Shulou(Shulou.com)11/24 Report--

CTOnews.com March 8 news, TrendForce Jibang Consulting released a report today that by 2022, annual shipments of AI servers equipped with GPGPU (General Purpose GPU) are expected to account for nearly 1% of the total server shipments. Under the support of ChatBot-related applications in 2023, shipments are expected to grow by 8% year-on-year, with a compound growth rate of 10.8% in 2022-2026.

According to the report, the four major North American cloud manufacturers Google, Amazon AWS, Meta and Microsoft accounted for 66.2% of AI server purchases in 2022. In the domestic market, byte jump purchasing power is the most significant, accounting for 6.2% of annual procurement, followed by Tencent (2.3%), Alibaba (1.5%) and Baidu (1.5%).

▲ chart from TrendForce Cluster Consulting, the following with TrendForce Cluster Consulting Analysis, according to the server GPU required for AI operation, the market is mainly NVIDIA H100, A100, A800 and AMD MI250, MI250X series, while the Server GPU of NVIDIA and AMD accounts for about 8:2.

CTOnews.com learned from the report that TrendForce Group Consulting expects the compound annual growth rate of the HBM market to grow to more than 40% and 45% in 2023-2025.

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