AI服务器销售量在2021年猛增46%,但由于制裁和供应链问题,可能放缓。 AI server sales surged 46% in 2021 but may slow due to sanctions and supply chain issues.

AI服务器销售量在2021年上升了46%,由云源供应商推动。 AI server sales saw a 46% jump in 2021, fueled by cloud providers. 2025年趋势预测,由于美国的制裁和供应链问题,2025年的增长可能放缓到20-25%,或者由于有利的政策,增长率会猛增到35%。 TrendForce predicts 2025 growth could slow to 20-25% due to US sanctions and supply chain issues, or surge to 35% with favorable policies. 预计还将转向更具成本效益的AI推定服务器,这反映出重点从培训转向推断。 A shift towards more cost-effective AI inference servers is also expected, reflecting a change in focus from training to inference. 同时,AI芯片的潜在短缺可能会增加项目成本,因为Nvidia和AMD等制造商面临高供需制约。 Meanwhile, a potential AI chip shortage may increase project costs, as manufacturers like Nvidia and AMD face high demand and supply constraints.