AI 인프라 시장 : 세계 산업 규모, 점유율, 동향, 기회, 예측 - 제공별, 전개별, 최종사용자별, 지역별, 경쟁별(2020-2030년)

The Global AI Infrastructure Market was valued at USD 132.52 Billion in 2024 and is expected to reach USD 371.37 Billion by 2030 with a CAGR of 18.74% through 2030. The Global AI Infrastructure Market refers to the ecosystem of hardware, software, and services that support the development, deployment, and scaling of artificial intelligence applications. This includes advanced computing hardware such as graphics processing units, central processing units, and application-specific integrated circuits, as well as storage systems, networking solutions, and AI-optimized cloud platforms. These elements collectively enable faster data processing, high-performance analytics, and efficient training of complex machine learning and deep learning models. As industries worldwide integrate artificial intelligence into their operations, the role of robust AI infrastructure has become foundational in driving innovation, automation, and competitiveness.

The growth of the AI Infrastructure Market is being accelerated by surging demand for high-performance computing capabilities and the exponential rise in data generation. Enterprises in sectors such as healthcare, finance, automotive, retail, and manufacturing are increasingly investing in AI infrastructure to enable applications like predictive analytics, autonomous systems, personalized medicine, and intelligent customer engagement. Furthermore, the expansion of cloud-based AI infrastructure is lowering the entry barriers for businesses of all sizes, providing scalable and cost-effective solutions that can adapt to evolving workloads. The rapid integration of Internet of Things devices and 5G technology is also fueling demand by creating vast datasets that require advanced infrastructure for real-time analysis.

The AI Infrastructure Market will rise significantly due to ongoing advancements in semiconductor design, the growing popularity of edge AI, and government as well as private sector investments in digital transformation initiatives. The increasing importance of artificial intelligence in national security, smart city projects, and climate change solutions will further strengthen the market. Strategic collaborations between technology giants and infrastructure providers are also shaping an ecosystem that ensures accessibility, interoperability, and innovation. As organizations strive for efficiency and agility, the demand for AI-enabled data centers, next-generation processors, and integrated software tools will continue to accelerate, positioning the AI Infrastructure Market as one of the most dynamic and high-growth segments within the global technology landscape.

Key Market Drivers

Rising Demand for High-Performance Computing (HPC) in AI Applications

The Global AI Infrastructure Market is being propelled by the surging demand for high-performance computing systems capable of managing increasingly complex artificial intelligence workloads. Artificial intelligence models, particularly deep learning algorithms, require massive computing power for training and inference tasks. Industries such as healthcare, autonomous vehicles, and financial services are investing heavily in hardware accelerators like graphics processing units, tensor processing units, and application-specific integrated circuits to improve efficiency and reduce latency. As artificial intelligence continues to integrate into business operations, demand for computing systems that can deliver real-time insights and advanced predictive analytics has intensified, pushing organizations to upgrade their AI infrastructure capabilities.

The rise of generative artificial intelligence, natural language processing, and computer vision applications has amplified the need for robust computing architectures. Governments and enterprises are increasingly adopting artificial intelligence-enabled platforms to enhance public services, defense systems, and large-scale research projects, all of which rely heavily on high-performance computing. Data centers and cloud service providers are scaling their infrastructure to deliver these capabilities on a global scale. This trend not only drives innovation but also creates a competitive landscape where advanced processors and scalable infrastructure are becoming essential for business survival in the digital era. NVIDIA reported in its 2024 annual filing that demand for its data center GPUs, driven by artificial intelligence workloads, surged by 217% year-over-year, reflecting how computing-intensive generative artificial intelligence applications are directly fueling the expansion of AI Infrastructure Market.

Key Market Challenges

High Capital Investment and Operational Costs

One of the foremost challenges restraining the Global AI Infrastructure Market is the substantial capital investment required to establish and maintain advanced artificial intelligence infrastructure. Building high-performance computing systems, next-generation semiconductor facilities, and scalable data centers demands billions of dollars in upfront costs. Hardware components such as graphics processing units, tensor processing units, and custom-designed accelerators come with high acquisition prices, while cloud services with artificial intelligence optimization also represent ongoing financial commitments. Furthermore, the cost of energy consumption associated with training large-scale artificial intelligence models is increasingly significant, as these systems require extensive power and cooling resources. This combination of hardware acquisition, facility expansion, and energy costs creates a high barrier to entry for small and medium enterprises, thereby concentrating the market among only the most financially capable players.

In addition to capital expenditure, operational costs add a persistent burden to market participants. Maintaining infrastructure for artificial intelligence requires specialized personnel with expertise in data science, machine learning engineering, and systems architecture, whose availability is both scarce and expensive. Organizations must also continuously upgrade their systems to keep pace with rapidly evolving artificial intelligence models, which often become obsolete within a short cycle. The lack of standardized frameworks across industries further amplifies operational inefficiency, as companies are compelled to customize infrastructure investments for their unique requirements. While large technology corporations and governments can absorb these costs, many enterprises struggle to justify the return on investment, thereby slowing down widespread adoption of artificial intelligence. Consequently, high capital investment and ongoing operational expenses remain a significant bottleneck for the expansion of the AI Infrastructure Market, particularly in emerging economies where financial and technical resources are limited.

Key Market Trends

Rapid Expansion of Generative Artificial Intelligence Workloads

The emergence of generative artificial intelligence is reshaping the trajectory of the Global AI Infrastructure Market. Models such as large language models, multimodal systems, and generative design applications require unparalleled computing capabilities and massive storage resources. Training these models involves billions of parameters and petabytes of data, demanding robust infrastructure supported by high-performance processors, advanced networking, and scalable cloud platforms. This exponential growth in generative artificial intelligence adoption across industries such as media, healthcare, and software development is accelerating the need for specialized infrastructure designed to support complex artificial intelligence workloads.

Generative artificial intelligence is moving beyond experimentation into commercial deployment, creating long-term infrastructure demand. Enterprises are increasingly relying on generative artificial intelligence to automate content creation, enhance customer engagement, and improve decision-making efficiency. Cloud providers and hardware manufacturers are responding by launching purpose-built platforms optimized for generative artificial intelligence training and inference. This trend underscores a fundamental shift in artificial intelligence infrastructure requirements, where performance, scalability, and reliability are becoming critical differentiators for market leaders.

Key Market Players

• Microsoft Corporation
• NVIDIA Corporation
• Google LLC
• Advanced Micro Devices, Inc.
• Samsung Electronics Co., Ltd.
• Micron Technology, Inc.
• Meta Platforms, Inc.
• IBM Corporation
• Cerebras Systems, Inc.
• Astera Labs, Inc.

Report Scope:

In this report, the Global AI Infrastructure Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

AI Infrastructure Market, By Offering:

• Compute
• Memory
• Network
• Storage
• Server Software

AI Infrastructure Market, By Deployment:

• On-Premises
• Cloud
• Hybrid

AI Infrastructure Market, By End User:

• Cloud Service Providers
• Enterprises
• Government Organizations

AI Infrastructure Market, By Region:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • Germany
  • France
  • United Kingdom
  • Italy
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Australia
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • South Africa
• South America
  • Brazil
  • Colombia
  • Argentina

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global AI Infrastructure Market.

Available Customizations:

Global AI Infrastructure Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Solution Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, and Trends

4. Voice of Customer

5. Global AI Infrastructure Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Offering (Compute, Memory, Network, Storage, Server Software)
  • 5.2.2. By Deployment (On-Premises, Cloud, Hybrid)
  • 5.2.3. By End User (Cloud Service Providers, Enterprises, Government Organizations)
  • 5.2.4. By Region (North America, Europe, South America, Middle East & Africa, Asia Pacific)
• 5.3. By Company (2024)
• 5.4. Market Map

6. North America AI Infrastructure Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Offering
  • 6.2.2. By Deployment
  • 6.2.3. By End User
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States AI Infrastructure Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Offering
      • 6.3.1.2.2. By Deployment
      • 6.3.1.2.3. By End User
  • 6.3.2. Canada AI Infrastructure Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Offering
      • 6.3.2.2.2. By Deployment
      • 6.3.2.2.3. By End User
  • 6.3.3. Mexico AI Infrastructure Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Offering
      • 6.3.3.2.2. By Deployment
      • 6.3.3.2.3. By End User

7. Europe AI Infrastructure Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Offering
  • 7.2.2. By Deployment
  • 7.2.3. By End User
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany AI Infrastructure Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Offering
      • 7.3.1.2.2. By Deployment
      • 7.3.1.2.3. By End User
  • 7.3.2. France AI Infrastructure Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Offering
      • 7.3.2.2.2. By Deployment
      • 7.3.2.2.3. By End User
  • 7.3.3. United Kingdom AI Infrastructure Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Offering
      • 7.3.3.2.2. By Deployment
      • 7.3.3.2.3. By End User
  • 7.3.4. Italy AI Infrastructure Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Offering
      • 7.3.4.2.2. By Deployment
      • 7.3.4.2.3. By End User
  • 7.3.5. Spain AI Infrastructure Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Offering
      • 7.3.5.2.2. By Deployment
      • 7.3.5.2.3. By End User

8. Asia Pacific AI Infrastructure Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Offering
  • 8.2.2. By Deployment
  • 8.2.3. By End User
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China AI Infrastructure Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Offering
      • 8.3.1.2.2. By Deployment
      • 8.3.1.2.3. By End User
  • 8.3.2. India AI Infrastructure Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Offering
      • 8.3.2.2.2. By Deployment
      • 8.3.2.2.3. By End User
  • 8.3.3. Japan AI Infrastructure Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Offering
      • 8.3.3.2.2. By Deployment
      • 8.3.3.2.3. By End User
  • 8.3.4. South Korea AI Infrastructure Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Offering
      • 8.3.4.2.2. By Deployment
      • 8.3.4.2.3. By End User
  • 8.3.5. Australia AI Infrastructure Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Offering
      • 8.3.5.2.2. By Deployment
      • 8.3.5.2.3. By End User

9. Middle East & Africa AI Infrastructure Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Offering
  • 9.2.2. By Deployment
  • 9.2.3. By End User
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia AI Infrastructure Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Offering
      • 9.3.1.2.2. By Deployment
      • 9.3.1.2.3. By End User
  • 9.3.2. UAE AI Infrastructure Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Offering
      • 9.3.2.2.2. By Deployment
      • 9.3.2.2.3. By End User
  • 9.3.3. South Africa AI Infrastructure Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Offering
      • 9.3.3.2.2. By Deployment
      • 9.3.3.2.3. By End User

10. South America AI Infrastructure Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Offering
  • 10.2.2. By Deployment
  • 10.2.3. By End User
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil AI Infrastructure Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Offering
      • 10.3.1.2.2. By Deployment
      • 10.3.1.2.3. By End User
  • 10.3.2. Colombia AI Infrastructure Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Offering
      • 10.3.2.2.2. By Deployment
      • 10.3.2.2.3. By End User
  • 10.3.3. Argentina AI Infrastructure Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Offering
      • 10.3.3.2.2. By Deployment
      • 10.3.3.2.3. By End User

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends and Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Company Profiles

• 13.1. Microsoft Corporation
  • 13.1.1. Business Overview
  • 13.1.2. Key Revenue and Financials
  • 13.1.3. Recent Developments
  • 13.1.4. Key Personnel
  • 13.1.5. Key Product/Services Offered
• 13.2. NVIDIA Corporation
• 13.3. Google LLC
• 13.4. Advanced Micro Devices, Inc.
• 13.5. Samsung Electronics Co., Ltd.
• 13.6. Micron Technology, Inc.
• 13.7. Meta Platforms, Inc.
• 13.8. IBM Corporation
• 13.9. Cerebras Systems, Inc.
• 13.10. Astera Labs, Inc.

14. Strategic Recommendations

15. About Us & Disclaimer