Dulmarka Warbixinta Suuqa Iibinta Kooxda GPU Tababarka AI Ee Adduunka ayaa lagu qiyaasayaa inay gaadho qiyaastii USD 87. 5 bilyan sanadka 2035, iyadoo kor u kacaysa USD 18. 2 bilyan oo ahayd 2025, iyadoo koritaanka CAGR-ga yahay 17. 0% intii u dhexeysa 2026 iyo 2035. Sanadka 2025, Waqooyiga Ameerika ayaa hogaamineysa suuqan oo leh in ka badan 36. 5%, iyadoo soo saartay dakhliga USD 6. 6 bilyan. Suqaankan waxaa ka mid ah nidaamyada kombiyuutarka awooda sare leh oo lagu dhisay GPU-yada si gaar ah loogu habeeyay inay tababaraan moodallo AI waaweyn iyo inay maareeyaan culeyska waxbarashada mashiinka ee adag. Kooxda GPU-yadan waxay bixiyaan awood ku filan oo u oggolaanaysa habka qaar ku ah waxqabadka isku xidhka badan ee deep learning-ka, halka saxayaashu ay ku liitaan CPU-yada dhaqameed. Suuqan waxaa ku jira qalabka (GPU-yada, server-yada), software-ka taageeraya (qalabka maamulka kooxaha iyo qalabka habaynta), iyo adeegyada la xiriira (is dhexgalka, dayactirka), oo daboolaya baahiyaha kala duwan ee warshadaha sida IT, maaliyadda, caafimaadka, iyo baabuurta. Qeybiyeyaasha waxaa ka mid ah soo saareyaasha GPU-yada, adeeg bixiyaasha daruuraha, kuwa isku xira nidaamyada, iyo khubarada ka shaqeysa kaabayaasha AI. Horumarka degdega ah ee AI ayaa kor u qaaday baahida loo qabo kooxaha GPU-yada awooda badan ee tababarka moodallo waaweyn ah. Moodallo AI oo adag, sida moodallada afka weyn iyo shabakadaha neural-ka qotada dheer, waxay u baahan yihiin ilo GPU ah oo qaybiyay si hufan wax loo tababaro, taas oo ka dhigaysa kooxaha kuwa lama huraan ah oo loo baahan yahay hababka casriga ah ee AI. Yareynta waqtiga loo baahan yahay si loo gaaro aragtiyo waa muhiim u ah cilmi-baarista iyo fulinta AI, taas oo ka dhigaysa maalgashiyada kooxaha awooda sare leh inay noqdaan kuwo muhiim ah. Shirkadaha waxay raadinayaan inay gaabsadaan wareegyada horumarinta, kor u qaadaan saxsanaanta AI, iyo inay ku tartamaan si habsami leh iyagoo adeegsanaya tababar degdeg ah iyo wax qabad badan oo xisaabeed. Isbeddellada mustaqbalka ee AI, sida moodallada abuura iyo codsiyada waqtiga-dhabta ah, ayaa sii kordhin doona baahida xisaabeed, taas oo sii xajin doonta kobaca suuqan. Gunaanadyo Muhiim Ah oo Suuqka - Qalabka ayaa ku dominanta 78. 5%, iyadoo kor ugu kacaysa baahida GPU-yada horumarsan, isku xidhka xawaaraha sare leh, iyo nidaamyada loo habeeyay accelerators. - Isticmaalka daruuraha guud ayaa ah 54. 3%, taas oo muujinaysa doorashada loo qabo helitaanka kooxaha GPU-yada oo la qabsan kara iyadoon loo baahnayn kaabayaasha guud. - Kooxo waaweyn iyo kuwa hyperscale ah ayaa metelay 48. 7%, iyagoo kor u qaadaya dhibaatada tababarka AI ee ballaaran iyo qiyaasta. - Adeeg bixiyayaasha daruuraha (CSPs) waxay ka kooban yihiin 62. 8% baahida, iyadoo la ballaarinayo awooda GPU si loo taageero shirkadaha waaweyn iyo culeyska AI gudaha ah. - Sectorka IT iyo tiknoolajiyadda ayaa hogaaminaya 65. 9%, iyadoo la taageerayo horumarka moodallada iyo hal-abuurka joogtada ah. - Waqooyiga Ameerika ayaa leh 36. 5%, taas oo ku sababtay nidaamka xogta casriga ah ee kobcaya iyo maalgashiyada joogtada ah ee kaabayaasha AI. - Suuqa Maraykanka ayaa gaaray USD 6. 01 bilyan sannadka 2024, isagoo leeyahay koboc CAGR ah 15. 42%, oo ay sabab u tahay tababarka AI ee ballaaran iyo kororka awood dheeraadka ah ee daruuraha. Xaqiiqooyin Muhiim ah oo Suuqka ah Baahida sii kordheysa ee AI abuurista iyo moodallada afka weyn ayaa horseedaya iibka kooxaha GPU, maadaama tababarku uu u baahan yahay awood xisaabeed isku dhafan oo badan. Adeeg bixiyayaasha daruuraha ayaa ku tartamaya in ay ballaariyaan awooddooda, iyadoo iskaashiyo sida Microsoft-NVIDIA ay kor u qaadayaan dalabaadka kooxaha. Hyperscalers ayaa 2024 ku maalgalay ku dhawaad USD 200 bilyan oo ah CapEx, inta badan loogu talagalay kaabayaasha GPU. Ballaarinta silsiladda sahayda iyo taageerada dowladda ayaa sidoo kale kor u qaadaya suuqan. India ayaa ansixisay USD 1. 24 bilyan oo ah maalgelin si loo dejiyo ugu yaraan 10, 000 GPU oo kooxo cusub ah. Aasiya Pacific ayaa ah meesha ugu horreysa ee kobaca ugu dhaqsaha badan ee gobollada, iyadoo dalka China iyo Japan ay dhisayaan xarumo xog-ururin AI. Kooxoyinku waxay isku daraan xasuusta high-bandwidth iyo isku xidhyo gaar ah si loo xawliyeeyo tababarka qaybinta ah, sidoo kalena nidaamyada qaboojinta dareeraha ayaa maamula awood sare. Alaabada xarumaha xogta ee NVIDIA ayaa ka kooban in ka badan 89% dakhligooda Q3 FY2026 ee tiknoolajiyadan. Dhismayaasha CPU-GPU ee kala duwan iyo shabakadaha lagu qeexay software-ka ayaa kor u qaada waxqabadka culeyska isku dhafan. Qaababka heshiisyada kirada ayaa wanaajiya helitaanka kooxaha iyagoo dhimaya kharashaadka hore. Fursadaha ayaa ka soo baxa ballaarinta AI ee dhinaca eeginka iyo warshadaha cusub ee processor-yada lagu taageerayo oo ay maalgelin ku sameeyeen dowladdu. Suuqa India ayaa ku dari doona 604 MW awood ah sanadka 2026 iyada oo maalgelin ah USD 3. 8 bilyan. Kumbuyuutarrada qaboojinta iyo bixiyayaasha shabakadaha ayaa faa’iideysta sii kordhaya ee baahida loo qabo kooxaha. Qaybaha Qalabka ayaa hogaaminaya 78. 5%, iyadoo xoogga saareysa kaabayaasha jirka sida ugu weyn u horseeda iibka GPU-yada. Tan waxaa ka mid ah GPU-yada, server-yada, shabakadaha, iyo qalabka qaboojinta oo muhiim u ah tababarka AI ee qaan-gaadhka ah. Waxqabadka sare iyo kalsoonidu waa muhiim si loo maareeyo xogta badan si hufan.

Baahida qalabka ayaa kor u kacaysa iyadoo la kordhinayo heerka adag ee moodallada AI iyo culeyska tababarka, iyadoo sii socota horumarinta qaab-dhismeedka GPU-yada oo sii wado in xiisaha la xafido. Qaybinta Isticmaalka daruuraha guud ayaa hogaaminaysa 54. 3%, taas oo muujinaysa doorashada loo qabo helitaanka kooxaha GPU-yada oo la qabsan kara isla markaana aan la hayn kaabayaasha. Tan waxay awood siinaysaa in si degdeg ah loo ballaariyo kheyraadka, yareeyo kharashyada maalgelinta, oo la qabsado culeysyo waxbarasho oo kala duwan. Goobaha daruuraha ayaa fududeeya bilowga tababarka moodallada si dhakhso leh iyo wada shaqeynta kooxaha kala firdhisan, taas oo keenta isticmaal balaadhan. Qaybta Kooxda Kooxaha waaweyn iyo kuwa hyperscale ah ayaa qaadanaya 48. 7%, iyadoo xaalufinta ugu weyn ay tahay baahida loo qabo in la tababaro moodallo luuqado waaweyn ah iyo nidaamyo AI oo horumarsan. Kooxaha awood badan ayaa fududeeya processing-ka xog badan oo ballaaran isla markaana ilaalaya waxqabad joogto ah. Kororka qaab-dhismeedka iyo cabirka xogta ayaa dhiirrigeliyay shirkadaha iyo adeeg bixiyayaasha daruuraha inay maalgashadaan nidaamyada hyperscale, taas oo kor u qaadaysa waxqabadka tababarka iyo yareyneysa waqtiga loo baahan yahay in loo diyaariyo. Qaybta Ugu Dambeeya Isticmaalaha Adeeg bixiyayaasha daruuraha ayaa matalaya 62. 8% baahida guud sida kooxda ugu weyn ee adeegso. Waxay bixiyaan kooxaha GPU sidii adeegyo shirkadaha, shirkadaha cusub, iyo machadyada cilmi-baarista, iyadoo maareynaya kaabayaasha ballaaran si loo taageero culeysyo kala duwan oo AI ah. Baahida sii kordhaysa ee adeegyada tababarka AI ayaa khasbaysa CSPs inay ballaariyaan awooda GPU si ay macaamiisha ugu soo jiitaan ugana faa’iideystaan adeegyo leh kaabayaal la qabsan kara culeysyada is bedbeddelaya. Qaybta Warshadaha Sectorka IT iyo tiknoolajiyadda ayaa leh 65. 9%, iyadoo sabab u ah isdhex galka joogtada ah ee AI, horumarinta moodallada, iyo wareegyada dib-u-tababarka. Shirkadaha qaybtaas ku leh software iyo madal AI ah, oo u baahan kooxaha GPU si loo tababaro loona tijaabiyo moodallada. Hal-abuurka iyo qaadashada AI ayaa sii haynaya baahida kaabayaasha. Gobollada Waqooyiga Ameerika ayaa leh 36. 5%, sababtuna tahay kaabayaasha daruuraha oo horumarsan, qaadashada AI oo xooggan, maalgashiyo waaweyn iyo khibrad farsamo oo qani ah. Suuqa Maraykanka oo gaaray USD 6. 01 bilyan sannadka 2024 ayaa leh koboc CAGR ah 15. 42%, sababtuna tahay kordhinta culeyska AI iyo baahida tababarka daruuraha. Shirkadaha iyo CSPs ayaa sii ballaarinaya kaabayaasha, waxaana AI u noqotay arrin istiraatiiji ah. Qeybaha Suuqka Muhiimka ah - Qalabka: Hardware, Software, Adeegyo - Qorsheynta: On-premises, Daruuraha Guud - Kooxda: Waaweyn/Hyperscale (>1000 GPU), Dhexdhexaad (100–1000 GPU), Yaryar (<100 GPU) - Isticmaalaha Ugu Dambeeya: Adeeg bixiyeyaasha daruuraha & Hyperscalers, Shirkadaha waaweyn & Tiknoolajiyadda, Machadyada cilmi-baarista & Jaamacadaha, Dowladaha & Ciidammada Gobollada - Waqooyiga Ameerika: Maraykanka, Kanada - Yurub: Jarmalka, Faransiiska, UK, Spain, Italy, Ruushka, Netherlands, Inta kale ee Yurub - Aasiya-Pacific: Shiinaha, Japan, Koonfurta Korea, India, Australia, Singapore, Thailand, Vietnam - Latin America: Brazil, Mexico, Inta kale ee Latin America - Bariga Dhexe & Afrika: Koonfureed Africa, Sacuudiga, UAE, inta kale ee MEA Dhiirrigelinta Suuqka Dhiirrigelin weyn waxay ka timaadaa koritaanka xawaaraha AI ee qaababka oo cabirkoodu ballaaran yahay, taas oo ubaahan xisaab isku dhafan badan oo aan si sahlan ugu fulin karin nidaamyada dhaqameed. Sidoo kale, isticmaalka AI waxa si ballaaran loogu faafinayaa qaybaha muhiimka ah sida naqshadinta alaabta, falanqaynta, ogaanshaha khiyaanada, iyo cilmi-baarista sayniska, taas oo u baahan kaabayaasha la qabsan kara oo waxqabad sare leh si loo sii wado horumarinta moodallada iyo joogtaynta. Caawinaadaha Kharashka hore ee maalgelinta oo sareeya ayaa ah caqabad weyn, taas oo xadidaysa qaadashada gaar ahaan shirkadaha waaweyn iyo machadyada cilmi-baarista ee maalgelinta leh. Kharashaadka hawlgalka waxaa saameyn ku leh isticmaalka awoodda koronto oo sareysa, qaboojinta, dayactirka, iyo shaqaalaha xirfad leh, taas oo ka dhigaysa inay adkaato isticmaalka suuqyada qiimaha yareeya. Fursadaha Adeegyada AI ee ku salaysan daruuraha ayaa furan fursado muhiim ah oo ah in la helo kooxaha GPU ee la qabsan kara iyagoo aan degdeg ugu baahan lacag badan, taas oo fursad siineysa shirkadaha bilawga ah, kooxaha cilmi-baarista, iyo shirkadaha dhex-dhexaadka ah. Xalka AI ee warshadaha gaarka ah sida caafimaadka, gaadiidka, iyo maaliyadda ayaa abuura baahi loo qabo qaabab GPU oo loo habeeyay, taas oo u oggolaanaysa ganacsatada ku takhasusay adeegyada gaarka ah inay qabsadaan qayb suuq. Caqabadaha Waxtarka tamarta ayaa ah caqabad muhiim ah sababtoo ah isticmaalka koronto badan iyo saameynta deegaanka ee kooxaha GPU oo badan, taas oo u baahan in xarumaha xogtu ay dheelitiraan waxqabadka iyo waaraanshaha. Qasaaraha silsiladda sahayda ee GPU-yada horumarsan ayaa keena yaraanta alaabada iyo dib u dhac, taas oo keenta hubanti la’aan ku saabsan helitaanka qalabka loogu baahanyahay hawlgallada waaweyn. Falanqaynta Tartanka Suuqa waxaa ku badan dhowr bixiye oo waaweyn oo tiknoolaji ah oo ku tartamaya waxqabadka, kobaca, iyo waafaqsanaanta nidaamka. Qeybaha bixiya xalal isku dhafan oo hardware iyo software ah ayaa leh faa’iido tartan. Cayaaryahanada yaryar ayaa ku dadaala inay diiradda saaraan xalal gabbaadado gaar ah sida naqshadaha kooxaha la optimize gareeyay ama culeyska AI ee gaarka ah. Hal-abuurka ku aaddan qaboojinta, teknolojiyada isku xidhka, iyo software-ka maareynta ayaa ah astaamaha muhiimka ah ee farqiga loo isticmaalo. Taageerada muddada dheer iyo kalsoonida ayaa ah arrimaha ugu muhiimsan ee macaamiisha, taas oo ilaalisa tartan firfircoon oo ku dhisan hal-abuurnimo joogto ah. Hogaamiyayaasha Muhiimka ah - NVIDIA Corporation - Advanced Micro Devices, Inc. (AMD) - Intel Corporation - Dell Technologies, Inc. - Hewlett Packard Enterprise Company (HPE) - Super Micro Computer, Inc. - Lenovo Group, Ltd. - IBM Corporation - Google LLC - Amazon Web Services, Inc. - Microsoft Corporation - Oracle Corporation - Cisco Systems, Inc. - Penguin Computing - Lambda, Inc. Horumaradii Ugu Dambeeyay - October 2025: GPU-yada NVIDIA Blackwell (B100/B200/GB200) ayaa si buuxda loo iibiyay sanadka 2025, iyadoo xisaab laga tagay in ka badan 3. 6 milyan oo unug, kuwaas oo loo mudnaanta siinayo hyperscalers sida AWS, Google Cloud, iyo Microsoft Azure, taas oo shirkadaha ku qasbeysa inay qorsheeyaan awoodda AI ee muddo sanado ah. - September 2025: Kooxo AMD Instinct MI300X oo ay bixiyeen Dell iyo Supermicro ayaa ku guuleystay kaalmaha ugu sarreeya ranking MLPerf Inference v5. 1, taas oo muujinaysa cabbirka kor u kaca ee ku dhow xariiq toosan oo leh hawlgal 8-node ah iyo isku darka MI300X/MI325X ee tababarka AI ee soo saarista iyo inference. - May 2025: Dell ayaa soo saartay server-yada PowerEdge oo lagu rakibay NVIDIA Blackwell Ultra GPUs, kuwaas oo gaarsiiyay heerka 192–256 GPUs per rack oo leh qaboojinta hawada/biilaha dareeraha, si ay u gaadhaan 4-x xawaare sareysa oo tababarka moodallada AI, waxayna heleen sumcad ah Hoggaamiyaha Suuqa Server-yada AI sannadka 2025. Dulmarkani waa mid dhamaystiran oo iftiiminaysa kobaca xooggan iyo hal-abuurnimada firfircoon ee kujira suuqyada iibinta kooxaha GPU ee tababarka AI, taas oo muujinaysa isbeddellada muhiimka ah, aragtiyada gobollada, iyo ciyaartoyda waaweyn ee warshadaha ee horseedaya horumarka mustaqbalka.