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Server Market Bulletin - Jul. 24, 2025

Last Modified

2025-07-24

Update Frequency

Biweekly

Format

PDF

US policy shifts ease chip export bans, boosting AI server shipments growth; major tech firms expand AI data centers globally.

Key Highlights

US policy changes lift export bans, affecting Nvidia chip sales and substitute product plans.
AI server shipments forecast steady growth.
Amazon expands global data centers with major capital investment and diverse AI server deployment.
Oracle partners with industry for large-scale AI data centers, increasing spending and demand.
Dell benefits from upgrade cycles, focuses on AI server projects with rising scale.
HPE refines strategy towards high-margin products, adjusting shipment targets.
Overall market shows balanced shifts, continued AI server demand growth.

Table of Contents

TrendForce's View
- Forecast on Global Server Shipments, 1Q24-4Q25
CSP Dynamics
OEM Dynamics

<Total Pages: 4>

Forecast on Global Server Shipments, 1Q24-4Q25

Category: DRAM , Cloud / Edge Computing , Artificial Intelligence , AI/HBM/Server

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