AI 추론 GPU 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the aI inference GPU market size is projected to expand from USD 11.89 billion in 2025 and USD 14.87 billion in 2026 to USD 57.29 billion by 2031, registering a CAGR of 30.97% between 2026 and 2031.

This report is Segmented by Deployment Type (Cloud/Data Center, Edge, and More), Form Factor (PCIe GPUs, SXM/OAM GPUs, and More), Application (Generative AI, Computer Vision, Recommendation Systems, Autonomous Systems, and More), and Geography (North America, Europe, Asia-Pacific, South America, and More). The Market Forecasts are Provided in Terms of Value (USD).

Global AI Inference GPU Market Trends and Insights

Surging Demand for Generative AI Services in Hyperscale Data Centers

Hyperscale clouds are provisioning inference clusters that now exceed the scale of their training systems, reflecting the reality that a single large language model serves millions of concurrent users. Microsoft Azure added 120,000 NVIDIA H200 NVL GPUs in late 2025 to support GitHub Copilot and Azure OpenAI endpoints, which processed more than 50 billion API calls in December 2025. Oracle Cloud Infrastructure reported 99.95% uptime for GPU inference workloads after adopting liquid-cooled rack designs that keep junction temperatures below 75 °C. AWS introduced Inferentia 3 custom silicon in March 2026, delivering triple the throughput of Inferentia 2, yet NVIDIA Blackwell NVL remains ahead in mixed-precision workloads that exploit FP8 and INT4 quantization. Meta revealed that inference infrastructure consumed USD 18 billion of its USD 40 billion 2025 capital budget, underscoring the strategic priority of owning rather than leasing capacity. As latency targets for conversational AI tighten from 500 milliseconds in 2024 to less than 200 milliseconds in 2026, demand for GPUs with high-bandwidth memory and low-latency interconnects continues to accelerate.

Rapid Proliferation of Recommendation Engines in E-commerce Platforms

Real-time personalization now operates at sub-10-millisecond latency, forcing retailers to adopt inference GPUs that manage sparse embeddings and dynamic features without batch delays. Amazon Personalize increased inference throughput in 2025 as merchants migrated from CPU-based collaborative filtering to GPU-accelerated deep learning models. Alibaba Cloud's Hanguang 800 chip cut recommendation latency from 35 milliseconds to 12 milliseconds on Taobao and Tmall, reducing per-query energy consumption by 60% during the 2025 Singles' Day peak. Shopify integrated NVIDIA TensorRT-LLM in September 2025, enabling product-discovery models to adapt to inventory changes within 5 minutes and boosting conversion rates for pilot merchants. ByteDance stated that TikTok Shop processes 400 million product impressions per hour on NVIDIA A100 and H100 GPUs, with inference costs representing less than 0.02% of gross merchandise value due to aggressive model pruning.

High Up-Front Capital Cost of High-End Inference GPUs

List prices for NVIDIA H200 NVL units exceed USD 40,000, creating a significant barrier for mid-tier enterprises that lack venture debt or cloud credits. Dell Technologies stated that AI-optimized server average selling prices rose 35% year over year due to high-bandwidth memory and liquid-cooling requirements. Supermicro reported 16-week lead times for GPU servers and required 50% deposits, extending deliveries into late 2026. Equinix data shows AI inference racks consume 25 kilowatts on average, driving a premium in colocation charges. NVIDIA's DGX Cloud subscription at USD 5.50 per GPU-hour offers an alternative, but ownership remains cost-effective only when utilization stays above 60%.

Other drivers and restraints analyzed in the detailed report include:

1. Expansion of Computer Vision across Industrial Automation Lines
2. Growing Adoption of Conversational AI in Customer Support Operations
3. Power and Cooling Constraints in Edge Deployments

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Cloud and data-center installations held 60.17% of the AI inference GPU market share in 2025 as hyperscalers pooled resources to serve billions of daily API calls. Microsoft Azure's addition of 120,000 H200 NVL units in late 2025 enabled 50 billion GitHub Copilot calls in a single month, underscoring the throughput criteria that dominate procurement decisions. Meta's USD 18 billion allocation to inference infrastructure further illustrates the pivot from training to serving.

Edge deployments, advancing at 31.53% CAGR, gain traction where latency budgets deny round-trip cloud processing. Tesla's Full-Self-Driving computer processes 2,300 camera frames per second on custom accelerators, demonstrating the deterministic performance edge applications demand. Industrial automation similarly favors on-device inference to meet control-loop timing requirements, but strict power envelopes constrain GPU selection to sub-60-watt modules, such as the Jetson AGX Orin. The AI inference GPU market thus bifurcates between power-rich hyperscale facilities and constrained edge sites.

Geography Analysis

Asia-Pacific accounted for 69.52% of revenue in 2025 and is forecast to grow at a 31.92% CAGR through 2031, supported by sovereign AI programs, hyperscale partnerships, and aggressive data center expansion. Huawei shipped more than 50,000 Ascend 910C accelerators in 2025 after export restrictions limited NVIDIA H100 availability. Reliance Jio and NVIDIA formed a joint venture in September 2025 to install 100,000 H100 GPUs by mid-2027, anchoring India's push for enterprise AI services. Singapore and Thailand approved new liquid-cooled campuses in 2026, adding 800 megawatts of capacity that will open to GPU tenants in 2027.

The demand for AI inference GPUs in North America is driven by hyperscale cloud providers and regulated enterprises that prefer on-premises inference to meet data-sovereignty mandates. AWS released Inferentia 3 in July 2025 and reported 40% lower latency for Stable Diffusion pipelines after migrating to TensorRT optimization. JPMorgan Chase operates a private cloud with more than 10,000 NVIDIA H100 GPUs, underscoring the bank's preference for owned infrastructure for compliance-sensitive workloads. Canadian energy firms started pilot deployments of Groq language-processing units in early 2026 for real-time well-log interpretation, signaling rising interest in deterministic-latency silicon.

Europe's AI Act adds documentation and transparency obligations, lengthening deployment cycles. Siemens showed compliance is achievable; its Gaudi 3-based Simatic AI platform reduced semiconductor-fab downtime by 18% while meeting mandated risk-assessment disclosures. France and Germany earmarked EUR 2 billion (USD 2.18 billion) for sovereign inference cloud programs that will come online in 2028, indicating pent-up demand once regulatory clarity improves.

1. NVIDIA Corporation
2. Advanced Micro Devices, Inc.
3. Intel Corporation
4. Qualcomm Technologies, Inc.
5. Samsung Electronics Co., Ltd.
6. Huawei Technologies Co., Ltd.
7. Baidu, Inc.
8. Microsoft Corporation
9. Graphcore Ltd.
10. Tenstorrent Inc.
11. Mythic AI, Inc.
12. Flex Logix Technologies, Inc.
13. Imagination Technologies Ltd.
14. Arm Holdings plc
15. Cerebras Systems, Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Surging Demand for Generative AI Services in Hyperscale Data Centers
  • 4.2.2 Rapid Proliferation of Recommendation Engines in E-commerce Platforms
  • 4.2.3 Expansion of Computer Vision across Industrial Automation Lines
  • 4.2.4 Growing Adoption of Conversational AI in Customer Support Operations
  • 4.2.5 Emergence of Transformer-Pruning Optimized Inference GPUs
  • 4.2.6 Availability of Open-Source Inference Compilers Lowering TCO
• 4.3 Market Restraints
  • 4.3.1 High Up-Front Capital Cost of High-End Inference GPUs
  • 4.3.2 Power and Cooling Constraints in Edge Deployments
  • 4.3.3 Supply-Chain Volatility for Advanced Packaging Substrates
  • 4.3.4 Rising Competition from RISC-V and Custom ASIC AI Accelerators
• 4.4 Industry Value-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Threat of Substitutes
  • 4.8.3 Bargaining Power of Buyers
  • 4.8.4 Bargaining Power of Suppliers
  • 4.8.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Deployment Type
  • 5.1.1 Cloud / Data Center
  • 5.1.2 Edge
  • 5.1.3 Embedded / On-Device
• 5.2 By Form Factor
  • 5.2.1 PCIe GPUs
  • 5.2.2 SXM / OAM GPUs
  • 5.2.3 Embedded Modules
• 5.3 By Application
  • 5.3.1 Generative AI
  • 5.3.2 Computer Vision
  • 5.3.3 Recommendation Systems
  • 5.3.4 Autonomous Systems
  • 5.3.5 NLP / Conversational AI
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Italy
    • 5.4.2.5 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 South Korea
    • 5.4.3.4 India
    • 5.4.3.5 Southeast Asia
    • 5.4.3.6 Rest of Asia-Pacific
  • 5.4.4 South America
  • 5.4.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 NVIDIA Corporation
  • 6.4.2 Advanced Micro Devices, Inc.
  • 6.4.3 Intel Corporation
  • 6.4.4 Qualcomm Technologies, Inc.
  • 6.4.5 Samsung Electronics Co., Ltd.
  • 6.4.6 Huawei Technologies Co., Ltd.
  • 6.4.7 Baidu, Inc.
  • 6.4.8 Microsoft Corporation
  • 6.4.9 Graphcore Ltd.
  • 6.4.10 Tenstorrent Inc.
  • 6.4.11 Mythic AI, Inc.
  • 6.4.12 Flex Logix Technologies, Inc.
  • 6.4.13 Imagination Technologies Ltd.
  • 6.4.14 Arm Holdings plc
  • 6.4.15 Cerebras Systems, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment