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Powering the AI Revolution: The Hardware Landscape

Generative AI, ignited by ChatGPT's 2022 debut, is reshaping industries. DIGITIMES Research forecasts a market surge to US$400 billion by 2024 and US$1.5 trillion by 2030, primarily driven by hardware. This report delves into the hardware landscape, examining trends, strategies, and opportunities within this rapidly expanding domain.

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Highlights
GenAI Technology Development

Overview of the evolution of generative AI technology, its history, value, challenges, and emerging trends.

AI Cloud-to-Edge Computing

Analysis of the development of generative AI computing power, including cloud, enterprise, and edge devices, along with future trends in AI computing.

AI Application Use Cases

Compilation of case studies demonstrating current applications of generative AI across various industries like transportation, retail, healthcare, manufacturing, and smart homes.

The Gen AI market is estimated to exceed approximately US$1.5 trillion in 2030
The global generative AI market is rapidly growing and dominated by two leading players, Nvidia and OpenAI. DIGITIMES Research predicts that the generative AI market will reach US$40 billion in 2024 and increase to US$ 1.5 trillion in 2030 with a compound annual growth rate (CAGR) of 83% from 2022 to 2030.
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As demand for cloud servers increases, rapid development poses challenges to datacenter deployment
DIGITIMES Research summarizes this into four key points, highlighting where optimization and upgrades are needed in hardware, software, and cooling solutions.
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Based on different LLM parameters, vendors develop corresponding hardware devices with matching computing power
Cloud servers are mapped to LLM with over 100 billion parameters ;  enterprise servers are mapped to LLM ranging from 100 to 10 billion parameters ; edge devices are mapped to LLM with fewer than 10 billion parameters.
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Report Analysts
TEAM LEADER
Jason Tsai
Deputy Director
# AIot industry
TEAM MEMBERS
Jim Hsiao
Senior Analyst
# AI server & NB
Wing Huang
Analyst
# AI industry
Joyce Chen
Analyst
# AI chip & cloud computing
Eva Lin
Analyst
# Smart healthcare
Evan Chen
Analyst
# Edge computing
Zouhao Shen
Analyst
Edge computing
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About DIGITIMES Research
DIGITIMES connects with over 1,200 members from Taiwan's top tech companies, focusing on advancing technology research across key areas like semiconductors, AI, IoT, IT, consumer electronics, telecom, automotive tech, and displays. We are dedicated to providing firsthand access to industry insights and global supply chain trends.
DIGITIMES Research's reports cover global and Taiwanese production and sales data, industry development trends, technological advancements, strategies of leading companies, and competitive dynamics. We also focus on supply chain trends in regional and emerging markets and the development of key components.
In today's challenging economic environment, companies need deep insights and precise data to formulate strategies. DIGITIMES Research provides comprehensive coverage of the entire process, from semiconductor design and manufacturing to servers and end products, including all stages of component production and distribution. We offer accurate, transparent, and systematic analysis to help businesses make informed decisions within complex supply chains.
DIGITIMES Research consists of experienced industry experts who bring deep expertise in their respective fields, delivering high-quality and thorough research reports. Our research is based on reliable and authoritative data sources, including collaborations with industry-leading companies. We employ rigorous scientific research methodologies to ensure the accuracy and credibility of our reports.
DIGITIMES Research provides customized research and consulting services tailored to businesses' unique needs. Our offerings include technology trend forecasting, competitor analysis, and supply chain insights. With deep industry expertise, we help businesses seize innovation opportunities, make informed decisions, and strengthen their competitive edge in a rapidly evolving tech landscape.