Table of Content

1 INTRODUCTION 30
1.1 STUDY OBJECTIVES 30
1.2 MARKET DEFINITION 30
1.3 STUDY SCOPE 31
1.3.1 MARKETS COVERED 31
1.3.2 INCLUSIONS AND EXCLUSIONS 32
1.3.3 YEARS CONSIDERED 33
1.4 CURRENCY CONSIDERED 33
1.5 UNIT CONSIDERED 33
1.6 LIMITATIONS 33
1.7 STAKEHOLDERS 34
1.8 SUMMARY OF CHANGES 34
2 RESEARCH METHODOLOGY 37
2.1 RESEARCH DATA 37
2.1.1 SECONDARY AND PRIMARY RESEARCH 39
2.1.2 SECONDARY DATA 39
2.1.2.1 List of key secondary sources 40
2.1.2.2 Key data from secondary sources 40
2.1.3 PRIMARY DATA 40
2.1.3.1 List of primary interview participants 41
2.1.3.2 Breakdown of primaries 41
2.1.3.3 Key data from primary sources 42
2.1.3.4 Key industry insights 43
2.2 MARKET SIZE ESTIMATION METHODOLOGY 44
2.2.1 BOTTOM-UP APPROACH 46
2.2.1.1 Approach to arrive at market size using bottom-up analysis
(demand side) 46
2.2.2 TOP-DOWN APPROACH 47
2.2.2.1 Approach to arrive at market size using top-down analysis
(supply side) 47
2.3 MARKET BREAKDOWN AND DATA TRIANGULATION 48
2.4 RESEARCH ASSUMPTIONS 49
2.5 RISK ANALYSIS 49
2.6 RESEARCH LIMITATIONS 50
3 EXECUTIVE SUMMARY 51
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4 PREMIUM INSIGHTS 56
4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI INFRASTRUCTURE MARKET 56
4.2 AI INFRASTRUCTURE MARKET, BY FUNCTION 56
4.3 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT 57
4.4 AI INFRASTRUCTURE MARKET, BY APPLICATION 57
4.5 AI INFRASTRUCTURE MARKET, BY END USER 58
4.6 AI INFRASTRUCTURE MARKET, BY REGION 58
4.7 AI INFRASTRUCTURE MARKET, BY COUNTRY 59
5 MARKET OVERVIEW 60
5.1 INTRODUCTION 60
5.2 MARKET DYNAMICS 60
5.2.1 DRIVERS 61
5.2.1.1 Rising demand for high-performance computing in AI workloads 61
5.2.1.2 Government-led fundings to boost AI R&D 61
5.2.1.3 Growing popularity AI and ML solutions among enterprises 62
5.2.1.4 Massive data generation due to rapid digital transformation 63
5.2.2 RESTRAINTS 64
5.2.2.1 Compatibility issues with legacy systems 64
5.2.2.2 Consumption of large amount of energy 65
5.2.3 OPPORTUNITIES 67
5.2.3.1 Rise of AI-as-a-Service platforms 67
5.2.3.2 Surging demand for cloud-based AI infrastructure 67
5.2.3.3 Growing adoption of AI-driven decision making systems 68
5.2.3.4 Advancements in neuromorphic and quantum computing for AI 69
5.2.3.5 Increasing investments in data centers by cloud service providers 70
5.2.4 CHALLENGES 71
5.2.4.1 High initial investments 71
5.2.4.2 Maintaining data security and integrity in distributed AI systems 72
5.2.4.3 Complexities associated with integrating AI technologies into existing IT ecosystems 73
5.3 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 74
5.4 PRICING ANALYSIS 74
5.4.1 INDICATIVE PRICING OF KEY PLAYERS, BY COMPUTE 75
5.4.2 AVERAGE SELLING PRICE TREND, BY REGION 76
5.5 VALUE CHAIN ANALYSIS 77
5.6 ECOSYSTEM ANALYSIS 80
5.7 INVESTMENT AND FUNDING SCENARIO 81
5.8 TECHNOLOGY ANALYSIS 82
5.8.1 KEY TECHNOLOGIES 82
5.8.1.1 Generative AI 82
5.8.1.2 Conversational AI 83
5.8.1.3 AI-optimized cloud platforms 83
5.8.2 COMPLEMENTARY TECHNOLOGIES 84
5.8.2.1 Blockchain 84
5.8.2.2 Edge computing 84
5.8.2.3 Cybersecurity 84
5.8.3 ADJACENT TECHNOLOGIES 85
5.8.3.1 Big data 85
5.8.3.2 Predictive analysis 85
5.9 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS 86
5.10 CAPEX OF CLOUD SERVICE PROVIDERS 86
5.11 PROCESSOR BENCHMARKING 88
5.11.1 GPU BENCHMARKING BY NVIDIA 88
5.11.2 CPU BENCHMARKING BY NVIDIA 88
5.12 PATENT ANALYSIS 89
5.13 TRADE ANALYSIS 92
5.13.1 IMPORT SCENARIO (HS CODE 854231) 92
5.13.2 EXPORT SCENARIO (HS CODE 854231) 94
5.14 KEY CONFERENCES AND EVENTS, 2024–2025 95
5.15 CASE STUDY ANALYSIS 97
5.16 REGULATORY LANDSCAPE 101
5.16.1 REGULATORY BODIES, GOVERNMENT AGENCIES,
AND OTHER ORGANIZATIONS 101
5.16.2 STANDARDS 105
5.17 PORTER’S FIVE FORCES ANALYSIS 108
5.17.1 THREAT OF NEW ENTRANTS 109
5.17.2 THREAT OF SUBSTITUTES 110
5.17.3 BARGAINING POWER OF SUPPLIERS 110
5.17.4 BARGAINING POWER OF BUYERS 110
5.17.5 INTENSITY OF COMPETITION RIVALRY 111
5.18 KEY STAKEHOLDERS AND BUYING CRITERIA 111
5.18.1 KEY STAKEHOLDERS IN BUYING PROCESS 111
5.18.2 BUYING CRITERIA 112
6 AI SERVER INDUSTRY LANDSCAPE 113
6.1 INTRODUCTION 114
6.2 AI SERVER PENETRATION AND GROWTH FORECAST 114
6.3 AI SERVER INDUSTRY, BY PROCESSOR TYPE 114
6.3.1 GPU-BASED SERVERS 115
6.3.1.1 Ability to process massive datasets and run intricate algorithms efficiently to drive market 115
6.3.2 FPGA-BASED SERVERS 116
6.3.2.1 Growing need for flexibility and customization for AI workloads to boost demand 116
6.3.3 ASIC-BASED SERVERS 118
6.3.3.1 Increasing demand for high-performance computing and
machine learning to foster market growth 118
6.4 AI SERVER INDUSTRY, BY FUNCTION 119
6.4.1 TRAINING 120
6.4.1.1 Surging adoption of deep learning technologies to fuel market growth 120
6.4.2 INFERENCE 121
6.4.2.1 Rapid shift toward edge computing to accelerate demand 121
6.5 AI SERVER INDUSTRY SHARE ANALYSIS, 2023 122
7 AI INFRASTRUCTURE MARKET, BY OFFERING 126
7.1 INTRODUCTION 127
7.2 COMPUTE 128
7.2.1 GPU 131
7.2.1.1 Growing demand from hyperscale cloud service providers to
fuel market growth 131
7.2.2 CPU 132
7.2.2.1 Increasing need for cost-effective and high-performance
AI infrastructure to offer lucrative growth opportunities 132
7.2.3 FPGA 133
7.2.3.1 Growing need to reconfigure hardware to address growing
AI workloads to boost demand 133
7.2.4 TPU 134
7.2.4.1 Rising need to accelerate deep learning and neural network processing to foster market growth 134
7.2.5 DOJO & FSD 135
7.2.5.1 Surging computational demands of deep learning and neural network training to accelerate demand 135
7.2.6 TRAINIUM & INFERENTIA 135
7.2.6.1 Growing demand for cost-effective training and inference to offer lucrative growth opportunities 135
7.2.7 ATHENA 136
7.2.7.1 Increasing emphasis on accelerating AI model training and inference capabilities to fuel demand 136
7.2.8 T-HEAD 136
7.2.8.1 Growing demand for AI-powered applications across data centers to offer lucrative growth opportunities 136
7.2.9 MTIA 137
7.2.9.1 Rising demand to optimize training and inference of ML models to foster market growth 137
7.2.10 LPU 137
7.2.10.1 Increasing need to handle demanding computational requirements of NLP to fuel market growth 137
7.2.11 OTHER ASIC 138
?
7.3 MEMORY 138
7.3.1 DDR 140
7.3.1.1 Increasing demand among semiconductor manufacturers to fuel market growth 140
7.3.2 HBM 141
7.3.2.1 Rising application for real-time image recognition to boost demand 141
7.4 NETWORK 142
7.4.1 NIC/NETWORK ADAPTERS 144
7.4.1.1 Increasing emphasis on advancing network speeds to offer lucrative growth opportunities 144
7.4.1.2 InfiniBand 146
7.4.1.2.1 Growing emphasis on reducing latency during large-scale AI model training to foster market growth 146
7.4.1.3 Ethernet 147
7.4.1.3.1 Rising need for high-speed solutions to meet next-gen AI model demands to foster market growth 147
7.4.1.4 Interconnects 147
7.4.1.4.1 Increasing demand for larger-scale AI models to fuel market growth 147
7.5 STORAGE 148
7.5.1 GROWING NEED FOR SUSTAINABLE AND COST-EFFECTIVE STORAGE SOLUTIONS TO OFFER LUCRATIVE GROWTH OPPORTUNITIES 148
7.6 SERVER SOFTWARE 149
7.6.1 RISING NEED FOR SECURE AND STABLE COMPUTING ENVIRONMENTS IN
AI DATA CENTERS TO FUEL MARKET GROWTH 149
8 AI INFRASTRUCTURE MARKET, BY FUNCTION 151
8.1 INTRODUCTION 152
8.2 TRAINING 154
8.2.1 INCREASING COMPLEXITIES AND SCALE OF AI MODEL DEVELOPMENT TO DRIVE MARKET 154
8.3 INFERENCE 155
8.3.1 RISING POPULARITY OF EDGE COMPUTING TO FUEL MARKET GROWTH 155
9 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT 156
9.1 INTRODUCTION 157
9.2 ON-PREMISES 159
9.2.1 GROWING CONCERNS OF DATA PRIVACY TO DRIVE MARKET 159
9.3 CLOUD 159
9.3.1 ABILITY TO SCALE RESOURCES ON-DEMAND TO FUEL MARKET GROWTH 159
9.4 HYBRID 160
9.4.1 INCREASING DEMAND FOR SCALABLE SOLUTIONS TO BALANCE PERFORMANCE AND SECURITY TO FOSTER MARKET GROWTH 160
?
10 AI INFRASTRUCTURE MARKET, BY APPLICATION 161
10.1 INTRODUCTION 162
10.2 GENERATIVE AI 163
10.2.1 RULE-BASED MODELS 165
10.2.1.1 Integration with ML and deep learning to offer lucrative growth opportunities 165
10.2.2 STATISTICAL MODELS 165
10.2.2.1 Growing application in finance, economics, and healthcare sectors to predict trends and outcomes to fuel market growth 165
10.2.3 DEEP LEARNING 166
10.2.3.1 Surging demand for AI-generated content and automation to offer lucrative growth opportunities 166
10.2.4 GENERATIVE ADVERSARIAL NETWORKS (GANS) 167
10.2.4.1 Increasing application to create 3D models in entertainment and gaming sectors to foster market growth 167
10.2.5 AUTOENCODERS 167
10.2.5.1 Growing need to reduce dimensionality of data and handle complex datasets to accelerate demand 167
10.2.6 CONVOLUTIONAL NEURAL NETWORKS (CNNS) 168
10.2.6.1 Rising number of autonomous vehicles and smart cities to
drive market 168
10.2.7 TRANSFORMER MODELS 169
10.2.7.1 Growing popularity of GPT models and BERT to offer lucrative growth opportunities 169
10.3 MACHINE LEARNING 170
10.3.1 RISING APPLICATION FOR REAL-TIME DECISION-MAKING AND
DATA ANALYSIS TO FOSTER MARKET GROWTH 170
10.4 NATURAL LANGUAGE PROCESSING 171
10.4.1 GROWING USAGE OF MACHINES FOR SENTIMENT ANALYSIS, LANGUAGE TRANSLATION, AND SPEECH RECOGNITION TO ACCELERATE DEMAND 171
10.5 COMPUTER VISION 172
10.5.1 INCREASING DEMAND FOR AUTOMATED VISUAL RECOGNITION SYSTEMS TO FUEL MARKET GROWTH 172
11 AI INFRASTRUCTURE MARKET, BY END USER 173
11.1 INTRODUCTION 174
11.2 CLOUD SERVICE PROVIDERS 177
11.2.1 RISING EMPHASIS ON OFFERING PRE-BUILT AI MODELS TO OFFER LUCRATIVE GROWTH OPPORTUNITIES 177
11.3 ENTERPRISES 179
11.3.1 HEALTHCARE 184
11.3.1.1 Growing demand for personalized treatment to fuel market growth 184
11.3.2 BFSI 185
11.3.2.1 Rising focus on enhancing security and improving customer services to foster market growth 185
11.3.3 AUTOMOTIVE 186
11.3.3.1 Increasing popularity of connected vehicles to offer lucrative growth opportunities 186
11.3.4 RETAIL & E-COMMERCE 188
11.3.4.1 Rapid shift toward data-centric models to enhance customer engagement to accelerate demand 188
11.3.5 MEDIA & ENTERTAINMENT 189
11.3.5.1 Rising demand for content recommendation engines and
interactive media experiences to foster market growth 189
11.3.6 OTHER ENTERPRISES 190
11.4 GOVERNMENT ORGANIZATIONS 191
11.4.1 GROWING NEED TO ENHANCE PUBLIC SAFETY AND SECURITY TO OFFER LUCRATIVE GROWTH OPPORTUNITIES 191
12 AI INFRASTRUCTURE MARKET, BY REGION 193
12.1 INTRODUCTION 194
12.2 NORTH AMERICA 196
12.2.1 MACROECONOMIC OUTLOOK FOR NORTH AMERICA 196
12.2.2 US 201
12.2.2.1 Presence of established AI infrastructure manufacturers to drive market 201
12.2.3 CANADA 201
12.2.3.1 Growing emphasis on commercializing AI to offer lucrative growth opportunities 201
12.2.4 MEXICO 202
12.2.4.1 Rapid digital transformation and surging adoption of cloud computing to fuel market growth 202
12.3 EUROPE 203
12.3.1 MACROECONOMIC OUTLOOK FOR EUROPE 203
12.3.2 UK 208
12.3.2.1 Growing investments in data center infrastructure to boost demand 208
12.3.3 GERMANY 209
12.3.3.1 Rising adoption smart technologies to boost manufacturing to drive market 209
12.3.4 FRANCE 209
12.3.4.1 Favorable government initiatives to strengthen AI infrastructure to fuel market growth 209
12.3.5 ITALY 210
12.3.5.1 Increasing emphasis on developing digital infrastructure to offer lucrative growth opportunities 210
12.3.6 SPAIN 211
12.3.6.1 Rapid adoption of cloud computing to accelerate demand 211
12.3.7 REST OF EUROPE 211
?
12.4 ASIA PACIFIC 212
12.4.1 MACROECONOMIC OUTLOOK FOR ASIA PACIFIC 213
12.4.2 CHINA 218
12.4.2.1 Proliferation of IoT devices to drive market 218
12.4.3 JAPAN 219
12.4.3.1 Rising investments to boost cloud infrastructure to foster market growth 219
12.4.4 INDIA 219
12.4.4.1 Government-led initiatives to strengthen AI infrastructure to offer lucrative growth opportunities 219
12.4.5 SOUTH KOREA 220
12.4.5.1 Thriving semiconductor industry to accelerate demand 220
12.4.6 REST OF ASIA PACIFIC 221
12.5 ROW 221
12.5.1 MACROECONOMIC OUTLOOK FOR ROW 225
12.5.2 MIDDLE EAST 226
12.5.2.1 Growing emphasis on digital transformation and
technological innovation to drive market 226
12.5.2.2 GCC 227
12.5.2.3 Rest of Middle East 227
12.5.3 AFRICA 228
12.5.3.1 Rising need for managing advanced data processing requirements to fuel market growth 228
12.5.4 SOUTH AMERICA 228
12.5.4.1 Growing demand for flexible and secure cloud storage solutions to foster market growth 228
13 COMPETITIVE LANDSCAPE 229
13.1 OVERVIEW 229
13.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2019–2024 229
13.3 REVENUE ANALYSIS, 2021–2023 231
13.4 MARKET SHARE ANALYSIS, 2023 232
13.4.1 COMPUTE MARKET SHARE ANALYSIS, 2023 232
13.4.2 MEMORY MARKET SHARE ANALYSIS, 2023 235
13.5 COMPANY VALUATION AND FINANCIAL METRICS, 2023 237
13.6 BRAND/PRODUCT COMPARISON 238
13.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023 239
13.7.1 STARS 239
13.7.2 EMERGING LEADERS 239
13.7.3 PERVASIVE PLAYERS 239
13.7.4 PARTICIPANTS 239
13.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2023 241
13.7.5.1 Company footprint 241
13.7.5.2 Region footprint 242
13.7.5.3 Offering footprint 242
13.7.5.4 Function footprint 243
13.7.5.5 Deployment footprint 244
13.7.5.6 Application footprint 244
13.7.5.7 End user footprint 245
13.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2023 246
13.8.1 PROGRESSIVE COMPANIES 246
13.8.2 RESPONSIVE COMPANIES 246
13.8.3 DYNAMIC COMPANIES 246
13.8.4 STARTING BLOCKS 246
13.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2023 248
13.8.5.1 Competitive benchmarking of key startups/SMEs 248
13.8.5.2 Detailed list of key startups/SMEs 249
13.9 COMPETITIVE SCENARIO 249
13.9.1 PRODUCT LAUNCHES 250
13.9.2 DEALS 251
13.9.3 OTHER DEVELOPMENTS 254
14 COMPANY PROFILES 255
14.1 KEY PLAYERS 255
14.1.1 NVIDIA CORPORATION 255
14.1.1.1 Business overview 255
14.1.1.2 Products/Solutions/Services offered 256
14.1.1.3 Recent developments 259
14.1.1.3.1 Product launches 259
14.1.1.3.2 Deals 261
14.1.1.4 MnM view 262
14.1.1.4.1 Key strengths/Right to win 262
14.1.1.4.2 Strategic choices 263
14.1.1.4.3 Weaknesses/Competitive threats 263
14.1.2 ADVANCED MICRO DEVICES, INC. 264
14.1.2.1 Business overview 264
14.1.2.2 Products/Solutions/Services offered 265
14.1.2.3 Recent developments 267
14.1.2.3.1 Product launches 267
14.1.2.3.2 Deals 268
14.1.2.4 MnM view 269
14.1.2.4.1 Key strengths/Right to win 269
14.1.2.4.2 Strategic choices 270
14.1.2.4.3 Weaknesses/Competitive threats 270
?
14.1.3 SK HYNIX INC. 271
14.1.3.1 Business overview 271
14.1.3.2 Products/Solutions/Services offered 273
14.1.3.3 Recent developments 274
14.1.3.3.1 Product launches 274
14.1.3.3.2 Deals 274
14.1.3.3.3 Other developments 275
14.1.3.4 MnM view 275
14.1.3.4.1 Key strengths/Right to win 275
14.1.3.4.2 Strategic choices 275
14.1.3.4.3 Weaknesses/Competitive threats 275
14.1.4 SAMSUNG 276
14.1.4.1 Business overview 276
14.1.4.2 Products/Solutions/Services offered 277
14.1.4.3 Recent developments 279
14.1.4.3.1 Product launches 279
14.1.4.3.2 Deals 281
14.1.4.4 MnM view 282
14.1.4.4.1 Key strengths/Right to win 282
14.1.4.4.2 Strategic choices 282
14.1.4.4.3 Weaknesses/Competitive threats 282
14.1.5 MICRON TECHNOLOGY, INC. 283
14.1.5.1 Business overview 283
14.1.5.2 Products/Solutions/Services offered 284
14.1.5.3 Recent developments 286
14.1.5.3.1 Product launches 286
14.1.5.3.2 Deals 288
14.1.5.4 MnM view 289
14.1.5.4.1 Key strengths/Right to win 289
14.1.5.4.2 Strategic choices 289
14.1.5.4.3 Weaknesses/Competitive threats 289
14.1.6 INTEL CORPORATION 290
14.1.6.1 Business overview 290
14.1.6.2 Products/Solutions/Services offered 291
14.1.6.3 Recent developments 294
14.1.6.3.1 Product launches 294
14.1.6.3.2 Deals 296
14.1.6.3.3 Other developments 298
?
14.1.7 GOOGLE 299
14.1.7.1 Business overview 299
14.1.7.2 Products/Solutions/Services offered 300
14.1.7.3 Recent developments 301
14.1.7.3.1 Product launches 301
14.1.7.3.2 Deals 302
14.1.8 AMAZON WEB SERVICES, INC. 304
14.1.8.1 Business overview 304
14.1.8.2 Products/Solutions/Services offered 305
14.1.8.3 Recent developments 305
14.1.8.3.1 Product launches 305
14.1.8.3.2 Deals 306
14.1.9 TESLA 307
14.1.9.1 Business overview 307
14.1.9.2 Products/Solutions/Services offered 308
14.1.10 MICROSOFT 309
14.1.10.1 Business overview 309
14.1.10.2 Products/Solutions/Services offered 310
14.1.10.3 Recent developments 311
14.1.10.3.1 Product launches 311
14.1.10.3.2 Deals 311
14.1.11 META 312
14.1.11.1 Business overview 312
14.1.11.2 Products/Solutions/Services offered 313
14.1.11.3 Recent developments 314
14.1.11.3.1 Product launches 314
14.1.11.3.2 Deals 314
14.1.12 GRAPHCORE 315
14.1.12.1 Business overview 315
14.1.12.2 Products/Solutions/Services offered 315
14.1.12.3 Recent developments 316
14.1.12.3.1 Product launches 316
14.1.12.3.2 Deals 316
14.1.13 CEREBRAS 317
14.1.13.1 Business overview 317
14.1.13.2 Products/Solutions/Services offered 317
14.1.13.3 Recent developments 318
14.1.13.3.1 Product launches 318
14.1.13.3.2 Deals 318
?
14.2 OTHER PLAYERS 319
14.2.1 KIOXIA HOLDINGS CORPORATION 319
14.2.2 WESTERN DIGITAL CORPORATION 320
14.2.3 MYTHIC 321
14.2.4 BLAIZE 322
14.2.5 GROQ, INC. 323
14.2.6 HAILO TECHNOLOGIES LTD 324
14.2.7 SIMA TECHNOLOGIES, INC. 325
14.2.8 KNERON, INC. 325
14.2.9 RAIN NEUROMORPHICS INC. 326
14.2.10 TENSTORRENT 326
14.2.11 SAMBANOVA SYSTEMS, INC. 327
14.2.12 TAALAS 327
14.2.13 SAPEON INC. 328
14.2.14 REBELLIONS INC. 328
14.2.15 RIVOS INC. 329
14.2.16 SHANGHAI BIREN TECHNOLOGY CO., LTD. 329
15 APPENDIX 330
15.1 DISCUSSION GUIDE 330
15.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 334
15.3 CUSTOMIZATION OPTIONS 336
15.4 RELATED REPORTS 336
15.5 AUTHOR DETAILS 337



List of Figures

FIGURE 1 AI INFRASTRUCTURE MARKET SEGMENTATION AND REGIONAL SCOPE 31
FIGURE 2 AI INFRASTRUCTURE MARKET: RESEARCH DESIGN 38
FIGURE 3 AI INFRASTRUCTURE MARKET: RESEARCH FLOW 44
FIGURE 4 MARKET SIZE ESTIMATION METHODOLOGY: REVENUE GENERATED FROM
SALES OF AI INFRASTRUCTURE SERVICES, 2023 45
FIGURE 5 AI INFRASTRUCTURE MARKET: REVENUE ANALYSIS OF NVIDIA CORPORATION 45
FIGURE 6 AI INFRASTRUCTURE MARKET: BOTTOM-UP APPROACH 46
FIGURE 7 AI INFRASTRUCTURE MARKET: TOP-DOWN APPROACH 47
FIGURE 8 AI INFRASTRUCTURE MARKET: DATA TRIANGULATION 48
FIGURE 9 COMPUTE SEGMENT TO DOMINATE MARKET IN 2030 52
FIGURE 10 INFERENCE SEGMENT TO GROW AT HIGHER CAGR DURING FORECAST PERIOD 52
FIGURE 11 CLOUD SEGMENT TO ACCOUNT FOR LARGEST MARKET SHARE IN 2030 53
FIGURE 12 MACHINE LEARNING SEGMENT TO CLAIM LARGEST MARKET SHARE IN 2024 54
FIGURE 13 CLOUD SERVICE PROVIDERS SEGMENT TO SECURE LARGEST MARKET
SHARE IN 2030 54
FIGURE 14 NORTH AMERICA DOMINATED MARKET IN 2023 55
FIGURE 15 EXPANSION OF CLOUD COMPUTING AND NEED FOR HIGH-PERFORMANCE COMPUTING IN DATA CENTERS TO DRIVE MARKET 56
FIGURE 16 INFERENCE SEGMENT TO HOLD LARGEST MARKET SHARE IN 2024 56
FIGURE 17 CLOUD SEGMENT TO LEAD MARKET IN 2024 57
FIGURE 18 GENERATIVE AI SEGMENT TO REGISTER HIGHEST CAGR DURING
FORECAST PERIOD 57
FIGURE 19 CLOUD SERVICE PROVIDERS SEGMENT TO LEAD MARKET IN 2030 58
FIGURE 20 ASIA PACIFIC TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD 58
FIGURE 21 CHINA TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 59
FIGURE 22 AI INFRASTRUCTURE MARKET: DRIVERS, RESTRAINTS OPPORTUNITIES, AND CHALLENGES 60
FIGURE 23 FEDERAL BUDGET FOR AI R&D IN US FOR FY 2021–2024 (USD MILLION) 62
FIGURE 24 AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF DRIVERS 64
FIGURE 25 GPU POWER CONSUMPTION IN THERMAL DESIGN POWER BY
NVIDIA DATA CENTER 66
FIGURE 26 GPU POWER CONSUMPTION IN TDP THERMAL DESIGN POWER BY
INTEL DATA CENTER 66
FIGURE 27 AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF RESTRAINTS 66
FIGURE 28 USE CASES FOR AI DEPLOYMENT BY COMPANIES 69
FIGURE 29 AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF OPPORTUNITIES 71
FIGURE 30 AI INFRASTRUCTURE MARKET: IMPACT ANALYSIS OF CHALLENGES 73
FIGURE 31 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 74
FIGURE 32 INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2023 75
FIGURE 33 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2020–2023 76
FIGURE 34 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2020–2023 76
FIGURE 35 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2020–2023 77
FIGURE 36 VALUE CHAIN ANALYSIS 78
FIGURE 37 AI INFRASTRUCTURE ECOSYSTEM ANALYSIS 80
FIGURE 38 INVESTMENT AND FUNDING SCENARIO, 2023–2024 (USD MILLION) 82
FIGURE 39 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS BY REGION 86
FIGURE 40 CAPEX AND IT EQUIPMENT EXPENDITURE BY GLOBAL CLOUD SERVICE PROVIDERS/HYPERSCALERS, 2020–2030 (USD BILLION) 87
FIGURE 41 CAPEX OF GLOBAL TOP CLOUD SERVICE PROVIDERS/HYPERSCALERS, 2023 87
FIGURE 42 GLOBAL IT EQUIPMENT EXPENDITURE BY CLOUD SERVICE PROVIDERS/HYPERSCALERS, 2023 87
FIGURE 43 PATENTS APPLIED AND GRANTED, 2013–2023 89
FIGURE 44 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION) 93
FIGURE 45 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS BY COUNTRY, 2019–2023 94
FIGURE 46 AI INFRASTRUCTURE MARKET: PORTER’S FIVE FORCES ANALYSIS 109
FIGURE 47 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS 111
FIGURE 48 KEY BUYING CRITERIA FOR TOP THREE END USERS 112
FIGURE 49 GLOBAL SERVER AND AI SERVER SHIPMENT, 2020–2030 (THOUSAND UNITS) 114
FIGURE 50 AI SERVER INDUSTRY SHARE ANALYSIS, 2023 123
FIGURE 51 NETWORK SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 127
FIGURE 52 INFERENCE TO REGISTER HIGHER CAGR DURING FORECAST PERIOD 153
FIGURE 53 HYBRID DEPLOYMENT TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 158
FIGURE 54 GENERATIVE AI TO GROW AT HIGHEST CAGR DURING FORECAST PERIOD 162
FIGURE 55 ENTERPRISES TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 175
FIGURE 56 ASIA PACIFIC TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 195
FIGURE 57 NORTH AMERICA: AI INFRASTRUCTURE MARKET SNAPSHOT 197
FIGURE 58 US TO DOMINATE MARKET IN 2030 197
FIGURE 59 EUROPE: AI INFRASTRUCTURE MARKET SNAPSHOT 204
FIGURE 60 UK TO DOMINATE MARKET IN 2024 205
FIGURE 61 ASIA PACIFIC: AI INFRASTRUCTURE MARKET SNAPSHOT 214
FIGURE 62 CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 215
FIGURE 63 ROW: AI INFRASTRUCTURE MARKET SNAPSHOT 222
FIGURE 64 SOUTH AMERICA TO ACCOUNT FOR LARGEST MARKET SHARE IN 2030 222
FIGURE 65 AI INFRASTRUCTURE MARKET: REVENUE ANALYSIS OF
TOP THREE PLAYERS, 2021–2023 231
FIGURE 66 COMPUTE MARKET SHARE, 2023 232
FIGURE 67 MEMORY (HBM) MARKET SHARE, 2023 235
FIGURE 68 COMPANY VALUATION, 2023 237
FIGURE 69 FINANCIAL METRICS, 2023 237
FIGURE 70 AI INFRASTRUCTURE MARKET: BRAND/PRODUCT COMPARISON 238
FIGURE 71 AI INFRASTRUCTURE MARKET: COMPANY EVALUATION MATRIX
(KEY PLAYERS), 2023 240
FIGURE 72 AI INFRASTRUCTURE MARKET: COMPANY FOOTPRINT 241
FIGURE 73 AI INFRASTRUCTURE MARKET: COMPANY EVALUATION MATRIX
(STARTUPS/SMES), 2023 247
FIGURE 74 NVIDIA CORPORATION: COMPANY SNAPSHOT 256
FIGURE 75 ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT 265
FIGURE 76 SK HYNIX INC.: COMPANY SNAPSHOT 272
FIGURE 77 SAMSUNG: COMPANY SNAPSHOT 277
FIGURE 78 MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT 284
FIGURE 79 INTEL CORPORATION: COMPANY SNAPSHOT 291
FIGURE 80 GOOGLE: COMPANY SNAPSHOT 300
FIGURE 81 AMAZON WEB SERVICES, INC.: COMPANY SNAPSHOT 304
FIGURE 82 TESLA: COMPANY SNAPSHOT 308
FIGURE 83 MICROSOFT: COMPANY SNAPSHOT 310
FIGURE 84 META: COMPANY SNAPSHOT 313

List of Tables

TABLE 1 AI INFRASTRUCTURE MARKET: RESEARCH ASSUMPTIONS 49
TABLE 2 AI INFRASTRUCTURE MARKET: RISK ANALYSIS 49
TABLE 3 DATA ON POWER CONSUMPTION BY NVIDIA GPUS 65
TABLE 4 INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2023 (USD) 75
TABLE 5 INDICATIVE PRICING OF COMPUTE, 2023 (USD) 75
TABLE 6 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2020–2023 (USD) 76
TABLE 7 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2020–2023 (USD) 77
TABLE 8 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2020–2023 (USD) 77
TABLE 9 ROLE OF COMPANIES IN AI INFRASTRUCTURE ECOSYSTEM 80
TABLE 10 COMPARISON OF NVIDIA AI GPU SPECIFICATIONS 88
TABLE 11 COMPARISON OF NVIDIA CPU SPECIFICATIONS 88
TABLE 12 LIST OF MAJOR PATENTS, 2023–2024 89
TABLE 13 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION) 93
TABLE 14 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION) 94
TABLE 15 LIST OF KEY CONFERENCES AND EVENTS, 2024–2025 95
TABLE 16 PERPLEXITY ACCELERATED LARGE LANGUAGE MODELS WITH NVIDIA CORPORATION’S AI INFERENCE SOLUTION AND AWS’S CLOUD INFRASTRUCTURE 97
TABLE 17 HYPERACCEL DEVELOPED ORION SERVER WITH AMD’S AI INFRASTRUCTURE THAT OFFERED HIGH THROUGHPUT AND LOW LATENCY 98
TABLE 18 SIEMENS DIGITAL INDUSTRIES SOFTWARE COLLABORATED WITH MICROSOFT AZURE TO TRANSFORM INDUSTRIAL WORKFLOWS 99
TABLE 19 KT CLOUD CORP. PARTNERED WITH AMD AND MOREH TO LAUNCH NEW AI PLATFORM THAT BOOSTED HARDWARE AND SOFTWARE EFFICIENCY 100
TABLE 20 NORTH AMERICA: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES AND OTHER ORGANIZATIONS 101
TABLE 21 EUROPE: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES AND OTHER ORGANIZATIONS 102
TABLE 22 ASIA PACIFIC: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES AND OTHER ORGANIZATIONS 103
TABLE 23 ROW: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES AND OTHER ORGANIZATIONS 104
TABLE 24 AI INFRASTRUCTURE MARKET: STANDARDS 105
TABLE 25 AI INFRASTRUCTURE MARKET: PORTER’S FIVE FORCES ANALYSIS 108
TABLE 26 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR
TOP THREE END USERS (%) 112
TABLE 27 KEY BUYING CRITERIA FOR TOP THREE END USERS 112
TABLE 28 AI SERVER INDUSTRY, BY PROCESSOR TYPE, 2020–2023 (THOUSAND UNITS) 115
TABLE 29 AI SERVER INDUSTRY, BY PROCESSOR TYPE, 2024–2030 (THOUSAND UNITS) 115
TABLE 30 GPU-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION 2020–2023 (THOUSAND UNITS) 116
TABLE 31 GPU-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION 2024–2030 (THOUSAND UNITS) 116
TABLE 32 FPGA-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION 2020–2023 (THOUSAND UNITS) 117
TABLE 33 FPGA-BASED AI SERVERS: AI SERVER INDUSTRY, BY FUNCTION 2024–2030 (THOUSAND UNITS) 117
TABLE 34 ASIC-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION 2020–2023 (THOUSAND UNITS) 118
TABLE 35 ASIC-BASED SERVERS: AI SERVER INDUSTRY, BY FUNCTION 2024–2030 (THOUSAND UNITS) 118
TABLE 36 AI SERVER INDUSTRY, BY FUNCTION, 2020–2023 (THOUSAND UNITS) 119
TABLE 37 AI SERVER INDUSTRY, BY FUNCTION, 2024–2030 (THOUSAND UNITS) 119
TABLE 38 TRAINING: AI SERVER INDUSTRY, BY PROCESSOR TYPE 2020–2023 (THOUSAND UNITS) 121
TABLE 39 TRAINING: AI SERVER INDUSTRY, BY PROCESSOR TYPE 2024–2030 (THOUSAND UNITS) 121
TABLE 40 INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE 2020–2023 (THOUSAND UNITS) 122
TABLE 41 INFERENCE: AI SERVER MARKET, BY PROCESSOR TYPE 2024–2030 (THOUSAND UNITS) 122
TABLE 42 AI SERVER INDUSTRY: DEGREE OF COMPETITION, 2023 123
TABLE 43 AI INFRASTRUCTURE MARKET, BY OFFERING, 2020–2023 (USD MILLION) 128
TABLE 44 AI INFRASTRUCTURE MARKET, BY OFFERING, 2024–2030 (USD MILLION) 128
TABLE 45 AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020–2023 (USD MILLION) 129
TABLE 46 AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024–2030 (USD MILLION) 129
TABLE 47 AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020–2023 (THOUSAND UNITS) 129
TABLE 48 AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024–2030 (THOUSAND UNITS) 130
TABLE 49 COMPUTE: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 130
TABLE 50 COMPUTE: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 130
TABLE 51 GPU: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 131
TABLE 52 GPU: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 132
TABLE 53 CPU: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 132
TABLE 54 CPU: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 133
TABLE 55 FPGA: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 133
TABLE 56 FPGA: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 134
TABLE 57 MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2020–2023 (USD MILLION) 138
TABLE 58 MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2024–2030 (USD MILLION) 139
TABLE 59 MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2020–2023 (PETABYTE) 139
TABLE 60 MEMORY: AI INFRASTRUCTURE MARKET, BY TYPE, 2024–2030 (PETABYTE) 139
TABLE 61 MEMORY: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 139
TABLE 62 MEMORY: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 140
TABLE 63 DDR: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 140
TABLE 64 DDR: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 141
TABLE 65 HBM: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 141
TABLE 66 HBM: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 142
TABLE 67 NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE, 2020–2023 (USD MILLION) 142
TABLE 68 NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE, 2024–2030 (USD MILLION) 143
TABLE 69 NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE 2020–2023 (THOUSAND UNITS) 143
TABLE 70 NETWORK: AI INFRASTRUCTURE MARKET, BY TYPE 2024–2030 (THOUSAND UNITS) 143
TABLE 71 NETWORK: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 143
TABLE 72 NETWORK: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 144
TABLE 73 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE 2020–2023 (USD MILLION) 144
TABLE 74 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE 2024–2030 (USD MILLION) 145
TABLE 75 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE 2020–2023 (THOUSAND UNITS) 145
TABLE 76 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY TYPE 2024–2030 (THOUSAND UNITS) 145
TABLE 77 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 145
TABLE 78 NIC/NETWORK ADAPTERS: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 146
TABLE 79 INTERCONNECTS: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 148
TABLE 80 INTERCONNECTS: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 148
TABLE 81 STORAGE: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 149
TABLE 82 STORAGE: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 149
TABLE 83 SERVER SOFTWARE: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 150
TABLE 84 SERVER SOFTWARE: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 150
TABLE 85 AI INFRASTRUCTURE MARKET, BY FUNCTION, 2020–2023 (USD MILLION) 153
TABLE 86 AI INFRASTRUCTURE MARKET, BY FUNCTION, 2024–2030 (USD MILLION) 153
TABLE 87 COMPUTE: AI INFRASTRUCTURE MARKET, BY FUNCTION 2020–2023 (USD MILLION) 153
TABLE 88 COMPUTE: AI INFRASTRUCTURE MARKET, BY FUNCTION 2024–2030 (USD MILLION) 154
TABLE 89 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT, 2020–2023 (USD MILLION) 158
TABLE 90 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT, 2024–2030 (USD MILLION) 158
TABLE 91 AI INFRASTRUCTURE MARKET, BY APPLICATION, 2020–2023 (USD MILLION) 163
TABLE 92 AI INFRASTRUCTURE MARKET, BY APPLICATION, 2024–2030 (USD MILLION) 163
TABLE 93 GENERATIVE AI: AI INFRASTRUCTURE MARKET, BY TYPE 2020–2023 (USD MILLION) 164
TABLE 94 GENERATIVE AI: AI INFRASTRUCTURE MARKET, BY TYPE 2024–2030 (USD MILLION) 164
TABLE 95 AI INFRASTRUCTURE MARKET, BY END USER, 2020–2023 (USD MILLION) 175
TABLE 96 AI INFRASTRUCTURE MARKET, BY END USER, 2024–2030 (USD MILLION) 175
TABLE 97 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY END USER 2020–2023 (USD MILLION) 175
TABLE 98 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY END USER 2024–2030 (USD MILLION) 176
TABLE 99 EUROPE: AI INFRASTRUCTURE MARKET, BY END USER 2020–2023 (USD MILLION) 176
TABLE 100 EUROPE: AI INFRASTRUCTURE MARKET, BY END USER 2024–2030 (USD MILLION) 176
TABLE 101 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY END USER 2020–2023 (USD MILLION) 176
TABLE 102 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY END USER 2024–2030 (USD MILLION) 177
TABLE 103 ROW: AI INFRASTRUCTURE MARKET, BY END USER, 2020–2023 (USD MILLION) 177
TABLE 104 ROW: AI INFRASTRUCTURE MARKET, BY END USER, 2024–2030 (USD MILLION) 177
TABLE 105 CLOUD SERVICE PROVIDERS: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 178
TABLE 106 CLOUD SERVICE PROVIDERS: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 179
TABLE 107 AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2020–2023 (USD MILLION) 180
TABLE 108 AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE, 2024–2030 (USD MILLION) 180
TABLE 109 ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 180
TABLE 110 ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 181
TABLE 111 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE 2020–2023 (USD MILLION) 181
TABLE 112 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE 2024–2030 (USD MILLION) 181
TABLE 113 EUROPE: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE 2020–2023 (USD MILLION) 182
TABLE 114 EUROPE: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE 2024–2030 (USD MILLION) 182
TABLE 115 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE 2020–2023 (USD MILLION) 182
TABLE 116 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE 2024–2030 (USD MILLION) 183
TABLE 117 ROW: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE 2020–2023 (USD MILLION) 183
TABLE 118 ROW: AI INFRASTRUCTURE MARKET, BY ENTERPRISE TYPE 2024–2030 (USD MILLION) 183
TABLE 119 HEALTHCARE: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 185
TABLE 120 HEALTHCARE: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 185
TABLE 121 BFSI: AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 186
TABLE 122 BFSI: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 186
TABLE 123 AUTOMOTIVE: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 187
TABLE 124 AUTOMOTIVE: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 187
TABLE 125 RETAIL & E-COMMERCE: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 188
TABLE 126 RETAIL & E-COMMERCE: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 189
TABLE 127 MEDIA & ENTERTAINMENT: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 190
TABLE 128 MEDIA & ENTERTAINMENT: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 190
TABLE 129 OTHER ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 191
TABLE 130 OTHER ENTERPRISES: AI INFRASTRUCTURE MARKET, BY REGION 2024–2030 (USD MILLION) 191
TABLE 131 GOVERNMENT ORGANIZATIONS: AI INFRASTRUCTURE MARKET 2020–2023 (USD MILLION) 192
TABLE 132 GOVERNMENT ORGANIZATIONS: AI INFRASTRUCTURE MARKET 2024–2030 (USD MILLION) 192
TABLE 133 AI INFRASTRUCTURE MARKET, BY REGION, 2020–2023 (USD MILLION) 195
TABLE 134 AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 195
TABLE 135 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COUNTRY 2020–2023 (USD MILLION) 198
TABLE 136 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COUNTRY 2024–2030 (USD MILLION) 198
TABLE 137 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY OFFERING 2020–2023 (USD MILLION) 198
TABLE 138 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY OFFERING 2024–2030 (USD MILLION) 199
TABLE 139 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COMPUTE 2020–2023 (USD MILLION) 199
TABLE 140 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY COMPUTE 2024–2030 (USD MILLION) 199
TABLE 141 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE 2020–2023 (USD MILLION) 200
TABLE 142 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE 2024–2030 (USD MILLION) 200
TABLE 143 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE 2020–2023 (USD MILLION) 200
TABLE 144 NORTH AMERICA: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE 2024–2030 (USD MILLION) 200
TABLE 145 EUROPE: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2020–2023 (USD MILLION) 205
TABLE 146 EUROPE: AI INFRASTRUCTURE MARKET, BY COUNTRY, 2024–2030 (USD MILLION) 205
TABLE 147 EUROPE: AI INFRASTRUCTURE MARKET, BY OFFERING 2020–2023 (USD MILLION) 206
TABLE 148 EUROPE: AI INFRASTRUCTURE MARKET, BY OFFERING 2024–2030 (USD MILLION) 206
TABLE 149 EUROPE: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020–2023 (USD MILLION) 206
TABLE 150 EUROPE: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024–2030 (USD MILLION) 207
TABLE 151 EUROPE: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE 2020–2023 (USD MILLION) 207
TABLE 152 EUROPE: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE 2024–2030 (USD MILLION) 207
TABLE 153 EUROPE: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE 2020–2023 (USD MILLION) 207
TABLE 154 EUROPE: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE 2024–2030 (USD MILLION) 208
TABLE 155 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COUNTRY 2020–2023 (USD MILLION) 215
TABLE 156 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COUNTRY 2024–2030 (USD MILLION) 215
TABLE 157 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY OFFERING 2020–2023 (USD MILLION) 216
TABLE 158 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY OFFERING 2024–2030 (USD MILLION) 216
TABLE 159 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COMPUTE 2020–2023 (USD MILLION) 216
TABLE 160 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY COMPUTE 2024–2030 (USD MILLION) 217
TABLE 161 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE 2020–2023 (USD MILLION) 217
TABLE 162 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE 2024–2030 (USD MILLION) 217
TABLE 163 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE 2020–2023 (USD MILLION) 217
TABLE 164 ASIA PACIFIC: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE 2024–2030 (USD MILLION) 218
TABLE 165 ROW: AI INFRASTRUCTURE MARKET, BY REGION 2020–2023 (USD MILLION) 223
TABLE 166 ROW: AI INFRASTRUCTURE MARKET, BY REGION, 2024–2030 (USD MILLION) 223
TABLE 167 ROW: AI INFRASTRUCTURE MARKET, BY OFFERING, 2020–2023 (USD MILLION) 223
TABLE 168 ROW: AI INFRASTRUCTURE MARKET, BY OFFERING, 2024–2030 (USD MILLION) 224
TABLE 169 ROW: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2020–2023 (USD MILLION) 224
TABLE 170 ROW: AI INFRASTRUCTURE MARKET, BY COMPUTE, 2024–2030 (USD MILLION) 224
TABLE 171 ROW: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE 2020–2023 (USD MILLION) 225
TABLE 172 ROW: AI INFRASTRUCTURE MARKET, BY MEMORY TYPE 2024–2030 (USD MILLION) 225
TABLE 173 ROW: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE 2020–2023 (USD MILLION) 225
TABLE 174 ROW: AI INFRASTRUCTURE MARKET, BY NETWORK TYPE 2024–2030 (USD MILLION) 225
TABLE 175 MIDDLE EAST: AI INFRASTRUCTURE MARKET, BY COUNTRY 2020–2023 (USD MILLION) 226
TABLE 176 MIDDLE EAST: AI INFRASTRUCTURE MARKET, BY COUNTRY 2024–2030 (USD MILLION) 227
TABLE 177 AI INFRASTRUCTURE MARKET: OVERVIEW OF STRATEGIES ADOPTED BY
KEY PLAYERS, 2019–2024 229
TABLE 178 COMPUTE MARKET: DEGREE OF COMPETITION 233
TABLE 179 MEMORY (HBM) MARKET: DEGREE OF COMPETITION 235
TABLE 180 AI INFRASTRUCTURE MARKET: REGION FOOTPRINT 242
TABLE 181 AI INFRASTRUCTURE MARKET: OFFERING FOOTPRINT 242
TABLE 182 AI INFRASTRUCTURE MARKET: FUNCTION FOOTPRINT 243
TABLE 183 AI INFRASTRUCTURE MARKET: DEPLOYMENT FOOTPRINT 244
TABLE 184 AI INFRASTRUCTURE MARKET: APPLICATION FOOTPRINT 244
TABLE 185 AI INFRASTRUCTURE MARKET: END USER FOOTPRINT 245
TABLE 186 AI INFRASTRUCTURE MARKET: COMPETITIVE BENCHMARKING OF
KEY STARTUPS/SMES 248
TABLE 187 AI INFRASTRUCTURE MARKET: DETAILED LIST OF KEY STARTUPS/SMES 249
TABLE 188 AI INFRASTRUCTURE MARKET: PRODUCT LAUNCHES, FEBRUARY 2019–JULY 2024 250
TABLE 189 AI INFRASTRUCTURE MARKET: DEALS, FEBRUARY 2019–JULY 2024 252
TABLE 190 AI INFRASTRUCTURE MARKET: OTHER DEVELOPMENTS FEBRUARY 2019–JULY 2024 254
TABLE 191 NVIDIA CORPORATION: COMPANY OVERVIEW 255
TABLE 192 NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 256
TABLE 193 NVIDIA CORPORATION: PRODUCT LAUNCHES 259
TABLE 194 NVIDIA CORPORATION: DEALS 261
TABLE 195 ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW 264
TABLE 196 ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 265
TABLE 197 ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES 267
TABLE 198 ADVANCED MICRO DEVICES, INC.: DEALS 268
TABLE 199 SK HYNIX INC.: COMPANY OVERVIEW 271
TABLE 200 SK HYNIX INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 273
TABLE 201 SK HYNIX INC.: PRODUCT LAUNCHES 274
TABLE 202 SK HYNIX INC.: DEALS 274
TABLE 203 SK HYNIX INC.: OTHER DEVELOPMENTS 275
TABLE 204 SAMSUNG: COMPANY OVERVIEW 276
TABLE 205 SAMSUNG: PRODUCTS/SOLUTIONS/SERVICES OFFERED 277
TABLE 206 SAMSUNG: PRODUCT LAUNCHES 279
TABLE 207 SAMSUNG: DEALS 281
TABLE 208 MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW 283
TABLE 209 MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 284
TABLE 210 MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES 286
TABLE 211 MICRON TECHNOLOGY, INC.: DEALS 288
TABLE 212 INTEL CORPORATION: COMPANY OVERVIEW 290
TABLE 213 INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 291
TABLE 214 INTEL CORPORATION: PRODUCT LAUNCHES 294
TABLE 215 INTEL CORPORATION: DEALS 296
TABLE 216 INTEL CORPORATION: OTHER DEVELOPMENTS 298
TABLE 217 GOOGLE: COMPANY OVERVIEW 299
TABLE 218 GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 300
TABLE 219 GOOGLE: PRODUCT LAUNCHES 301
TABLE 220 GOOGLE: DEALS 302
TABLE 221 AMAZON WEB SERVICES, INC.: COMPANY OVERVIEW 304
TABLE 222 AMAZON WEB SERVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 305
TABLE 223 AMAZON WEB SERVICES, INC.: PRODUCT LAUNCHES 305
TABLE 224 AMAZON WEB SERVICES, INC.: DEALS 306
TABLE 225 TESLA: COMPANY OVERVIEW 307
TABLE 226 TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED 308
TABLE 227 MICROSOFT: COMPANY OVERVIEW 309
TABLE 228 MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED 310
TABLE 229 MICROSOFT: PRODUCT LAUNCHES 311
TABLE 230 MICROSOFT: DEALS 311
TABLE 231 META: COMPANY OVERVIEW 312
TABLE 232 META: PRODUCTS/SOLUTIONS/SERVICES OFFERED 313
TABLE 233 META: PRODUCT LAUNCHES 314
TABLE 234 META: DEALS 314
TABLE 235 GRAPHCORE: COMPANY OVERVIEW 315
TABLE 236 GRAPHCORE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 315
TABLE 237 GRAPHCORE: PRODUCT LAUNCHES 316
TABLE 238 GRAPHCORE: DEALS 316
TABLE 239 CEREBRAS: COMPANY OVERVIEW 317
TABLE 240 CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED 317
TABLE 241 CEREBRAS: PRODUCT LAUNCHES 318
TABLE 242 CEREBRAS: DEALS 318