERAGE NUMBER OF CONNECTED DEVICES PER CAPITA (2018–2023) 60
5.2.1.4 Rising focus on parallel computing in AI data centers 61
5.2.1.5 Growing number of cross-industry partnerships and collaborations 61
TABLE 2 RECENT DEVELOPMENTS PERTAINING TO INDUSTRY PARTNERSHIPS 62
5.2.2 RESTRAINTS 62
5.2.2.1 Lack of AI hardware experts and skilled workforce 62
FIGURE 22 UNDERQUALIFIED WORKERS IN VARIOUS COUNTRIES, 2019 63
5.2.3 OPPORTUNITIES 63
5.2.3.1 Surging demand for FPGA-based accelerators 63
TABLE 3 RECENT DEVELOPMENTS IN FPGA 64
5.2.3.2 Rising need for co-processors due to slowdown of Moore’s Law 64
5.2.3.3 Growing potential of AI-based tools for elderly care 64
5.2.4 CHALLENGES 65
5.2.4.1 Concerns regarding data privacy in AI platforms 65
FIGURE 23 PERCENTAGE AND TYPES OF HEALTHCARE BREACHES REPORTED BY
THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES 65
5.2.4.2 Unreliability of AI algorithms 66
5.2.4.3 Availability of limited structured data to train and develop
efficient AI systems 66
5.3 AI INFRASTRUCTURE MARKET: COVID-19 IMPACT 66
5.4 TRENDS/DISRUPTIONS IMPACTING CUSTOMER’S BUSINESS 68
FIGURE 24 REVENUE SHIFT FOR AI INFRASTRUCTURE MARKET 68
5.5 PRICING ANALYSIS 68
FIGURE 25 ASP OF PROCESSOR TYPES IN AI INFRASTRUCTURE MARKET, 2017-2026 69
TABLE 4 ASP RANGE OF PROCESSOR TYPES IN AI INFRASTRUCTURE
MARKET, 2017-2026 69
TABLE 5 ASP RANGE OF SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET 69
5.6 VALUE CHAIN ANALYSIS 70
FIGURE 26 VALUE CHAIN FOR AI INFRASTRUCTURE MARKET 70
5.7 ECOSYSTEM OF THE AI MARKET 71
FIGURE 27 ECOSYSTEM 71
TABLE 6 ROLE OF COMPANIES IN ECOSYSTEM/VALUE CHAIN 72
5.8 TECHNOLOGY ANALYSIS 73
TABLE 7 COMPARISON OF AI CHIP TYPE 73
5.8.1 CLOUD GPU 73
5.9 PATENT ANALYSIS 74
TABLE 8 PATENTS FILED, 2018-2021 74
FIGURE 28 LIST OF MAJOR PATENT OWNERS FOR ARTIFICIAL INTELLIGENCE 74
5.9.1 LIST OF MAJOR PATENTS 75
TABLE 9 LIST OF MAJOR PATENTS IN THE AI INFRASTRUCTURE MARKET 75
5.10 TRADE ANALYSIS 77
TABLE 10 EXPORTS DATA, BY COUNTRY, 2015–2019 (USD MILLION) 77
FIGURE 29 EXPORTS DATA FOR HS CODE 854231 FOR TOP FIVE COUNTRIES IN
AI INFRASTRUCTURE MARKET, 2015–2019 (THOUSAND UNITS) 77
TABLE 11 IMPORTS DATA, BY COUNTRY, 2015–2019 (USD MILLION) 78
FIGURE 30 IMPORTS DATA FOR HS CODE 854231 FOR TOP FIVE COUNTRIES IN
AI INFRASTRUCTURE MARKET, 2015–2019 (THOUSAND UNITS) 78
5.11 CASE STUDY ANALYSIS 79
5.11.1 KIA MOTORS AMERICA RELIED ON ADVANCED ANALYTICS AND AI SOLUTIONS FROM SAS 79
5.11.2 VULCAN AI USES AI VISION AND DEEP LEARNING TO CREATE A SAFER WORKPLACE 79
5.11.3 ACCENTURE, ALONG WITH MICROSOFT, WORKED FOR THE GOVERNMENT OF INDIA TO DEVELOP AN AI TOOL FOR PANDEMIC 80
5.12 TARIFF AND REGULATORY LANDSCAPE 80
TABLE 12 TARIFF FOR ELECTRONIC INTEGRATED CIRCUITS AS PROCESSORS AND CONTROLLERS EXPORTED BY US, 2020 80
TABLE 13 TARIFF FOR ELECTRONIC INTEGRATED CIRCUITS AS PROCESSORS AND CONTROLLERS EXPORTED BY CHINA, 2020 81
TABLE 14 TARIFF FOR ELECTRONIC INTEGRATED CIRCUITS AS PROCESSORS AND CONTROLLERS EXPORTED BY GERMANY, 2020 81
5.12.1 REGULATIONS 81
5.12.1.1 Export-import Regulations 82
5.12.1.2 Restriction of Hazardous Substances (ROHS) and Waste Electrical and Electronic Equipment (WEEE) 82
5.12.1.3 Registration, Evaluation, Authorization, and Restriction of Chemicals (REACH) 83
5.12.1.4 General Data Protection Regulation (GDPR) 83
5.13 PORTER’S FIVE FORCES ANALYSIS 84
TABLE 15 PORTER’S FIVE FORCES IMPACT ON THE AI INFRASTRUCTURE MARKET 84
FIGURE 31 AI INFRASTRUCTURE MARKET: PORTER’S FIVE FORCES ANALYSIS 84
5.13.1 THREAT OF NEW ENTRANTS 85
5.13.2 THREAT OF SUBSTITUTES 85
5.13.3 BARGAINING POWER OF SUPPLIERS 85
5.13.4 BARGAINING POWER OF BUYERS 85
5.13.5 INTENSITY OF COMPETITION RIVALRY 85
6 AI INFRASTRUCTURE MARKET, BY OFFERING 86
6.1 INTRODUCTION 87
FIGURE 32 HARDWARE OFFERINGS EXPECTED TO LEAD AI INFRASTRUCTURE MARKET FROM 2021–2026 87
TABLE 16 AI INFRASTRUCTURE MARKET, BY OFFERING, 2017–2020 (USD BILLION) 87
TABLE 17 AI INFRASTRUCTURE MARKET, BY OFFERING, 2021–2026 (USD BILLION) 87
6.2 HARDWARE 88
FIGURE 33 MEMORY PROJECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD 88
TABLE 18 HARDWARE IN AI INFRASTRUCTURE MARKET, BY TYPE,
2017–2020 (USD BILLION) 88
TABLE 19 HARDWARE IN AI INFRASTRUCTURE MARKET, BY TYPE,
2021–2026 (USD BILLION) 88
TABLE 20 HARDWARE IN AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE,
2017–2020 (USD BILLION) 89
TABLE 21 HARDWARE IN AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE,
2021–2026 (USD BILLION) 89
TABLE 22 HARDWARE IN AI INFRASTRUCTURE MARKET, BY FUNCTION,
2017–2020 (USD BILLION) 89
TABLE 23 HARDWARE IN AI INFRASTRUCTURE MARKET, BY FUNCTION,
2021–2026 (USD BILLION) 89
TABLE 24 HARDWARE IN AI INFRASTRUCTURE MARKET, BY TECHNOLOGY,
2017–2020 (USD BILLION) 90
TABLE 25 AI INFRASTRUCTURE MARKET FOR HARDWARE OFFERINGS,
BY TECHNOLOGY, 2021–2026 (USD BILLION) 90
TABLE 26 HARDWARE IN AI INFRASTRUCTURE MARKET, BY END USER,
2017–2020 (USD BILLION) 90
TABLE 27 HARDWARE IN AI INFRASTRUCTURE MARKET, BY END USER,
2021–2026 (USD BILLION) 90
6.2.1 PROCESSOR 91
TABLE 28 PROCESSORS IN AI INFRASTRUCTURE MARKET, BY TYPE,
2017–2020 (USD BILLION) 91
TABLE 29 PROCESSORS IN AI INFRASTRUCTURE MARKET, BY TYPE,
2021–2026 (USD BILLION) 91
TABLE 30 PROCESSORS IN AI INFRASTRUCTURE MARKET, BY TYPE,
2017–2020 (THOUSAND UNITS) 92
TABLE 31 PROCESSORS IN AI INFRASTRUCTURE MARKET, BY TYPE,
2021–2026 (THOUSAND UNITS) 92
6.2.1.1 CPU 92
6.2.1.1.1 CPU to account for the largest share of AI infrastructure processor market during the forecast period 92
6.2.1.2 GPU 92
6.2.1.2.1 NVIDIA is a key provider of GPUs for AI infrastructure 92
6.2.1.3 FPGA 93
6.2.1.3.1 Xilinx and Intel are major providers of FPGAs for
AI infrastructure 93
6.2.1.4 ASIC 93
6.2.1.4.1 ASIC is expected to grow at the highest CAGR during the forecast period 93
6.2.2 MEMORY 94
6.2.2.1 High-bandwidth memory, independent of its computing architecture, is developed and deployed for AI applications 94
?
6.2.3 STORAGE 94
6.2.3.1 Artificial intelligence, along with analytics tools, is used in sorting necessary and unessential data 94
6.2.4 NETWORKING 95
6.2.4.1 NVIDIA, CISCO, and Intel are key providers of network interconnect adapters for AI applications 95
6.3 SERVER SOFTWARE 95
6.3.1 SOFTWARE INTEGRATED INTO EXISTING COMPUTER SYSTEMS CARRIES OUT COMPLEX OPERATIONS 95
TABLE 32 SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE, 2017–2020 (USD BILLION) 96
TABLE 33 SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE, 2021–2026 (USD BILLION) 96
TABLE 34 SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY FUNCTION,
2017–2020 (USD BILLION) 96
TABLE 35 SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY FUNCTION,
2021–2026 (USD BILLION) 96
TABLE 36 SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY TECHNOLOGY, 2017–2020 (USD BILLION) 97
TABLE 37 SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY TECHNOLOGY, 2021–2026 (USD BILLION) 97
TABLE 38 SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY END USER,
2017–2020 (USD BILLION) 97
TABLE 39 SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY END USER,
2021–2026 (USD BILLION) 97
7 AI INFRASTRUCTURE MARKET, BY TECHNOLOGY 98
7.1 INTRODUCTION 99
FIGURE 34 DEEP LEARNING TECHNOLOGY IN AI INFRASTRUCTURE MARKET EXPECTED TO GROW AT A HIGHER CAGR DURING THE FORECAST PERIOD 99
TABLE 40 AI INFRASTRUCTURE MARKET, BY TECHNOLOGY, 2017–2020 (USD BILLION) 99
TABLE 41 AI INFRASTRUCTURE MARKET, BY TECHNOLOGY, 2021–2026 (USD BILLION) 99
7.2 MACHINE LEARNING 100
7.2.1 MACHINE LEARNING ENABLES SYSTEMS TO AUTOMATICALLY IMPROVE THEIR PERFORMANCE WITH EXPERIENCES 100
TABLE 42 AI INFRASTRUCTURE MARKET FOR MACHINE LEARNING, BY OFFERING, 2017–2020 (USD BILLION) 101
TABLE 43 AI INFRASTRUCTURE MARKET FOR MACHINE LEARNING, BY OFFERING, 2021–2026 (USD BILLION) 101
7.3 DEEP LEARNING 101
7.3.1 DEEP LEARNING USES ARTIFICIAL NEURAL NETWORKS TO LEARN MULTIPLE LEVELS OF DATA 101
TABLE 44 AI INFRASTRUCTURE MARKET FOR DEEP LEARNING, BY OFFERING,
2017–2020 (USD BILLION) 102
TABLE 45 AI INFRASTRUCTURE MARKET FOR DEEP LEARNING, BY OFFERING,
2021–2026 (USD BILLION) 102
?
8 AI INFRASTRUCTURE MARKET, BY FUNCTION 103
8.1 INTRODUCTION 104
FIGURE 35 AI INFRASTRUCTURE MARKET FOR TRAINING FUNCTION IS EXPECTED TO GROW AT HIGHER CAGR DURING THE FORECAST PERIOD 104
TABLE 46 AI INFRASTRUCTURE MARKET, BY FUNCTION, 2017–2020 (USD BILLION) 104
TABLE 47 AI INFRASTRUCTURE MARKET, BY FUNCTION, 2021–2026 (USD BILLION) 104
8.2 TRAINING 105
8.2.1 TRAINING IS COMPUTATIONALLY INTENSIVE AND IS BEST ACCELERATED WITH GPUS 105
TABLE 48 AI INFRASTRUCTURE MARKET FOR TRAINING, BY OFFERING,
2017–2020 (USD BILLION) 105
TABLE 49 AI INFRASTRUCTURE MARKET FOR TRAINING, BY OFFERING,
2021–2026 (USD BILLION) 105
8.3 INFERENCE 105
8.3.1 ON-PREMISES INFERENCE PLATFORM IS ADOPTED TO GAIN FASTER RESULTS THAN THAT OF THE CLOUD 105
TABLE 50 AI INFRASTRUCTURE MARKET FOR INFERENCE, BY OFFERING,
2017–2020 (USD BILLION) 106
TABLE 51 AI INFRASTRUCTURE MARKET FOR INFERENCE, BY OFFERING,
2021–2026 (USD BILLION) 106
9 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE 107
9.1 INTRODUCTION 108
FIGURE 36 CLOUD DEPLOYMENT IN AI INFRASTRUCTURE MARKET IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD 108
TABLE 52 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE,
2017–2020 (USD BILLION) 108
TABLE 53 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE,
2021–2026 (USD BILLION) 108
9.2 ON-PREMISES 109
9.2.1 DATA-SENSITIVE ENTERPRISES PREFER ON-PREMISES AI SOLUTIONS BASED ON ADVANCED NLP TECHNIQUES AND ML MODELS 109
TABLE 54 ON-PREMISE AI INFRASTRUCTURE MARKET, BY OFFERING,
2017–2020 (USD BILLION) 109
TABLE 55 ON-PREMISE AI INFRASTRUCTURE MARKET, BY OFFERING,
2021–2026 (USD BILLION) 109
9.3 CLOUD 109
9.3.1 CLOUD-BASED AI SOLUTIONS PROVIDE ADDITIONAL FLEXIBILITY AND MORE ACCURATE REAL-TIME DATA ESSENTIAL FOR EFFECTIVE BUSINESS OPERATIONS 109
TABLE 56 CLOUD-BASED AI INFRASTRUCTURE MARKET, BY OFFERING,
2017–2020 (USD BILLION) 110
TABLE 57 CLOUD-BASED AI INFRASTRUCTURE MARKET, BY OFFERING,
2021–2026 (USD BILLION) 110
9.4 HYBRID 110
9.4.1 HYBRID INFRASTRUCTURE WOULD HELP IN MAKING WORK PROCESSES FASTER, SAVE TIME AND MONEY 110
TABLE 58 HYBRID AI INFRASTRUCTURE MARKET, BY OFFERING,
2017–2020 (USD BILLION) 111
TABLE 59 HYBRID AI INFRASTRUCTURE MARKET, BY OFFERING,
2021–2026 (USD BILLION) 111
10 AI INFRASTRUCTURE MARKET, BY END USER 112
10.1 INTRODUCTION 113
FIGURE 37 AI INFRASTRUCTURE MARKET, BY END USER, 2021–2026 (USD BILLION) 113
TABLE 60 AI INFRASTRUCTURE MARKET, BY END USER, 2017–2020 (USD BILLION) 113
TABLE 61 AI INFRASTRUCTURE MARKET, BY END USER, 2021–2026 (USD BILLION) 113
10.2 ENTERPRISES 114
10.2.1 THE UTILIZATION OF ADVANCED BIG DATA SOLUTIONS FOR OPERATIONAL DATA EXPLOSION IS IMPACTING FUTURE REQUIREMENTS FOR AI-BASED SERVERS 114
FIGURE 38 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN APAC IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD 115
TABLE 62 AI INFRASTRUCTURE MARKET FOR ENTERPRISES, BY REGION,
2017–2020 (USD BILLION) 115
TABLE 63 AI INFRASTRUCTURE MARKET FOR ENTERPRISES, BY REGION,
2021–2026 (USD BILLION) 115
TABLE 64 AI INFRASTRUCTURE MARKET FOR ENTERPRISES, BY OFFERING,
2017–2020 (USD BILLION) 116
TABLE 65 AI INFRASTRUCTURE MARKET FOR ENTERPRISES, BY OFFERING,
2021–2026 (USD BILLION) 116
TABLE 66 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN NORTH AMERICA,
BY COUNTRY, 2017–2020 (USD BILLION) 116
TABLE 67 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN NORTH AMERICA,
BY COUNTRY, 2021–2026 (USD BILLION) 116
TABLE 68 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN EUROPE, BY COUNTRY, 2017–2020 (USD BILLION) 117
TABLE 69 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN EUROPE, BY COUNTRY, 2021–2026 (USD BILLION) 117
TABLE 70 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN APAC, BY COUNTRY, 2017–2020 (USD BILLION) 117
TABLE 71 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN APAC, BY COUNTRY, 2021–2026 (USD BILLION) 118
TABLE 72 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN ROW, BY REGION, 2017–2020 (USD BILLION) 118
TABLE 73 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN ROW, BY REGION, 2021–2026 (USD BILLION) 118
10.3 GOVERNMENT ORGANIZATIONS 119
10.3.1 GOVERNMENTS WORLDWIDE ARE WORKING TOWARD IMPLEMENTING AI IN SECURITY SOLUTIONS TO PROTECT CRITICAL GOVERNMENT AND DEFENSE-RELATED INFRASTRUCTURE 119
FIGURE 39 HARDWARE OFFERINGS IN GOVERNMENT ORGANIZATIONS PROJECTED TO GROW AT A HIGHER CAGR DURING THE FORECAST PERIOD 120
TABLE 74 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS,
BY OFFERING, 2017–2020 (USD BILLION) 120
TABLE 75 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS,
BY OFFERING, 2021–2026 (USD BILLION) 120
TABLE 76 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS,
BY REGION, 2017–2020 (USD BILLION) 121
TABLE 77 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS,
BY REGION, 2021–2026 (USD BILLION) 121
TABLE 78 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN
NORTH AMERICA, BY COUNTRY, 2017–2020 (USD BILLION) 121
TABLE 79 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN
NORTH AMERICA, BY COUNTRY, 2021–2026 (USD BILLION) 121
TABLE 80 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN EUROPE, BY COUNTRY, 2017–2020 (USD MILLION) 122
TABLE 81 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN EUROPE, BY COUNTRY, 2021–2026 (USD MILLION) 122
TABLE 82 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN APAC, BY COUNTRY, 2017–2020 (USD BILLION) 122
TABLE 83 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN APAC, BY COUNTRY, 2021–2026 (USD BILLION) 123
TABLE 84 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN ROW, BY REGION, 2017–2020 (USD BILLION) 123
TABLE 85 AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN ROW, BY REGION, 2021–2026 (USD BILLION) 123
10.4 CLOUD SERVICE PROVIDERS (CSP) 124
10.4.1 CLOUD SERVICE PROVIDERS DELIVER INDUSTRY-SPECIFIC FUNCTIONALITY OR HELP USERS MEET CERTAIN REGULATORY REQUIREMENTS 124
FIGURE 40 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN APAC IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD 124
TABLE 86 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS, BY REGION, 2017–2020 (USD BILLION) 125
TABLE 87 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS, BY REGION, 2021–2026 (USD BILLION) 125
TABLE 88 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS,
BY OFFERING, 2017–2020 (USD BILLION) 125
TABLE 89 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS,
BY OFFERING, 2021–2026 (USD BILLION) 125
TABLE 90 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN
NORTH AMERICA, BY COUNTRY, 2017–2020 (USD BILLION) 126
TABLE 91 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN
NORTH AMERICA, BY COUNTRY, 2021–2026 (USD BILLION) 126
TABLE 92 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN EUROPE, BY COUNTRY, 2017–2020 (USD BILLION) 126
TABLE 93 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN EUROPE, BY COUNTRY, 2021–2026 (USD BILLION) 127
TABLE 94 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN APAC,
BY COUNTRY, 2017–2020 (USD BILLION) 127
TABLE 95 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN APAC,
BY COUNTRY, 2021–2026 (USD BILLION) 127
TABLE 96 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN ROW,
BY REGION, 2017–2020 (USD BILLION) 128
TABLE 97 AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN ROW,
BY REGION, 2021–2026 (USD BILLION) 128
11 GEOGRAPHIC ANALYSIS 129
11.1 INTRODUCTION 130
FIGURE 41 GEOGRAPHIC SNAPSHOT: AI INFRASTRUCTURE MARKET IN APAC EXPECTED TO GROW AT THE HIGHEST CAGR DURING FORECAST PERIOD 130
FIGURE 42 AMONG COUNTRIES, THE US IS EXPECTED TO LEAD AI INFRASTRUCTURE MARKET FROM 2021 TO 2026 131
TABLE 98 AI INFRASTRUCTURE MARKET, BY REGION, 2017–2020 (USD BILLION) 131
TABLE 99 AI INFRASTRUCTURE MARKET, BY REGION, 2021–2026 (USD BILLION) 132
11.2 NORTH AMERICA 132
FIGURE 43 NORTH AMERICA: AI INFRASTRUCTURE MARKET SNAPSHOT 133
TABLE 100 AI INFRASTRUCTURE MARKET IN NORTH AMERICA, BY COUNTRY,
2017–2020 (USD BILLION) 133
TABLE 101 AI INFRASTRUCTURE MARKET IN NORTH AMERICA, BY COUNTRY,
2021–2026 (USD BILLION) 134
TABLE 102 AI INFRASTRUCTURE MARKET IN NORTH AMERICA, BY END USER,
2017–2020 (USD BILLION) 134
TABLE 103 AI INFRASTRUCTURE MARKET IN NORTH AMERICA, BY END USER,
2021–2026 (USD BILLION) 134
11.2.1 US 135
11.2.1.1 Improved economy and high disposable income in the US drive the demand for modern technologies, and thereby boost the market 135
TABLE 104 AI INFRASTRUCTURE MARKET IN US, BY END USER,
2017–2020 (USD BILLION) 136
TABLE 105 AI INFRASTRUCTURE MARKET IN US, BY END USER,
2021–2026 (USD BILLION) 136
11.2.2 CANADA 136
11.2.2.1 High adoption of AI technologies is fueling the market in this country 136
TABLE 106 AI INFRASTRUCTURE MARKET IN CANADA, BY END USER,
2017–2020 (USD BILLION) 137
TABLE 107 AI INFRASTRUCTURE MARKET IN CANADA, BY END USER,
2021–2026 (USD BILLION) 137
11.2.3 MEXICO 137
11.2.3.1 The market is driven by the growing penetration of AI in security and BFSI industries in the country 137
TABLE 108 AI INFRASTRUCTURE MARKET IN MEXICO, BY END USER,
2017–2020 (USD BILLION) 138
TABLE 109 AI INFRASTRUCTURE MARKET IN MEXICO, BY END USER,
2021–2026 (USD BILLION) 138
11.3 EUROPE 138
FIGURE 44 EUROPE: AI INFRASTRUCTURE MARKET SNAPSHOT 139
TABLE 110 AI INFRASTRUCTURE MARKET IN EUROPE, BY COUNTRY,
2017–2020 (USD BILLION) 140
TABLE 111 AI INFRASTRUCTURE MARKET IN EUROPE, BY COUNTRY,
2021–2026 (USD BILLION) 140
TABLE 112 AI INFRASTRUCTURE MARKET IN EUROPE, BY END USER,
2017–2020 (USD BILLION) 140
TABLE 113 AI INFRASTRUCTURE MARKET IN EUROPE, BY END USER,
2021–2026 (USD BILLION) 140
11.3.1 UK 141
11.3.1.1 Government initiatives to increase the adoption of AI would drive the market in the UK 141
TABLE 114 AI INFRASTRUCTURE MARKET IN UK, BY END USER,
2017–2020 (USD BILLION) 142
TABLE 115 AI INFRASTRUCTURE MARKET IN UK, BY END USER,
2021–2026 (USD BILLION) 142
11.3.2 GERMANY 142
11.3.2.1 Adoption of cloud computing and Industry 4.0 increased demand for data centers in Germany and thereby is expected to drive the market 142
TABLE 116 AI INFRASTRUCTURE MARKET IN GERMANY, BY END USER,
2017–2020 (USD BILLION) 143
TABLE 117 AI INFRASTRUCTURE MARKET IN GERMANY, BY END USER,
2021–2026 (USD BILLION) 143
11.3.3 FRANCE 143
11.3.3.1 Investment of venture capitalists in startups for the development of AI ecosystem surge AI infrastructure market growth in the country 143
TABLE 118 AI INFRASTRUCTURE MARKET IN FRANCE, BY END USER,
2017–2020 (USD BILLION) 144
TABLE 119 AI INFRASTRUCTURE MARKET IN FRANCE, BY END USER,
2021–2026 (USD BILLION) 144
11.3.4 REST OF EUROPE 144
11.3.4.1 Government investments are expected to drive the market in this region 144
TABLE 120 AI INFRASTRUCTURE MARKET IN REST OF EUROPE, BY END USER,
2017–2020 (USD BILLION) 145
TABLE 121 AI INFRASTRUCTURE MARKET IN REST OF EUROPE, BY END USER,
2021–2026 (USD BILLION) 145
11.4 APAC 146
FIGURE 45 APAC: AI INFRASTRUCTURE MARKET SNAPSHOT 147
TABLE 122 AI INFRASTRUCTURE MARKET IN APAC, BY COUNTRY,
2017–2020 (USD BILLION) 147
TABLE 123 AI INFRASTRUCTURE MARKET IN APAC, BY COUNTRY,
2021–2026 (USD BILLION) 148
TABLE 124 AI INFRASTRUCTURE MARKET IN APAC, BY END USER,
2017–2020 (USD BILLION) 148
TABLE 125 AI INFRASTRUCTURE MARKET IN APAC, BY END USER,
2021–2026 (USD BILLION) 148
11.4.1 CHINA 148
11.4.1.1 Strong R&D activities have been the driver for the market growth in China 148
TABLE 126 AI INFRASTRUCTURE MARKET IN CHINA, BY END USER,
2017–2020 (USD BILLION) 149
TABLE 127 AI INFRASTRUCTURE MARKET IN CHINA, BY END USER,
2021–2026 (USD BILLION) 149
11.4.2 JAPAN 149
11.4.2.1 Small and medium-sized companies in Japan are utilizing infrastructure-as-a-service 149
TABLE 128 AI INFRASTRUCTURE MARKET IN JAPAN, BY END USER,
2017–2020 (USD BILLION) 150
TABLE 129 AI INFRASTRUCTURE MARKET IN JAPAN, BY END USER,
2021–2026 (USD BILLION) 150
11.4.3 INDIA 150
11.4.3.1 Growing adoption of cloud-based services expected to positively impact the AI infrastructure market 150
TABLE 130 AI INFRASTRUCTURE MARKET IN INDIA, BY END USER,
2017–2020 (USD BILLION) 151
TABLE 131 AI INFRASTRUCTURE MARKET IN INDIA, BY END USER,
2021–2026 (USD BILLION) 151
11.4.4 REST OF APAC 151
11.4.4.1 Increasing adoption of cloud services by small and medium-sized enterprises expected to drive the market in this region 151
TABLE 132 AI INFRASTRUCTURE MARKET IN REST OF APAC, BY END USER,
2017–2020 (USD BILLION) 152
TABLE 133 AI INFRASTRUCTURE MARKET IN REST OF APAC, BY END USER,
2021–2026 (USD BILLION) 152
11.5 ROW 153
TABLE 134 AI INFRASTRUCTURE MARKET IN ROW, BY REGION,
2017–2020 (USD BILLION) 153
TABLE 135 AI INFRASTRUCTURE MARKET IN ROW, BY REGION,
2021–2026 (USD BILLION) 153
TABLE 136 AI INFRASTRUCTURE MARKET IN ROW, BY END USER,
2017–2020 (USD BILLION) 154
TABLE 137 AI INFRASTRUCTURE MARKET IN ROW, BY END USER,
2021–2026 (USD BILLION) 154
11.5.1 SOUTH AMERICA 154
11.5.1.1 Increased availability of computing services in the region expected to drive the market 154
TABLE 138 AI INFRASTRUCTURE MARKET IN SOUTH AMERICA, BY END USER,
2017–2020 (USD BILLION) 154
TABLE 139 AI INFRASTRUCTURE MARKET IN SOUTH AMERICA, BY END USER,
2021–2026 (USD BILLION) 155
11.5.2 MIDDLE EAST & AFRICA 155
11.5.2.1 Smart mobile data traffic would increase the workload on data centers and thereby boost AI server growth 155
TABLE 140 AI INFRASTRUCTURE MARKET IN MIDDLE EAST & AFRICA, BY END USER, 2017–2020 (USD BILLION) 155
TABLE 141 AI INFRASTRUCTURE MARKET IN MIDDLE EAST & AFRICA, BY END USER, 2021–2026 (USD BILLION) 156
?
12 COMPETITIVE LANDSCAPE 157
12.1 OVERVIEW 157
FIGURE 46 COMPANIES ADOPTED PRODUCT LAUNCHES AS A KEY GROWTH STRATEGY FROM 2020 TO 2021 157
12.2 REVENUE ANALYSIS OF KEY PLAYERS IN THE AI INFRASTRUCTURE MARKET 158
FIGURE 47 TOP PLAYERS IN AI INFRASTRUCTURE MARKET, 2016–2020 158
12.3 MARKET SHARE ANALYSIS OF KEY PLAYERS IN AI INFRASTRUCTURE
(PROCESSOR) MARKET IN 2020 159
TABLE 142 AI INFRASTRUCTURE (PROCESSOR) MARKET: DEGREE OF COMPETITION 159
12.4 MARKET RANKING ANALYSIS OF KEY PLAYERS IN AI INFRASTRUCTURE (STORAGE) MARKET IN 2020 160
FIGURE 48 AI INFRASTRUCTURE (STORAGE) MARKET, RANKING OF KEY PLAYERS, 2020 160
12.5 COMPANY EVALUATION QUADRANT 161
12.5.1 STARS 161
12.5.2 EMERGING LEADERS 161
12.5.3 PERVASIVE 161
12.5.4 PARTICIPANTS 161
FIGURE 49 AI INFRASTRUCTURE MARKET: COMPANY EVALUATION QUADRANT, 2020 162
12.6 COMPANY EVALUATION QUADRANT – PRODUCT FOOTPRINT 163
12.6.1 COMPANY FOOTPRINT, BY TECHNOLOGY 163
12.6.2 COMPANY FOOTPRINT, BY END-USER 164
12.6.3 COMPANY FOOTPRINT, BY REGION 165
12.6.4 COMPANY FOOTPRINT 166
12.7 STARTUP/SME EVALUATION QUADRANT, 2020 167
12.7.1 PROGRESSIVE COMPANY 167
12.7.2 RESPONSIVE COMPANY 167
12.7.3 DYNAMIC COMPANY 167
12.7.4 STARTING BLOCK 167
FIGURE 50 AI INFRASTRUCTURE MARKET (GLOBAL) STARTUP/SME EVALUATION QUADRAN