The global server market is being reshaped by three key forces: cloud service providers, GPU computing vendors, and major server brands. While cloud hyperscalers and GPU suppliers continue to expand their own infrastructure, they are also driving strong demand for AI servers to support AI-as-a-service offerings.
Global server shipments are projected to reach 14.5 million units in 2025, representing a year-on-year growth rate of 7%. Notably, AI servers are expected to account for 27% of total shipments by that year, a clear signal of AI's accelerating impact on the server ecosystem.
This report provides a deep dive into the evolving dynamics of the AI server market, analyzing shipment trends, supply chain impacts, and strategic implications for industry stakeholders.
Key Topics Covered:
- Global Server & AI Server Market Forecast (2025-2029)
- Provides forecasts and analysis of market drivers influencing key players across the ecosystem - including cloud service providers, GPU computing vendors, and server brands.
- Impact of AI on Data Center IT Equipment & Infrastructure
- Assesses how AI reshapes data center hardware (IT equipment), foundational infrastructure, and operational models.
- Cloud Giants' AI Strategies & Infrastructure Expansion
- Analyzes how AWS, Google, Meta, Microsoft, Tencent, Alibaba, Baidu, and Huawei are ramping up AI computing capabilities and data center footprints.
- AI Chipmakers' Strategic Deployment Plans
- Covers strategies from Intel, AMD, Nvidia, Cerebras, and SambaNova for enabling next-gen AI workloads.
- AI Server Market Development in Liquid Cooling
- Explores the rise of liquid cooling solutions and innovations led by IBM, Intel, Jetcool, Impact, Chilldyne, and HP.
- Target AI Server Vendors
- Highlights major AI server suppliers such as Dell, HPE, Lenovo, Supermicro, Gigabyte, Foxconn, Quanta Computer, Wistron, Wiwynn, Inventec, and Inspur.
- Strategic Development of Taiwan's AI Server Supply Chain
- Breaks down Taiwan's value chain - upstream to downstream - and component vendors for MLCC, motherboards, chassis, racks, and cooling systems.
- Cost Structure Comparison: General-Purpose Servers vs. AI Servers
- Identifies key differences in component composition, performance requirements, and provides a detailed bill of materials (BOM) cost analysis.
- GenAI Adoption Trends
- Explores how the rise of Generative AI is driving up demand for both training and inference servers across global data centers.
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Table of Contents
- Global AI Server Market Outlook
- Strategic Development of Taiwan's Supply Chain
- Conclusion
Samples
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Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Accelsius
- AIC
- Allied
- Alphabet
- Amazon
- AMD
- Asus
- AURAS
- AVC
- Azure
- Cerebras
- Chenbro
- Chenming
- Chief Telecom
- Chilldyne
- COMPEQ
- CoolIT
- CoreWeave
- DDC Cabinet Technology
- Dell
- Delta
- Digital Realty
- Elite Material
- Equinix
- FET
- Foxconn
- FTC
- Giga Computing
- Gigabyte
- Gold Circuit
- HannStar
- HP
- IBM
- IDC
- Impact Cooling
- Ingrasys
- Inspur
- Intel
- Inventec
- ITEQ
- Jentech
- Jetcool
- KAORI
- KENMEC
- Lambda
- LemTech
- Lite-On
- Meta
- Micron
- Microsoft
- MiTAC
- Nvidia
- Oracle
- OVHcloud
- Pegatron
- QCT
- Quanta
- SambaNova
- Samsung
- Seagate
- SK Hynix
- SUNON
- Supermicro
- Taisol
- Taiwan Mobile
- Taiwan Union
- Toshiba
- Tripod
- Tyan
- Ubilink
- Unimicron
- Vantage
- WD (Western Digital)
- Wistron
- Wiwynn
- Zhen Ding
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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