AI capital expenditures flood the globe! Goldman Sachs reassesses the AI computing power landscape and calls for the AI server market to surge towards $1.24 trillion.

According to the financial app Zhitong, against the backdrop of the nearly endless growth in demand for artificial intelligence-related computing power infrastructure, the financial giant Goldman Sachs currently predicts that by 2030, the market size of servers related to AI will reach 1.24 trillion US dollars, while the traditional server market size is expected to exceed 160 billion US dollars. Goldman Sachs' latest optimistic outlook on the AI server market size highlights that AI servers are no longer just a hardware enterprise product market, but are evolving into a "new infrastructure market" in the global digital economy era. Particularly, the strong performance recently announced by Dell and Foxconn has actually become the most direct confirmation of the continuous explosive growth of demand for AI computing power infrastructure.