Computing Power Market

As of 2023, the global computing power infrastructure has surpassed 900 EFLOPS (exaflops per second), growing at an annual rate of 40% or more. The global computing power market has exceeded $1 trillion, with significant growth potential.

Among these, the market sizes of several key areas are as follows:

1、Cloud Computing Market (including traditional IDC market): The market size exceeded $580 billion in 2023 and is expected to reach $2.3 trillion by 2032, with a compound annual growth rate (CAGR) of 16.5%.

2、AI Computing Market: The market is rapidly expanding due to the emergence and widespread adoption of generative models like ChatGPT. It is expected to reach $757.5 billion in 2025, with a projected value of $1.8 trillion by 2030.

3、Edge Computing Market The market is growing rapidly due to increasing demand for edge applications such as small-scale deployment of large language models (LLMs), AI-enabled IoT hardware, and low-latency network services. It is expected to reach $20 billion in 2025, with a projected value of $150 billion by 2030.

4、Future Trends Cloud computing and AI computing will converge, driving the construction of a new generation of global data centers and computing infrastructure. Investment in this infrastructure is expected to grow at a rate of 20-30% per year. However, the traditional investment and construction model used in the edge computing market cannot keep up with the rapid development of edge application scenarios. A new business model is needed to resolve the contradiction between the high costs of building AI computing infrastructure and the growing demand for cost-effective AI applications.