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¼¼°èÀÇ µ¥ÀÌÅͼ¾ÅÍ¿ë GPU ½ÃÀå ¿¹Ãø(-2030³â) : ¹èÆ÷º°, ±â´Éº°, ¿ëµµº°, ÃÖÁ¾»ç¿ëÀÚº°, Áö¿ªº°Data Center GPU Market by Deployment (Cloud, On-premises), Function (Training, Inference), Application (Generative AI, Machine Learning, Natural Language Processing, Computer Vision), End User (CSP, Enterprises) & Region - Global Forecast to 2030 |
¼¼°èÀÇ µ¥ÀÌÅͼ¾ÅÍ¿ë GPU ½ÃÀå ±Ô¸ð´Â 2024³â¿¡ 873¾ï 2,000¸¸ ´Þ·¯¿¡ ´ÞÇß½À´Ï´Ù. 2025-2030³âÀÇ ¿¹Ãø ±â°£ Áß CAGRÀº 13.7%·Î Àü¸ÁµÇ¸ç, 2030³â¿¡´Â 2,280¾ï 4,000¸¸ ´Þ·¯¿¡ ´ÞÇÒ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù.
Á¶»ç ¹üÀ§ | |
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Á¶»ç ´ë»ó¿¬µµ | 2020-2030³â |
±âÁØ¿¬µµ | 2024³â |
¿¹Ãø ±â°£ | 2025-2030³â |
°ËÅä ´ÜÀ§ | ±Ý¾×(100¸¸ ´Þ·¯) |
ºÎ¹®º° | ¹èÆ÷º°, ±â´Éº°, ¿ëµµº°, ÃÖÁ¾»ç¿ëÀÚº°, Áö¿ªº° |
´ë»ó Áö¿ª | ºÏ¹Ì, À¯·´, ¾Æ½Ã¾ÆÅÂÆò¾ç, ±âŸ Áö¿ª |
µ¥ÀÌÅͼ¾ÅÍ¿ë GPU ½ÃÀåÀº ÀΰøÁö´É(AI)°ú ¸Ó½Å·¯´×(ML)ÀÇ È®»ê, °í¼º´É ÄÄÇ»ÆÃ¿¡ ´ëÇÑ ¼ö¿ä Áõ°¡, Ŭ¶ó¿ìµå ¼ºñ½º È®´ë µî ¸î °¡Áö ÁÖ¿ä ¿äÀÎÀ¸·Î ÀÎÇØ ±Þ¼ºÀåÇϰí ÀÖ½À´Ï´Ù. ±â¾÷Àº µö·¯´×, ´ë±Ô¸ð ¾ð¾î ¸ðµ¨, µ¥ÀÌÅÍ ºÐ¼® °³¼±¿¡ GPU¸¦ Ȱ¿ëÇϰí ÀÖ½À´Ï´Ù. »ý¼ºÇü AIÀÇ Àû¿ë°ú ½Ç½Ã°£ Ãß·Ð ½Ã½ºÅÛÀÇ ºÎ»óÀ¸·Î ÀÎÇØ °·ÂÇÑ GPU ÀÎÇÁ¶óÀÇ Çʿ伺ÀÌ ´õ¿í Ä¿Áö°í ÀÖ½À´Ï´Ù. ÇÏÀÌÆÛ½ºÄÉÀÏ µ¥ÀÌÅͼ¾ÅÍ¿¡ ´ëÇÑ ÅõÀÚ¿Í ±¹°¡ AI ¿ª·® °È¸¦ À§ÇÑ Á¤ºÎÀÇ ±¸»óµµ ÀÌ·¯ÇÑ ¼ºÀå¿¡ ÀÏÁ¶Çϰí ÀÖÀ¸¸ç, Amazon Web Services, Google Cloud, Microsoft Azure¿Í °°Àº ÁÖ¿ä Ŭ¶ó¿ìµå ÇÁ·Î¹ÙÀÌ´õµéÀº GPU Á¦°øÀ» °ÈÇϰí ÀÖ½À´Ï´Ù. NVIDIA ¹× AMD¿Í °°Àº ±â¾÷Àº ÈÆ·Ã ¹× Ãß·Ð ¿öÅ©·Îµå¿¡ ¸Â°Ô Á¶Á¤µÈ °í±Þ GPU¸¦ Ãâ½ÃÇϰí ÀÖ½À´Ï´Ù.
On-Premise ¼Ö·ç¼ÇÀº ÀºÇà, ÀÚµ¿Â÷, ¼Ò¸Å, ÇコÄÉ¾î µîÀÇ ºÐ¾ß¿¡¼ µ¥ÀÌÅÍ º¸È£, ÀúÁö¿¬, ±ÔÁ¦ Áؼö¿¡ ´ëÇÑ ¿ä±¸°¡ Áõ°¡ÇÔ¿¡ µû¶ó °¡Àå ³ôÀº CAGRÀ» ³ªÅ¸³¾ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. ±â¾÷Àº Ÿ»ç Ŭ¶ó¿ìµå ¼ºñ½º¿¡ ÀÇÁ¸ÇÏ´Â °Íº¸´Ù »ç³» GPU Çϵå¿þ¾î¸¦ ÅëÇØ ±â¹Ð µ¥ÀÌÅ͸¦ °ü¸®ÇÏ°í ´õ ³ªÀº °ü¸®¸¦ À§ÇØ »ç³» GPU Çϵå¿þ¾î¸¦ ¼±È£Çϰí ÀÖ½À´Ï´Ù. On-Premise µ¥ÀÌÅͼ¾ÅÍ¿¡¼´Â ÀÎÇÁ¶ó¸¦ Ä¿½ºÅ͸¶ÀÌ¡ÇÒ ¼ö ÀÖ°í, ÀÚÀ² ½Ã½ºÅÛÀ̳ª °íºóµµ °Å·¡¿Í °°Àº ½Ç½Ã°£ ¿ëµµ¿¡ ÇʼöÀûÀÎ ³·Àº ·¹ÀÌÅϽð¡ ÇÊ¿äÇÑ AI ÀÛ¾÷ÀÇ ¿öÅ©·Îµå¸¦ ÃÖÀûÈÇÒ ¼ö ÀÖ½À´Ï´Ù. ÀÎÇÁ¶ó¿¡ ÅõÀÚÇÒ ¼ö ÀÖ°Ô µÇ¾ú½À´Ï´Ù. ¾Æ½Ã¾ÆÅÂÆò¾ç, À¯·´, Áßµ¿ µî Ŭ¶ó¿ìµå ¿¬°áÀÌ Á¦ÇÑÀûÀ̰ųª µ¥ÀÌÅÍ Áֱǿ¡ ´ëÇÑ ¿ì·Á°¡ ÀÖ´Â Áö¿ª¿¡¼´Â On-Premise ±¸ÃàÀÌ ¼±È£µÇ´Â °æ¿ì°¡ ¸¹½À´Ï´Ù.
Æ®·¹ÀÌ´× ºÎ¹®Àº ´ë±Ô¸ð ¸Ó½Å·¯´× ¹× AI ¸ðµ¨ °³¹ß ¹× ÃÖÀûȸ¦ ¼öÇàÇÏ´Â ±â¾÷¿¡ ÀÇÇØ µ¥ÀÌÅͼ¾ÅÍ¿ë GPU ½ÃÀå¿¡¼ °¡Àå ³ôÀº ¼ºÀå¼¼¸¦ º¸ÀÏ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. »ý¼ºÇü ÀΰøÁö´É(AI), ÄÄÇ»ÅÍ ºñÀü, ÀÚ¿¬ ¾ð¾î ó¸® µîÀÇ ¿ëµµ¸¦ À§ÇÑ ½ÉÃþ ½Å°æ¸Á ÈÆ·Ã¿¡´Â GPU°¡ È¿°úÀûÀ¸·Î Á¦°øÇÏ´Â »ó´çÇÑ ÄÄÇ»ÆÃ ÆÄ¿ö°¡ ÇÊ¿äÇϸç, OpenAIÀÇ GPT, MetaÀÇ LLaMA, GoogleÀÇ Gemini µî ´ë±Ô¸ð ¾ð¾î ¸ðµ¨ÀÇ µîÀåÀ¸·Î ±â¼ú, ±ÝÀ¶, ÇコÄÉ¾î ºÐ¾ß¿¡¼ °·ÂÇÑ GPU¿¡ ´ëÇÑ ¼ö¿ä°¡ Áõ°¡Çϰí ÀÖ½À´Ï´Ù. ÀÌ·¯ÇÑ ¸ðµ¨µéÀº ¼ö ÁÖ¿¡ °ÉÄ£ ´ë±Ô¸ð ÇнÀ°ú ´ë±Ô¸ð µ¥ÀÌÅͼ¼Æ®¸¦ ÇÊ¿ä·Î ÇϹǷΠÀü¿ë GPU Ŭ·¯½ºÅÍÀÇ Çʿ伺ÀÌ Áõ°¡Çϰí ÀÖ½À´Ï´Ù. AWS, Microsoft Azure, Google Cloud¿Í °°Àº Ŭ¶ó¿ìµå ÇÁ·Î¹ÙÀÌ´õµéÀº GPU ±â¹Ý Æ®·¹ÀÌ´× ÀÎÇÁ¶ó¸¦ °ÈÇϰí ÀÖÀ¸¸ç, AI°¡ ºñÁî´Ï½º Çõ½ÅÀÇ ÃÖÀü¼±¿¡ ÀÖ´Â Áö±Ý, Æ®·¹ÀÌ´× ÀÎÇÁ¶ó¿¡ ´ëÇÑ ¼ö¿ä´Â Å©°Ô Áõ°¡ÇÒ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. ÀÎÇÁ¶ó¿¡ ´ëÇÑ ¼ö¿ä´Â Å©°Ô Áõ°¡ÇÒ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù.
Ŭ¶ó¿ìµå ¼ºñ½º ÇÁ·Î¹ÙÀÌ´õ(CSP) ºÎ¹®Àº ±Ô¸ð, AI ÀÎÇÁ¶ó ÁöÃâ Áõ°¡, ±â¾÷ ¹× °³¹ßÀÚÀÇ ¿ä±¸¸¦ ÃæÁ·½Ãų ¼ö ÀÖ´Â ´É·ÂÀ¸·Î ÀÎÇØ µ¥ÀÌÅͼ¾ÅÍ¿ë GPU ½ÃÀå¿¡¼ °¡Àå Å« ½ÃÀå Á¡À¯À²À» Â÷ÁöÇÒ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. Google Cloud µî ÁÖ¿ä CSPµéÀº AI Æ®·¹ÀÌ´×, Ãß·Ð, µ¥ÀÌÅÍ ºÐ¼®, Ŭ¶ó¿ìµå °ÔÀÓ¿¡ ´ëÇÑ ¼ö¿ä Áõ°¡¿¡ ´ëÀÀÇϱâ À§ÇØ GPU µ¥ÀÌÅͼ¾Å͸¦ ºü¸£°Ô È®ÀåÇϰí ÀÖ½À´Ï´Ù. À̵é CSP´Â GPU-as-a-Service ¼Ö·ç¼ÇÀ» Á¦°øÇϰí ÀÖÀ¸¸ç, ±â¾÷Àº ¸·´ëÇÑ ¼±Çà ÅõÀÚ ¾øÀ̵µ °í±Þ GPU ±â¼úÀ» ÀÌ¿ëÇÒ ¼ö ÀÖ½À´Ï´Ù. ¶ÇÇÑ ±â¹Ý ¸ðµ¨°ú »ý¼ºÇü AIÀÇ ºÎ»óÀ¸·Î CSPµéÀº ¼öõ °³ÀÇ GPU¸¦ žÀçÇÑ AI Àü¿ë ½´ÆÛÄÄÇ»Å͸¦ ±¸ÃàÇϱâ À§ÇØ ³ë·ÂÇϰí ÀÖ½À´Ï´Ù. ¼¼°èÀûÀÎ ÀÎÇÁ¶ó¿Í źźÇÑ °³¹ßÀÚ »ýŰ踦 °®Ãá CSP´Â ¸ÅÃâ°ú ¼ö·® Ãø¸é¿¡¼ µ¥ÀÌÅͼ¾ÅÍ¿ë GPU ½ÃÀåÀ» ¼±µµÇÏ´Â À§Ä¡¿¡ ÀÖ½À´Ï´Ù.
ºÏ¹Ì´Â ÷´ÜÀÎ ±â¼ú »ýŰè¿Í Àß ±¸ÃàµÈ Ŭ¶ó¿ìµå ÀÎÇÁ¶ó·Î ÀÎÇØ µ¥ÀÌÅͼ¾ÅÍ¿ë GPU ½ÃÀåÀ» ¼±µµÇÒ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. ¾Æ¸¶Á¸ À¥ ¼ºñ½º, ¸¶ÀÌÅ©·Î¼ÒÇÁÆ® Azure, ±¸±Û Ŭ¶ó¿ìµå µî ÁÖ¿ä Ŭ¶ó¿ìµå ÄÄÇ»ÆÃ ±â¾÷Àº AI ¿öÅ©·Îµå, °í¼º´É ÄÄÇ»ÆÃ, µ¥ÀÌÅÍ ºÐ¼®À» Áö¿øÇϱâ À§ÇØ GPU ±â¹Ý µ¥ÀÌÅͼ¾Å͸¦ ±¸ÃàÇϰí ÀÖ½À´Ï´Ù. ºÏ¹Ì´Â ¶ÇÇÑ ÇコÄɾî, ±ÝÀ¶, ÀÚµ¿Â÷, Á¤ºÎ ±â°ü µî ´Ù¾çÇÑ »ê¾÷ ºÐ¾ß¿¡¼ °·ÂÇÑ ±â¾÷ °í°´ ±â¹ÝÀ» º¸À¯Çϰí ÀÖÀ¸¸ç, GPU °¡¼ÓÀ» ÇÊ¿ä·Î ÇÏ´Â AI ±â¹Ý ¼Ö·ç¼Ç¿¡ ´ëÇÑ ÀÇÁ¸µµ°¡ ³ô¾ÆÁö°í ÀÖ½À´Ï´Ù. ¸·´ëÇÑ R&D ÅõÀÚ, À¯¸®ÇÑ Á¤ºÎ Á¤Ã¥, Ãʱ⠱â¼ú µµÀÔÀÌ ÀÌ·¯ÇÑ ¸®´õ½ÊÀ» Áö¿øÇϰí ÀÖ½À´Ï´Ù.
µ¥ÀÌÅͼ¾ÅÍ¿ë GPU ½ÃÀåÀÇ ÁÖ¿ä ¾÷°è Àü¹®°¡¸¦ ´ë»óÀ¸·Î ±¤¹üÀ§ÇÑ 1Â÷ ÀÎÅͺ並 ½Ç½ÃÇßÀ¸¸ç, 2Â÷ Á¶»ç¸¦ ÅëÇØ ¼öÁýµÈ ´Ù¾çÇÑ ºÎ¹® ¹× ÇÏÀ§ ºÎ¹® ½ÃÀå ±Ô¸ð¸¦ °áÁ¤ÇÏ°í °ËÁõÇß½À´Ï´Ù. ÀÌ º¸°í¼ÀÇ ÁÖ¿ä Âü¿©ÀÚ´Â ´ÙÀ½°ú °°½À´Ï´Ù.
¼¼°èÀÇ µ¥ÀÌÅͼ¾ÅÍ¿ë GPU ½ÃÀå¿¡ ´ëÇØ Á¶»çÇßÀ¸¸ç, ¹èÆ÷º°, ±â´Éº°, ¿ëµµº°, ÃÖÁ¾»ç¿ëÀÚº°, Áö¿ªº° µ¿Çâ ¹× ½ÃÀå¿¡ Âü¿©ÇÏ´Â ±â¾÷ÀÇ °³¿ä µîÀ» Á¤¸®ÇÏ¿© ÀüÇØµå¸³´Ï´Ù.
The global data center GPU market was valued at USD 87.32 billion in 2024. It is projected to reach USD 228.04 billion by 2030, at a CAGR of 13.7% during the forecast period of 2025 to 2030.
Scope of the Report | |
---|---|
Years Considered for the Study | 2020-2030 |
Base Year | 2024 |
Forecast Period | 2025-2030 |
Units Considered | Value (USD Million) |
Segments | By Deployment, Function, Application, End User and RegionC |
Regions covered | North America, Europe, APAC, RoW |
The data center GPU market is growing rapidly due to several key factors, including the widespread adoption of artificial intelligence (AI) and machine learning (ML), increased demand for high-performance computing, and expanding cloud services. Enterprises are utilizing GPUs to improve deep learning, large language models, and data analytics. The rise of generative AI applications and real-time inference systems further boosts the need for robust GPU infrastructure. Investments in hyperscale data centers and government initiatives to support national AI capabilities also play a role in this growth. Major cloud providers like Amazon Web Services, Google Cloud, and Microsoft Azure are enhancing their GPU offerings, while companies like NVIDIA and AMD are launching advanced GPUs tailored for training and inference workloads.
"On-premises segment is expected to hold the highest CAGR during the forecast period."
On-premises solutions are expected to have the highest CAGR due to the increasing needs for data protection, low latency, and regulatory compliance in sectors like banking, automotive, retail, and healthcare. Organizations prefer to manage sensitive data with in-house GPU hardware for better control, rather than relying on third-party cloud services. On-premises data centers also allow for customized infrastructure, optimizing workloads for AI tasks that require low latency, which is crucial for real-time applications such as autonomous systems and high-frequency trading. As GPU servers become more affordable, mid-sized enterprises can invest in dedicated infrastructure. On-premises deployment is often preferred in regions with limited cloud connectivity or data sovereignty concerns, such as Asia Pacific, Europe, and the Middle East.
"Training segment is projected to record the second-highest CAGR during the forecast period."
The training segment is expected to see the highest growth in the data center GPU market, driven by businesses developing and optimizing large-scale machine learning and AI models. Training deep neural networks for applications like generative AI, computer vision, and natural language processing requires substantial computing power, which GPUs provide effectively. The rise of large language models, including OpenAI's GPT, Meta's LLaMA, and Google's Gemini, is increasing demand for powerful GPUs in technology, finance, and healthcare sectors. These models require extensive training over weeks and large datasets, leading to a need for dedicated GPU clusters. Companies are also creating proprietary AI models for competitive advantage. Cloud providers such as AWS, Microsoft Azure, and Google Cloud are enhancing their GPU-based training infrastructure. With AI at the forefront of business transformation, the demand for training infrastructure is set to grow significantly.
"Cloud service providers (CSPs) are expected to hold the highest share of the end-user market in 2030"
The Cloud Service Providers (CSPs) segment is expected to command the largest market share in the data center GPU market due to their scale, increasing AI infrastructure spending, and ability to meet the needs of enterprises and developers. Major CSPs like Amazon Web Services, Microsoft Azure, and Google Cloud are rapidly expanding their GPU data centers to meet the rising demand for AI training, inference, data analytics, and cloud gaming. They offer GPU-as-a-Service solutions, allowing companies to access advanced GPU technology without significant upfront investments. Additionally, the rise of foundation models and generative AI drives CSPs to create specialized AI supercomputers with thousands of GPUs. With their global infrastructure and robust developer ecosystems, CSPs are well-positioned to lead the data center GPU market in both revenue and volume.
"North America will likely register the second-highest market share in 2030."
North America is expected to lead the data center GPU market due to its advanced technological ecosystem and established cloud infrastructure. Major cloud computing companies like Amazon Web Services, Microsoft Azure, and Google Cloud are creating GPU-based data centers to support AI workloads, high-performance computing, and data analysis. North America also has a strong enterprise customer base across industries like healthcare, finance, automotive, and government, increasingly relying on AI-driven solutions that need GPU acceleration. Significant R&D investments, favorable government policies, and early technology adoption support this leadership.
Extensive primary interviews were conducted with key industry experts in the data center GPU market space to determine and verify the market size for various segments and subsegments gathered through secondary research. The breakdown of primary participants for the report is shown below.
The data center GPU is dominated by a few globally established players, such as NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), and Intel Corporation (US). Other players include Google Cloud (US), Microsoft (US), Amazon Web Services, Inc. (US), IBM (US), Alibaba Cloud (Singapore), Oracle (US), Tencent Cloud (China), CoreWeave (US), Vast.ai (US), Lambda (US), DigitalOcean (US), and JarvisLabs.ai (India).
The study includes an in-depth competitive analysis of these key players in the data center GPU market, with their company profiles, recent developments, and key market strategies.
The report segments the data center GPU market and forecasts its size by deployment (cloud, on-premises), function (training, inference), application (generative AI, machine learning, natural language processing, computer vision), and end user (cloud service providers, enterprises, and government organizations). It also discusses the market's drivers, restraints, opportunities, and challenges. It gives a detailed view of the market across four main regions (North America, Europe, Asia Pacific, and RoW). The report includes an ecosystem analysis of the key players.