The 5G integration of AI application services will drive important business opportunities for server manufacturers in marginal markets.

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[Reporter Fang Weijie/Taipei Report] "DIGITIMES" Research Center said today that the recent server industry chain includes chip manufacturers, server manufacturers, and cloud manufacturers, etc., are actively expanding the edge computing market and grabbing 5G telecom network integration AI application business opportunities , the main fields include applications such as smart manufacturing, telecommunications, autonomous driving, healthcare, financial insurance, and smart cities. Among them, smart manufacturing applications have the greatest potential for development and become the target of active investment by server-related industries.

Analyst Gong Mingde observed that major chip manufacturers such as Intel (Intel), Advanced Micro Devices (AMD) and Huida (NVIDIA) have developed central processing units (CPUs), graphics processing units (GPUs), and field programmable In addition to core chips such as logic gate arrays (FPGA), the software programmable data processor (DPU) or infrastructure processor (IPU) market has been further expanded in the near future to improve data transmission, storage or remote connections in edge 5G telecom data centers Safety and other operational performance.

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In addition, Gong Mingde found that cloud giants play a key role in the process, especially the two leading players Amazon (Amazon) and Microsoft (Microsoft) are the most active. Microsoft has recently actively integrated mobile network virtualization provider Affirmed Network and Azure cloud services Strengthen the technical foundation of 5G nuclear network and 5G telecom cloud functions.

In terms of business model operation, Microsoft mainly adopts cooperation with server manufacturers to deploy various edge 5G integrated AI solutions; Amazon adopts the self-developed Outposts hybrid cloud overall solution model, and the goal is from AWS core end to enterprises. revolutionary telecom cloud infrastructure and services.

Gong Mingde pointed out that Microsoft is actively investing in ChatGPT AI applications, including accelerating the introduction of search engine platform Bing and other online services, which is expected to drive peers such as Google and Baidu to develop similar services, and drive third-party software companies to develop more ChatGPT derivative services, such as importing voice robots Multi-edge integrated applications such as platform, real-time graphic or image recognition are expected to become key breakthrough opportunities for the next wave of growth in the edge AI server market.

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