品玩8月7日讯，据科创板日报报道，研究机构Aletheia报告指出，预估AI服务器市场规模将在2024年翻倍、2025年达到1350亿美元，是2022年规模的4.5倍。
其中，GPU在AI服务器中成本占比最高，Aletheia认为，GPU市场到2025年将较2023年成长3倍。
英伟达为了满足AI服务器市场庞大的需求，将着手大幅增加AI GPU产能，预估英伟达AI GPU产能会在2024年增加2.5倍；公司数据中心业务营收在2023-2026年的年复合成长率将达85%。
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