Server Market Bulletin - Aug. 21, 2025
Last Modified
2025-08-21
Update Frequency
Biweekly
Format
The global server market sees moderate growth driven by AI investments and major cloud providers adopting advanced AI chips amid trade uncertainties.
Key Highlights
- Global server shipments maintain steady growth with rising demand for AI servers.
- Major cloud providers focus capital expenditures on AI infrastructure, chips, and data center expansion.
- Companies like Meta, Microsoft, and Amazon adopt newer GPU generations and proprietary ASICs.
- AI servers increase their share; traditional general-purpose server growth slows.
- Market dynamics challenged by geopolitical tensions, tariffs, and subdued enterprise demand.
- AI server deployment accelerates in the second half, shifting to next-gen computing platforms.
- Server OEMs respond actively to AI projects from governments and large enterprises.
- Future trends revolve around AI-driven infrastructure fueling intelligent upgrades industry-wide.
Table of Contents
- TrendForce's View
- Forecast on Global Server Shipments, 1Q24-4Q25
- CSP Dynamics
- OEM Dynamics
<Total Pages:5>

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