Nvidia(US:NVDA) 傅里叶的猫·2025-05-05 10:55Market Overview - The global AI server market is projected to reach $125.1 billion in 2024, $158.7 billion in 2025, and $222.7 billion by 2028, with generative AI servers expected to increase their market share from 29.6% in 2025 to 37.7% in 2028 [1] Major Players' Shipment Data - NVIDIA holds nearly 70% of the AI chip market share, with the new Blackwell platform expected to account for 82% of its high-end GPU shipments in 2025. The company plans to launch the B30 for the Chinese market in the second half of 2025, with the B300 and GB300 expected to contribute 60-65% of its total GPU shipments for the year [2][3] - AMD's high-end GPU shipments are forecasted to grow by 48% in 2025, reaching approximately 585,000 units. The MI325 series has a low adoption rate, while the MI350 series is expected to enter the market in the second half of 2025 [5][4] - Intel's Gaudi3 high-end AI chip is projected to have a shipment volume of around 100,000 units in 2025, targeting CSPs and IBM as primary customers [6] - Google is expected to lead in cloud service provider (CSP) shipments with approximately 2.2 million TPUs in 2025, while AWS's self-developed ASIC shipments are projected to reach over 1.8 million units, nearly doubling from previous figures [7][8] Chip Type and Shipment Forecast - NVIDIA's high-end GPU shipments are expected to total around 6.6 million units in 2025, with significant contributions from the Blackwell platform [3] - AMD's MI series is expected to see a total shipment of 585,000 high-end GPUs in 2025, with the MI350 series anticipated to compete directly with NVIDIA's offerings [5] - The Ascend (昇腾) ASIC is projected to reach 450,000 units in 2025, driven by domestic AI demand and trade restrictions [8]