Server Market Bulletin - Jul. 10, 2025

Last Modified

2025-07-10

Update Frequency

Biweekly

Format

PDF

This issue highlights server ODMs, CPUs, GPUs, and key changes in the thermal supply chain. AI servers are the focus, CSPs keep ordering, ODMs prep for new platforms, Meta and Google push in-house CPUs, with rising cooling needs. Geopolitical risks still impact the outlook.

Key Highlights

This issue focuses on major server ODM, CPU, GPU markets, and thermal solution supply chain trends.
The market remains calm except for CSPs like Meta and Google continuing orders; enterprise clients are cautious.
ODMs focus on AI server preparation, in-house CPU development rises, and ARM adoption is set to grow.
Leading ODMs such as Supermicro, Wiwynn, and Quanta expand AI and storage server shipments.
NVIDIA, Google, and Meta accelerate innovations in GPUs and custom chips, with new products like Blackwell and ASICs entering the market.
Cooling vendors like Fositek and Auras benefit from rapid AI server expansion, with liquid cooling gaining share.
Geopolitical risks and sanctions create uncertainties for the second half of the year.