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Outlook for 2H25 and 2026 Global AI Server Market and Supply Chain Development
Last Modified
2025-08-05
Update Frequency
Aperiodically
Format
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.
Table of Contents
- 2025 AI Server Market Dynamics
- Outlook of 2026 AI Server Market and Related Supply Chain Development
- HBM Market Trends for AI Servers
- Key Takeaways
<Total Pages：36>
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