Server Market Bulletin - Dec. 11, 2025

Last Modified

2025-12-11

Update Frequency

Biweekly

Format

PDF

The global server market is expanding, driven by robust AI infrastructure investments from CSPs and a general server replacement cycle. Major tech giants like Alibaba, Oracle, and Google are increasing capex and deploying next-gen GPU platforms to meet soaring AI computing demands.

Key Highlights

Dual Growth Drivers: Market growth is fueled by intense AI infrastructure construction and a resurgence in general server replacements previously delayed by budget constraints.
Aggressive CSP Expansion: Major players like Alibaba, Oracle, and Google are increasing capex, focusing on data centers and adopting next-gen GPUs and proprietary chips (e.g., TPU).
Supply Chain Benefits: As new platforms (e.g., GB300) gradually become mainstream, related supply chains—such as ODM system manufacturers—will benefit from the computing power upgrade opportunities driven by training and inference.