target audience: TECH SUPPLIER Publication date: May 2023 - Document type: Market Presentation - Doc Document number: # US50626823
The Infrastructure Market for Generative AI
This IDC Market Presentation provides data and insights on the server and storage markets for generative AI. IDC does not consider generative AI as a net-new market from an infrastructure capacity perspective. IDC's current market sizing includes the impact of rapid development of very large AI models such as large language models (LLMs). However, generative AI represents a major opportunity for server and storage OEMs and ODMs as well as cloud services providers. This Market Presentation provides the portions of the total AI server and storage markets that will be for generative AI, what the growth in generative AI means for GPU-accelerated AI servers, and how the generative AI server market is segmented between training generative AI models and inferencing on them.