Outlook for 2H25 and 2026 Global AI Server Market and Supply Chain Development

Last Modified

2025-08-05

Update Frequency

Aperiodically

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PDF

The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and account for a significant portion of the overall server market.

Key Highlights

The rise of generative AI technologies is a major driver of growth in the AI server market, particularly driven by cloud service providers' demand for GPU and ASIC AI data centers.
The growth rate of AI server shipments is expected to outpace that of general-purpose servers, indicating the increasing importance of AI applications in the server market.
North American cloud service providers are the main adopters of GB Rack solutions, and Oracle's demand has also increased due to the shift of OpenAI-related projects
Geopolitical risks may lead to increased costs and decreased purchasing power, which may affect the demand for AI servers.