The surge in demand for advanced AI servers could drive the global economy

According to TrendForce's AI Server Industry Analysis Report, the global AI server market is showing strong growth in 2024, mainly due to the high demand for advanced AI servers from large CSPs and brand customers. This growth trend is not only reflected in the significant increase in shipments and output value, TrendForce estimates that AI server shipments in the second quarter increased by nearly 20%, annual shipments were revised up to 1.67 million units, an annual growth rate of 41.5%, and the global AI server output value in 2024 will reach $187 billion, a growth rate of 69%. Compared with last year, it has significantly increased, and it can promote the vigorous development of the entire server market and related industrial chains.

With the continuous advancement of artificial intelligence (AI) technology and the widespread adoption of applications, the demand for advanced AI servers is growing rapidly. High-level AI servers typically need to process large amounts of data, run complex models, and perform real-time calculations to meet the needs of various AI applications. The surge in high demand for advanced AI servers will undoubtedly have a significant boost to the global economy.

The high demand for high-level AI servers directly promotes the development of the computing power industry. With the in-depth application of AI technology, especially the development of large model algorithms, the demand for intelligent computing power has shown explosive growth. According to recent research, the amount of computing power required for AI is expected to double every 100 days, and in the next five years, this demand could grow by more than a million times. The surge in demand for high-level AI servers has directly led to the rapid development of the computing industry. According to Trendforce data, global AI server shipments reached 1.205 million units in 2023 and are expected to grow to 2.369 million units by 2026, a compound annual growth rate of up to 25%.

The high demand for advanced AI servers will also promote the growth of related industries. The increase in demand for advanced AI servers is not limited to the servers themselves, but also drives the growth of upstream supply chain enterprises including semiconductors, connectors, heat dissipation technology, and more. For example, Lichun Precision, a well-known fruit chain company, has achieved layout in the fields of communication radio frequency, optical interconnection, thermal management and power supply through acquisition and integration, and has benefited from the wave of the AI era and achieved rapid growth in performance. In addition, in order to meet the needs of AI applications for computing power, data centers need more high-performance servers to support the training and reasoning process of AI models, which will promote the rapid growth of the server market and drive the development of related industrial chains.

AI technology has become an important force driving economic growth. According to Goldman Sachs, AI will bring $7 trillion in value in the next 10 years, which is a cumulative global growth of more than 7%. McKinsey's research also points out that AI will bring more than $600 billion in economic growth to the Chinese economy. This growth is mainly due to the wide application of AI in various industries, such as autonomous driving, intelligent manufacturing, intelligent medical care, etc., which has greatly improved production efficiency and economic benefits.

While the surge in demand for advanced AI servers presents great opportunities for the global economy, there are also some challenges. For example, the surge in AI computing power is placing unprecedented pressure on global resources, requiring researchers to develop energy-efficient, resource-friendly AI technologies and algorithms. Policy makers need to formulate relevant regulations and standards to promote energy conservation, emission reduction and rational use of resources; At the same time, the public also needs to raise awareness of this issue and participate in promoting sustainable development. In the face of these challenges, the world needs to work together to achieve a harmonious symbiosis between AI and the ecological environment. This is not only a technical challenge, but also a social test of human wisdom and determination.

The surge in the high demand for high-level AI servers has undoubtedly injected new vitality into the global economic development, especially in the computing industry and related industries. However, we also need to face the challenges this brings and seek a sustainable development path.