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Server Market Bulletin - Sep. 18, 2025

Last Modified

2025-09-18

Update Frequency

Biweekly

Format

PDF

This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.

Key Highlights

CSP dynamics: Google, Meta, and Microsoft push AI infra with TPU/GPU deployments.
Oracle and OEMs: Oracle expands cloud and GPU clusters; Dell and HPE advance AI server layouts, focusing on core platforms.
North America and China: cloud capex rises; supply chains stay active in the region, while geopolitics slow deployments in China.
Outlook: NVIDIA-led AI servers drive growth across CSP and data-center ecosystems; global server shipments trend higher as demand sustains.

Table of Contents

TrendForce's View
- Forecast on Global Server Shipments, 1Q24-4Q25
CSP Dynamics
OEM Dynamics

<Total Pages:4>

Forecast on Global Server Shipments, 1Q24-4Q25

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

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