Server Market Bulletin - Nov. 27, 2025
Last Modified
2025-11-27
Update Frequency
Biweekly
Format
The report shows AI-driven demand reshaping the server market, with cloud and enterprise deployments accelerating, core focus on GB rack solutions and all-in-one enclosures, and partnerships to strengthen supercomputing and data-center ecosystems, with growth momentum expected to persist.
Key Highlights
- AI-driven demand is expanding the server market as cloud and enterprise deployments accelerate.
- Vendors focus on GB and total rack solutions, collaborating with NVIDIA to strengthen supercomputing and data-center ecosystems.
- Major cloud and enterprise customers drive growth in deployments and shipments.
- The GB rack transition and adoption are central themes with capacity and share poised to rise.
- ODM supply chains show robust production momentum in upstream components.
Table of Contents
- TrendForce's View
- ODM Dynamics
- Latest Revisions to ODMs' Server Shipment Growth Rates for 2025
- CPU, GPU and ASIC Dynamics
- Thermal/Power Related Updates
<Total Pages: 6>

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