TrendForce dhawaan ayaa Warisay koror weyn oo ku yimid baahida server-yada AI, kaas oo si weyn u horseedaya keenista GPUs-ka ugu dambeeyay ee NVIDIA ee Blackwell. Dhaqdhaqaaqani wuxuu muujinayaa doorka muhiimka ah ee farsamada AI ay ku leedahay qaabeynta suuqyada server-yada ee hadda iyo mustaqbalka. Ka dib in ka badan afar rubucc oo is baddal ah, guud ahaan suuqyada server-yadu waxay noqdeen kuwo deggan, taas oo u saamaxaysa Soosaarayaasha Naqshadaha Asalka ah (ODMs) inay diiradda saaraan horumarinta server-yada ku Salaysan AI, iyagoo fahansan baahida sii kordhaysa ee awoodda habaynta AI ee horumarsan. Laga bilaabo Q2, ODMs waxaa si tartiib ah u kordhiyay wax soo saarka server-yada cusub ee lagu dhisay madal cusub ee NVIDIA ee Blackwell, oo ay ka mid yihiin server-yada GB200 Rack iyo HGX B200. Kuwani waxay ka faa'iideystaan awooda xisaabinta ee GPU-yada Blackwell si loo horumariyo waxqabadka AI, taas oo muujinaysa sida warshaddu uga go'antahay inay isku darto tiknolojiyadaha GPU-yada ugu dambeeyay si loo daboolo kororka culeyska shaqada AI. Sidoo kale, taxanaha B300 iyo GB300 oo horumarsan ayaa gaaray heerarka muhiimka ah ee qiimaynta iyo tijaabinta, iyagoo maraya tijaabooyin adag si loo hubiyo waxqabadka, kalsoonida, iyo iswaafaqsanaanta kahor inta aan loo gudbin wax soo-saarka ballaaran. Horumarka ku socda marxaladahani wuxuu muujinayaa kalsooni weyn oo ku aaddan diyaarintooda loo yahay codsiyada AI ee kala duwan ee culus. TrendForce ayaa saadaaliyay in GPU-yada ku salaysan naqshadda Blackwell ay ka taliyayaan keenista GPU-yada NVIDIA ee heerka sare ee sanadkan oo dhan, waxaana la filayaa inay ka qayb qaataan in ka badan 80% keenista GPU-yada heerka sare ee soo socda bilaha soo socda. Tani waxay muujinaysaa doorka dhexe ee GPU-yada Blackwell ay ku leeyihiin awood-siinta server-yada AI ee horumarsan iyo isbeddelka degdega ah ee warshaddu ku wajahday xalalka kumbuyuutarka ee ku saleysan AI. Isticmaalka ballaaran ee GPU-yada Blackwell waxay la jaan qaadayaa isbeddellada guud ee tiknolojiyadda, halka AI ay weli tahay wadada ugu muhiimsan ee hal-abuurka iyo maalgashiga.

Shirkadaha ka hawlgala qaybaha kala duwan ayaa si weyn u qaadanaya AI si loo horumariyo falanqaynta, otomaatigga hababka, iyo abuurista codsiyada caqliga leh, taas oo keenaysa baahi xoog leh oo loo qabo aalado awood leh oo ku habaysan AI. Sidoo kale, sii deynta suuqyada server-yada oo deggan iyadoo diiradda la saarayo horumarinta server-yada AI, waxay muujineysaa in warshaddu ay ku jirto marxalad bislaannimo, asxa siibayaasha iyo ODM-yaduna ay ku habeynayaan alaabadooda mudnaanta tiknolojiyadeed ee soo baxaysa si ay u daboolaan baahiyaha sii kordhaya ee xarumaha xogta, bixiyayaasha daruuraha, iyo kaabayaal IT ee shirkadaha oo u baahan awooda AI oo adag. Naqshadda GPU ee NVIDIA ee Blackwell waxay astaan u tahay horumar weyn oo muhiim ah, iyadoo bixisa waxqabadka sare, hufnaanta tamarta, iyo korriinka la badali karo ee loogu talagalay culeyska shaqada AI. Maadaama moodooyinka AI ay sii wada noqdeen kuwo aad u adag oo xisaabiye culus ah, xalalka GPU-yada horumarsan waxay noqdaan kuwo muhiim ah. Ku qabashada qayb weyn oo ka mid ah suuqa GPU-yada sare, server-yada ku shaqeysta Blackwell waxay u badan yihiin inay noqdaan aasaaska kaabayaasha AI ee jiil cusub. Gebogebadii, falanqaynta TrendForce waxay iftiiminaysaa sidii baahida server-yada AI ay u dardar gelisay keenista GPU-yada Blackwell ee NVIDIA. Kordhinta wax soo saarka alaabada ku salaysan Blackwell iyo horumarka taxanaha cusub ee marxaladaha xaqiijinta waxay muujinayaan suuq server oo xooggan, korriin leh, oo diiradda saaraya awoodaha AI. Iyadoo la filayo in GPU-yada Blackwell ay ka taliyaan in ka badan 80% keenista GPU-yada NVIDIA ee heerka sare sanadka, qaybta server-yada AI waxay hadda u muuqataa inay gaadhi doonto korriin weyn, taas oo muujinaysa isku darka ballaaran ee AI ee deegaanka kombuyuutarada iyo warshadaha kala duwan.