Raws li tsab ntawv tshaj tawm kev lag luam tshiab los ntawm cov tuam txhab tshawb fawb Dell'Oro thiab Omdia, kev siv nyiaj thoob ntiaj teb (Capex) hauv cov chaw cov ntaub ntawv xav tias yuav loj hlob los ntawm 11% hauv 2024. Qhov kev loj hlob no yog vim qhov rov- nthuav dav ntawm qee qhov chaw cov ntaub ntawv hyperscale thiab rov pib ua lag luam cov ntaub ntawv chaw tsim kho uas tau pib khov.
Baron Fung, Tus Thawj Saib Xyuas Kev Tshawb Fawb Loj ntawm Dell'Oro, tau sau tseg tias Capex kev loj hlob rau cov chaw khaws ntaub ntawv thoob ntiaj teb hauv 2023 yog kwv yees li ntawm 4%. Qhov nce hauv AI-Txoj kev nqis peev uas cuam tshuam tsis tau tag nrho qhov kev poob qis los ntawm kev nqis peev tsawg hauv cov servers thiab cov khoom siv cia. Thoob plaws xyoo 2023, Microsoft, Google, thiab Oracle tau nce lawv cov kev nqis peev hauv cov ntaub ntawv, thaum Amazon thiab Meta txo qis ntawm cov ntaub ntawv chaw nqis peev. Lawv qhov kev kwv yees rau xyoo 2024 yog qhov zoo tshaj plaws, cia siab tias yuav muaj cov ntawv thov AI tshiab xws li AI generative los tsav kev nqis peev tseem ceeb hauv huab thiab kev lag luam network.
Lwm qhov kev nkag siab tseem ceeb ntawm daim ntawv tshaj tawm suav nrog:
- Kev kwv yees cov nyiaj tau los loj hlob ntau dua 20% rau cov servers thiab cov tshuab khaws cia hauv xyoo 2024, nrog rau ib qho -tus lej feem pua kev loj hlob hauv kev muag khoom ntawm tes hauj lwm thiab lub cev architectures.
- Cov neeg ua haujlwm loj tshaj plaws hauv huab huab cov ntaub ntawv cia siab tias yuav nce kev nqis peev los ntawm 13% xyoo tom ntej.
Cov kws tshuaj ntsuam qhia qhov kev cia siab rau xyoo 2024, nrog AI yog qhov tseem ceeb ntawm kev tsav tsheb tom qab qhov kev pom zoo no. Ntawm Omdia 11 qhov kev txheeb xyuas, tsib muaj feem cuam tshuam nrog AI. Raws li AI txuas ntxiv permeate tib neeg lub neej, cov kws tshuaj ntsuam muaj qhov laj thawj kom muaj siab. Dell'Oro thiab Omdia lub logic tom qab qhov kev kwv yees nyob hauv AI lub peev xwm los qhia ntau daim ntawv thov, txhawb kev loj hlob hauv cov ntaub ntawv chaw haujlwm. Txawm li cas los xij, cov lus nug tseem nyob ntawm qhov tshwj xeeb AI daim ntawv thov yuav ua rau qhov kev xav tau loj hlob no.