미국의 AI 서버 시장 규모, 점유율, 동향 분석 리포트 : 프로세서 유형별, 냉각 기술별, 폼팩터별, 최종 용도별, 부문별 예측(2025-2030년)

U.S. AI Server Market Size & Trends:

The U.S. AI server market size was estimated at USD 34.42 billion in 2024 and is projected to grow at a CAGR of 37.1% from 2025 to 2030. The U.S. AI server industry is experiencing rapid expansion, driven by growing demand for artificial intelligence across sectors such as healthcare, finance, and automotive. Companies are investing heavily in advanced server infrastructure to support increasingly complex AI workloads, particularly those involving machine learning and deep learning. The market is characterized by the strong presence of leading technology firms that offer a broad range of AI-optimized servers, including GPU-powered and high-performance computing systems.

Cloud service providers and data center operators are playing a critical role in scaling AI capabilities, while innovation in cooling technologies and energy-efficient designs continues to enhance server performance. The rise of edge computing and AI inference applications is also influencing server design and deployment strategies, positioning the U.S. as a global leader in AI server technology.

U.S. federal initiatives, such as the CHIPS and Science Act and National AI Research Resource (NAIRR), are investing billions into domestic AI infrastructure. These policies aim to strengthen national competitiveness, bolster AI R&D, and reduce dependency on foreign hardware. As a result, public-private partnerships are accelerating the deployment of AI servers in academic, defense, and national lab environments, expanding demand across various sectors.

In additionally, AI adoption in the U.S. is increasingly verticalized, with industries like agriculture, legal tech, logistics, and energy developing tailored AI models. These domain-specific applications require customized server configurations including optimized memory bandwidth, storage solutions, and thermal management to meet niche performance requirements. U.S.-based OEMs and integrators are responding by offering modular AI server architectures purpose-built for these specialized workloads.

Moreover, sustainability has become a critical factor in U.S. server procurement decisions. Enterprises and cloud providers are investing in energy-efficient AI servers to align with ESG goals and rising regulatory scrutiny around carbon emissions. U.S. data centers are increasingly adopting liquid cooling, AI-powered workload optimization, and renewable energy integration, creating demand for AI servers that support green computing practices.

Sectors such as healthcare, finance, telecommunications, and retail are increasingly integrating AI technologies to enhance operations and customer experiences. The need for high-performance computing to support these applications is driving the demand for AI servers. In addition, U.S. government policies and funding aimed at promoting AI research and development are fostering innovation and accelerating the adoption of AI technologies, thereby boosting the demand for AI server infrastructure.

U.S. AI Server Market Report Segmentation

This report forecasts revenue growth at global, regional, and country levels and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, Grand View Research has segmented the U.S. AI server market report based on processor type, cooling technology, form factor, and end-use.

• Processor Type Outlook (Revenue, USD Billion, 2018 - 2030)
• GPU-based Servers
• FPGA-based Servers
• ASIC-based Servers
• Cooling Technology Outlook (Revenue, USD Billion, 2018 - 2030)
• Air Cooling
• Liquid Cooling
• Hybrid Cooling
• Form Factor Outlook (Revenue, USD Billion, 2018 - 2030)
• Rack-mounted Servers
• Blade Servers
• Tower Servers
• End-use Outlook (Revenue, USD Billion, 2018 - 2030)
• IT & Telecommunication
• BFSI
• Retail & E-commerce
• Healthcare & Pharmaceutical
• Automotive
• Others

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Market Segmentation and Scope
• 1.2. Market Definitions
• 1.3. Research Methodology
  • 1.3.1. Information Procurement
  • 1.3.2. Information or Data Analysis
  • 1.3.3. Market Formulation & Data Visualization
  • 1.3.4. Data Validation & Publishing
• 1.4. Research Scope and Assumptions
  • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

• 2.1. Market Outlook
• 2.2. Segment Outlook
• 2.3. Competitive Insights

Chapter 3. U.S. AI Server Variables, Trends, & Scope

• 3.1. Market Introduction/Lineage Outlook
• 3.2. Industry Value Chain Analysis
• 3.3. Market Dynamics
  • 3.3.1. Market Drivers Analysis
  • 3.3.2. Market Restraints Analysis
  • 3.3.3. Industry Opportunities
• 3.4. AI Server Analysis Tools
  • 3.4.1. Porter's Analysis
    • 3.4.1.1. Bargaining power of the suppliers
    • 3.4.1.2. Bargaining power of the buyers
    • 3.4.1.3. Threats of substitution
    • 3.4.1.4. Threats from new entrants
    • 3.4.1.5. Competitive rivalry
  • 3.4.2. PESTEL Analysis
    • 3.4.2.1. Political landscape
    • 3.4.2.2. Economic and Social landscape
    • 3.4.2.3. Technological landscape
    • 3.4.2.4. Environmental landscape
    • 3.4.2.5. Legal landscape

Chapter 4. U.S. AI Server: Processor Type Estimates & Trend Analysis

• 4.1. Segment Dashboard
• 4.2. U.S. AI Server Market: Processor Type Movement Analysis, 2024 & 2030 (USD Billion)
• 4.3. GPU-based Servers
  • 4.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 4.4. FPGA-based Servers
  • 4.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 4.5. ASIC-based Servers
  • 4.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 5. U.S. AI Server: Cooling Technology Estimates & Trend Analysis

• 5.1. Segment Dashboard
• 5.2. U.S. AI Server Market: Cooling Technology Movement Analysis, 2024 & 2030 (USD Billion)
• 5.3. Air Cooling
  • 5.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 5.4. Liquid Cooling
  • 5.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 5.5. Hybrid Cooling
  • 5.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 6. U.S. AI Server: Form Factor Estimates & Trend Analysis

• 6.1. Segment Dashboard
• 6.2. U.S. AI Server Market: Form Factor Movement Analysis, 2024 & 2030 (USD Billion)
• 6.3. Rack-mounted Servers
  • 6.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 6.4. Blade Servers
  • 6.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 6.5. Tower Servers
  • 6.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 7. U.S. AI Server: End Use Estimates & Trend Analysis

• 7.1. Segment Dashboard
• 7.2. U.S. AI Server Market: End Use Movement Analysis, 2024 & 2030 (USD Billion)
• 7.3. IT & Telecommunication
  • 7.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 7.4. BFSI
  • 7.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 7.5. Retail & E-commerce
  • 7.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 7.6. Healthcare & Pharmaceutical
  • 7.6.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 7.7. Automotive
  • 7.7.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)
• 7.8. Others
  • 7.8.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Billion)

Chapter 8. Competitive Landscape

• 8.1. Recent Developments & Impact Analysis by Key Market Participants
• 8.2. Company Categorization
• 8.3. Company Market Share Analysis, 2024
• 8.4. Company Heat Map Analysis
• 8.5. Strategy Mapping
  • 8.5.1. Expansion
  • 8.5.2. Mergers & Acquisition
  • 8.5.3. Partnerships & Collaborations
  • 8.5.4. Product Launches
  • 8.5.5. Recent Developments
• 8.6. Company Profiles
  • 8.6.1. Dell Technologies
    • 8.6.1.1. Participant's Overview
    • 8.6.1.2. Financial Performance
    • 8.6.1.3. Product Benchmarking
    • 8.6.1.4. Recent Developments
  • 8.6.2. Hewlett-Packard Enterprise (HPE)
    • 8.6.2.1. Participant's Overview
    • 8.6.2.2. Financial Performance
    • 8.6.2.3. Product Benchmarking
    • 8.6.2.4. Recent Developments
  • 8.6.3. IBM Corporation
    • 8.6.3.1. Participant's Overview
    • 8.6.3.2. Financial Performance
    • 8.6.3.3. Product Benchmarking
    • 8.6.3.4. Recent Developments
  • 8.6.4. NVIDIA Corporation
    • 8.6.4.1. Participant's Overview
    • 8.6.4.2. Financial Performance
    • 8.6.4.3. Product Benchmarking
    • 8.6.4.4. Recent Developments
  • 8.6.5. Super Micro Computer, Inc.
    • 8.6.5.1. Participant's Overview
    • 8.6.5.2. Financial Performance
    • 8.6.5.3. Product Benchmarking
    • 8.6.5.4. Recent Developments
  • 8.6.6. Intel Corporation
    • 8.6.6.1. Participant's Overview
    • 8.6.6.2. Financial Performance
    • 8.6.6.3. Product Benchmarking
    • 8.6.6.4. Recent Developments
  • 8.6.7. Lenovo Group Limited
    • 8.6.7.1. Participant's Overview
    • 8.6.7.2. Financial Performance
    • 8.6.7.3. Product Benchmarking
    • 8.6.7.4. Recent Developments
  • 8.6.8. Cisco Systems, Inc.
    • 8.6.8.1. Participant's Overview
    • 8.6.8.2. Financial Performance
    • 8.6.8.3. Product Benchmarking
    • 8.6.8.4. Recent Developments
  • 8.6.9. ADLINK Technology Inc.
    • 8.6.9.1. Participant's Overview
    • 8.6.9.2. Financial Performance
    • 8.6.9.3. Product Benchmarking
    • 8.6.9.4. Recent Developments
  • 8.6.10. Advanced Micro Devices, Inc. (AMD)
    • 8.6.10.1. Participant's Overview
    • 8.6.10.2. Financial Performance
    • 8.6.10.3. Product Benchmarking
    • 8.6.10.4. Recent Developments