AI servers to be 70% of server market in 2025

In 2024, shipments of artificial intelligence servers increased by 46% compared to the same period last year.

The value of the AI ​​server segment is expected to grow to $298 billion in 2025, with AI servers accounting for more than 70% of the total value of the entire server industry in 2025.

Driving the growth of AI servers is demand for systems running on Hopper chips from customers, including server OEMs and communications service providers in the US and China.

According to TrendForce forecasts, in 2025, the annual growth rate of AI server shipments will be almost 28%, and their share of unit shipments will increase to more than 15%.

By 2025, chips belonging to the Blackwell platform are expected to become NVIDIA’s core offerings for high-end GPUs. The GB Rack series, which requires more complex design verification, will require additional preparation time in the supply chain.

Communication service providers are increasingly investing in proprietary ASICs.

In 2024, Google led the volume of shipments of proprietary artificial intelligence chips to telecom service providers.

AWS is expected to post higher year-over-year shipment growth of over 200%. AWS is projected to see shipments of its own AI chips grow by more than 70% year over year in 2025. AWS will focus even more on developing Trainium chips for artificial intelligence applications related to its public cloud infrastructure and e-commerce platforms.