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AI Server Industry Analysis－3Q25
Last Modified
2025-10-01
Update Frequency
Quarterly
Format
AI servers and chips up; GPU and in‑house ASIC advance. Liquid cooling grows; storage favors higher capacity.
Key Highlights
- GPU strong; in‑house ASIC ramps with policy tailwinds.
- AI servers grow, tempered by macro and controls.
- Liquid rises in high tier; air common in low tier.
- Inference shifts to higher‑capacity QLC SSD amid HDD tightness.
- Leaders hold; others accelerate via CSP and sovereign cloud.
Table of Contents
- Analysis of the Market for Mainstream AI Chips
- Overview of the World’s Major AI Chip Suppliers and Their Offerings
- Upward Revision to Shipment Share of Mid-to-Low-Range AI Chips in 2026
- Analysis on Dynamics of AI Server Market
- Dynamics of Global Market for AI Servers
- Shipment Share of AI Servers Is Expected to Increase in 2026
- Analysis of AI Server Shipments by Major AI Chip Category
- Market Share of Products Featuring ASICs Will Rise in 2026
- Analysis of AI Server Shipments by Major AI Chip Suppliers
- Shipment Share of Servers with Chips Belonging to “Others” Is Projected to Rise in 2026 Due to CSPs’ Strong Demand for In-House AI ASICs
- Observations on Dynamics of AI Server Cooling Market
- Overall Penetration Rate of Liquid Cooling Among AI Chips to Further Increase in 2026
- Demand for AI Servers to Gradually Ramp Up Adoption of Enterprise SSD
- Demand Projection on AI Servers and HBM
- Demand Bit for HBM Continues to Rise Under Actuation of High-End AI Chips
- Analysis on HBM Supply for AI Servers
- Key Observations on Dynamics of AI Server Industry
<Total Pages: 16>
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