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AI Inference Market by Compute (GPU, CPU, FPGA), Memory (DDR, HBM), Network (NIC/Network Adapters, Interconnect), Deployment (On-premises, Cloud, Edge), Application (Generative AI, Machine Learning, NLP, Computer Vision) - Global Forecast to 2030

出版商 MarketsandMarkets產業別 Electronics & Semiconductor出版日期 2025-02-28頁數 366報告編號 SE9299

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報告摘要

The AI Inference market is expected to be worth USD 106.15 billion in 2025 and is estimated to reach USD 254.98 billion by 2030, growing at a CAGR of 19.2% between 2025 and 2030. The AI inference market is being driven by the exponential increase in data generation, fueled by the widespread use of connected devices, social media platforms, and digital transformation initiatives. This massive influx of data necessitates efficient inference systems to extract meaningful insights in real time, enabling businesses to stay competitive and responsive. Additionally, the growing emphasis on personalized user experiences, such as recommendation systems in e-commerce and content platforms, has heightened the demand for AI inference to deliver tailored outcomes swiftly and accurately. Furthermore, regulatory and compliance requirements in sectors like healthcare and finance are pushing organizations to adopt AI inference for tasks such as fraud detection, risk assessment, and diagnostics, ensuring both accuracy and scalability. “Machine Learning segment holds highest market share in 2024.” Machine Learning holds high market share in the AI inference market, which is driven by the expanding use of ML applications across various industries. Machine learning models, especially deep learning and reinforcement learning algorithms, require extensive computational resources to train and deploy effectively. This requirement of robust infrastructure, such as high performance GPUs, TPUs and dedicated AI accelerators, becomes essential as organizations continue to bring in machine learning for prediction analytics, recommendation engines, autonomous systems, etc. Technology companies such as Google Cloud (USA), Amazon Web Services (USA), and Microsoft Azure (USA) are enhancing their AI products to accommodate more complex ML models and providing solutions such as TPU V4 and NVIDIA'S A100 GPUs. Recent advancements such as Gcore's introduction of "Inference at the Edge" in June 2024 accelerate this trend even further through provision of nanosecond-order low-latency AI processing utilizing high-performance, strategically located nodes equipped with NVIDIA L40S GPUs. These platforms support both fundamental and custom machine learning models, including popular open-source foundation models like LLAMA Pro 8B, Mistral 7B, and Stable-Diffusion XL, paving the way towards versatility and flexibility for various scenarios. This alliance of scalability, accessibility, and state-of-the-art infrastructure reinforces machine learning's dominance in the AI inference market. ”Enterprises is projected to grow at a high CAGR of AI Inference market during the forecasted timeline” The enterprise segment will have the highest growth rate in the AI Inference market. Enterprises have widely adopted AI solutions for better operational efficiency, offer personalized customer experience and to drive innovation. Enterprises have resources and infrastructure to deploy large-scale AI models in domains such as customer service, supply chain optimization, and predictive analytics. Healthcare enterprise use AI for medical imaging and diagnostics, financial organizations for fraud and risk detection, and retailer for AI-based recommendation system and inventory management. This growth is further propelled by rise in advancements in enterprise-focused AI platforms that simplify the deployment and scale AI applications. For instance, In May 2024, Nutanix (US) collaborated with NVIDIA Corporation (US) in order to boost adoption for generative AI . This integration of Nutanix's GPT-in-a-Box 2.0 with NVIDIA'S NIM inference microservices will enable enterprises to deploy scalable, secure, and high-performance GenAI applications both centrally and at the edge. With its platform, Nutanix simplifies the deployment of AI models and reduces the need for specialized AI expertise and empowers businesses to implement AI strategies. These innovations highlight the increasing rate at which enterprises are investing in AI inference for competitive advantages and operational improvement. “Asia Pacific is expected to hold high CAGR in during the forecast period.” The AI inference market in Asia Pacific will grow at a high CAGR in the forecast period. Asia Pacific has seen remarkable progress in AI research, development, and deployment. Countries like China, Japan, South Korea, and Singapore are making substantial investments in AI research and infrastructure. Strong collaborations among academia, industry and government in these countries have resulted in innovations in machine learning, natural language processing, computer vision, and robotics. For instance, In October 2024, Nvidia Corporation (US) made strategic plans and collaborations in India, such as partnerships with Yotta, E2E Networks, and Netweb, to promote the use of AI technologies and create AI "factories" specific to the Indian market. These collaborations are aimed at accelerating AI inference with Nvidia's high-end GPUs, software, and networking features, including Yotta's Shakti Cloud providing Nvidia Inference Microservices (NIM) and E2E for access to Nvidia's H200 GPUs. Netweb's manufacturing of Tyrone servers based on Nvidia's MGX reference design also complements these efforts. These developments will substantially increase demand for AI inference solutions in India by allowing companies to handle sophisticated workloads, drive AI adoption in Asia Pacific, and assist startups with innovative accelerator programs. Extensive primary interviews were conducted with key industry experts in the AI Inference 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 – 40%, Tier 2 – 25%, and Tier 3 – 35% • By Designation: C-level Executives – 50%, Directors – 20%, and Others – 30% • By Region: North America – 40%, Europe – 20%, Asia Pacific – 30%, and RoW – 10% The report profiles key players in the AI Inference market with their respective market ranking analysis. Prominent players profiled in this report are NVIDIA Corporation (US), Advanced Micro Devices, Inc. (US), Intel Corporation (US), SK HYNIX INC. (South Korea), SAMSUNG (South Korea), Micron Technology, Inc. (US), Apple Inc. (US), Qualcomm Technologies, Inc. (US), Huawei Technologies Co., Ltd. (China), Google (US), Amazon Web Services, Inc. (US), Tesla (US), Microsoft (US), Meta (US), T-Head (China), Graphcore (UK), and Cerebras (US), among others. Apart from this, Mythic (US), Blaize (US), Groq, Inc. (US), HAILO TECHNOLOGIES LTD (Israel), SiMa Technologies, Inc. (US), Kneron, Inc. (US), Tenstorrent (Canada), SambaNova Systems, Inc. (US), SAPEON Inc. (US), Rebellions Inc. (South Korea), Shanghai BiRen Technology Co., Ltd. (China) are among a few emerging companies in the AI Inference market. Research Coverage: This research report categorizes the AI Inference market based on compute, memory, network, deployment, application, end user, and region. The report describes the major drivers, restraints, challenges, and opportunities pertaining to the AI Inference 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 Inference 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 Inference 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 (Growing need for real-time processing at edge devices, Advanced cloud platforms offering specialized AI inference services, and Enhanced GPU capabilities for inference tasks) influencing the growth of the AI inference market. • Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the AI inference market. • Market Development: Comprehensive information about lucrative markets – the report analysis the AI inference market across varied regions • Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the AI inference 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), Intel Corporation (US), SK HYNIX INC. (South Korea), SAMSUNG (South Korea), among others in the AI inference market.
目錄 Table of Contents
1 INTRODUCTION 31 1.1 STUDY OBJECTIVES 31 1.2 MARKET DEFINITION 31 1.3 STUDY SCOPE 32 1.3.1 MARKETS COVERED AND REGIONAL SCOPE 32 1.3.2 INCLUSIONS AND EXCLUSIONS 33 1.3.3 YEARS CONSIDERED 33 1.4 CURRENCY CONSIDERED 34 1.5 UNIT CONSIDERED 34 1.6 LIMITATIONS 34 1.7 STAKEHOLDERS 34 2 RESEARCH METHODOLOGY 35 2.1 RESEARCH DATA 35 2.1.1 SECONDARY AND PRIMARY RESEARCH 36 2.1.2 SECONDARY DATA 36 2.1.2.1 List of key secondary sources 37 2.1.2.2 Key data from secondary sources 37 2.1.3 PRIMARY DATA 37 2.1.3.1 List of primary interview participants 38 2.1.3.2 Breakdown of primaries 38 2.1.3.3 Key data from primary sources 39 2.1.3.4 Key industry insights 40 2.2 MARKET SIZE ESTIMATION METHODOLOGY 41 2.2.1 BOTTOM-UP APPROACH 43 2.2.1.1 Approach to arrive at market size using bottom-up analysis (demand side) 44 2.2.2 TOP-DOWN APPROACH 44 2.2.2.1 Approach to arrive at market size using top-down analysis (supply side) 45 2.3 DATA TRIANGULATION 46 2.4 RESEARCH ASSUMPTIONS 47 2.5 RISK ANALYSIS 47 2.6 RESEARCH LIMITATIONS 48 3 EXECUTIVE SUMMARY 49   4 PREMIUM INSIGHTS 55 4.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI INFERENCE MARKET 55 4.2 AI INFERENCE MARKET, BY COMPUTE 55 4.3 AI INFERENCE MARKET, BY MEMORY 56 4.4 AI INFERENCE MARKET, BY NETWORK 56 4.5 AI INFERENCE MARKET, BY APPLICATION 57 4.6 AI INFERENCE MARKET, BY END USER 58 4.7 AI INFRASTRUCTURE MARKET, BY REGION 58 4.8 AI INFERENCE MARKET, BY COUNTRY 59 5 MARKET OVERVIEW 60 5.1 INTRODUCTION 60 5.2 MARKET DYNAMICS 60 5.2.1 DRIVERS 61 5.2.1.1 Growing demand for real-time processing on edge devices 61 5.2.1.2 Growth of advanced cloud platforms offering specialized AI inference services 61 5.2.1.3 Enhanced GPU capabilities for inference tasks 62 5.2.2 RESTRAINTS 63 5.2.2.1 Computational workload and high power consumption 63 5.2.2.2 Shortage of skilled workforce 65 5.2.3 OPPORTUNITIES 65 5.2.3.1 Growth of AI-enabled healthcare and diagnostics 65 5.2.3.2 Advancements in natural language processing for improved customer experience 67 5.2.3.3 Increasing demand for real-time data processing and analytics 67 5.2.4 CHALLENGES 68 5.2.4.1 Data privacy concerns 68 5.2.4.2 Supply chain disruptions 69 5.3 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 70 5.4 PRICING ANALYSIS 70 5.4.1 INDICATIVE PRICING OF KEY PLAYERS, BY COMPUTE 71 5.4.2 AVERAGE SELLING PRICE TREND, BY REGION 72 5.5 VALUE CHAIN ANALYSIS 74 5.6 ECOSYSTEM ANALYSIS 76 5.7 INVESTMENT AND FUNDING SCENARIO 77 5.8 TECHNOLOGY ANALYSIS 78 5.8.1 KEY TECHNOLOGIES 78 5.8.1.1 GenAI workload 78 5.8.1.2 High bandwidth memory (HBM) 78 5.8.1.3 High-performance computing (HPC) 79   5.8.2 COMPLEMENTARY TECHNOLOGIES 80 5.8.2.1 High-speed interconnects 80 5.8.2.2 Edge computing infrastructure 80 5.8.2.3 Data center power management and cooling system 81 5.8.3 ADJACENT TECHNOLOGIES 82 5.8.3.1 Cloud AI services 82 5.8.3.2 AI development frameworks 82 5.9 PATENT ANALYSIS 83 5.10 TRADE ANALYSIS 88 5.10.1 IMPORT SCENARIO (HS CODE 854231) 88 5.10.2 EXPORT SCENARIO (HS CODE 854231) 90 5.11 KEY CONFERENCES AND EVENTS, 2025–2026 91 5.12 CASE STUDY ANALYSIS 93 5.12.1 AI-POWERED RADIATION THERAPY OPTIMIZATION WITH INTEL CORPORATION AND SIEMENS HEALTHINEERS 93 5.12.2 ARTIFICIAL INTELLIGENCE ACCELERATES DARK MATTER SEARCH WITH ADVANCED MICRO DEVICES, INC. FPGAS 93 5.12.3 SERVING INFERENCE FOR LLMS: A CASE STUDY WITH NVIDIA TRITON INFERENCE SERVER AND ELEUTHER AI 94 5.12.4 FINCH COMPUTING REDUCES INFERENCE COSTS USING AWS INFERENTIA FOR LANGUAGE TRANSLATION 94 5.13 REGULATORY LANDSCAPE 95 5.13.1 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 95 5.13.2 STANDARDS 99 5.14 PORTER’S FIVE FORCES ANALYSIS 101 5.14.1 THREAT OF NEW ENTRANTS 102 5.14.2 THREAT OF SUBSTITUTES 102 5.14.3 BARGAINING POWER OF SUPPLIERS 102 5.14.4 BARGAINING POWER OF BUYERS 102 5.14.5 INTENSITY OF COMPETITIVE RIVALRY 103 5.15 KEY STAKEHOLDERS AND BUYING CRITERIA 103 5.15.1 KEY STAKEHOLDERS IN BUYING PROCESS 103 5.15.2 BUYING CRITERIA 104 6 AI INFERENCE MARKET, BY COMPUTE 105 6.1 INTRODUCTION 106 6.2 GPU 109 6.2.1 ABILITY TO HANDLE AI WORKLOADS AND PROCESS VAST DATA VOLUMES TO BOOST ADOPTION 109 6.3 CPU 110 6.3.1 RISING DEMAND FOR VERSATILE AND GENERAL-PURPOSE AI PROCESSING TO BOOST MARKET GROWTH 110   6.4 FPGA 111 6.4.1 INCREASING NEED FOR FLEXIBILITY AND CUSTOMIZATION FOR AI WORKLOADS TO SPUR DEMAND 111 6.5 NPU 112 6.5.1 RISING DEMAND FOR HIGH-END SMARTPHONES TO DRIVE SEGMENTAL GROWTH 112 6.6 TPU 114 6.6.1 NEED FOR FASTER PROCESSING IN AI RESEARCH AND APPLICATION DEVELOPMENT TO BOOST DEMAND 114 6.7 FSD 114 6.7.1 DEMAND FOR HIGH-PERFORMANCE, ENERGY-EFFICIENT AI PROCESSING IN AUTONOMOUS VEHICLES TO FUEL ADOPTION 114 6.8 INFERENTIA 115 6.8.1 ABILITY TO TRAIN COMPLEX AI AND DEEP LEARNING MODELS TO DRIVE ADOPTION 115 6.9 T-HEAD 115 6.9.1 RISING DEMAND FOR CUSTOMIZED, HIGH-PERFORMANCE AI CHIPS ACROSS CHINESE DATA CENTERS TO STIMULATE MARKET GROWTH 115 6.10 MTIA 116 6.10.1 META'S EXPANSION INTO AR, VR, AND METAVERSE TO FUEL MARKET GROWTH 116 6.11 LPU 116 6.11.1 INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE- BASED AI TASKS TO ACCELERATE DEMAND 116 6.12 OTHER ASICS 117 7 AI INFERENCE MARKET, BY MEMORY 118 7.1 INTRODUCTION 119 7.2 DDR 121 7.2.1 RISING ADOPTION OF AI-ENABLED CPUS IN DATA CENTERS TO SUPPORT MARKET GROWTH 121 7.3 HBM 122 7.3.1 ELEVATING NEED FOR HIGH THROUGHPUT IN DATA-INTENSIVE AI TASKS TO FUEL MARKET GROWTH 122 8 AI INFERENCE MARKET, BY NETWORK 123 8.1 INTRODUCTION 124 8.2 NIC/NETWORK ADAPTERS 126 8.2.1 INFINIBAND 128 8.2.1.1 Growing utilization of HPC and AI models to minimize latency and maximize throughput to boost segmental growth 128 8.2.2 ETHERNET 128 8.2.2.1 Rising demand for scalable and cost-effective networking solutions to propel growth 128   8.3 INTERCONNECTS 129 8.3.1 GROWING COMPLEXITY OF AI MODELS REQUIRING HIGH-BANDWIDTH DATA PATHS TO FUEL DEMAND 129 9 AI INFERENCE MARKET, BY DEPLOYMENT 130 9.1 INTRODUCTION 131 9.2 ON-PREMISES 132 9.2.1 GROWING DATA PRIVACY CONCERNS TO DRIVE MARKET 132 9.3 CLOUD 133 9.3.1 ABILITY TO SCALE RESOURCES ON DEMAND TO BOOST GROWTH 133 9.4 EDGE 133 9.4.1 INCREASING APPLICATION IN HEALTHCARE, AUTOMOTIVE, AND INDUSTRIAL AUTOMATION TO FOSTER MARKET GROWTH 133 10 AI INFERENCE MARKET, BY APPLICATION 135 10.1 INTRODUCTION 136 10.2 GENERATIVE AI 137 10.2.1 RULE-BASED MODELS 138 10.2.1.1 Integration with ML and deep learning to offer lucrative growth opportunities 138 10.2.2 STATISTICAL MODELS 139 10.2.2.1 Growing application in finance, economics, and healthcare sectors to fuel market growth 139 10.2.3 DEEP LEARNING 139 10.2.3.1 Ability to advance AI technologies to boost demand 139 10.2.4 GENERATIVE ADVERSARIAL NETWORKS (GANS) 140 10.2.4.1 Need to handle large-scale data to fuel market growth 140 10.2.5 AUTOENCODERS 141 10.2.5.1 Increasing use in data processing, anomaly detection, and feature extraction to accelerate demand 141 10.2.6 CONVOLUTIONAL NEURAL NETWORKS (CNNS) 141 10.2.6.1 Rising number of autonomous vehicles and smart cities to drive market 141 10.2.7 TRANSFORMER MODELS 142 10.2.7.1 Growing popularity of GPT models and BERT to offer lucrative growth opportunities 142 10.3 MACHINE LEARNING 143 10.3.1 RISING APPLICATION FOR REAL-TIME DECISION-MAKING AND DATA ANALYSIS TO FOSTER MARKET GROWTH 143 10.4 NATURAL LANGUAGE PROCESSING 144 10.4.1 GROWING DEMAND FOR SENTIMENT ANALYSIS, LANGUAGE TRANSLATION, AND SPEECH RECOGNITION TO DRIVE MARKET 144 10.5 COMPUTER VISION 145 10.5.1 ESCALATING NEED FOR ADVANCED PROCESSING CAPABILITIES TO BOOST DEMAND 145 11 AI INFERENCE MARKET, BY END USER 147 11.1 INTRODUCTION 148 11.2 CONSUMER 149 11.2.1 GROWING ADOPTION OF AI-ENABLED PERSONAL DEVICES TO PROPEL MARKET 149 11.3 CLOUD SERVICE PROVIDERS 150 11.3.1 SURGING AI WORKLOADS AND CLOUD ADOPTION TO STIMULATE MARKET GROWTH 150 11.4 ENTERPRISES 152 11.4.1 HEALTHCARE 153 11.4.1.1 Growing demand for personalized treatment to fuel market growth 153 11.4.2 BFSI 153 11.4.2.1 Rising focus on enhancing security and improving customer services to foster market growth 153 11.4.3 AUTOMOTIVE 154 11.4.3.1 Growing focus on safe and enhanced driving experiences to fuel demand 154 11.4.4 RETAIL & E-COMMERCE 155 11.4.4.1 Rapid shift toward data-centric models to enhance customer engagement to accelerate demand 155 11.4.5 MEDIA & ENTERTAINMENT 155 11.4.5.1 Rising demand for content recommendation engines and interactive media experiences to foster market growth 155 11.4.6 OTHERS 156 11.5 GOVERNMENT ORGANIZATIONS 156 11.5.1 GROWING NEED TO ENHANCE PUBLIC SAFETY AND SECURITY TO OFFER LUCRATIVE GROWTH OPPORTUNITIES 156 12 AI INFERENCE MARKET, BY REGION 158 12.1 INTRODUCTION 159 12.2 NORTH AMERICA 161 12.2.1 MACROECONOMIC OUTLOOK FOR NORTH AMERICA 161 12.2.2 US 167 12.2.2.1 Presence of established AI inference manufacturers to drive market 167 12.2.3 CANADA 170 12.2.3.1 Growing emphasis on commercializing AI to offer lucrative growth opportunities 170 12.2.4 MEXICO 172 12.2.4.1 Rapid digital transformation and surging adoption of cloud computing to fuel market growth 172 12.3 EUROPE 174 12.3.1 MACROECONOMIC OUTLOOK FOR EUROPE 174 12.3.2 UK 181 12.3.2.1 Growing investments in data center infrastructure to boost demand 181 12.3.3 GERMANY 183 12.3.3.1 Increasing adoption of smart technologies to boost manufacturing to drive market 183 12.3.4 FRANCE 185 12.3.4.1 Rising government-led initiatives to strengthen AI technology to fuel market growth 185 12.3.5 ITALY 187 12.3.5.1 Rising emphasis on developing digital infrastructure to offer lucrative growth opportunities 187 12.3.6 SPAIN 189 12.3.6.1 Rapid adoption of cloud computing to accelerate demand 189 12.3.7 REST OF EUROPE 191 12.4 ASIA PACIFIC 193 12.4.1 MACROECONOMIC OUTLOOK FOR ASIA PACIFIC 194 12.4.2 CHINA 201 12.4.2.1 Proliferation of IoT devices to drive market 201 12.4.3 JAPAN 203 12.4.3.1 Rising investments to boost cloud infrastructure to foster market growth 203 12.4.4 INDIA 205 12.4.4.1 Government-led initiatives to boost AI infrastructure to offer lucrative growth opportunities 205 12.4.5 SOUTH KOREA 207 12.4.5.1 Thriving semiconductor industry to drive market 207 12.4.6 REST OF ASIA PACIFIC 209 12.5 ROW 211 12.5.1 MACROECONOMIC OUTLOOK FOR ROW 217 12.5.2 MIDDLE EAST 218 12.5.2.1 Growing emphasis on digital transformation and technological innovation to drive market 218 12.5.2.2 GCC 220 12.5.2.3 Rest of Middle East 220 12.5.3 AFRICA 221 12.5.3.1 Growing need for managing advanced data processing requirements to fuel market growth 221 12.5.4 SOUTH AMERICA 223 12.5.4.1 Growing need for flexible and secure cloud storage solutions to accelerate demand 223 13 COMPETITIVE LANDSCAPE 225 13.1 INTRODUCTION 225 13.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2020–2024 225 13.3 REVENUE ANALYSIS, 2022–2024 227 13.4 MARKET SHARE ANALYSIS, 2024 228 13.5 COMPANY VALUATION AND FINANCIAL METRICS 232 13.6 BRAND/PRODUCT COMPARISON 233 13.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024 234 13.7.1 STARS 234 13.7.2 EMERGING LEADERS 234 13.7.3 PERVASIVE PLAYERS 234 13.7.4 PARTICIPANTS 234 13.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2024 236 13.7.5.1 Company footprint 236 13.7.5.2 Compute footprint 237 13.7.5.3 Memory footprint 238 13.7.5.4 Network footprint 238 13.7.5.5 Deployment footprint 239 13.7.5.6 Application footprint 240 13.7.5.7 End user footprint 241 13.7.5.8 Region footprint 242 13.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2024 243 13.8.1 PROGRESSIVE COMPANIES 243 13.8.2 RESPONSIVE COMPANIES 243 13.8.3 DYNAMIC COMPANIES 243 13.8.4 STARTING BLOCKS 243 13.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2024 245 13.8.5.1 Detailed list of key startups/SMEs 245 13.8.5.2 Competitive benchmarking of key startups/SMEs 246 13.9 COMPETITIVE SCENARIO 247 13.9.1 PRODUCT LAUNCHES 247 13.9.2 DEALS 259 14 COMPANY PROFILES 272 14.1 KEY PLAYERS 272 14.1.1 NVIDIA CORPORATION 272 14.1.1.1 Business overview 272 14.1.1.2 Products/Solutions/Services offered 273 14.1.1.3 Recent developments 276 14.1.1.3.1 Product launches 276 14.1.1.3.2 Deals 278 14.1.1.4 MnM view 280 14.1.1.4.1 Key strengths 280 14.1.1.4.2 Strategic choices 280 14.1.1.4.3 Weaknesses and competitive threats 280   14.1.2 ADVANCED MICRO DEVICES, INC. 281 14.1.2.1 Business overview 281 14.1.2.2 Products/Solutions/Services offered 282 14.1.2.3 Recent developments 284 14.1.2.3.1 Product launches 284 14.1.2.3.2 Deals 286 14.1.2.4 MnM view 287 14.1.2.4.1 Key strengths 287 14.1.2.4.2 Strategic choices 287 14.1.2.4.3 Weaknesses and competitive threats 288 14.1.3 INTEL CORPORATION 289 14.1.3.1 Business overview 289 14.1.3.2 Products/Solutions/Services offered 290 14.1.3.3 Recent developments 292 14.1.3.3.1 Product launches 292 14.1.3.3.2 Deals 294 14.1.3.4 MnM view 296 14.1.3.4.1 Key strengths 296 14.1.3.4.2 Strategic choices 296 14.1.3.4.3 Weaknesses and competitive threats 296 14.1.4 SK HYNIX INC. 297 14.1.4.1 Business overview 297 14.1.4.2 Products/Solutions/Services offered 298 14.1.4.3 Recent developments 299 14.1.4.3.1 Product launches 299 14.1.4.3.2 Deals 300 14.1.4.4 MnM view 300 14.1.4.4.1 Key strengths 300 14.1.4.4.2 Strategic choices 301 14.1.4.4.3 Weaknesses and competitive threats 301 14.1.5 SAMSUNG 302 14.1.5.1 Business overview 302 14.1.5.2 Products/Solutions/Services offered 303 14.1.5.3 Recent developments 306 14.1.5.3.1 Product launches 306 14.1.5.3.2 Deals 308 14.1.5.4 MnM view 309 14.1.5.4.1 Key strengths 309 14.1.5.4.2 Strategic choices 309 14.1.5.4.3 Weaknesses and competitive threats 309   14.1.6 MICRON TECHNOLOGY, INC. 310 14.1.6.1 Business overview 310 14.1.6.2 Products/Solutions/Services offered 311 14.1.6.3 Recent developments 312 14.1.6.3.1 Product launches 312 14.1.6.3.2 Deals 314 14.1.7 APPLE INC. 315 14.1.7.1 Business overview 315 14.1.7.2 Products/Solutions/Services offered 316 14.1.7.3 Recent developments 317 14.1.7.3.1 Product launches 317 14.1.7.3.2 Deals 319 14.1.8 QUALCOMM TECHNOLOGIES, INC. 320 14.1.8.1 Business overview 320 14.1.8.2 Products/Solutions/Services offered 321 14.1.8.3 Recent developments 323 14.1.8.3.1 Product launches 323 14.1.8.3.2 Deals 324 14.1.9 HUAWEI TECHNOLOGIES CO., LTD. 326 14.1.9.1 Business overview 326 14.1.9.2 Products/Solutions/Services offered 327 14.1.9.3 Recent developments 328 14.1.9.3.1 Product launches 328 14.1.9.3.2 Deals 328 14.1.10 GOOGLE 329 14.1.10.1 Business overview 329 14.1.10.2 Products/Solutions/Services offered 330 14.1.10.3 Recent developments 331 14.1.10.3.1 Product launches 331 14.1.10.3.2 Deals 332 14.1.11 AMAZON WEB SERVICES, INC. 333 14.1.11.1 Business overview 333 14.1.11.2 Products/Solutions/Services offered 334 14.1.11.3 Recent developments 334 14.1.11.3.1 Product launches 334 14.1.11.3.2 Deals 335 14.1.12 TESLA 337 14.1.12.1 Business overview 337 14.1.12.2 Products/Solutions/Services offered 338   14.1.13 MICROSOFT 339 14.1.13.1 Business overview 339 14.1.13.2 Products/Solutions/Services offered 340 14.1.13.3 Recent developments 341 14.1.13.3.1 Product launches 341 14.1.13.3.2 Deals 341 14.1.14 META 342 14.1.14.1 Business overview 342 14.1.14.2 Products/Solutions/Services offered 343 14.1.14.3 Recent developments 344 14.1.14.3.1 Product launches 344 14.1.14.3.2 Deals 344 14.1.15 T-HEAD 345 14.1.15.1 Business overview 345 14.1.15.2 Products/Solutions/Services offered 345 14.1.16 GRAPHCORE 346 14.1.16.1 Business overview 346 14.1.16.2 Products/Solutions/Services offered 346 14.1.16.3 Recent developments 347 14.1.16.3.1 Product launches 347 14.1.16.3.2 Deals 347 14.1.17 CEREBRAS 348 14.1.17.1 Business overview 348 14.1.17.2 Products/Solutions/Services offered 348 14.1.17.3 Recent developments 349 14.1.17.3.1 Product launches 349 14.1.17.3.2 Deals 349 14.2 OTHER PLAYERS 350 14.2.1 MYTHIC 350 14.2.2 BLAIZE 351 14.2.3 GROQ, INC. 352 14.2.4 HAILO TECHNOLOGIES LTD. 353 14.2.5 SIMA TECHNOLOGIES, INC. 354 14.2.6 KNERON, INC. 354 14.2.7 TENSTORRENT 355 14.2.8 SAMBANOVA SYSTEMS, INC. 355 14.2.9 SAPEON INC. 356 14.2.10 REBELLIONS INC. 356 14.2.11 SHANGHAI BIREN TECHNOLOGY CO., LTD. 357   15 APPENDIX 358 15.1 DISCUSSION GUIDE 358 15.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 362 15.3 CUSTOMIZATION OPTIONS 364 15.4 RELATED REPORTS 364 15.5 AUTHOR DETAILS 365
圖表清單 List of Tables & Figures
TABLE 1 AI INFERENCE MARKET: RESEARCH ASSUMPTIONS 47 TABLE 2 AI INFERENCE MARKET: RISK ANALYSIS 47 TABLE 3 NVIDIA’S BLACKWELL PLATFORM TO HAVE TDP EXCEEDING 1KW 64 TABLE 4 INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2024 (USD) 71 TABLE 5 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021–2024 (USD) 72 TABLE 6 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021–2024 (USD) 73 TABLE 7 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021–2024 (USD) 73 TABLE 8 AI INFERENCE MARKET: ROLE OF COMPANIES IN ECOSYSTEM 76 TABLE 9 LIST OF PATENTS, 2022–2024 83 TABLE 10 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION) 89 TABLE 11 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS, BY COUNTRY, 2019–2023 (USD MILLION) 90 TABLE 12 LIST OF KEY CONFERENCES AND EVENTS, 2025–2026 91 TABLE 13 NORTH AMERICA: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 95 TABLE 14 EUROPE: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 96 TABLE 15 ASIA PACIFIC: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 97 TABLE 16 ROW: REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 98 TABLE 17 REGULATORY STANDARDS 99 TABLE 18 AI INFERENCE MARKET: PORTER’S FIVE FORCES ANALYSIS 101 TABLE 19 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS (%) 104 TABLE 20 KEY BUYING CRITERIA FOR TOP THREE END USERS 104 TABLE 21 AI INFERENCE MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 106 TABLE 22 AI INFERENCE MARKET, BY COMPUTE, 2025–2030 (USD MILLION) 107 TABLE 23 AI INFERENCE MARKET, BY COMPUTE, 2021–2024 (THOUSAND UNITS) 107 TABLE 24 AI INFERENCE MARKET, BY COMPUTE, 2025–2030 (THOUSAND UNITS) 108 TABLE 25 COMPUTE: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION) 108 TABLE 26 COMPUTE: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION) 108 TABLE 27 GPU: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION) 109 TABLE 28 GPU: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION) 110 TABLE 29 CPU: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION) 111 TABLE 30 CPU: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION) 111 TABLE 31 FPGA: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION) 112 TABLE 32 FPGA: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION) 112 TABLE 33 NPU: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION) 113 TABLE 34 NPU: AI INFERENCE MARKET, BY REGION, 2025–2030 (USD MILLION) 113 TABLE 35 AI INFERENCE MARKET, BY MEMORY, 2021–2024 (USD MILLION) 120 TABLE 36 AI INFERENCE MARKET, BY MEMORY, 2025–2030 (USD MILLION) 120 TABLE 37 MEMORY: AI INFERENCE MARKET, BY REGION, 2021–2024 (USD MILLION) 120 TABLE 38 MEMORY: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 120 TABLE 39 DDR: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 121 TABLE 40 DDR: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 121 TABLE 41 HBM: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 122 TABLE 42 HBM: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 122 TABLE 43 AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 125 TABLE 44 AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 125 TABLE 45 NETWORK: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 125 TABLE 46 NETWORK: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 126 TABLE 47 AI INFERENCE MARKET, BY NIC/NETWORK ADAPTERS TYPE, 2021−2024 (USD MILLION) 127 TABLE 48 AI INFERENCE MARKET, BY NIC/NETWORK ADAPTERS TYPE, 2025−2030 (USD MILLION) 127 TABLE 49 NIC/NETWORK ADAPTERS: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 127 TABLE 50 NIC/NETWORK ADAPTERS: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 127 TABLE 51 INTERCONNECTS: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 129 TABLE 52 INTERCONNECTS: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 129 TABLE 53 AI INFERENCE MARKET, BY DEPLOYMENT, 2021−2024 (USD MILLION) 132 TABLE 54 AI INFERENCE MARKET, BY DEPLOYMENT, 2025−2030 (USD MILLION) 132 TABLE 55 AI INFERENCE MARKET, BY APPLICATION, 2021−2034 (USD MILLION) 137 TABLE 56 AI INFERENCE MARKET, BY APPLICATION, 2025−2030 (USD MILLION) 137 TABLE 57 GENERATIVE AI: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 138 TABLE 58 GENERATIVE AI: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 138 TABLE 59 MACHINE LEARNING: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 143 TABLE 60 MACHINE LEARNING: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 144 TABLE 61 NATURAL LANGUAGE PROCESSING: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 145 TABLE 62 NATURAL LANGUAGE PROCESSING: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 145 TABLE 63 COMPUTER VISION: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 146 TABLE 64 COMPUTER VISION: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 146 TABLE 65 AI INFERENCE MARKET, BY END USER, 2021−2024 (USD MILLION) 149 TABLE 66 AI INFERENCE MARKET, BY END USER, 2025−2030 (USD MILLION) 149 TABLE 67 CONSUMER: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 150 TABLE 68 CONSUMER: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 150 TABLE 69 CLOUD SERVICE PROVIDERS: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 151 TABLE 70 CLOUD SERVICE PROVIDERS: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 151 TABLE 71 ENTERPRISES: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 152 TABLE 72 ENTERPRISES: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 152 TABLE 73 GOVERNMENT ORGANIZATIONS: AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 157 TABLE 74 GOVERNMENT ORGANIZATIONS: AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 157 TABLE 75 AI INFERENCE MARKET, BY REGION, 2021−2024 (USD MILLION) 160 TABLE 76 AI INFERENCE MARKET, BY REGION, 2025−2030 (USD MILLION) 160 TABLE 77 NORTH AMERICA: AI INFERENCE MARKET, BY COUNTRY, 2021−2024 (USD MILLION) 163 TABLE 78 NORTH AMERICA: AI INFERENCE MARKET, BY COUNTRY, 2025−2030 (USD MILLION) 163 TABLE 79 NORTH AMERICA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 163 TABLE 80 NORTH AMERICA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 163 TABLE 81 NORTH AMERICA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 164 TABLE 82 NORTH AMERICA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 164 TABLE 83 NORTH AMERICA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 164 TABLE 84 NORTH AMERICA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 164 TABLE 85 NORTH AMERICA: AI INFERENCE MARKET, BY APPLICATION, 2021−2024 (USD MILLION) 165 TABLE 86 NORTH AMERICA: AI INFERENCE MARKET, BY APPLICATION, 2025−2030 (USD MILLION) 165 TABLE 87 NORTH AMERICA: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE, 2021−2024 (USD MILLION) 165 TABLE 88 NORTH AMERICA: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE, 2025−2030 (USD MILLION) 166 TABLE 89 NORTH AMERICA: AI INFERENCE MARKET, BY END USER, 2021−2024 (USD MILLION) 166 TABLE 90 NORTH AMERICA: AI INFERENCE MARKET, BY END USER, 2025−2030 (USD MILLION) 166 TABLE 91 NORTH AMERICA: AI INFERENCE MARKET, BY ENTERPRISES, 2021−2024 (USD MILLION) 167 TABLE 92 NORTH AMERICA: AI INFERENCE MARKET, BY ENTERPRISES, 2025−2030 (USD MILLION) 167 TABLE 93 US: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 168 TABLE 94 US: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 168 TABLE 95 US: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 169 TABLE 96 US: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 169 TABLE 97 US: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 169 TABLE 98 US: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 169 TABLE 99 CANADA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 170 TABLE 100 CANADA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 171 TABLE 101 CANADA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 171 TABLE 102 CANADA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 171 TABLE 103 CANADA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 171 TABLE 104 CANADA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 171 TABLE 105 MEXICO: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 172 TABLE 106 MEXICO: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 173 TABLE 107 MEXICO: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 173 TABLE 108 MEXICO: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 173 TABLE 109 MEXICO: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 173 TABLE 110 MEXICO: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 173 TABLE 111 EUROPE: AI INFERENCE MARKET, BY COUNTRY, 2021−2024 (USD MILLION) 176 TABLE 112 EUROPE: AI INFERENCE MARKET, BY COUNTRY, 2025−2030 (USD MILLION) 176 TABLE 113 EUROPE: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 177 TABLE 114 EUROPE: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 177 TABLE 115 EUROPE: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 177 TABLE 116 EUROPE: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 177 TABLE 117 EUROPE: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 178 TABLE 118 EUROPE: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 178 TABLE 119 EUROPE: AI INFERENCE MARKET, BY APPLICATION, 2021−2024 (USD MILLION) 178 TABLE 120 EUROPE: AI INFERENCE MARKET, BY APPLICATION, 2025−2030 (USD MILLION) 178 TABLE 121 EUROPE: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE, 2021−2024 (USD MILLION) 179 TABLE 122 EUROPE: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE, 2025−2030 (USD MILLION) 179 TABLE 123 EUROPE: AI INFERENCE MARKET, BY END USER, 2021−2024 (USD MILLION) 179 TABLE 124 EUROPE: AI INFERENCE MARKET, BY END USER, 2025−2030 (USD MILLION) 180 TABLE 125 EUROPE: AI INFERENCE MARKET, BY ENTERPRISES, 2021−2024 (USD MILLION) 180 TABLE 126 EUROPE: AI INFERENCE MARKET, BY ENTERPRISES, 2025−2030 (USD MILLION) 180 TABLE 127 UK: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 181 TABLE 128 UK: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 182 TABLE 129 UK: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 182 TABLE 130 UK: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 182 TABLE 131 UK: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 182 TABLE 132 UK: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 182 TABLE 133 GERMANY: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 183 TABLE 134 GERMANY: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 184 TABLE 135 GERMANY: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 184 TABLE 136 GERMANY: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 184 TABLE 137 GERMANY: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 184 TABLE 138 GERMANY: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 185 TABLE 139 FRANCE: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 186 TABLE 140 FRANCE: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 186 TABLE 141 FRANCE: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 186 TABLE 142 FRANCE: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 186 TABLE 143 FRANCE: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 187 TABLE 144 FRANCE: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 187 TABLE 145 ITALY: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 188 TABLE 146 ITALY: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 188 TABLE 147 ITALY: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 188 TABLE 148 ITALY: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 188 TABLE 149 ITALY: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 189 TABLE 150 ITALY: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 189 TABLE 151 SPAIN: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 190 TABLE 152 SPAIN: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 190 TABLE 153 SPAIN: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 190 TABLE 154 SPAIN: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 190 TABLE 155 SPAIN: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 191 TABLE 156 SPAIN: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 191 TABLE 157 REST OF EUROPE: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 192 TABLE 158 REST OF EUROPE: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 192 TABLE 159 REST OF EUROPE: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 192 TABLE 160 REST OF EUROPE: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 192 TABLE 161 REST OF EUROPE: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 193 TABLE 162 REST OF EUROPE: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 193 TABLE 163 ASIA PACIFIC: AI INFERENCE MARKET, BY COUNTRY, 2021−2024 (USD MILLION) 196 TABLE 164 ASIA PACIFIC: AI INFERENCE MARKET, BY COUNTRY, 2025−2030 (USD MILLION) 196 TABLE 165 ASIA PACIFIC: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 197 TABLE 166 ASIA PACIFIC: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 197 TABLE 167 ASIA PACIFIC: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 197 TABLE 168 ASIA PACIFIC: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 197 TABLE 169 ASIA PACIFIC: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 198 TABLE 170 ASIA PACIFIC: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 198 TABLE 171 ASIA PACIFIC: AI INFERENCE MARKET, BY APPLICATION, 2021−2024 (USD MILLION) 198 TABLE 172 ASIA PACIFIC: AI INFERENCE MARKET, BY APPLICATION, 2025−2030 (USD MILLION) 198 TABLE 173 ASIA PACIFIC: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE, 2021−2024 (USD MILLION) 199 TABLE 174 ASIA PACIFIC: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE, 2025−2030 (USD MILLION) 199 TABLE 175 ASIA PACIFIC: AI INFERENCE MARKET, BY END USER, 2021−2024 (USD MILLION) 200 TABLE 176 ASIA PACIFIC: AI INFERENCE MARKET, BY END USER, 2025−2030 (USD MILLION) 200 TABLE 177 ASIA PACIFIC: AI INFERENCE MARKET, BY ENTERPRISES, 2021−2024 (USD MILLION) 200 TABLE 178 ASIA PACIFIC: AI INFERENCE MARKET, BY ENTERPRISES, 2025−2030 (USD MILLION) 201 TABLE 179 CHINA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 202 TABLE 180 CHINA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 202 TABLE 181 CHINA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 202 TABLE 182 CHINA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 202 TABLE 183 CHINA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 203 TABLE 184 CHINA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 203 TABLE 185 JAPAN: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 204 TABLE 186 JAPAN: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 204 TABLE 187 JAPAN: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 204 TABLE 188 JAPAN: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 204 TABLE 189 JAPAN: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 205 TABLE 190 JAPAN: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 205 TABLE 191 INDIA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 206 TABLE 192 INDIA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 206 TABLE 193 INDIA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 206 TABLE 194 INDIA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 206 TABLE 195 INDIA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 207 TABLE 196 INDIA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 207 TABLE 197 SOUTH KOREA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 208 TABLE 198 SOUTH KOREA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 208 TABLE 199 SOUTH KOREA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 208 TABLE 200 SOUTH KOREA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 208 TABLE 201 SOUTH KOREA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 209 TABLE 202 SOUTH KOREA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 209 TABLE 203 REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 209 TABLE 204 REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 210 TABLE 205 REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 210 TABLE 206 REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 210 TABLE 207 REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 210 TABLE 208 REST OF ASIA PACIFIC: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 211 TABLE 209 ROW: AI INFERENCE MARKET, BY COUNTRY, 2021−2024 (USD MILLION) 213 TABLE 210 ROW: AI INFERENCE MARKET, BY COUNTRY, 2025−2030 (USD MILLION) 213 TABLE 211 ROW: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 213 TABLE 212 ROW: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 214 TABLE 213 ROW: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 214 TABLE 214 ROW: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 214 TABLE 215 ROW: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 214 TABLE 216 ROW: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 214 TABLE 217 ROW: AI INFERENCE MARKET, BY APPLICATION, 2021−2024 (USD MILLION) 215 TABLE 218 ROW: AI INFERENCE MARKET, BY APPLICATION, 2025−2030 (USD MILLION) 215 TABLE 219 ROW: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE, 2021−2024 (USD MILLION) 215 TABLE 220 ROW: AI INFERENCE MARKET FOR GENERATIVE AI, BY TYPE, 2025−2030 (USD MILLION) 216 TABLE 221 ROW: AI INFERENCE MARKET, BY END USER, 2021−2024 (USD MILLION) 216 TABLE 222 ROW: AI INFERENCE MARKET, BY END USER, 2025−2030 (USD MILLION) 216 TABLE 223 ROW: AI INFERENCE MARKET, BY ENTERPRISES, 2021−2024 (USD MILLION) 217 TABLE 224 ROW: AI INFERENCE MARKET, BY ENTERPRISES, 2025−2030 (USD MILLION) 217 TABLE 225 MIDDLE EAST: AI INFERENCE MARKET, BY COUNTRY, 2021−2024 (USD MILLION) 218 TABLE 226 MIDDLE EAST: AI INFERENCE MARKET, BY COUNTRY, 2025−2030 (USD MILLION) 218 TABLE 227 MIDDLE EAST: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 219 TABLE 228 MIDDLE EAST: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 219 TABLE 229 MIDDLE EAST: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 219 TABLE 230 MIDDLE EAST: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 219 TABLE 231 MIDDLE EAST: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 220 TABLE 232 MIDDLE EAST: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 220 TABLE 233 AFRICA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 221 TABLE 234 AFRICA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 222 TABLE 235 AFRICA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 222 TABLE 236 AFRICA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 222 TABLE 237 AFRICA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 222 TABLE 238 AFRICA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 222 TABLE 239 SOUTH AMERICA: AI INFERENCE MARKET, BY COMPUTE, 2021−2024 (USD MILLION) 223 TABLE 240 SOUTH AMERICA: AI INFERENCE MARKET, BY COMPUTE, 2025−2030 (USD MILLION) 223 TABLE 241 SOUTH AMERICA: AI INFERENCE MARKET, BY MEMORY, 2021−2024 (USD MILLION) 224 TABLE 242 SOUTH AMERICA: AI INFERENCE MARKET, BY MEMORY, 2025−2030 (USD MILLION) 224 TABLE 243 SOUTH AMERICA: AI INFERENCE MARKET, BY NETWORK, 2021−2024 (USD MILLION) 224 TABLE 244 SOUTH AMERICA: AI INFERENCE MARKET, BY NETWORK, 2025−2030 (USD MILLION) 224 TABLE 245 AI INFERENCE MARKET: OVERVIEW OF STRATEGIES ADOPTED BY KEY PLAYERS, 2020–2024 225 TABLE 246 COMPUTE MARKET: DEGREE OF COMPETITION 229 TABLE 247 MEMORY (HBM) MARKET: DEGREE OF COMPETITION 231 TABLE 248 AI INFERENCE MARKET: COMPUTE FOOTPRINT 237 TABLE 249 AI INFERENCE MARKET: MEMORY FOOTPRINT 238 TABLE 250 AI INFERENCE MARKET: NETWORK FOOTPRINT 238 TABLE 251 AI INFERENCE MARKET: DEPLOYMENT FOOTPRINT 239 TABLE 252 AI INFERENCE MARKET: APPLICATION FOOTPRINT 240 TABLE 253 AI INFERENCE MARKET: END USER FOOTPRINT 241 TABLE 254 AI INFERENCE MARKET: REGION FOOTPRINT 242 TABLE 255 AI INFERENCE MARKET: DETAILED LIST OF KEY STARTUPS/SMES, 2024 245 TABLE 256 AI INFERENCE MARKET: COMPETITIVE BENCHMARKING OF KEY STARTUPS/SMES, 2024 246 TABLE 257 AI INFERENCE MARKET: PRODUCT LAUNCHES, JANUARY 2020–OCTOBER 2024 247 TABLE 258 AI INFERENCE MARKET: DEALS, JANUARY 2020–OCTOBER 2024 259 TABLE 259 NVIDIA CORPORATION: COMPANY OVERVIEW 272 TABLE 260 NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 273 TABLE 261 NVIDIA CORPORATION: PRODUCT LAUNCHES 276 TABLE 262 NVIDIA CORPORATION: DEALS 278 TABLE 263 ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW 281 TABLE 264 ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 282 TABLE 265 ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES 284 TABLE 266 ADVANCED MICRO DEVICES, INC.: DEALS 286 TABLE 267 INTEL CORPORATION: COMPANY OVERVIEW 289 TABLE 268 INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 290 TABLE 269 INTEL CORPORATION: PRODUCT LAUNCHES 292 TABLE 270 INTEL CORPORATION: DEALS 294 TABLE 271 SK HYNIX INC.: COMPANY OVERVIEW 297 TABLE 272 SK HYNIX INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 298 TABLE 273 SK HYNIX INC.: PRODUCT LAUNCHES 299 TABLE 274 SK HYNIX INC.: DEALS 300 TABLE 275 SAMSUNG: COMPANY OVERVIEW 302 TABLE 276 SAMSUNG: PRODUCTS/SOLUTIONS/SERVICES OFFERED 303 TABLE 277 SAMSUNG: PRODUCT LAUNCHES 306 TABLE 278 SAMSUNG: DEALS 308 TABLE 279 MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW 310 TABLE 280 MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 311 TABLE 281 MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES 312 TABLE 282 MICRON TECHNOLOGY, INC.: DEALS 314 TABLE 283 APPLE INC.: COMPANY OVERVIEW 315 TABLE 284 APPLE INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 316 TABLE 285 APPLE INC.: PRODUCT LAUNCHES 317 TABLE 286 APPLE INC.: DEALS 319 TABLE 287 QUALCOMM TECHNOLOGIES, INC.: COMPANY OVERVIEW 320 TABLE 288 QUALCOMM TECHNOLOGIES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 321 TABLE 289 QUALCOMM TECHNOLOGIES, INC.: PRODUCT LAUNCHES 323 TABLE 290 QUALCOMM TECHNOLOGIES, INC.: DEALS 324 TABLE 291 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW 326 TABLE 292 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 327 TABLE 293 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCT LAUNCHES 328 TABLE 294 HUAWEI TECHNOLOGIES CO., LTD.: DEALS 328 TABLE 295 GOOGLE: COMPANY OVERVIEW 329 TABLE 296 GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 330 TABLE 297 GOOGLE: PRODUCT LAUNCHES 331 TABLE 298 GOOGLE: DEALS 332 TABLE 299 AMAZON WEB SERVICES, INC.: COMPANY OVERVIEW 333 TABLE 300 AMAZON WEB SERVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 334 TABLE 301 AMAZON WEB SERVICES, INC.: PRODUCT LAUNCHES 334 TABLE 302 AMAZON WEB SERVICES, INC.: DEALS 335 TABLE 303 TESLA: COMPANY OVERVIEW 337 TABLE 304 TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED 338 TABLE 305 MICROSOFT: COMPANY OVERVIEW 339 TABLE 306 MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED 340 TABLE 307 MICROSOFT: PRODUCT LAUNCHES 341 TABLE 308 MICROSOFT: DEALS 341 TABLE 309 META: COMPANY OVERVIEW 342 TABLE 310 META: PRODUCTS/SOLUTIONS/SERVICES OFFERED 343 TABLE 311 META: PRODUCT LAUNCHES 344 TABLE 312 META: DEALS 344 TABLE 313 T-HEAD: COMPANY OVERVIEW 345 TABLE 314 T-HEAD: PRODUCTS/SOLUTIONS/SERVICES OFFERED 345 TABLE 315 GRAPHCORE: COMPANY OVERVIEW 346 TABLE 316 GRAPHCORE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 346 TABLE 317 GRAPHCORE: PRODUCT LAUNCHES 347 TABLE 318 GRAPHCORE: DEALS 347 TABLE 319 CEREBRAS: COMPANY OVERVIEW 348 TABLE 320 CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED 348 TABLE 321 CEREBRAS: PRODUCT LAUNCHES 349 TABLE 322 CEREBRAS: DEALS 349 _ FIGURE 1 AI INFERENCE MARKET: SEGMENTATION AND REGIONAL SCOPE 32 FIGURE 2 AI INFERENCE MARKET: RESEARCH DESIGN 35 FIGURE 3 AI INFERENCE MARKET: RESEARCH FLOW 41 FIGURE 4 REVENUE GENERATED FROM SALES OF AI INFERENCE OFFERINGS IN 2024 42 FIGURE 5 AI INFERENCE MARKET: REVENUE ANALYSIS OF NVIDIA CORPORATION 43 FIGURE 6 AI INFERENCE MARKET: BOTTOM-UP APPROACH 43 FIGURE 7 AI INFERENCE MARKET: TOP-DOWN APPROACH 45 FIGURE 8 AI INFERENCE MARKET: DATA TRIANGULATION 46 FIGURE 9 GPU SEGMENT TO DOMINATE AI INFERENCE MARKET DURING FORECAST PERIOD 50 FIGURE 10 DDR SEGMENT TO REGISTER HIGHER CAGR DURING FORECAST PERIOD 50 FIGURE 11 NIC/NETWORK ADAPTERS SEGMENT TO LEAD MARKET IN 2030 51 FIGURE 12 CLOUD SEGMENT TO ACCOUNT FOR LARGEST MARKET SHARE DURING FORECAST PERIOD 52 FIGURE 13 MACHINE LEARNING SEGMENT ACCOUNTS FOR LARGEST MARKET SHARE IN 2025 52 FIGURE 14 CLOUD SERVICE PROVIDERS SEGMENT DOMINATES AI INFERENCE MARKET IN 2025 53 FIGURE 15 NORTH AMERICA ACCOUNTED FOR LARGEST SHARE OF GLOBAL AI INFERENCE MARKET IN 2024 53 FIGURE 16 RISING DEMAND FOR AI INFERENCE CHIPS AMONG CLOUD SERVICE PROVIDERS TO DRIVE MARKET 55 FIGURE 17 GPU SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 55 FIGURE 18 HBM SEGMENT TO LEAD MARKET DURING FORECAST PERIOD 56 FIGURE 19 NIC/NETWORK ADAPTERS TO REGISTER HIGHER CAGR FORECAST PERIOD 56 FIGURE 20 ON-PREMISES SEGMENT TO WITNESS HIGHEST GROWTH DURING FORECAST PERIOD 57 FIGURE 21 GENERATIVE AI SEGMENT TO REGISTER HIGHEST CAGR DURING FORECAST PERIOD 57 FIGURE 22 CLOUD SERVICE PROVIDERS SEGMENT TO BE LARGEST END USER OF AI INFERENCE IN 2030 58 FIGURE 23 ASIA PACIFIC TO BE FASTEST-GROWING MARKET DURING FORECAST PERIOD 58 FIGURE 24 CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 59 FIGURE 25 AI INFERENCE MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 60 FIGURE 26 IMPACT ANALYSIS: DRIVERS 63 FIGURE 27 NVIDIA’S DATA CENTER GPU POWER CONSUMPTION IN TDP (THERMAL DESIGN POWER) 64 FIGURE 28 INTEL’S DATA CENTER GPU POWER CONSUMPTION IN TDP (THERMAL DESIGN POWER) 64 FIGURE 29 IMPACT ANALYSIS: RESTRAINTS 65 FIGURE 30 APPLICATIONS OF AI IN HEALTHCARE SERVICES 66 FIGURE 31 IMPACT ANALYSIS: OPPORTUNITIES 68 FIGURE 32 IMPACT ANALYSIS: CHALLENGES 69 FIGURE 33 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 70 FIGURE 34 INDICATIVE PRICING OF COMPUTE OFFERED BY KEY PLAYERS, 2024 71 FIGURE 35 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021–2024 72 FIGURE 36 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021–2024 72 FIGURE 37 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021–2024 73 FIGURE 38 AI INFERENCE MARKET: VALUE CHAIN ANALYSIS 74 FIGURE 39 AI INFERENCE MARKET: ECOSYSTEM ANALYSIS 76 FIGURE 40 INVESTMENT AND FUNDING IN AI INDUSTRY, 2023–2024 (USD MILLION) 77 FIGURE 41 NVIDIA AI CHIPS WITH HIGH-BANDWIDTH MEMORY 79 FIGURE 42 PATENTS APPLIED AND GRANTED, 2014–2024 88 FIGURE 43 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS FOR TOP FIVE COUNTRIES, 2019–2023 89 FIGURE 44 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS FOR TOP FIVE COUNTRIES, 2019–2023 90 FIGURE 45 PORTER’S FIVE FORCES ANALYSIS: AI INFERENCE MARKET 101 FIGURE 46 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS 103 FIGURE 47 KEY BUYING CRITERIA FOR TOP THREE END USERS 104 FIGURE 48 CPU SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 106 FIGURE 49 HBM SEGMENT TO ACCOUNT FOR LARGER MARKET SHARE DURING FORECAST PERIOD 119 FIGURE 50 NIC/NETWORK ADAPTERS TO REGISTER HIGHER CAGR DURING FORECAST PERIOD 125 FIGURE 51 OM-PREMISES DEPLOYMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 131 FIGURE 52 GENERATIVE AI TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 136 FIGURE 53 ENTERPRISES SEGMENT TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 148 FIGURE 54 ASIA PACIFIC TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 160 FIGURE 55 NORTH AMERICA: AI INFERENCE MARKET SNAPSHOT 162 FIGURE 56 US TO EXHIBIT HIGHEST CAGR DURING FORECAST PERIOD 162 FIGURE 57 EUROPE: AI INFERENCE MARKET SNAPSHOT 175 FIGURE 58 GERMANY TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 176 FIGURE 59 ASIA PACIFIC: AI INFERENCE MARKET SNAPSHOT 195 FIGURE 60 CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 196 FIGURE 61 ROW: AI INFERENCE MARKET SNAPSHOT 212 FIGURE 62 MIDDLE EAST TO BE FASTEST-GROWING AI INFERENCE MARKET IN ROW DURING FORECAST PERIOD 212 FIGURE 63 AI INFERENCE MARKET: REVENUE ANALYSIS OF TOP THREE PLAYERS, 2020–2024 227 FIGURE 64 COMPUTE MARKET SHARE, 2024 228 FIGURE 65 MEMORY (HBM) MARKET SHARE, 2024 231 FIGURE 66 AI INFERENCE MARKET: COMPANY VALUATION, 2025 232 FIGURE 67 AI INFERENCE MARKET: FINANCIAL METRICS (EV/EBITDA), 2025 233 FIGURE 68 AI INFERENCE MARKET: BRAND/PRODUCT COMPARISON 233 FIGURE 69 AI INFERENCE MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2024 235 FIGURE 70 AI INFERENCE MARKET: COMPANY FOOTPRINT 236 FIGURE 71 AI INFERENCE MARKET: COMPANY EVALUATION MATRIX (STARTUPS/SMES), 2024 244 FIGURE 72 NVIDIA CORPORATION: COMPANY SNAPSHOT 273 FIGURE 73 ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT 282 FIGURE 74 INTEL CORPORATION: COMPANY SNAPSHOT 290 FIGURE 75 SK HYNIX INC.: COMPANY SNAPSHOT 298 FIGURE 76 SAMSUNG: COMPANY SNAPSHOT 303 FIGURE 77 MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT 311 FIGURE 78 APPLE INC.: COMPANY SNAPSHOT 316 FIGURE 79 QUALCOMM TECHNOLOGIES, INC.: COMPANY SNAPSHOT 321 FIGURE 80 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY SNAPSHOT 327 FIGURE 81 GOOGLE: COMPANY SNAPSHOT 330 FIGURE 82 AMAZON WEB SERVICES, INC.: COMPANY SNAPSHOT 333 FIGURE 83 TESLA: COMPANY SNAPSHOT 338 FIGURE 84 MICROSOFT: COMPANY SNAPSHOT 340 FIGURE 85 META: COMPANY SNAPSHOT 343

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