Server Market Bulletin - Aug. 7, 2025

Last Modified

2025-08-07

Update Frequency

Biweekly

Format

PDF

Geopolitical and tariff risks accelerate US local server ODM production, with strong growth in AI server shipments driven by NVIDIA and AMD platforms; cooling technology advances boost supplier growth amid stable capacity and cautious demand.

Key Highlights

Conservative corporate procurement prompts ODMs to build US local production lines.
AI server shipments grow fueled by NVIDIA Blackwell and AMD platforms.
H20 sanction lift increases Hopper platform shipment share, energizing market.
Key ODMs maintain high capacity and expand overseas facilities.
Foxconn leads specific AI server projects with major cloud service orders.
Liquid cooling adoption drives cold plate suppliers’ business and capacity growth, with new plants planned.
Supply chain and yield improvements support growth potential amid production risks.