세계의 AI 인프라 시장

The global market for artificial intelligence (AI) infrastructure is expected to grow from $158.3 billion in 2025 and is projected to reach $418.8 billion by the end of 2030, at a compound annual growth rate (CAGR) of 21.5% during the forecast period of 2025 to 2030.

The American market for AI Infrastructure is expected to grow from $81.6 billion in 2025 and is projected to reach $217.5 billion by the end of 2030, at a CAGR of 21.6% during the forecast period of 2025 to 2030.

The Asia-Pacific market for AI Infrastructure is expected to grow from $34.4 billion in 2025 and is projected to reach $100.8 billion by the end of 2030, at a CAGR of 24% during the forecast period of 2025 to 2030.

Report Scope

This report analyzes the advances in the global market for AI infrastructure. It segments the market into component infrastructure; network infrastructure; storage infrastructure; and support infrastructure.

• Component infrastructure: Hardware, including graphics processing units (GPUs), application-specific integrated circuits (ASICs), and field-programmable gate arrays (FPGAs), AI compute clusters, and software
• Network infrastructure: Switches, routers, network interface cards (NICs) and software.
• Storage infrastructure: Storage systems, including direct-attached storage (DAS), storage area networks (SANs), and network-attached storage (NAS); storage media, including hard disk drives (HDDs) and solid-state drives (SSDs).
• Support infrastructure: Power systems, including uninterruptible power supplies (UPS), energy storage systems (ESS), and backup generation; onsite/renewable generation and advanced cooling systems, which include onsite/renewable generation, air cooling, liquid cooling and immersion cooling, physical access control (PAC) systems and physical identity and access management (PIAM) systems; video surveillance, and fire and life safety, and data center infrastructure management (DCIM).

The report also segments the market by end-use industry, including cloud service providers, BFSI, IT and telecom, healthcare, manufacturing, retail and e-commerce, media and entertainment, and government organizations.

The study also analyzes the market by region: the Americas, Europe, Asia-Pacific, and the Middle East and Africa (MEA). This report focuses on emerging technologies, patents, leading companies' strategies, market shares, and environmental, social and governance (ESG) initiatives, and macroeconomic factors, including economic growth, global interest rates, and the cost of capital.

It also includes global revenue ($ millions) for the base year 2024, estimated data for 2025, and projections of compound annual growth rates (CAGRs) for the period of 2025 through 2030. All market values are in U.S. dollars ($ millions).

Report Includes

• 143 data tables and 55 additional tables
• An overview of the global market for AI infrastructure
• In-depth analysis of global market trends, featuring historical revenue data for 2024, estimated figures for 2025, as well as forecasts for 2026 and 2029. This analysis includes projections of compound annual growth rates (CAGRs) through 2030
• Evaluation of the current market size and revenue growth prospects specific to the AI infrastructure market, accompanied by a market share analysis by component infrastructure, network infrastructure, storage infrastructure, support infrastructure, end-use industry, and region
• Analysis of current and future demand in the AI infrastructure market, along with a detailed analysis of the competitive environment, market regulations and reimbursement practices
• Analysis of drivers, challenges and opportunities affecting market growth
• Coverage of evolving technologies, the current and future market potential, R&D activities, growth strategies, new product pipeline, regulatory framework and reimbursement scenarios, and ESG trends of the market
• Market share analysis of the key market participants, along with their research priorities, product portfolios, global rankings and competitive landscape
• Profiles of major companies within the industry, including Nvidia Corp., Alphabet Inc. (Google), Amazon Web Services Inc., Microsoft, Advanced Micro Devices Inc.

Table of Contents

Chapter 1 Executive Summary

• Market Outlook
• Scope of the Report
• Market Summary
• Technological Advances and Applications
• Market Dynamics
• Future Trends and Developments
• Segmental Analysis
• Regional Insights and Emerging Markets
• Conclusion

Chapter 2 Market Overview

• Current Market Overview
• Future of the AI Infrastructure
• AI Infrastructure vs. Traditional IT Infrastructure
• Macroeconomic Factors
• Economic Growth
• Global Interest Rates and Cost of Capital
• U.S. Tariff Impact on the Global AI Infrastructure Market
• Porter's Five Forces Analysis
• Bargaining Power of Suppliers
• Bargaining Power of Buyers
• Potential for New Entrants
• Competition in the Industry
• Threat of Substitutes
• Case Studies
• Case Study 1:
• Case Study 2:
• Case Study 3:
• Case Study 4:

Chapter 3 Market Dynamics

• Overview
• Market Dynamics Snapshot
• Market Drivers
• Exponential Data Growth
• Widespread Adoption of AI by Enterprises and Industries
• Need for Automation and Operational Efficiency
• AI Hardware Innovation and Infrastructure Power Demand
• Market Restraints/Challenges
• Computational Power Constraints
• High Cost of Infrastructure
• Market Opportunities
• Increasing Number of Data Centers and Hyperscale Data Centers
• Generative AI-Optimized Hardware and Compute Power

Chapter 4 Emerging Technologies

• Emerging Technologies
• Generative AI
• Edge AI
• AI Explainability (XAI)
• Quantum Machine Learning
• Large Language Models
• Patent Analysis
• Key Published Patents
• Findings

Chapter 5 Market Segmentation Analysis

• Segmentation Breakdown
• Market Breakdown, by Type
• Takeaways
• Market Breakdown, by Component Infrastructure
• Takeaways
• Hardware
• Software
• AI Compute Clusters
• Market Breakdown, by Storage Infrastructure
• Takeaways
• Storage Systems
• Storage Medium
• Market Breakdown, by Network Infrastructure
• Takeaways
• Switches
• Routers
• Network Interface Cards
• Network Software
• Other Network Infrastructure Components
• Market Breakdown, by Support Infrastructure
• Takeaways
• Power Systems
• Onsite/Renewable Generation and Advanced Cooling Systems
• Physical Security and Access Control Systems
• Data Center Infrastructure Management
• Market Breakdown, by End-Use Industry
• Takeaways
• Cloud Service Providers
• Banking, Financial Services, and Insurance
• Information Technology and Telecommunications
• Healthcare
• Manufacturing
• Retail and E-Commerce
• Media and Entertainment
• Government Organizations
• Other End-User Industries
• Geographic Breakdown
• Takeaways
• The Americas
• United States
• Canada
• Mexico
• South America
• Americas AI Infrastructure Market Size and Forecast
• Europe
• Germany
• U.K.
• France
• Italy
• Rest of Europe
• Europe AI Infrastructure Market Size and Forecast
• Asia-Pacific
• China
• Japan
• South Korea
• India
• Rest of Asia-Pacific
• Asia-Pacific AI Infrastructure Market Size and Forecast
• Middle East and Africa
• Middle East
• Africa
• Middle East and Africa AI Infrastructure Market Size and Forecast

Chapter 6 Competitive Intelligence

• Leading Companies in the AI Infrastructure Market
• Nvidia Corp.
• Alphabet Inc. (Google)
• Amazon Web Services Inc.
• Microsoft
• Advanced Micro Devices Inc.
• Market Ecosystem
• Foundation and Sourcing
• Platform and Enablement
• Consumption and Deployment
• Optimization and Evolution
• Product Mapping Analysis
• Strategic Analysis
• M&A
• Collaborations and Partnerships
• Investments and Expansions

Chapter 7 Sustainability in the AI Infrastructure Market: An ESG Perspective

• Introduction to ESG
• Status of ESG in the Global AI Infrastructure Industry
• Case Studies
• Nvidia Corp.
• Caterpillar
• Concluding Remarks from BCC Research

Chapter 8 Appendix

• Methodology
• References
• Abbreviations
• Company Profiles
• ABB
• ADVANCED MICRO DEVICES INC.
• ALPHABET INC. (GOOGLE INC.)
• AMAZON WEB SERVICES INC.
• CATERPILLAR
• CUMMINS INC.
• DELL INC.
• IBM CORP.
• INTEL CORP.
• MICRON TECHNOLOGY INC.
• MICROSOFT
• NVIDIA CORP.
• ORACLE
• SAMSUNG
• SCHNEIDER ELECTRIC