AI Infrastructure Market with COVID-19 Impact Analysis by Offering (Hardware, Software), Technology (Machine Learning, Deep Learning), Function (Training, Inference), Deployment Type (On-Premises, Cloud), End User, and Region - Global Forecast to 2026

Table of Contents

1.... INTRODUCTION

1.1             STUDY OBJECTIVES
1.2             MARKET DEFINITION AND SCOPE
1.2.1              INCLUSIONS AND EXCLUSIONS
1.3             STUDY SCOPE
1.3.1              MARKETS COVERED.. 32
・       FIGURE 1............... AI INFRASTRUCTURE MARKET: SEGMENTATION
1.3.2              GEOGRAPHIC SCOPE. 33
1.3.3              YEARS CONSIDERED.. 33
1.4             CURRENCY
1.5             PACKAGE SIZE
1.6             STAKEHOLDERS
1.7             SUMMARY OF CHANGES

2.... RESEARCH METHODOLOGY

2.1             RESEARCH DATA
・       FIGURE 2 AI INFRASTRUCTURE MARKET: PROCESS FLOW OF MARKET SIZE ESTIMATION
・       FIGURE 3........... AI INFRASTRUCTURE MARKET: RESEARCH DESIGN
2.1.1              SECONDARY AND PRIMARY RESEARCH
2.1.2              SECONDARY DATA
2.1.2.1            MAJOR SECONDARY SOURCES
2.1.2.2            SECONDARY SOURCES
2.1.3              PRIMARY DATA
2.1.3.1            KEY PARTICIPANTS IN PRIMARY PROCESSES ACROSS THE VALUE CHAIN OF
THE AI INFRASTRUCTURE MARKET
2.1.3.2            BREAKDOWN OF PRIMARIES
2.1.3.3            KEY INDUSTRY INSIGHTS
2.2             GROWTH RATE ASSUMPTIONS
2.2.1              SUPPLY-SIDE
2.2.2              DEMAND-SIDE
2.3             MARKET SIZE ESTIMATION
2.3.1              BOTTOM-UP APPROACH
2.3.1.1            APPROACH FOR CAPTURING MARKET SHARE BY BOTTOM-UP ANALYSIS (DEMAND-SIDE)
・       FIGURE 4............................................ BOTTOM-UP APPROACH
・       FIGURE 5.... MARKET SIZE CALCULATION BY BOTTOM-UP APPROACH
2.3.2              TOP-DOWN APPROACH.. 44
2.3.2.1            APPROACH FOR CAPTURING MARKET SHARE BY TOP-DOWN ANALYSIS
(SUPPLY SIDE)
・       FIGURE 6.............................................. TOP-DOWN APPROACH.. 44
・       FIGURE 7..... MARKET SIZE CALCULATION BY TOP-DOWN APPROACH
2.4             MARKET BREAKDOWN AND DATA TRIANGULATION
・       FIGURE 8............................................... DATA TRIANGULATION
2.5             ASSUMPTIONS
2.6             LIMITATIONS
2.7             RISK ASSESSMENT

3.... EXECUTIVE SUMMARY

・       FIGURE 9. AI INFRASTRUCTURE MARKET, 2017–2026 (USD BILLION)
・       FIGURE 10.... HARDWARE ESTIMATED TO HOLD LARGER SHARE OF AI INFRASTRUCTURE MARKET IN 2021
・       FIGURE 11.... AI INFRASTRUCTURE MARKET, BY END USER, 2021 VS. 2026 (USD BILLION)
・       FIGURE 12... AI INFRASTRUCTURE MARKET, BY REGION, 2021–2026
3.1             IMPACT OF COVID-19 ON AI INFRASTRUCTURE MARKET
・       FIGURE 13... IMPACT OF COVID-19 ON AI INFRASTRUCTURE MARKET
3.1.1              REALISTIC SCENARIO (POST-COVID-19)
3.1.2              OPTIMISTIC SCENARIO (POST-COVID-19)
3.1.3              PESSIMISTIC SCENARIO (POST-COVID-19)

4.... PREMIUM INSIGHTS

4.1             ATTRACTIVE OPPORTUNITIES IN AI INFRASTRUCTURE MARKET
・       FIGURE 14.. INCREASING ADOPTION OF CLOUD MACHINE LEARNING AND DEMAND FOR AI HARDWARE IN HIGH-PERFORMANCE COMPUTING DATA CENTERS EXPECTED TO DRIVE MARKET
4.2             AI INFRASTRUCTURE HARDWARE MARKET, BY TYPE
・       FIGURE 15...... MEMORY EXPECTED TO GROW AT THE HIGHEST CAGR FROM 2021 TO 2026
4.3             AI INFRASTRUCTURE MARKET, BY FUNCTION
・       FIGURE 16... INFERENCE FUNCTION EXPECTED TO LEAD THE MARKET DURING FORECAST PERIOD
4.4             AI INFRASTRUCTURE MARKET, BY END USER AND REGION
・       FIGURE 17.... CLOUD SERVICE PROVIDERS AND CHINA EXPECTED TO ACCOUNT FOR THE LARGEST SHARE OF THE MARKET DURING THE FORECAST PERIOD
4.5             AI INFRASTRUCTURE MARKET, BY TECHNOLOGY
・       FIGURE 18..... DEEP LEARNING IS PROJECTED TO LEAD THE MARKET FROM 2021 TO 2026
4.6             AI INFRASTRUCTURE MARKET, BY COUNTRY
・       FIGURE 19.. AI INFRASTRUCTURE MARKET IN CHINA IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD

5.... MARKET OVERVIEW

5.1             INTRODUCTION
5.2             MARKET DYNAMICS
・       FIGURE 20.... AI INFRASTRUCTURE MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES
5.2.1              DRIVERS
5.2.1.1            INCREASED DATA TRAFFIC AND NEED FOR HIGH COMPUTING POWER
・       FIGURE 21............. IP TRAFFIC GROWTH PROJECTIONS UNTIL 2021
5.2.1.2            INCREASING ADOPTION OF CLOUD MACHINE LEARNING PLATFORM
5.2.1.3            INCREASINGLY LARGE AND COMPLEX DATASET
・       TABLE 1.... AVERAGE NUMBER OF CONNECTED DEVICES PER CAPITA (2018–2023)
5.2.1.4            RISING FOCUS ON PARALLEL COMPUTING IN AI DATA CENTERS
5.2.1.5            GROWING NUMBER OF CROSS-INDUSTRY PARTNERSHIPS AND COLLABORATIONS
・       TABLE 2........... RECENT DEVELOPMENTS PERTAINING TO INDUSTRY PARTNERSHIPS
5.2.2              RESTRAINTS
5.2.2.1            LACK OF AI HARDWARE EXPERTS AND SKILLED WORKFORCE
・       FIGURE 22.... UNDERQUALIFIED WORKERS IN VARIOUS COUNTRIES, 2019
5.2.3              OPPORTUNITIES
5.2.3.1            SURGING DEMAND FOR FPGA-BASED ACCELERATORS
・       TABLE 3.................................. RECENT DEVELOPMENTS IN FPGA
5.2.3.2            RISING NEED FOR CO-PROCESSORS DUE TO SLOWDOWN OF MOORE’S LAW
5.2.3.3            GROWING POTENTIAL OF AI-BASED TOOLS FOR ELDERLY CARE
5.2.4              CHALLENGES
5.2.4.1            CONCERNS REGARDING DATA PRIVACY IN AI PLATFORMS
・       FIGURE 23..... PERCENTAGE AND TYPES OF HEALTHCARE BREACHES REPORTED BY
THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES
5.2.4.2            UNRELIABILITY OF AI ALGORITHMS
5.2.4.3            AVAILABILITY OF LIMITED STRUCTURED DATA TO TRAIN AND DEVELOP
EFFICIENT AI SYSTEMS
5.3             AI INFRASTRUCTURE MARKET: COVID-19 IMPACT
5.4             TRENDS/DISRUPTIONS IMPACTING CUSTOMER’S BUSINESS
・       FIGURE 24......... REVENUE SHIFT FOR AI INFRASTRUCTURE MARKET
5.5             PRICING ANALYSIS
・       FIGURE 25........ ASP OF PROCESSOR TYPES IN AI INFRASTRUCTURE MARKET, 2017-2026
・       TABLE 4.. ASP RANGE OF PROCESSOR TYPES IN AI INFRASTRUCTURE
MARKET, 2017-2026
・       TABLE 5.. ASP RANGE OF SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET
5.6             VALUE CHAIN ANALYSIS
・       FIGURE 26............ VALUE CHAIN FOR AI INFRASTRUCTURE MARKET
5.7             ECOSYSTEM OF THE AI MARKET
・       FIGURE 27.......................................................... ECOSYSTEM
・       TABLE 6........... ROLE OF COMPANIES IN ECOSYSTEM/VALUE CHAIN
5.8             TECHNOLOGY ANALYSIS
・       TABLE 7...................................... COMPARISON OF AI CHIP TYPE
5.8.1              CLOUD GPU
5.9             PATENT ANALYSIS
・       TABLE 8......................................... PATENTS FILED, 2018-2021
・       FIGURE 28........... LIST OF MAJOR PATENT OWNERS FOR ARTIFICIAL INTELLIGENCE
5.9.1              LIST OF MAJOR PATENTS
・       TABLE 9.......... LIST OF MAJOR PATENTS IN THE AI INFRASTRUCTURE MARKET
5.10          TRADE ANALYSIS
・       TABLE 10.. EXPORTS DATA, BY COUNTRY, 2015–2019 (USD MILLION)
・       FIGURE 29....... EXPORTS DATA FOR HS CODE 854231 FOR TOP FIVE COUNTRIES IN
AI INFRASTRUCTURE MARKET, 2015–2019 (THOUSAND UNITS)
・       TABLE 11. IMPORTS DATA, BY COUNTRY, 2015–2019 (USD MILLION)
・       FIGURE 30....... IMPORTS DATA FOR HS CODE 854231 FOR TOP FIVE COUNTRIES IN
AI INFRASTRUCTURE MARKET, 2015–2019 (THOUSAND UNITS)
5.11          CASE STUDY ANALYSIS
5.11.1            KIA MOTORS AMERICA RELIED ON ADVANCED ANALYTICS AND AI SOLUTIONS FROM SAS
5.11.2            VULCAN AI USES AI VISION AND DEEP LEARNING TO CREATE A SAFER WORKPLACE
5.11.3            ACCENTURE, ALONG WITH MICROSOFT, WORKED FOR THE GOVERNMENT OF INDIA TO DEVELOP AN AI TOOL FOR PANDEMIC
5.12          TARIFF AND REGULATORY LANDSCAPE
・       TABLE 12.......... TARIFF FOR ELECTRONIC INTEGRATED CIRCUITS AS PROCESSORS AND CONTROLLERS EXPORTED BY US, 2020
・       TABLE 13.......... TARIFF FOR ELECTRONIC INTEGRATED CIRCUITS AS PROCESSORS AND CONTROLLERS EXPORTED BY CHINA, 2020
・       TABLE 14.......... TARIFF FOR ELECTRONIC INTEGRATED CIRCUITS AS PROCESSORS AND CONTROLLERS EXPORTED BY GERMANY, 2020
5.12.1            REGULATIONS
5.12.1.1          EXPORT-IMPORT REGULATIONS
5.12.1.2          RESTRICTION OF HAZARDOUS SUBSTANCES (ROHS) AND WASTE ELECTRICAL AND ELECTRONIC EQUIPMENT (WEEE)
5.12.1.3          REGISTRATION, EVALUATION, AUTHORIZATION, AND RESTRICTION OF CHEMICALS (REACH)
5.12.1.4          GENERAL DATA PROTECTION REGULATION (GDPR)
5.13          PORTER’S FIVE FORCES ANALYSIS
・       TABLE 15...................... PORTER’S FIVE FORCES IMPACT ON THE AI INFRASTRUCTURE MARKET
・       FIGURE 31.... AI INFRASTRUCTURE MARKET: PORTER’S FIVE FORCES ANALYSIS
5.13.1            THREAT OF NEW ENTRANTS
5.13.2            THREAT OF SUBSTITUTES
5.13.3            BARGAINING POWER OF SUPPLIERS
5.13.4            BARGAINING POWER OF BUYERS
5.13.5            INTENSITY OF COMPETITION RIVALRY

6.... AI INFRASTRUCTURE MARKET, BY OFFERING

6.1             INTRODUCTION
・       FIGURE 32............... HARDWARE OFFERINGS EXPECTED TO LEAD AI INFRASTRUCTURE MARKET FROM 2021–2026
・       TABLE 16. AI INFRASTRUCTURE MARKET, BY OFFERING, 2017–2020 (USD BILLION)
・       TABLE 17. AI INFRASTRUCTURE MARKET, BY OFFERING, 2021–2026 (USD BILLION)
6.2             HARDWARE
・       FIGURE 33.... MEMORY PROJECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD
・       TABLE 18...... HARDWARE IN AI INFRASTRUCTURE MARKET, BY TYPE,
2017–2020 (USD BILLION)
・       TABLE 19...... HARDWARE IN AI INFRASTRUCTURE MARKET, BY TYPE,
2021–2026 (USD BILLION)
・       TABLE 20.............. HARDWARE IN AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE,
2017–2020 (USD BILLION)
・       TABLE 21.............. HARDWARE IN AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE,
2021–2026 (USD BILLION)
・       TABLE 22 HARDWARE IN AI INFRASTRUCTURE MARKET, BY FUNCTION,
2017–2020 (USD BILLION)
・       TABLE 23 HARDWARE IN AI INFRASTRUCTURE MARKET, BY FUNCTION,
2021–2026 (USD BILLION)
・       TABLE 24.............. HARDWARE IN AI INFRASTRUCTURE MARKET, BY TECHNOLOGY,
2017–2020 (USD BILLION)
・       TABLE 25 AI INFRASTRUCTURE MARKET FOR HARDWARE OFFERINGS,
BY TECHNOLOGY, 2021–2026 (USD BILLION)
・       TABLE 26 HARDWARE IN AI INFRASTRUCTURE MARKET, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 27 HARDWARE IN AI INFRASTRUCTURE MARKET, BY END USER,
2021–2026 (USD BILLION)
6.2.1              PROCESSOR
・       TABLE 28... PROCESSORS IN AI INFRASTRUCTURE MARKET, BY TYPE,
2017–2020 (USD BILLION)
・       TABLE 29... PROCESSORS IN AI INFRASTRUCTURE MARKET, BY TYPE,
2021–2026 (USD BILLION)
・       TABLE 30... PROCESSORS IN AI INFRASTRUCTURE MARKET, BY TYPE,
2017–2020 (THOUSAND UNITS)
・       TABLE 31... PROCESSORS IN AI INFRASTRUCTURE MARKET, BY TYPE,
2021–2026 (THOUSAND UNITS)
6.2.1.1            CPU
6.2.1.1.1            CPU TO ACCOUNT FOR THE LARGEST SHARE OF AI INFRASTRUCTURE PROCESSOR MARKET DURING THE FORECAST PERIOD
6.2.1.2            GPU
6.2.1.2.1            NVIDIA IS A KEY PROVIDER OF GPUS FOR AI INFRASTRUCTURE
6.2.1.3            FPGA
6.2.1.3.1            XILINX AND INTEL ARE MAJOR PROVIDERS OF FPGAS FOR
AI INFRASTRUCTURE
6.2.1.4            ASIC
6.2.1.4.1            ASIC IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD
6.2.2              MEMORY
6.2.2.1            HIGH-BANDWIDTH MEMORY, INDEPENDENT OF ITS COMPUTING ARCHITECTURE, IS DEVELOPED AND DEPLOYED FOR AI APPLICATIONS
6.2.3              STORAGE
6.2.3.1            ARTIFICIAL INTELLIGENCE, ALONG WITH ANALYTICS TOOLS, IS USED IN SORTING NECESSARY AND UNESSENTIAL DATA
6.2.4              NETWORKING
6.2.4.1            NVIDIA, CISCO, AND INTEL ARE KEY PROVIDERS OF NETWORK INTERCONNECT ADAPTERS FOR AI APPLICATIONS
6.3             SERVER SOFTWARE
6.3.1              SOFTWARE INTEGRATED INTO EXISTING COMPUTER SYSTEMS CARRIES OUT COMPLEX OPERATIONS
・       TABLE 32.... SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE, 2017–2020 (USD BILLION)
・       TABLE 33.... SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE, 2021–2026 (USD BILLION)
・       TABLE 34.... SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY FUNCTION,
2017–2020 (USD BILLION)
・       TABLE 35.... SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY FUNCTION,
2021–2026 (USD BILLION)
・       TABLE 36.... SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY TECHNOLOGY, 2017–2020 (USD BILLION)
・       TABLE 37.... SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY TECHNOLOGY, 2021–2026 (USD BILLION)
・       TABLE 38.... SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 39.... SERVER SOFTWARE IN AI INFRASTRUCTURE MARKET, BY END USER,
2021–2026 (USD BILLION)

7.... AI INFRASTRUCTURE MARKET, BY TECHNOLOGY

7.1             INTRODUCTION
・       FIGURE 34.... DEEP LEARNING TECHNOLOGY IN AI INFRASTRUCTURE MARKET EXPECTED TO GROW AT A HIGHER CAGR DURING THE FORECAST PERIOD
・       TABLE 40.... AI INFRASTRUCTURE MARKET, BY TECHNOLOGY, 2017–2020 (USD BILLION)
・       TABLE 41.... AI INFRASTRUCTURE MARKET, BY TECHNOLOGY, 2021–2026 (USD BILLION)
7.2             MACHINE LEARNING
7.2.1              MACHINE LEARNING ENABLES SYSTEMS TO AUTOMATICALLY IMPROVE THEIR PERFORMANCE WITH EXPERIENCES.. 100
・       TABLE 42 AI INFRASTRUCTURE MARKET FOR MACHINE LEARNING, BY OFFERING, 2017–2020 (USD BILLION)
・       TABLE 43 AI INFRASTRUCTURE MARKET FOR MACHINE LEARNING, BY OFFERING, 2021–2026 (USD BILLION)
7.3             DEEP LEARNING
7.3.1              DEEP LEARNING USES ARTIFICIAL NEURAL NETWORKS TO LEARN MULTIPLE LEVELS OF DATA
・       TABLE 44..... AI INFRASTRUCTURE MARKET FOR DEEP LEARNING, BY OFFERING,
2017–2020 (USD BILLION)
・       TABLE 45..... AI INFRASTRUCTURE MARKET FOR DEEP LEARNING, BY OFFERING,
2021–2026 (USD BILLION)

8.... AI INFRASTRUCTURE MARKET, BY FUNCTION

8.1             INTRODUCTION
・       FIGURE 35 AI INFRASTRUCTURE MARKET FOR TRAINING FUNCTION IS EXPECTED TO GROW AT HIGHER CAGR DURING THE FORECAST PERIOD
・       TABLE 46. AI INFRASTRUCTURE MARKET, BY FUNCTION, 2017–2020 (USD BILLION)
・       TABLE 47. AI INFRASTRUCTURE MARKET, BY FUNCTION, 2021–2026 (USD BILLION)
8.2             TRAINING
8.2.1              TRAINING IS COMPUTATIONALLY INTENSIVE AND IS BEST ACCELERATED WITH GPUS
・       TABLE 48 AI INFRASTRUCTURE MARKET FOR TRAINING, BY OFFERING,
2017–2020 (USD BILLION)
・       TABLE 49 AI INFRASTRUCTURE MARKET FOR TRAINING, BY OFFERING,
2021–2026 (USD BILLION)
8.3             INFERENCE
8.3.1              ON-PREMISES INFERENCE PLATFORM IS ADOPTED TO GAIN FASTER RESULTS THAN THAT OF THE CLOUD
・       TABLE 50........... AI INFRASTRUCTURE MARKET FOR INFERENCE, BY OFFERING,
2017–2020 (USD BILLION)
・       TABLE 51........... AI INFRASTRUCTURE MARKET FOR INFERENCE, BY OFFERING,
2021–2026 (USD BILLION)

9.... AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE

9.1             INTRODUCTION
・       FIGURE 36. CLOUD DEPLOYMENT IN AI INFRASTRUCTURE MARKET IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD
・       TABLE 52....... AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE,
2017–2020 (USD BILLION)
・       TABLE 53....... AI INFRASTRUCTURE MARKET, BY DEPLOYMENT TYPE,
2021–2026 (USD BILLION)
9.2             ON-PREMISES
9.2.1              DATA-SENSITIVE ENTERPRISES PREFER ON-PREMISES AI SOLUTIONS BASED ON ADVANCED NLP TECHNIQUES AND ML MODELS
・       TABLE 54. ON-PREMISE AI INFRASTRUCTURE MARKET, BY OFFERING,
2017–2020 (USD BILLION)
・       TABLE 55. ON-PREMISE AI INFRASTRUCTURE MARKET, BY OFFERING,
2021–2026 (USD BILLION)
9.3             CLOUD
9.3.1              CLOUD-BASED AI SOLUTIONS PROVIDE ADDITIONAL FLEXIBILITY AND MORE ACCURATE REAL-TIME DATA ESSENTIAL FOR EFFECTIVE BUSINESS OPERATIONS
・       TABLE 56............. CLOUD-BASED AI INFRASTRUCTURE MARKET, BY OFFERING,
2017–2020 (USD BILLION)
・       TABLE 57............. CLOUD-BASED AI INFRASTRUCTURE MARKET, BY OFFERING,
2021–2026 (USD BILLION)
9.4             HYBRID
9.4.1              HYBRID INFRASTRUCTURE WOULD HELP IN MAKING WORK PROCESSES FASTER, SAVE TIME AND MONEY
・       TABLE 58........ HYBRID AI INFRASTRUCTURE MARKET, BY OFFERING,
2017–2020 (USD BILLION)
・       TABLE 59........ HYBRID AI INFRASTRUCTURE MARKET, BY OFFERING,
2021–2026 (USD BILLION)

10.. AI INFRASTRUCTURE MARKET, BY END USER

10.1          INTRODUCTION
・       FIGURE 37 AI INFRASTRUCTURE MARKET, BY END USER, 2021–2026 (USD BILLION)
・       TABLE 60.. AI INFRASTRUCTURE MARKET, BY END USER, 2017–2020 (USD BILLION)
・       TABLE 61.. AI INFRASTRUCTURE MARKET, BY END USER, 2021–2026 (USD BILLION)
10.2          ENTERPRISES
10.2.1            THE UTILIZATION OF ADVANCED BIG DATA SOLUTIONS FOR OPERATIONAL DATA EXPLOSION IS IMPACTING FUTURE REQUIREMENTS FOR AI-BASED SERVERS
・       FIGURE 38 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN APAC IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD
・       TABLE 62........ AI INFRASTRUCTURE MARKET FOR ENTERPRISES, BY REGION,
2017–2020 (USD BILLION)
・       TABLE 63........ AI INFRASTRUCTURE MARKET FOR ENTERPRISES, BY REGION,
2021–2026 (USD BILLION)
・       TABLE 64........ AI INFRASTRUCTURE MARKET FOR ENTERPRISES, BY OFFERING,
2017–2020 (USD BILLION)
・       TABLE 65........ AI INFRASTRUCTURE MARKET FOR ENTERPRISES, BY OFFERING,
2021–2026 (USD BILLION)
・       TABLE 66 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN NORTH AMERICA,
BY COUNTRY, 2017–2020 (USD BILLION)
・       TABLE 67 AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN NORTH AMERICA,
BY COUNTRY, 2021–2026 (USD BILLION)
・       TABLE 68.......... AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN EUROPE, BY COUNTRY, 2017–2020 (USD BILLION)
・       TABLE 69.......... AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN EUROPE, BY COUNTRY, 2021–2026 (USD BILLION)
・       TABLE 70. AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN APAC, BY COUNTRY, 2017–2020 (USD BILLION)
・       TABLE 71. AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN APAC, BY COUNTRY, 2021–2026 (USD BILLION)
・       TABLE 72.. AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN ROW, BY REGION, 2017–2020 (USD BILLION)
・       TABLE 73.. AI INFRASTRUCTURE MARKET FOR ENTERPRISES IN ROW, BY REGION, 2021–2026 (USD BILLION)
10.3          GOVERNMENT ORGANIZATIONS
10.3.1            GOVERNMENTS WORLDWIDE ARE WORKING TOWARD IMPLEMENTING AI IN SECURITY SOLUTIONS TO PROTECT CRITICAL GOVERNMENT AND DEFENSE-RELATED INFRASTRUCTURE
・       FIGURE 39.................... HARDWARE OFFERINGS IN GOVERNMENT ORGANIZATIONS PROJECTED TO GROW AT A HIGHER CAGR DURING THE FORECAST PERIOD
・       TABLE 74............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS,
BY OFFERING, 2017–2020 (USD BILLION)
・       TABLE 75............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS,
BY OFFERING, 2021–2026 (USD BILLION)
・       TABLE 76............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS,
BY REGION, 2017–2020 (USD BILLION)
・       TABLE 77............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS,
BY REGION, 2021–2026 (USD BILLION)
・       TABLE 78............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN
NORTH AMERICA, BY COUNTRY, 2017–2020 (USD BILLION)
・       TABLE 79............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN
NORTH AMERICA, BY COUNTRY, 2021–2026 (USD BILLION)
・       TABLE 80............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN EUROPE, BY COUNTRY, 2017–2020 (USD MILLION)
・       TABLE 81............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN EUROPE, BY COUNTRY, 2021–2026 (USD MILLION)
・       TABLE 82............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN APAC, BY COUNTRY, 2017–2020 (USD BILLION)
・       TABLE 83............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN APAC, BY COUNTRY, 2021–2026 (USD BILLION)
・       TABLE 84............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN ROW, BY REGION, 2017–2020 (USD BILLION). 123
・       TABLE 85............ AI INFRASTRUCTURE MARKET FOR GOVERNMENT ORGANIZATIONS IN ROW, BY REGION, 2021–2026 (USD BILLION). 123
10.4          CLOUD SERVICE PROVIDERS (CSP)
10.4.1            CLOUD SERVICE PROVIDERS DELIVER INDUSTRY-SPECIFIC FUNCTIONALITY OR HELP USERS MEET CERTAIN REGULATORY REQUIREMENTS
・       FIGURE 40........ AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN APAC IS EXPECTED TO GROW AT THE HIGHEST CAGR DURING THE FORECAST PERIOD
・       TABLE 86.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS, BY REGION, 2017–2020 (USD BILLION)
・       TABLE 87.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS, BY REGION, 2021–2026 (USD BILLION)
・       TABLE 88.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS,
BY OFFERING, 2017–2020 (USD BILLION)
・       TABLE 89.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS,
BY OFFERING, 2021–2026 (USD BILLION)
・       TABLE 90.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN
NORTH AMERICA, BY COUNTRY, 2017–2020 (USD BILLION)
・       TABLE 91.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN
NORTH AMERICA, BY COUNTRY, 2021–2026 (USD BILLION)
・       TABLE 92.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN EUROPE, BY COUNTRY, 2017–2020 (USD BILLION)
・       TABLE 93.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN EUROPE, BY COUNTRY, 2021–2026 (USD BILLION)
・       TABLE 94.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN APAC,
BY COUNTRY, 2017–2020 (USD BILLION)
・       TABLE 95.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN APAC,
BY COUNTRY, 2021–2026 (USD BILLION)
・       TABLE 96.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN ROW,
BY REGION, 2017–2020 (USD BILLION)
・       TABLE 97.......... AI INFRASTRUCTURE MARKET FOR CLOUD SERVICE PROVIDERS IN ROW,
BY REGION, 2021–2026 (USD BILLION)

11.. GEOGRAPHIC ANALYSIS

11.1          INTRODUCTION
・       FIGURE 41.. GEOGRAPHIC SNAPSHOT: AI INFRASTRUCTURE MARKET IN APAC EXPECTED TO GROW AT THE HIGHEST CAGR DURING FORECAST PERIOD
・       FIGURE 42...... AMONG COUNTRIES, THE US IS EXPECTED TO LEAD AI INFRASTRUCTURE MARKET FROM 2021 TO 2026
・       TABLE 98..... AI INFRASTRUCTURE MARKET, BY REGION, 2017–2020 (USD BILLION)
・       TABLE 99..... AI INFRASTRUCTURE MARKET, BY REGION, 2021–2026 (USD BILLION)
11.2          NORTH AMERICA
・       FIGURE 43............ NORTH AMERICA: AI INFRASTRUCTURE MARKET SNAPSHOT
・       TABLE 100..... AI INFRASTRUCTURE MARKET IN NORTH AMERICA, BY COUNTRY,
2017–2020 (USD BILLION)
・       TABLE 101..... AI INFRASTRUCTURE MARKET IN NORTH AMERICA, BY COUNTRY,
2021–2026 (USD BILLION)
・       TABLE 102 AI INFRASTRUCTURE MARKET IN NORTH AMERICA, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 103 AI INFRASTRUCTURE MARKET IN NORTH AMERICA, BY END USER,
2021–2026 (USD BILLION)
11.2.1            US
11.2.1.1          IMPROVED ECONOMY AND HIGH DISPOSABLE INCOME IN THE US DRIVE THE DEMAND FOR MODERN TECHNOLOGIES, AND THEREBY BOOST THE MARKET
・       TABLE 104......... AI INFRASTRUCTURE MARKET IN US, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 105......... AI INFRASTRUCTURE MARKET IN US, BY END USER,
2021–2026 (USD BILLION)
11.2.2            CANADA
11.2.2.1          HIGH ADOPTION OF AI TECHNOLOGIES IS FUELING THE MARKET IN THIS COUNTRY. 136
・       TABLE 106. AI INFRASTRUCTURE MARKET IN CANADA, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 107. AI INFRASTRUCTURE MARKET IN CANADA, BY END USER,
2021–2026 (USD BILLION)
11.2.3            MEXICO
11.2.3.1          THE MARKET IS DRIVEN BY THE GROWING PENETRATION OF AI IN SECURITY AND BFSI INDUSTRIES IN THE COUNTRY
・       TABLE 108.. AI INFRASTRUCTURE MARKET IN MEXICO, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 109.. AI INFRASTRUCTURE MARKET IN MEXICO, BY END USER,
2021–2026 (USD BILLION)
11.3          EUROPE
・       FIGURE 44........ EUROPE: AI INFRASTRUCTURE MARKET SNAPSHOT
・       TABLE 110.. AI INFRASTRUCTURE MARKET IN EUROPE, BY COUNTRY,
2017–2020 (USD BILLION)
・       TABLE 111.. AI INFRASTRUCTURE MARKET IN EUROPE, BY COUNTRY,
2021–2026 (USD BILLION)
・       TABLE 112.. AI INFRASTRUCTURE MARKET IN EUROPE, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 113.. AI INFRASTRUCTURE MARKET IN EUROPE, BY END USER,
2021–2026 (USD BILLION)
11.3.1            UK
11.3.1.1          GOVERNMENT INITIATIVES TO INCREASE THE ADOPTION OF AI WOULD DRIVE THE MARKET IN THE UK
・       TABLE 114......... AI INFRASTRUCTURE MARKET IN UK, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 115......... AI INFRASTRUCTURE MARKET IN UK, BY END USER,
2021–2026 (USD BILLION)
11.3.2            GERMANY
11.3.2.1          ADOPTION OF CLOUD COMPUTING AND INDUSTRY 4.0 INCREASED DEMAND FOR DATA CENTERS IN GERMANY AND THEREBY IS EXPECTED TO DRIVE THE MARKET
・       TABLE 116 AI INFRASTRUCTURE MARKET IN GERMANY, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 117 AI INFRASTRUCTURE MARKET IN GERMANY, BY END USER,
2021–2026 (USD BILLION)
11.3.3            FRANCE
11.3.3.1          INVESTMENT OF VENTURE CAPITALISTS IN STARTUPS FOR THE DEVELOPMENT OF AI ECOSYSTEM SURGE AI INFRASTRUCTURE MARKET GROWTH IN THE COUNTRY
・       TABLE 118.. AI INFRASTRUCTURE MARKET IN FRANCE, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 119.. AI INFRASTRUCTURE MARKET IN FRANCE, BY END USER,
2021–2026 (USD BILLION)
11.3.4            REST OF EUROPE
11.3.4.1          GOVERNMENT INVESTMENTS ARE EXPECTED TO DRIVE THE MARKET IN THIS REGION
・       TABLE 120..... AI INFRASTRUCTURE MARKET IN REST OF EUROPE, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 121..... AI INFRASTRUCTURE MARKET IN REST OF EUROPE, BY END USER,
2021–2026 (USD BILLION)
11.4          APAC
・       FIGURE 45............ APAC: AI INFRASTRUCTURE MARKET SNAPSHOT
・       TABLE 122...... AI INFRASTRUCTURE MARKET IN APAC, BY COUNTRY,
2017–2020 (USD BILLION)
・       TABLE 123...... AI INFRASTRUCTURE MARKET IN APAC, BY COUNTRY,
2021–2026 (USD BILLION)
・       TABLE 124..... AI INFRASTRUCTURE MARKET IN APAC, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 125..... AI INFRASTRUCTURE MARKET IN APAC, BY END USER,
2021–2026 (USD BILLION)
11.4.1            CHINA
11.4.1.1          STRONG R&D ACTIVITIES HAVE BEEN THE DRIVER FOR THE MARKET GROWTH IN CHINA
・       TABLE 126.... AI INFRASTRUCTURE MARKET IN CHINA, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 127.... AI INFRASTRUCTURE MARKET IN CHINA, BY END USER,
2021–2026 (USD BILLION)
11.4.2            JAPAN
11.4.2.1          SMALL AND MEDIUM-SIZED COMPANIES IN JAPAN ARE UTILIZING INFRASTRUCTURE-AS-A-SERVICE
・       TABLE 128.... AI INFRASTRUCTURE MARKET IN JAPAN, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 129.... AI INFRASTRUCTURE MARKET IN JAPAN, BY END USER,
2021–2026 (USD BILLION)
11.4.3            INDIA
11.4.3.1          GROWING ADOPTION OF CLOUD-BASED SERVICES EXPECTED TO POSITIVELY IMPACT THE AI INFRASTRUCTURE MARKET
・       TABLE 130..... AI INFRASTRUCTURE MARKET IN INDIA, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 131..... AI INFRASTRUCTURE MARKET IN INDIA, BY END USER,
2021–2026 (USD BILLION)
11.4.4            REST OF APAC
11.4.4.1          INCREASING ADOPTION OF CLOUD SERVICES BY SMALL AND MEDIUM-SIZED ENTERPRISES EXPECTED TO DRIVE THE MARKET IN THIS REGION
・       TABLE 132... AI INFRASTRUCTURE MARKET IN REST OF APAC, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 133... AI INFRASTRUCTURE MARKET IN REST OF APAC, BY END USER,
2021–2026 (USD BILLION)
11.5          ROW
・       TABLE 134......... AI INFRASTRUCTURE MARKET IN ROW, BY REGION,
2017–2020 (USD BILLION)
・       TABLE 135......... AI INFRASTRUCTURE MARKET IN ROW, BY REGION,
2021–2026 (USD BILLION)
・       TABLE 136...... AI INFRASTRUCTURE MARKET IN ROW, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 137...... AI INFRASTRUCTURE MARKET IN ROW, BY END USER,
2021–2026 (USD BILLION)
11.5.1            SOUTH AMERICA
11.5.1.1          INCREASED AVAILABILITY OF COMPUTING SERVICES IN THE REGION EXPECTED TO DRIVE THE MARKET
・       TABLE 138 AI INFRASTRUCTURE MARKET IN SOUTH AMERICA, BY END USER,
2017–2020 (USD BILLION)
・       TABLE 139 AI INFRASTRUCTURE MARKET IN SOUTH AMERICA, BY END USER,
2021–2026 (USD BILLION)
11.5.2            MIDDLE EAST & AFRICA
11.5.2.1          SMART MOBILE DATA TRAFFIC WOULD INCREASE THE WORKLOAD ON DATA CENTERS AND THEREBY BOOST AI SERVER GROWTH
・       TABLE 140 AI INFRASTRUCTURE MARKET IN MIDDLE EAST & AFRICA, BY END USER, 2017–2020 (USD BILLION)
・       TABLE 141 AI INFRASTRUCTURE MARKET IN MIDDLE EAST & AFRICA, BY END USER, 2021–2026 (USD BILLION)

12.. COMPETITIVE LANDSCAPE

12.1          OVERVIEW
・       FIGURE 46..... COMPANIES ADOPTED PRODUCT LAUNCHES AS A KEY GROWTH STRATEGY FROM 2020 TO 2021
12.2          REVENUE ANALYSIS OF KEY PLAYERS IN THE AI INFRASTRUCTURE MARKET
・       FIGURE 47.... TOP PLAYERS IN AI INFRASTRUCTURE MARKET, 2016–2020
12.3          MARKET SHARE ANALYSIS OF KEY PLAYERS IN AI INFRASTRUCTURE
(PROCESSOR) MARKET IN 2020
・       TABLE 142. AI INFRASTRUCTURE (PROCESSOR) MARKET: DEGREE OF COMPETITION
12.4          MARKET RANKING ANALYSIS OF KEY PLAYERS IN AI INFRASTRUCTURE (STORAGE) MARKET IN 2020
・       FIGURE 48... AI INFRASTRUCTURE (STORAGE) MARKET, RANKING OF KEY PLAYERS, 2020
12.5          COMPANY EVALUATION QUADRANT
12.5.1            STARS
12.5.2            EMERGING LEADERS.. 161
12.5.3            PERVASIVE
12.5.4            PARTICIPANTS
・       FIGURE 49.... AI INFRASTRUCTURE MARKET: COMPANY EVALUATION QUADRANT, 2020
12.6          COMPANY EVALUATION QUADRANT – PRODUCT FOOTPRINT
12.6.1            COMPANY FOOTPRINT, BY TECHNOLOGY
12.6.2            COMPANY FOOTPRINT, BY END-USER
12.6.3            COMPANY FOOTPRINT, BY REGION
12.6.4            COMPANY FOOTPRINT
12.7          STARTUP/SME EVALUATION QUADRANT, 2020
12.7.1            PROGRESSIVE COMPANY
12.7.2            RESPONSIVE COMPANY
12.7.3            DYNAMIC COMPANY
12.7.4            STARTING BLOCK
・       FIGURE 50... AI INFRASTRUCTURE MARKET (GLOBAL) STARTUP/SME EVALUATION QUADRANT, 2020
12.8          COMPETITIVE SITUATIONS AND TRENDS
12.8.1            NEW PRODUCT LAUNCHES AND DEVELOPMENTS
・       TABLE 143. NEW PRODUCT LAUNCHES AND DEVELOPMENTS, 2020–2021
12.8.2            DEALS
・       TABLE 144................................................ DEALS, 2020–2021.. 170

13.. COMPANY PROFILES

(BUSINESS OVERVIEW, PRODUCTS/SOLUTIONS/SERVICES OFFERED, RECENT DEVELOPMENTS, AND MNM VIEW (KEY STRENGTHS/RIGHT TO WIN, STRATEGIC CHOICES MADE, AND WEAKNESSES AND COMPETITIVE THREATS))*
13.1          INTRODUCTION
13.2          KEY PLAYERS
13.2.1            INTEL
・       TABLE 145...................................... INTEL: BUSINESS OVERVIEW
・       FIGURE 51..................................... INTEL: COMPANY SNAPSHOT
13.2.2            NVIDIA
・       TABLE 146.................................... NVIDIA: BUSINESS OVERVIEW
・       FIGURE 52................................... NVIDIA: COMPANY SNAPSHOT
13.2.3            AMD
・       TABLE 147...................................... AMD: BUSINESS OVERVIEW
・       FIGURE 53...................................... AMD: COMPANY SNAPSHOT
13.2.4            SAMSUNG ELECTRONICS
・       TABLE 148............ SAMSUNG ELECTRONICS: BUSINESS OVERVIEW
・       FIGURE 54............ SAMSUNG ELECTRONICS: COMPANY SNAPSHOT
13.2.5            XILINX
・       TABLE 149..................................... XILINX: BUSINESS OVERVIEW
・       FIGURE 55.................................... XILINX: COMPANY SNAPSHOT
13.2.6            MICRON TECHNOLOGY. 195
・       TABLE 150............... MICRON TECHNOLOGY: BUSINESS OVERVIEW
・       FIGURE 56............... MICRON TECHNOLOGY: COMPANY SNAPSHOT
13.2.7            IBM
・       TABLE 151....................................... IBM: BUSINESS OVERVIEW
・       FIGURE 57....................................... IBM: COMPANY SNAPSHOT
13.2.8            GOOGLE
・       TABLE 152.................................. GOOGLE: BUSINESS OVERVIEW
・       FIGURE 58................................. GOOGLE: COMPANY SNAPSHOT
13.2.9            MICROSOFT
・       TABLE 153............................. MICROSOFT: BUSINESS OVERVIEW
・       FIGURE 59............................ MICROSOFT: COMPANY SNAPSHOT
13.2.10         AMAZON WEB SERVICE
・       TABLE 154...... AMAZON WEB SERVICE (AWS): BUSINESS OVERVIEW
・       FIGURE 60.............. AMAZON WEB SERVICE: COMPANY SNAPSHOT
13.3          OTHER KEY PLAYERS
13.3.1            GRAPHCORE
・       TABLE 155............................ GRAPHCORE: COMPANY OVERVIEW
13.3.2            SK HYNIX
・       TABLE 156................................. SK HYNIX: COMPANY OVERVIEW
13.3.3            CISCO
・       TABLE 157..................................... CISCO: COMPANY OVERVIEW
13.3.4            ARM
・       TABLE 158....................................... ARM: COMPANY OVERVIEW
13.3.5            DELL
・       TABLE 159...................................... DELL: COMPANY OVERVIEW
13.3.6            HPE
・       TABLE 160........................................ HPE: COMPANY OVERVIEW
13.3.7            WAVE COMPUTING
・       TABLE 161..................... WAVE COMPUTING: COMPANY OVERVIEW
13.3.8            TOSHIBA
・       TABLE 162................................. TOSHIBA: COMPANY OVERVIEW
13.3.9            GYRFALCON TECHNOLOGY
・       TABLE 163........... GYRFALCON TECHNOLOGY: COMPANY OVERVIEW
13.3.10         IMAGINATION TECHNOLOGIES
・       TABLE 164...... IMAGINATION TECHNOLOGIES: COMPANY OVERVIEW
13.3.11         CAMBRICON TECHNOLOGIES
・       TABLE 165....... CAMBRICON TECHNOLOGIES: COMPANY OVERVIEW
13.3.12         CADENCE DESIGN SYSTEMS
・       TABLE 166......... CADENCE DESIGN SYSTEMS: COMPANY OVERVIEW
13.3.13         TENSTORRENT
・       TABLE 167.......................... TENSTORRENT: COMPANY OVERVIEW
13.3.14         SYNOPSYS
・       TABLE 168............................... SYNOPSYS: COMPANY OVERVIEW
13.3.15         SENSETIME
・       TABLE 169 SENSETIME: COMPANY OVERVIEW... 229
*DETAILS ON BUSINESS OVERVIEW, PRODUCTS/SOLUTIONS/SERVICES OFFERED, RECENT DEVELOPMENTS, AND MNM VIEW (KEY STRENGTHS/RIGHT TO WIN, STRATEGIC CHOICES MADE, AND WEAKNESSES AND COMPETITIVE THREATS) MIGHT NOT BE CAPTURED IN CASE OF UNLISTED COMPANIES.

14.. APPENDIX

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