세계의 AI 인프라 시장 : 제공, 기능, 배포별 - 예측(-2030년)

The AI Infrastructure market is expected to be worth USD 135.81 billion in 2024 and is estimated to reach USD 394.46 billion by 2030, growing at a CAGR of 19.4% between 2024 and 2030. The AI infrastructure market is being driven by the rapid growth in data generation due to digital transformation, IoT, social media, and e-commerce, which requires advanced computing and storage to manage vast datasets for AI and machine learning models. Additionally, the increasing need for cloud-based AI infrastructure in data centers is reshaping how companies manage complex AI workloads, with major cloud providers investing heavily in AI-ready infrastructure to meet growing global and industry-specific demands. These factors collectively serve as key drivers propelling the growth of the AI infrastructure market.

"Generative AI segment will hold highest CAGR in the forecast period."

Generative AI is expected to exhibit high growth rate due to a rise in demand for advanced AI applications across industries. Generative AI powers capabilities like content creation, language models, and image synthesis, all of which depends heavily on substantial computational power to train and run large neural networks. This demand requires high infrastructure investments, with an emphasis on high-performance GPU and DPU capabilities able to support intensive processing requirements. As more enterprises seek to capitalize on generative AI's potential, the market for AI infrastructure will rise. In November 2024, GMO Internet Group, Inc. (Japan) launched the GMO GPU Cloud, powered by NVIDIA Corporation's (US) H200 Tensor Core GPUs, Spectrum-X Ethernet, BlueField-3 DPUs, and NVIDIA AI Enterprise software, exemplifies the kind of specialized infrastructure needed to support generative AI at scale. This infrastructure, developed on Dell PowerEdge servers, is aligned to support the needs of production-grade generative AI applications, with reduced latency and high-bandwidth capability. Such innovations underline industry momentum in wide-scale deployment of infrastructure optimized for generative AI workloads. Further, this makes the local high-performance cloud solutions to be drivers for growth of this segment.

"Enterprises is projected to grow at a high CAGR of AI Infrastructure market during the forecasted timeline"

The enterprise segment is expected to record high growth in AI Infrastructure Market. Enterprises are increasingly adopting AI infrastructure as they use AI to facilitate digital transformation, enhance operational efficiency, and enhance customer experience. Manufacturing, finance, and retail enterprises are increasing their investments in AI powered predictive analysis, process automation, and customer insight tools that require robust and scalable AI infrastructure. Enterprises are also expanding their AI capabilities by investing in private cloud infrastructure and hybrid cloud models, especially as they seek to protect sensitive data while benefiting from cloud-based AI's flexibility and innovation. Companies are providing cloud and on-premises flexibility along with comprehensive support that aligns with enterprise needs for adaptable, high-performance AI resources that can integrate with existing IT environments. In February 2024, Cisco and NVIDIA announced a partnership to bring AI infrastructure solutions tailored for data centers, designed to streamline deployment and management while offering high computing power necessary for enterprise AI. Its joint offering includes flexible AI infrastructure options for cloud-based and on-premises enterprises, as well as robust networking, security, and end-to-end observability features. Such collaborations support the growth of enterprise AI infrastructure market because companies demand scalable, secure, and manageable infrastructure for the deployment of AI solutions.

"Asia Pacific is expected to hold high CAGR in during the forecast period."

AI infrastructure market in Asia Pacific will grow at a high CAGR during the forecast period. Countries like China, Japan, South Korea, and India are at the forefront of AI innovation and governments and private sectors in the region are making high investments in AI research, infrastructure, and talent development. In September 2024 Lenovo (Hong Kong) announced its mass manufacturing operations for high-performance AI servers in India, and it also unveiled a cutting-edge research & development (R&D) lab, adding to the advancement of Lenovo's Infrastructure Solutions. These are the significant efforts that Lenovo has taken towards the significant positioning of India as a hub in innovation and manufacturing, while supporting 'Make in India' and 'AI for All' vision by the Indian government. Initiatives like these will speed up region's leadership in AI technology and will lead to significant growth in AI infrastructure deployment across Asia Pacific industries. Moreover, as enterprises and governments are driving digital transformation and cloud adoption, the requirement for high-performance AI offerings is increasing, making Asia Pacific one of the fastest-growing markets for AI Infrastructure globally.

Extensive primary interviews were conducted with key industry experts in the AI Infrastructure market space to determine and verify the market size for various segments and subsegments gathered through secondary research. The break-up of primary participants for the report has been shown below: The study contains insights from various industry experts, from component suppliers to Tier 1 companies and OEMs. The break-up of the primaries is as follows:

• By Company Type: Tier 1 - 50%, Tier 2 - 20%, and Tier 3 - 30%
• By Designation: C-level Executives - 20%, Directors - 30%, and Others - 50%
• By Region: North America - 30%, Europe - 20%, Asia Pacific - 40%, and RoW - 10%

The report profiles key players in the AI Infrastructure market with their respective market ranking analysis. Prominent players profiled in this report are NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), SK HYNIX INC. (South Korea), SAMSUNG (South Korea), Micron Technology, Inc. (US), Intel Corporation (US), Google (US), Amazon Web Services, Inc. (US), Tesla (US), Microsoft (US), Meta (US), Graphcore (UK), and Cerebras (US), among others.

Apart from this, KIOXIA Holdings Corporation (Japan), Western Digital Corporation (US), Mythic (US), Blaize (US), Groq, Inc. (US), HAILO TECHNOLOGIES LTD (Israel), SiMa Technologies, Inc. (US), Kneron, Inc. (US), Rain Neuromorphics Inc. (US), Tenstorrent (Canada), SambaNova Systems, Inc. (US), Taalas (Canada), SAPEON Inc. (US), Rebellions Inc. (South Korea), Rivos Inc. (US), and Shanghai BiRen Technology Co., Ltd. (China) are among a few emerging companies in the AI Infrastructure market.

Research Coverage: This research report categorizes the AI infrastructure market based on offerings, function, deployment, application, end user, and region. The report describes the major drivers, restraints, challenges, and opportunities pertaining to the AI infrastructure market and forecasts the same till 2030. Apart from these, the report also consists of leadership mapping and analysis of all the companies included in the AI infrastructure ecosystem.

Key Benefits of Buying the Report The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall AI infrastructure market and the subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

• Analysis of key drivers (Rising demand for high-performance computing in AI workloads, government initiatives and investments in AI research and development, and growing implementation of AI and ML solutions across enterprises) influencing the growth of the AI infrastructure market.
• Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the AI infrastructure market.
• Market Development: Comprehensive information about lucrative markets - the report analysis the AI infrastructure market across varied regions
• Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the AI infrastructure market
• Competitive Assessment: In-depth assessment of market shares, growth strategies, and service offerings of leading players like NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), SK HYNIX INC. (South Korea), SAMSUNG (South Korea), Micron Technology, Inc. (US) among others in the AI infrastructure market.

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 STUDY OBJECTIVES
• 1.2 MARKET DEFINITION
• 1.3 STUDY SCOPE
  • 1.3.1 MARKETS COVERED
  • 1.3.2 INCLUSIONS AND EXCLUSIONS
  • 1.3.3 YEARS CONSIDERED
• 1.4 CURRENCY CONSIDERED
• 1.5 UNIT CONSIDERED
• 1.6 LIMITATIONS
• 1.7 STAKEHOLDERS
• 1.8 SUMMARY OF CHANGES

2 RESEARCH METHODOLOGY

• 2.1 RESEARCH DATA
  • 2.1.1 SECONDARY AND PRIMARY RESEARCH
  • 2.1.2 SECONDARY DATA
    • 2.1.2.1 List of key secondary sources
    • 2.1.2.2 Key data from secondary sources
  • 2.1.3 PRIMARY DATA
    • 2.1.3.1 List of primary interview participants
    • 2.1.3.2 Breakdown of primaries
    • 2.1.3.3 Key data from primary sources
    • 2.1.3.4 Key industry insights
• 2.2 MARKET SIZE ESTIMATION METHODOLOGY
  • 2.2.1 BOTTOM-UP APPROACH
    • 2.2.1.1 Approach to arrive at market size using bottom-up analysis (demand side)
  • 2.2.2 TOP-DOWN APPROACH
    • 2.2.2.1 Approach to arrive at market size using top-down analysis (supply side)
• 2.3 MARKET BREAKDOWN AND DATA TRIANGULATION
• 2.4 RESEARCH ASSUMPTIONS
• 2.5 RISK ANALYSIS
• 2.6 RESEARCH LIMITATIONS

3 EXECUTIVE SUMMARY

4 PREMIUM INSIGHTS

• 4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI INFRASTRUCTURE MARKET
• 4.2 AI INFRASTRUCTURE MARKET, BY FUNCTION
• 4.3 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT
• 4.4 AI INFRASTRUCTURE MARKET, BY APPLICATION
• 4.5 AI INFRASTRUCTURE MARKET, BY END USER
• 4.6 AI INFRASTRUCTURE MARKET, BY REGION
• 4.7 AI INFRASTRUCTURE MARKET, BY COUNTRY

5 MARKET OVERVIEW

• 5.1 INTRODUCTION
• 5.2 MARKET DYNAMICS
  • 5.2.1 DRIVERS
    • 5.2.1.1 Rising demand for high-performance computing in AI workloads
    • 5.2.1.2 Government-led fundings to boost AI R&D
    • 5.2.1.3 Growing popularity AI and ML solutions among enterprises
    • 5.2.1.4 Massive data generation due to rapid digital transformation
  • 5.2.2 RESTRAINTS
    • 5.2.2.1 Compatibility issues with legacy systems
    • 5.2.2.2 Consumption of large amount of energy
  • 5.2.3 OPPORTUNITIES
    • 5.2.3.1 Rise of AI-as-a-Service platforms
    • 5.2.3.2 Surging demand for cloud-based AI infrastructure
    • 5.2.3.3 Growing adoption of AI-driven decision making systems
    • 5.2.3.4 Advancements in neuromorphic and quantum computing for AI
    • 5.2.3.5 Increasing investments in data centers by cloud service providers
  • 5.2.4 CHALLENGES
    • 5.2.4.1 High initial investments
    • 5.2.4.2 Maintaining data security and integrity in distributed AI systems
    • 5.2.4.3 Complexities associated with integrating AI technologies into existing IT ecosystems
• 5.3 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS
• 5.4 PRICING ANALYSIS
  • 5.4.1 INDICATIVE PRICING OF KEY PLAYERS, BY COMPUTE
  • 5.4.2 AVERAGE SELLING PRICE TREND, BY REGION
• 5.5 VALUE CHAIN ANALYSIS
• 5.6 ECOSYSTEM ANALYSIS
• 5.7 INVESTMENT AND FUNDING SCENARIO
• 5.8 TECHNOLOGY ANALYSIS
  • 5.8.1 KEY TECHNOLOGIES
    • 5.8.1.1 Generative AI
    • 5.8.1.2 Conversational AI
    • 5.8.1.3 AI-optimized cloud platforms
  • 5.8.2 COMPLEMENTARY TECHNOLOGIES
    • 5.8.2.1 Blockchain
    • 5.8.2.2 Edge computing
    • 5.8.2.3 Cybersecurity
  • 5.8.3 ADJACENT TECHNOLOGIES
    • 5.8.3.1 Big data
    • 5.8.3.2 Predictive analysis
• 5.9 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS
• 5.10 CAPEX OF CLOUD SERVICE PROVIDERS
• 5.11 PROCESSOR BENCHMARKING
  • 5.11.1 GPU BENCHMARKING BY NVIDIA
  • 5.11.2 CPU BENCHMARKING BY NVIDIA
• 5.12 PATENT ANALYSIS
• 5.13 TRADE ANALYSIS
  • 5.13.1 IMPORT SCENARIO (HS CODE 854231)
  • 5.13.2 EXPORT SCENARIO (HS CODE 854231)
• 5.14 KEY CONFERENCES AND EVENTS, 2024-2025
• 5.15 CASE STUDY ANALYSIS
• 5.16 REGULATORY LANDSCAPE
  • 5.16.1 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS
  • 5.16.2 STANDARDS
• 5.17 PORTER'S FIVE FORCES ANALYSIS
  • 5.17.1 THREAT OF NEW ENTRANTS
  • 5.17.2 THREAT OF SUBSTITUTES
  • 5.17.3 BARGAINING POWER OF SUPPLIERS
  • 5.17.4 BARGAINING POWER OF BUYERS
  • 5.17.5 INTENSITY OF COMPETITION RIVALRY
• 5.18 KEY STAKEHOLDERS AND BUYING CRITERIA
  • 5.18.1 KEY STAKEHOLDERS IN BUYING PROCESS
  • 5.18.2 BUYING CRITERIA

6 AI SERVER INDUSTRY LANDSCAPE

• 6.1 INTRODUCTION
• 6.2 AI SERVER PENETRATION AND GROWTH FORECAST
• 6.3 AI SERVER INDUSTRY, BY PROCESSOR TYPE
  • 6.3.1 GPU-BASED SERVERS
    • 6.3.1.1 Ability to process massive datasets and run intricate algorithms efficiently to drive market
  • 6.3.2 FPGA-BASED SERVERS
    • 6.3.2.1 Growing need for flexibility and customization for AI workloads to boost demand
  • 6.3.3 ASIC-BASED SERVERS
    • 6.3.3.1 Increasing demand for high-performance computing and machine learning to foster market growth
• 6.4 AI SERVER INDUSTRY, BY FUNCTION
  • 6.4.1 TRAINING
    • 6.4.1.1 Surging adoption of deep learning technologies to fuel market growth
  • 6.4.2 INFERENCE
    • 6.4.2.1 Rapid shift toward edge computing to accelerate demand
• 6.5 AI SERVER INDUSTRY SHARE ANALYSIS, 2023

7 AI INFRASTRUCTURE MARKET, BY OFFERING

• 7.1 INTRODUCTION
• 7.2 COMPUTE
  • 7.2.1 GPU
    • 7.2.1.1 Growing demand from hyperscale cloud service providers to fuel market growth
  • 7.2.2 CPU
    • 7.2.2.1 Increasing need for cost-effective and high-performance AI infrastructure to offer lucrative growth opportunities
  • 7.2.3 FPGA
    • 7.2.3.1 Growing need to reconfigure hardware to address growing AI workloads to boost demand
  • 7.2.4 TPU
    • 7.2.4.1 Rising need to accelerate deep learning and neural network processing to foster market growth
  • 7.2.5 DOJO & FSD
    • 7.2.5.1 Surging computational demands of deep learning and neural network training to accelerate demand
  • 7.2.6 TRAINIUM & INFERENTIA
    • 7.2.6.1 Growing demand for cost-effective training and inference to offer lucrative growth opportunities
  • 7.2.7 ATHENA
    • 7.2.7.1 Increasing emphasis on accelerating AI model training and inference capabilities to fuel demand
  • 7.2.8 T-HEAD
    • 7.2.8.1 Growing demand for AI-powered applications across data centers to offer lucrative growth opportunities
  • 7.2.9 MTIA
    • 7.2.9.1 Rising demand to optimize training and inference of ML models to foster market growth
  • 7.2.10 LPU
    • 7.2.10.1 Increasing need to handle demanding computational requirements of NLP to fuel market growth
  • 7.2.11 OTHER ASIC
• 7.3 MEMORY
  • 7.3.1 DDR
    • 7.3.1.1 Increasing demand among semiconductor manufacturers to fuel market growth
  • 7.3.2 HBM
    • 7.3.2.1 Rising application for real-time image recognition to boost demand
• 7.4 NETWORK
  • 7.4.1 NIC/NETWORK ADAPTERS
    • 7.4.1.1 Increasing emphasis on advancing network speeds to offer lucrative growth opportunities
    • 7.4.1.2 InfiniBand
      • 7.4.1.2.1 Growing emphasis on reducing latency during large-scale AI model training to foster market growth
    • 7.4.1.3 Ethernet
      • 7.4.1.3.1 Rising need for high-speed solutions to meet next-gen AI model demands to foster market growth
    • 7.4.1.4 Interconnects
      • 7.4.1.4.1 Increasing demand for larger-scale AI models to fuel market growth
• 7.5 STORAGE
  • 7.5.1 GROWING NEED FOR SUSTAINABLE AND COST-EFFECTIVE STORAGE SOLUTIONS TO OFFER LUCRATIVE GROWTH OPPORTUNITIES
• 7.6 SERVER SOFTWARE
  • 7.6.1 RISING NEED FOR SECURE AND STABLE COMPUTING ENVIRONMENTS IN AI DATA CENTERS TO FUEL MARKET GROWTH

8 AI INFRASTRUCTURE MARKET, BY FUNCTION

• 8.1 INTRODUCTION
• 8.2 TRAINING
  • 8.2.1 INCREASING COMPLEXITIES AND SCALE OF AI MODEL DEVELOPMENT TO DRIVE MARKET
• 8.3 INFERENCE
  • 8.3.1 RISING POPULARITY OF EDGE COMPUTING TO FUEL MARKET GROWTH

9 AI INFRASTRUCTURE MARKET, BY DEPLOYMENT

• 9.1 INTRODUCTION
• 9.2 ON-PREMISES
  • 9.2.1 GROWING CONCERNS OF DATA PRIVACY TO DRIVE MARKET
• 9.3 CLOUD
  • 9.3.1 ABILITY TO SCALE RESOURCES ON-DEMAND TO FUEL MARKET GROWTH
• 9.4 HYBRID
  • 9.4.1 INCREASING DEMAND FOR SCALABLE SOLUTIONS TO BALANCE PERFORMANCE AND SECURITY TO FOSTER MARKET GROWTH

10 AI INFRASTRUCTURE MARKET, BY APPLICATION

• 10.1 INTRODUCTION
• 10.2 GENERATIVE AI
  • 10.2.1 RULE-BASED MODELS
    • 10.2.1.1 Integration with ML and deep learning to offer lucrative growth opportunities
  • 10.2.2 STATISTICAL MODELS
    • 10.2.2.1 Growing application in finance, economics, and healthcare sectors to predict trends and outcomes to fuel market growth
  • 10.2.3 DEEP LEARNING
    • 10.2.3.1 Surging demand for AI-generated content and automation to offer lucrative growth opportunities
  • 10.2.4 GENERATIVE ADVERSARIAL NETWORKS (GANS)
    • 10.2.4.1 Increasing application to create 3D models in entertainment and gaming sectors to foster market growth
  • 10.2.5 AUTOENCODERS
    • 10.2.5.1 Growing need to reduce dimensionality of data and handle complex datasets to accelerate demand
  • 10.2.6 CONVOLUTIONAL NEURAL NETWORKS (CNNS)
    • 10.2.6.1 Rising number of autonomous vehicles and smart cities to drive market
  • 10.2.7 TRANSFORMER MODELS
    • 10.2.7.1 Growing popularity of GPT models and BERT to offer lucrative growth opportunities
• 10.3 MACHINE LEARNING
  • 10.3.1 RISING APPLICATION FOR REAL-TIME DECISION-MAKING AND DATA ANALYSIS TO FOSTER MARKET GROWTH
• 10.4 NATURAL LANGUAGE PROCESSING
  • 10.4.1 GROWING USAGE OF MACHINES FOR SENTIMENT ANALYSIS, LANGUAGE TRANSLATION, AND SPEECH RECOGNITION TO ACCELERATE DEMAND
• 10.5 COMPUTER VISION
  • 10.5.1 INCREASING DEMAND FOR AUTOMATED VISUAL RECOGNITION SYSTEMS TO FUEL MARKET GROWTH

11 AI INFRASTRUCTURE MARKET, BY END USER

• 11.1 INTRODUCTION
• 11.2 CLOUD SERVICE PROVIDERS
  • 11.2.1 RISING EMPHASIS ON OFFERING PRE-BUILT AI MODELS TO OFFER LUCRATIVE GROWTH OPPORTUNITIES
• 11.3 ENTERPRISES
  • 11.3.1 HEALTHCARE
    • 11.3.1.1 Growing demand for personalized treatment to fuel market growth
  • 11.3.2 BFSI
    • 11.3.2.1 Rising focus on enhancing security and improving customer services to foster market growth
  • 11.3.3 AUTOMOTIVE
    • 11.3.3.1 Increasing popularity of connected vehicles to offer lucrative growth opportunities
  • 11.3.4 RETAIL & E-COMMERCE
    • 11.3.4.1 Rapid shift toward data-centric models to enhance customer engagement to accelerate demand
  • 11.3.5 MEDIA & ENTERTAINMENT
    • 11.3.5.1 Rising demand for content recommendation engines and interactive media experiences to foster market growth
  • 11.3.6 OTHER ENTERPRISES
• 11.4 GOVERNMENT ORGANIZATIONS
  • 11.4.1 GROWING NEED TO ENHANCE PUBLIC SAFETY AND SECURITY TO OFFER LUCRATIVE GROWTH OPPORTUNITIES

12 AI INFRASTRUCTURE MARKET, BY REGION

• 12.1 INTRODUCTION
• 12.2 NORTH AMERICA
  • 12.2.1 MACROECONOMIC OUTLOOK FOR NORTH AMERICA
  • 12.2.2 US
    • 12.2.2.1 Presence of established AI infrastructure manufacturers to drive market
  • 12.2.3 CANADA
    • 12.2.3.1 Growing emphasis on commercializing AI to offer lucrative growth opportunities
  • 12.2.4 MEXICO
    • 12.2.4.1 Rapid digital transformation and surging adoption of cloud computing to fuel market growth
• 12.3 EUROPE
  • 12.3.1 MACROECONOMIC OUTLOOK FOR EUROPE
  • 12.3.2 UK
    • 12.3.2.1 Growing investments in data center infrastructure to boost demand
  • 12.3.3 GERMANY
    • 12.3.3.1 Rising adoption smart technologies to boost manufacturing to drive market
  • 12.3.4 FRANCE
    • 12.3.4.1 Favorable government initiatives to strengthen AI infrastructure to fuel market growth
  • 12.3.5 ITALY
    • 12.3.5.1 Increasing emphasis on developing digital infrastructure to offer lucrative growth opportunities
  • 12.3.6 SPAIN
    • 12.3.6.1 Rapid adoption of cloud computing to accelerate demand
  • 12.3.7 REST OF EUROPE
• 12.4 ASIA PACIFIC
  • 12.4.1 MACROECONOMIC OUTLOOK FOR ASIA PACIFIC
  • 12.4.2 CHINA
    • 12.4.2.1 Proliferation of IoT devices to drive market
  • 12.4.3 JAPAN
    • 12.4.3.1 Rising investments to boost cloud infrastructure to foster market growth
  • 12.4.4 INDIA
    • 12.4.4.1 Government-led initiatives to strengthen AI infrastructure to offer lucrative growth opportunities
  • 12.4.5 SOUTH KOREA
    • 12.4.5.1 Thriving semiconductor industry to accelerate demand
  • 12.4.6 REST OF ASIA PACIFIC
• 12.5 ROW
  • 12.5.1 MACROECONOMIC OUTLOOK FOR ROW
  • 12.5.2 MIDDLE EAST
    • 12.5.2.1 Growing emphasis on digital transformation and technological innovation to drive market
    • 12.5.2.2 GCC
    • 12.5.2.3 Rest of Middle East
  • 12.5.3 AFRICA
    • 12.5.3.1 Rising need for managing advanced data processing requirements to fuel market growth
  • 12.5.4 SOUTH AMERICA
    • 12.5.4.1 Growing demand for flexible and secure cloud storage solutions to foster market growth

13 COMPETITIVE LANDSCAPE

• 13.1 OVERVIEW
• 13.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2019-2024
• 13.3 REVENUE ANALYSIS, 2021-2023
• 13.4 MARKET SHARE ANALYSIS, 2023
  • 13.4.1 COMPUTE MARKET SHARE ANALYSIS, 2023
  • 13.4.2 MEMORY MARKET SHARE ANALYSIS, 2023
• 13.5 COMPANY VALUATION AND FINANCIAL METRICS, 2023
• 13.6 BRAND/PRODUCT COMPARISON
• 13.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2023
  • 13.7.1 STARS
  • 13.7.2 EMERGING LEADERS
  • 13.7.3 PERVASIVE PLAYERS
  • 13.7.4 PARTICIPANTS
  • 13.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2023
    • 13.7.5.1 Company footprint
    • 13.7.5.2 Region footprint
    • 13.7.5.3 Offering footprint
    • 13.7.5.4 Function footprint
    • 13.7.5.5 Deployment footprint
    • 13.7.5.6 Application footprint
    • 13.7.5.7 End user footprint
• 13.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2023
  • 13.8.1 PROGRESSIVE COMPANIES
  • 13.8.2 RESPONSIVE COMPANIES
  • 13.8.3 DYNAMIC COMPANIES
  • 13.8.4 STARTING BLOCKS
  • 13.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2023
    • 13.8.5.1 Competitive benchmarking of key startups/SMEs
    • 13.8.5.2 Detailed list of key startups/SMEs
• 13.9 COMPETITIVE SCENARIO
  • 13.9.1 PRODUCT LAUNCHES
  • 13.9.2 DEALS
  • 13.9.3 OTHER DEVELOPMENTS

14 COMPANY PROFILES

• 14.1 KEY PLAYERS
  • 14.1.1 NVIDIA CORPORATION
    • 14.1.1.1 Business overview
    • 14.1.1.2 Products/Solutions/Services offered
    • 14.1.1.3 Recent developments
      • 14.1.1.3.1 Product launches
      • 14.1.1.3.2 Deals
    • 14.1.1.4 MnM view
      • 14.1.1.4.1 Key strengths/Right to win
      • 14.1.1.4.2 Strategic choices
      • 14.1.1.4.3 Weaknesses/Competitive threats
  • 14.1.2 ADVANCED MICRO DEVICES, INC.
    • 14.1.2.1 Business overview
    • 14.1.2.2 Products/Solutions/Services offered
    • 14.1.2.3 Recent developments
      • 14.1.2.3.1 Product launches
      • 14.1.2.3.2 Deals
    • 14.1.2.4 MnM view
      • 14.1.2.4.1 Key strengths/Right to win
      • 14.1.2.4.2 Strategic choices
      • 14.1.2.4.3 Weaknesses/Competitive threats
  • 14.1.3 SK HYNIX INC.
    • 14.1.3.1 Business overview
    • 14.1.3.2 Products/Solutions/Services offered
    • 14.1.3.3 Recent developments
      • 14.1.3.3.1 Product launches
      • 14.1.3.3.2 Deals
      • 14.1.3.3.3 Other developments
    • 14.1.3.4 MnM view
      • 14.1.3.4.1 Key strengths/Right to win
      • 14.1.3.4.2 Strategic choices
      • 14.1.3.4.3 Weaknesses/Competitive threats
  • 14.1.4 SAMSUNG
    • 14.1.4.1 Business overview
    • 14.1.4.2 Products/Solutions/Services offered
    • 14.1.4.3 Recent developments
      • 14.1.4.3.1 Product launches
      • 14.1.4.3.2 Deals
    • 14.1.4.4 MnM view
      • 14.1.4.4.1 Key strengths/Right to win
      • 14.1.4.4.2 Strategic choices
      • 14.1.4.4.3 Weaknesses/Competitive threats
  • 14.1.5 MICRON TECHNOLOGY, INC.
    • 14.1.5.1 Business overview
    • 14.1.5.2 Products/Solutions/Services offered
    • 14.1.5.3 Recent developments
      • 14.1.5.3.1 Product launches
      • 14.1.5.3.2 Deals
    • 14.1.5.4 MnM view
      • 14.1.5.4.1 Key strengths/Right to win
      • 14.1.5.4.2 Strategic choices
      • 14.1.5.4.3 Weaknesses/Competitive threats
  • 14.1.6 INTEL CORPORATION
    • 14.1.6.1 Business overview
    • 14.1.6.2 Products/Solutions/Services offered
    • 14.1.6.3 Recent developments
      • 14.1.6.3.1 Product launches
      • 14.1.6.3.2 Deals
      • 14.1.6.3.3 Other developments
  • 14.1.7 GOOGLE
    • 14.1.7.1 Business overview
    • 14.1.7.2 Products/Solutions/Services offered
    • 14.1.7.3 Recent developments
      • 14.1.7.3.1 Product launches
      • 14.1.7.3.2 Deals
  • 14.1.8 AMAZON WEB SERVICES, INC.
    • 14.1.8.1 Business overview
    • 14.1.8.2 Products/Solutions/Services offered
    • 14.1.8.3 Recent developments
      • 14.1.8.3.1 Product launches
      • 14.1.8.3.2 Deals
  • 14.1.9 TESLA
    • 14.1.9.1 Business overview
    • 14.1.9.2 Products/Solutions/Services offered
  • 14.1.10 MICROSOFT
    • 14.1.10.1 Business overview
    • 14.1.10.2 Products/Solutions/Services offered
    • 14.1.10.3 Recent developments
      • 14.1.10.3.1 Product launches
      • 14.1.10.3.2 Deals
  • 14.1.11 META
    • 14.1.11.1 Business overview
    • 14.1.11.2 Products/Solutions/Services offered
    • 14.1.11.3 Recent developments
      • 14.1.11.3.1 Product launches
      • 14.1.11.3.2 Deals
  • 14.1.12 GRAPHCORE
    • 14.1.12.1 Business overview
    • 14.1.12.2 Products/Solutions/Services offered
    • 14.1.12.3 Recent developments
      • 14.1.12.3.1 Product launches
      • 14.1.12.3.2 Deals
  • 14.1.13 CEREBRAS
    • 14.1.13.1 Business overview
    • 14.1.13.2 Products/Solutions/Services offered
    • 14.1.13.3 Recent developments
      • 14.1.13.3.1 Product launches
      • 14.1.13.3.2 Deals
• 14.2 OTHER PLAYERS
  • 14.2.1 KIOXIA HOLDINGS CORPORATION
  • 14.2.2 WESTERN DIGITAL CORPORATION
  • 14.2.3 MYTHIC
  • 14.2.4 BLAIZE
  • 14.2.5 GROQ, INC.
  • 14.2.6 HAILO TECHNOLOGIES LTD
  • 14.2.7 SIMA TECHNOLOGIES, INC.
  • 14.2.8 KNERON, INC.
  • 14.2.9 RAIN NEUROMORPHICS INC.
  • 14.2.10 TENSTORRENT
  • 14.2.11 SAMBANOVA SYSTEMS, INC.
  • 14.2.12 TAALAS
  • 14.2.13 SAPEON INC.
  • 14.2.14 REBELLIONS INC.
  • 14.2.15 RIVOS INC.
  • 14.2.16 SHANGHAI BIREN TECHNOLOGY CO., LTD.

15 APPENDIX

• 15.1 DISCUSSION GUIDE
• 15.2 KNOWLEDGESTORE: MARKETSANDMARKETS' SUBSCRIPTION PORTAL
• 15.3 CUSTOMIZATION OPTIONS
• 15.4 RELATED REPORTS
• 15.5 AUTHOR DETAILS