Server Market Bulletin - Jun. 26, 2025

Last Modified

2025-06-26

Update Frequency

Biweekly

Format

PDF

North American CSPs & OEMs drive AI market growth; new Blackwell platform shipments will expand. China's market faces variables due to geopolitics affecting AI solution supply. Overall AI server shipments are expected to maintain double-digit growth.

Key Highlights

The primary growth momentum for the overall AI market comes from North American CSP and OEM customers, with new Blackwell platform models expected to expand shipments.
China's AI server market faces potential disruptions in shipments of key AI solutions like H20 due to geopolitics and U.S. export bans; demand for subsequent replacement solutions remains to be seen.
Microsoft's server demand continues to focus on the AI sector, currently prioritizing NVIDIA GPU solutions, while its in-house ASIC development is progressing more slowly.
Oracle is set to significantly increase its AI server shipment efforts in response to AI applications for cloud databases and sovereign cloud projects, with a notable rise in demand for GB Rack NVL72 solutions.