資訊中心AM:3D列印的市場機會

即使假設採用率相對保守，且 PBF 與其他相關 AM 製程共享部分生產，到 2033 年仍可能需要約 2,000 台 PBF 機器來生產冷板和其他資料中心零件。這已經超過了整個 AM 市場目前的年銷售量。

預計未來十年超大規模資料中心的數量每隔幾年就會翻一番，對與加熱和冷卻解決方案相關的設備的需求也將相應增加。 AM 具有獨特的潛力，可以減輕為新資料中心供電所需的下一代熱管理硬體的監管和地緣政治供應鏈的不確定性。

本報告基於 AM Research 的專有市場數據，並從積層製造 (AM) 產業滲透潛力的角度分析了全球資料中心建設的持續熱潮。該公司專注於資料中心基礎設施市場，尤其專注於超大規模資料中心的熱管理解決方案。超大規模資料中心（擁有超過 5,000 台伺服器的資料中心）是尖端晶片的最大消費者，將推動人工智慧應用的成長。

提及或介紹的公司和組織包括 Alfa Laval、Asetek、Conflux Technology、DeepSeek、Fabric8Labs、施耐德電機、Vertiv、OpenAI、亞馬遜和 GE Vernova。

目錄

第 1 章：資料中心繁榮：尋找 AM 的下一個大贏家

• 基於現有 AM 成功案例的資料中心機遇
• 資料中心冷卻：為合適的客戶提供合適的應用
• AI繁榮時代的資料中心市場情勢分析

第 2 章：資料中心冷卻需求以及 AM 提供冷卻服務的原因和方式

• 資料中心冷卻技術的演變
• 發現問題：AM 與熱管理 AM 與資料中心價值鏈：解讀字裡行間
• 與資料中心產業合作

第3章 資料中心的AM的機會的定量化

第4章 結論- 伺服器在熱的時候攻擊

• 調查關於公司
• 關於分析師

This report, built on proprietary AM Research market data, analyzes the ongoing global boom in data center construction from the perspective of the potential it represents for Additive Manufacturing (AM) industry penetration.

From the report:

Some 2,000 PBF machines could be needed to produce cold plates and other data center parts by 2033 even at a relatively conservative penetration rate, and even assuming PBF will share some of the production with other relevant AM processes.

For reference, this is already more machines than are sold each year in the total AM market today.

This report focuses on the market for data center infrastructure, with a particular concentration on thermal management solutions for hyperscale data centers. Hyperscale data centers, defined as those with 5,000 or more servers, are the largest consumers of the most advanced chips driving the growth in AI applications.

With the number of hyperscale data centers projected to double every few years over the next decade, a proportionate demand will ensue for equipment related to heating and cooling solutions. AM has the unique potential to alleviate supply chain uncertainty, due to regulation and geopolitics, for the next-generation thermal management hardware required to bring new data center capacity online.

Market data, penetration rates, and forecasting are built using proprietary modeling and existing AM Research market data and deepened and contextualized by exhaustive research and direct interviews with several industry players. The written report comes along with a companion Excel market data file.

Companies and organizations mentioned or profiled include but are not limited to: Alfa Laval, Asetek, Conflux Technology, DeepSeek, Fabric8Labs, Schneider Electric, Vertiv, OpenAI, Amazon, and GE Vernova.

AM Research's reports are intended as key strategic inputs for all senior executives planning 3D printing product/market strategies and for investors who are looking to take equity positions in 3D printing firms.

AM Research also offers customized consulting and due diligence analysis.

Table of Contents

Chapter One: The Data Center Boom: Searching for AM's Next Big Win

• 1.1. The Data Center Opportunity in Light of an Existing AM Success Story
• 1.2. Cooling Data Centers: The Right Application for the Right Customer
• 1.3. Contextualizing the Data Center Market in its AI Boom Phase

Chapter Two: The Cooling Needs of Data Centers, and Why/How AM Should Deliver Them

• 2.1. The Evolution of Data Center Cooling Technology
• 2.2. Looking for a Problem: AM and Thermal Management
• 2.3. AM and the Data Center Value Chain: Reading Between the Lines
• 2.4. Partnering with the Data Center Industry

Chapter Three: Quantifying AM Opportunities in Data Centers

Chapter Four: Conclusion - Strike While the Servers are Hot

• About Additive Manufacturing Research
• About the Analyst

List of Exhibits

• Exhibit 3-1: Penetration Rate Analysis for AM in Data Center Applications
• Exhibit 3-2: Market Value of AM Parts Produced for Data Centers in the U.S. ($US Million), by Application Group
• Exhibit 3-3: AM Production System Demand Resulting from Data Center Adoption by AM Technology Type