AI+品牌领导者调研报告：企业级人工智能基础设施+AI+Brand+Leader+Survey+Report

ITBRND

PULSE…·

2025AlBrandLeaderSurveyReport

EnterpriseInfrastructureforAI

TableofContents

2025EnterpriseInfrastructureforAlBrandLeaderSurveyReport

Page

Introduction

3-11

Summary

12-18

SurveyResults

19

ServersforAl

20-23

PrimaryStorageforAl

24-27

FileandObjectStorageforAl

28-31

NetworkSwitchesforAl

32-35

SmartNICsforAl

36-39

HighBandwidthMemoryforAl

40-43

GPUsforAl

44-47

CPUsforAl

48-51

AbouttheAuthors52

itBrandLeaderReport-EnterpriseInfrastructureforAl2

ITBRND

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Introduction

2025EnterpriseInfrastructureforAl

itBrandLeaderReport-EnterpriseInfrastructureforAl4

AboutAIBrandLeaderResearch

VotedbyHumans

InatorrentofAl-generatedvoices,ITBrandPulsesurveyresultsstandapart:realvotesfromrealITprofessionalsandconsumers—humans,notalgorithms.Theirselectionsaretangiblesignals,immunetosynthetichype.They

anchorbrandperceptioninlivedjudgment,givingvoicetocredibilitythatnomachine-spunechocanfullyreplicate.

Traditionalbrandleadersarebeingchallenged

GenerativeAlisconsideredthebiggesttechnologyinflectionpointinhumanhistorywithhundredsofbillionsof

dollarsalreadyinvestedtocreateanewuniverseofhardware,software,systems,andservicesdesignedforAI.Atthisinflectionpoint,traditionalproductbrandleadersarebeingchallengedwhileallnewcategoriesofproductsand

brandleadersemerge.

Helpingidentifynewtechnologywinnerstobuyfrom,partnerwith,andinvestin

Thissurveycoveringeightproductcategoriesisjustthe2ndyearofITBrandPulseAlresearchthateventuallywillcoverdozensofproductcategoriesandhundredsofvendors.WeinviteyoutojoinusonthisjourneytotrackAI

technologybrandleadership,animportantfactorinpickingnewtechnologywinnerstobuyfrom,partnerwith,and

investin.

itBrandLeaderReport-EnterpriseInfrastructureforAl5

SurveyReportOverview

The2025EnterpriseInfrastructureforAlbrandleadersurveyscoverseightbroadcategoriesof

EnterpriseInfrastructureforAl:Servers,PrimaryStorage,FileandObjectStorage,NetworkSwitches,SmartNICs,High-BandwidthMemory(HBM),GPUs,andCPUs.

Inthefuture,surveyswillbeconductedonimportantsegmentsofthesebroadproductcategories.AcompleteITbrandleadersurveyasksITprostovoteforaMarket,Price,Performance,Reliability,Innovation,andService&Supportleader.BecauseenterpriseAlinfrastructuredeploymentsarenewandfew,thisreportincludestheresultsofvotingforonlytwocategoriesofbrandleadershipfor

eachproductcategory:MarketandInnovation.

itBrandLeaderReport-EnterpriseInfrastructureforAl6

BrandLeaderSurveyMethodology

BrandLeadersurveysaredesignedtomeasurethepulseofbrandleadershipinspecificproduct

categoriesusingresultsfromindependent,non-sponsoredsurveyswithatleast200respondents.

TheEnterpriseInfrastructureforAIBrandLeaderSurveywasconductedinSeptember2025.

·Respondentsweresolicitedfromover1,000,000membersof100+onlineITgroups,andfromtheITBrandPulsedatabaseof150,000ITprofessionals.

·Responseswerecollectedusinganonlinesurveyengine.

Ineachpart,respondentswereprovidedwithaproductcategorydescription,randomly-listedvendorchoices(plusan"Other"answerchoicetoaddavendor,ifapplicable),andwereaskedtwoquestions:

1.Whodoyouperceiveasthe<productcategory>marketleader?

2.Whodoyouperceiveasthe<productcategory>innovationleader?

itBrandLeaderReport-EnterpriseInfrastructureforAl

BrandLeaderDefinitions

ITBR:ND

MARKET

LEADER

VOTEDBYHUMANS

Theproductperceivedtodeliverthe

bestcombinationofinnovation,

performance,price,reliabilityand

supportspecificineachcategory.

ITBR:ND

INNOVATION

LEADER

VOTEDBYHUMANS

Theproductperceivedtobebestat

bringingusefulnewfeaturesand

benefitsaheadofthecompetitionin

eachcategory.

AlProductTaxonomy

ConsumerApps

WebMobile

HorizontalBusinessAppsVerticalBusinessApps

AIEngineering(Development,Deployment,Monitoring)

Models(Commercial,Opensource)

Infrastructure

ComputeMemoryStorageNetworkingSecurity

CloudServiceProviderGPUCloudServiceProvider

8

itBrandLeaderReport-EnterpriseInfrastructureforAl

Respondentswereprovidedwiththeseproductdefinitions

ServersforAl:Serversconfiguredwithhigh-poweredGPUs,andforrapiddevelopmentanddeploymentoflargemachinelearningmodels.

PrimaryStorageforAl:High-capacity,high-bandwidth,low-latencyflashstoragerequiredtofeeddatatoLLMCPUandGPUmemoryasfastaspossible.

FileandobjectStorageforAI:High-capacity,high-bandwidth,low-latency,andscale-outflashstoragerequiredtofeeddatatoLLM

CPUandGPUmemoryasfastaspossible.

NetworkSwitchesforAI:InfiniBandandEthernetswitcheswiththeultra-high-bandwidthandlow-latencyrequiredtomaintainLLMperformanceinlargescale-outenvironments.

SmartNICsforAI:Offloadsnetworksoftwareprocesses,analytics,transfer,security,compression,andencryption.

HighBandwidthMemory(HBM)forAl:EmbeddedinCPUsandGPUS,HBMoffersfasterdataaccesswithlowerenergyconsumption.ForAl,itisacriticalcomponentforperformanceandreducingpowerconsumption.

GPUsforAl:ThenewcentralprocessingunitforAldatacentersdeliveringmassiveparallelprocessingpowerandwithgreatenergyefficiency.ThatmeansbestperformanceforAltrainingandinference.

CPUsforAI:LessexpensivethanGPUs,butwithalimitednumberofcores,CPUsareffectivefortrainingsmallneuralnetworkswith

alimiteddataset.

itBrandLeaderReport-EnterpriseInfrastructureforAl

9

RespondentTitle/JobDescription:

ITManager/DirectorExecutive/Management

ServerAdministrator/ArchitectStorageAdministrator/ArchitectNetworkAdministrator/Architect

OtherVAR/OEM

CloudAdmin/ArchitectITAnalyst

SecurityAdministrator/ArchitectDataCenterManager

10

itBrandLeaderReport-EnterpriseInfrastructureforAl

RespondentWorkEnvironment

EnterpriseDataCenter

Small-MediumBusinessDataCenter

High-PerformanceComputingDataCenter

PublicCloud/DataCenterProvider

ProductDevelopment

Other

MSP

11

itBrandLeaderReport-EnterpriseInfrastructureforAl

ITBRND

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Summary

2025EnterpriseInfrastructureforAl

2025BrandLeaders

EnterpriseInfrastructureforAl

VotedbyHumans

ProductCategory

MarketLeader

InnovationLeader

ServersforAl

DellTechnologies

DellTechnologies

PrimaryStorageforAl

DellTechnologies

DellTechnologies

FileandObjectStorageforAl

DellTechnologies

DellTechnologies

NetworkSwitchesforAl

NVIDIA

NVIDIA

SmartNICsforAl

NVIDIA

NVIDIA

HighBandwidthMemoryforAl

SKHynix

SKHynix

GPUsforAl

NVIDIA

NVIDIA

CPUsforAl

Intel

Intel

2024vs2025BrandLeaders

EnterpriseInfrastructureforAl

VotedbyHumans

MarketLeader

InnovationLeader

ProductCategory

2024

2025

2024

2025

ServersforAl

DellTechnologies

DellTechnologies

DellTechnologies

DellTechnologies

PrimaryStorageforAl

DellTechnologies

DellTechnologies

PureStorage

DellTechnologies

FileandObjectStorageforAl

NetApp

DellTechnologies

PureStorage

DellTechnologies

NetworkSwitchesforAI

NVIDIA

NVIDIA

NVIDIA

NVIDIA

SmartNICsforAl

AMD

NVIDIA

NVIDIA

NVIDIA

HighBandwidthMemoryforAI

Samsung

SKHynix

Samsung

SKHynix

GPUsforAl

NVIDIA

NVIDIA

NVIDIA

NVIDIA

CPUsforAl

Intel

Intel

Intel

Intel

MostDominant

AlInfraMarketandInnovationLeaders

Product

BrandLeadership

1stPlace

Votes

2ndPlace

Votes

Spread

GPUsforAl

Market

NVIDIA

95.7%

AMD

3.2%

92.5%

GPUsforAl

Innovation

NVIDIA

91.3%

AMD

7.8%

83.5%

NetworkSwitchesforAl

Innovation

NVIDIA

71.4%

Arista

19.2%

52.2%

CPUsforAl

Markett

Intel

60.0%

AMD

19.2%

40.8%

SmartNICsforAl

Innovation

NVIDIA

58.3%

AMD

19.1%

39.2%

CPUsforAl

Innovation

Intel

52.1%

AMD

21.7%

30.4%

ServersforAl

Market

DellTechnologies

51.2%

HPE

32.1%

19.1%

NetworkSwitchesforAl

Market

NVIDIA

47.0%

Arista

29.9%

17.1%

High-BandwidthMemoryforAl

Innovation

SKHynix

43.5%

Micron

31.0%

12.5%

ServersforAl

Innovation

DellTechnologies

35.8%

HPE

26.8%

8.9%

High-BandwidthMemoryforAl

Market

SKHynix

38.9%

Micron

30.6%

8.3%

SmartNICsforAl

Market

NVIDIA

36.5%

Marvell

32.2%

4.3%

PrimaryStorageforAl

Innovation

DellTechnologies

27.1%

PureStorage

23.1%

4.0%

PrimaryStorageforAl

Market

DellTechnologies

29.4%

PureStorage

25.5%

3.9%

File&ObjectStorageforAl

Innovation

DellTechnologies

28.0%

NetApp

25.2%

2.8%

File&ObjectStorageforAl

Market

DellTechnologies

24.8%

NetApp

22.8%

2.0%

SummaryAnalysisofMacro-Level

Dramaticandconstantchangeiscausingperceptionstowhipsaw

TheAlcompute,storage,andnetworkingmarketisinrelentlessflux—technologyleaps,pricingshifts,andcompetitiveplayshappenatbreakneckspeed.Brandleadershipwhipsawsasyesterday'sinnovatorsbecometoday'slaggards,whilenewentrantsseizefleetingadvantages.Perceptionsshiftconstantly,creatingvolatilityintrust,adoption,andmarketdominance.

ThehalooftheNVIDIAandDellbrandsshinebright

Astheirsuccessstandsoutandreshapethemarket,NVIDIAandDellemergeasprimarybenefactorsinoursurveyresults,leveragingscale,ecosystems,andinnovationtocapturemindshare,reinforceleadership,andamplifyperceptionsofenduringstrengthand

trust.

Wherearetheunicorns?

They'renotintheenterpriseAlinfrastructurehardwarecategoriescoveredinthissurvey.TheAlleadersinthecompute,storage,andnetworkingcategoriescoveredinthissurveyarefamiliarbrandsthathavesuccessfullyadaptedtheirofferingsforenterprise

customerslargeandsmall.

You'llseetheunicornssooninourbrandleadersurveyscoveringAlsoftwareinfrastructure/tools,learningmodels,andconsumerapplications.

itBrandLeaderReport-EnterpriseInfrastructureforAl16

itBrandLeaderReport-EnterpriseInfrastructureforAl17

SummaryAnalysis

GPUs,NetworkSwitches,andSmartNICs-NVIDIAdominates

Inthenewsdailyforitsspectacularsuccessinachievinghundredsofbillionsinrevenueanda$4tilionmarketcap,NVIDIA

demonstrateddominanceacrossmultipleproductcategories,definedbythespreadbetweenfirstandsecondplace.InthecategoryofGPUsforAl,NVIDIA'sdominancewasoverwhelming.Withspreadsof83%(innovation)and80%(marketleadership)againstAMD,ITprosleftlittledoubtthatNVIDIAremainstheundisputedleaderinAIGPUs.IntheproductcategoryforNetworkSwitchesforAl,whileAristawasacrediblechallenger,NVIDIAsillulledaheadwithspreadsof41%(innovation)and17%(marketleadership),

underscoringsteadytractionevenincategoriesoutsideitshistoricGPUstronghold.InthecategoryforSmartNICsforAl,NVIDIAestablishedahealthy39%spread(innovation),affirmingitsgrowingbrandhaloinSmartNICs.

Servers,PrimaryStorage,File&ObjectStorage-Dellextendsitsbrandleaderreach

DellTechnologiesstrengtheneditsbrandleadershipinAlinfrastructure,poweredbyrevenuegrowthinAlsystemsanditstight

alignmentwithNVIDIA.InServersforAI,Dellmaintainedundisputedleadership,recognizedbyITprosasbothmarketleaderand

innovationleader,underscoringitsdominanceinAl-optimizedservers.InPrimaryStorageforAl,Dellextendeditsleadership,

overtakingPureStorageininnovationwhilemaintainingitspositionasmarketleader,reflectingbroadsuccessinscalingAlstorage

deployments.InFileandObjectStorageforAl,DelldisplacedNetAppasmarketleaderandalsoovertookPureStorageforinnovation,showingstrongmomentuminnext-genstoragealignedwithAlworkloads.SynergywithNVIDIA,includingDell'sdeeppartnership

withNVIDIA,spanningvalidatedAlreferencearchitectures,GPU-poweredservers,andenterpriseAlsolutions,hasamplifieditsbrandhalo.AsNVIDIAcapturedITprovotesforleadershipinGPUs,switches,andSmartNICs,Dellbenefiitedasthego-tosystempartner

deliveringthosetechnologiesatscale.

itBrandLeaderReport-EnterpriseInfrastructureforAl18

SummaryAnalysis

High-BandwidthMemory-SKhynixfinallygetswell-deservedrecognition

SKhynixearnedrecognitionasthehumanITpro-votedleaderinHighBandwidthMemory,surpassingSamsung.ThismilestoneissignificantbecauseSamsunghaslongheldthemantleastheperennialmemorybrandleader,anchoredbyitsdominantsharein

DRAM.SKhynix'ssuccessreflectsitsdecisivetechnologyleadershipinHBM,acriticalenablerofAlworkloadswhereperformance,bandwidth,andefficiencydefinecompetitiveadvantage.ByoutpacingSamsunginthiscategory,SKhynixhasreshapedperceptionsinthememorymarket,signalingapowershiftinnext-generationAlinfrastructurecomponents.

CPUs-Theystillmatter,andIntelisstilltheleader

WhileGPUsdominatethespotlightinAlcomputingfortheirmassiveparallelprocessingpower,CPUsremainindispensable.Theyorchestrateworkloads,managedatapipelines,andhandlethediversetasksthatGPUsalonecannot.InenterpriseAlsystems,CPUsprovidethebackboneofflexibility,scalability,andgeneral-purposeperformance.Againstthisbackdrop,IntelcontinuesitsunbrokenstreakofbrandleadershipwiththemostvotesformarketandinnovationleaderinthecategoryofCPUs“forAl.”ITBrandPulse

surveyresultsonceagainplacedIntelinthetopspot,apositionithasheldsincethecategorywasfirstmeasuredin2008.This

enduringrecognitionreflectsIntel'sunmatchedpresenceindatacenters,itsarchitecturalinfluence,anditsroleasthedefaultCPUpartneracrossAlecosystems.

ITBRND

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SurveyResults

2025EnterpriseInfrastructureforAl

BrandLeaderReport-EnterpriseInfrastructureforAl20

ServersforAI

MarketLeader

60%

51.2%

50%

40%

32.1%

30%

20%

10%

0%

HPE

Dell

Whodoyouperceiveasthe

MarketLeaderforServersforAl?

8.5%

6.1%

SupermicroLenovo

既ER/ND

MARKET

LEADER

VOTEDBYHUMANS

2.0%

Other

既ER/ND

MARKET

LEADER

ServersforAI

MarketLeader2024vs.2025

60%

Whodoyouperceiveasthe

MarketLeaderforServersforAl?

51.2%

50%

45.3%

40%

30%

34.7%

32.1%

20%

10%

0%

DellHPE

10.5%

8.5%

9.5%

6.1%

SupermicroLenovo

2024□2025

2.0%

0.0%

Other

voTEDBYHUMANS

BrandLeaderReport-EnterpriseInfrastructureforAl21

BrandLeaderReport-EnterpriseInfrastructureforAl22

voTEDBYHUMANS

既ER/ND

INNOVATION

LEADER

ServersforAI

40%

35%

30%

25%

20%

15%

10%

5%

0%

InnovationLeader

35.8%

WhodoyouperceiveastheInnovationLeaderforServersforAl?

26.8%

24.4%

13.0%

0.0%

DellSupermicroHPELenovoOther

BrandLeaderReport-EnterpriseInfrastructureforAl23

既ER/ND

INNOVATION

LEADER

ServersforAI

InnovationLeader2024vs2025

40%

35%

30%

25%

20%

15%

10%

5%

0%

28.4%

WhodoyouperceiveastheInnovationLeaderforServersforAl?

35.8%

32.6%

26.8%

24.4%

23.2%

15.8%

13.0%

0.0%0.0%

voTEDBYHUMANS

DellTechnologiesHPESupermicroLenovoOther

2024■2025

BrandLeaderReport-EnterpriseInfrastructureforAl24

PrimaryStorageforAl

MarketLeader

35%

30%

29.4%

25.5%

25%

既ER/ND

MARKET

LEADER

voTEDBYHUMANS

WhodoyouperceiveastheMarketLeaderforPrimaryStorageforAl?

20%

15%

10%

5%

0%

DellTechnologiesPureStorage

15.7%

12.5%

9.0%

NetAppHPEIBM

4.7%

Infinidat

3.1%

Other

BrandLeaderReport-EnterpriseInfrastructureforAl25

既ER/ND

MARKET

LEADER

PrimaryStorageforAl

voTEDBYHUMANS

MarketLeader2024vs.2025

35%

30%

25%

29.4%

25.3%

25.5%

WhodoyouperceiveastheMarket

LeaderforPrimaryStorageforAl?

23.2%

20%

15%

10%

5%

0%

DellTechnologies

19.0%

17.9%

15.7%

14.7%

12.5%

9.0%

IBM

PureStorageNetAppHPE

2024□2025

BrandLeaderReport-EnterpriseInfrastructureforAl26

TERND

INNOVATION

LEADER

PrimaryStorageforAl

voTEDBYHUMANS

InnovationLeader

30%

27.1%

25%

20%

15%

10%

WhodoyouperceiveastheInnovationLeaderforPrimaryStorageforAl?

23.1%

19.2%

10.2%

7.1%

7.1%

6.3%

5%

0%

DellTechnologiesPureStorageNetAppHPEIBMInfinidat

PrimaryStorageforAl

45%

40%

35%

30%

25%

20%

15%

10%

5%

0%

InnovationLeader2024vs2025

WhodoyouperceiveastheInnovationLeaderforPrimaryStorageforAl?

39.0%

%27.1

23.1%

22.1

%

19.2%

15.8%

1.6%

10.2%

8.4%

7.1%

7.1%

6.3%

3.2%

1.0%

DellTechnologiesPureStorageNetAppHPEIBMInfinidatOtherr

2024■2025

itBrandLeaderReport-EnterpriseInfrastructureforAl27

BrandLeaderReport-EnterpriseInfrastructureforAl28

愿RND

MARKET

LEADER

voTEDBYHUMANS

FileandObjectStorageforAl

MarketLeader

30%

25%

WhodoyouperceiveastheMarket

LeaderforFileandObjectStorageforAl?

24.8%

22.8%

20%

15%

10%

5%

0%

Dell

Technologies

12.8%

9.6%

8.8%

7.6%

4.4%

3.6%

NetAppPureStorageIBMVASTDataScalityWekaCloudian

3.2%

Qumulo

2.4%

Other

BrandLeaderReport-EnterpriseInfrastructureforAl29

愿RND

MARKET

LEADER

voTEDBYHUMANS

FileandObjectStorageforAl

MarketLeader2024vs.2025

WhodoyouperceiveastheMarketLeaderforFileandObjectStorageforAl?

30%

24.8%

23.2%

25%

23.222.8%

21.1%

20.0%

20%

15%

12.8%

9.6%8.8%9.5%

7.6%

10%

4.4%

4.2%

3.2%3.6%

3.2%

5%

2.4%

1.0%

1.1%

0.0%

0%

Qumulo

Weka

Other

Cloudian

Scality

IBM

VASTData

DellNetAppPureStorage

Technologies

2024□2025

BrandLeaderReport-EnterpriseInfrastructureforAl30

既ER/ND

INNOVATION

LEADER

FileandObjectStorageforAl

voTEDBYHUMANS

InnovationLeader

30%

25%

28.0%

25.2%

WhodoyouperceiveastheInnovationLeader

forFileandObjectStorageforAl?

20%

15%

12.0%

10%8.8%

8.0%

6.8%

5%

0%

DellTechnologiesNetAppPureStorageVASTDataIBMScality

3.6%

Weka

2.8%

Cloudian

2.4%

Qumulo

2.4%

Other

BrandLeaderReport-EnterpriseInfrastructureforAl31

愿RND

INNOVATIONLEADER

FileandObjectStorageforAl

voTEDBYHUMANS

InnovationLeader2024vs2025

WhodoyouperceiveastheInnovationLeaderforFileandObjectStorageforAl?

30%28.0%

25.2%

25%

22.1%

17.9%

20%19.0%

16.8%

15%

12.0%

9.5%

8.0%

6.3%6.8%

10%8.8%

3.2%3.6%

3.2%2.8%

5%

2.4%

2.4%

2.1%

1.0%

0%

Qumulo

Other

VASTDataScalityWekaCloudian

DellNetAppPureStorageIBM

Technologies

BrandLeaderReport-EnterpriseInfrastructureforAl32

NetworkSwitchesforAI

MarketLeader

47.0%

50%

45%

既ER/ND

MARKET

LEADER

VOTEDBYHUMANS

WhodoyouperceiveastheMarketLeaderforNetworkSwitchesforAl?

40%

35%

29.9%

30%

25%

21.8%

20%

15%

10%

5%

1.3%

0%

Other

NVIDIAAristaCisco

BrandLeaderReport-EnterpriseInfrastructureforAl33

既ER/ND

MARKET

LEADER

voTEDBYHUMANS

NetworkSwitchesforAI

50%

45%

40%

35%

30%

25%

20%

15%

10%

5%

0%

MarketLeader2024vs.2025

WhodoyouperceiveastheMarketLeaderforNetworkSwitchesforAl?

45.26%

47.0%

31.58%

29.9%

23.16%

21.8%

1.3%0%

NVIDIAAristaCiscoOther2024□2025

NetworkSwitchesforAI

InnovationLeader

80%

WhodoyouperceiveastheInnovationLeaderforNetworkSwitchesforAl?

71.4%

70%

60%

50%

40%

30%

19.2%

20%

8.1%

10%

0%

NVIDIA

AristaCisco

TERND

INNOVATION

LEADER

voTEDBYHUMANS

1.3%

Other

BrandLeaderReport-EnterpriseInfrastructureforAl34

BrandLeaderReport-EnterpriseInfrastructureforAl35

既ER/ND

INNOVATION

LEADER

voTEDBYHUMANS

NetworkSwitchesforAI

InnovationLeader2024vs2025

WhodoyouperceiveastheInnovationLeaderforNetworkSwitchesforAl?

80%

70.5%71.4%

70%

60%

50%

40%

30%

20.0%19.2%

20%

8.1%

9.5%

10%

1.0%1.3%

0%

Cisco

Arista

Other

NVIDIA

2024■2025

BrandLeaderReport-EnterpriseInfrastructureforAl