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Server Market Bulletin - Jul. 24, 2025
Last Modified
2025-07-24
Update Frequency
Biweekly
Format
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>
Category: DRAM , AI/HBM/Server , Cloud / Edge Computing , Artificial Intelligence
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