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Server Market Bulletin - Jun. 26, 2025
Last Modified
2025-06-26
Update Frequency
Biweekly
Format
Overview
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.
Table of Contents
- TrendForce's View
- Forecast on Global Server Shipments, 1Q24-4Q25
- CSP Dynamics
- OEM Dynamics
<Total Pages: 4>
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