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Server Market Bulletin - Sep. 18, 2025
Last Modified
2025-09-18
Update Frequency
Biweekly
Format
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>
Category: DRAM , Cloud / Edge Computing , Artificial Intelligence , AI/HBM/Server
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