AI伺服器OEM/ODM市場

本報告探討了 AI 伺服器 OEM/ODM 的趨勢，總結了關鍵參與者和生態系統、對四大 AI 伺服器 OEM 製造商的 GTM（進入市場）策略的分析、主要電腦晶片組的預測、主要供應商如何解決最終用戶的痛點，以及對 AI 伺服器 OEM 和 ODM 伺服器的建議。

實際好處：

• 伺服器供應商將了解如何滿足特定於 AI 領域的市場需求
• 借鏡AI資料中心生態系的最佳實踐
• 取得建議以區分您的 AI Server GTM 策略

重要問題的答案：

• 成功的 AI 伺服器供應商如何脫穎而出？
• AI伺服器市場特別是大型加速器叢集市場如何變化？
• 供應商如何解決最終使用者的痛點？

研究亮點：

• GTM 對四大 AI 伺服器 OEM 的分析
• 2030 年主要電腦晶片組預測
• 分析哪些產品能夠成功解決目前和未來的客戶痛點

目錄

第 1 章：主要發現

第 2 章關鍵預測

• 惠普
• 戴爾
• 聯想
• 超微

第 4 章 市場動態

• 最佳實踐：NVIDIA OEM 和 ODM 如何協同工作
• 電源和冷卻
• 託管服務包裝器
• 端到端的專業知識與服務

第 5 章針對 AI 伺服器 OEM 與 ODM 的建議

Actionable Benefits:

• How can server vendors align with the market needs of Artificial Intelligence (AI) domain-specific deployments?
• Learnings from best practices in the AI data center ecosystem.
• Recommendations for differentiating an AI server Go-to-Market (GTM) strategy.

Critical Questions Answered:

• What are successful AI server vendors doing differently?
• How is the AI server market changing, in particular for larger accelerator clusters?
• How are vendors addressing end-customers' pain points?

Research Highlights:

• GTM analyses of the top four AI server Original Equipment Manufacturers (OEMs).
• Key compute chipset forecasts through 2030.
• Analysis of offerings that successfully address customer pain points today and going forward.

Who Should Read This?

• AI server ecosystem players looking to capture more of the value chain.
• AI server vendors who wish to differentiate their offering before solutions are "commoditized."
• Investors gauging the competitiveness of various AI server vendors, as well as the wider ecosystem.

TABLE OF CONTENTS

1 KEY FINDINGS

2 KEY FORECASTS

3 KEY COMPANIES AND ECOSYSTEMS-TIER ONE AI SERVER OEMS GTM ANALYSIS

• 3.1 HPE
• 3.2 DELL
• 3.3 LENOVO
• 3.4 SUPERMICRO GTM

4 MARKET DYNAMICS

• 4.1 BEST PRACTICE - HOW NVIDIA OEMS AND ODMS INTERACT
• 4.2 POWER AND COOLING
• 4.3 MANAGED SERVICE WRAPPERS
• 4.4 END-TO-END EXPERTISE AND OFFERINGS

5 RECOMMENDATIONS TO AI SERVER OEMS AND ODMS