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Server Market Bulletin - Jun. 12, 2025
Last Modified
2025-06-12
Update Frequency
Biweekly
Format
Overview
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs catering to various training needs. On the NVIDIA platform, Delta leads as the main power supplier, advancing high-power AI server development.
Key Highlights
- Amazon continues to accelerate deployment of its self-developed AI ASIC servers to enhance AWS's competitiveness in the cloud AI training market.
- Its key product line, Trainium chips, is evolving into multiple specifications to meet diverse AI workloads and training performance requirements.
- Furthermore, Amazon collaborates with design partners like Alchip and Marvell to advance next-generation chip mass production plans.
- Meanwhile, on the NVIDIA GB200 platform, Delta dominates the power supply market and actively develops high-power solutions and 800VDC rack designs to meet the increasing power demands of AI servers.
- Overall, the trend indicates rapid growth in demand for dedicated ASICs and efficient power solutions in cloud AI training, driving hardware innovation and supply chain integration.
Table of Contents
- TrendForce's View
- ODM Dynamics
- Figure: 2025 YoY Growth in L6 MB Production among ODMs
- CPU, GPU and ASIC Dynamics
- Thermal-related Update
<Total Pages: 6>
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