According to the latest news, the research firm Aletheia reports that the market size of AI servers is expected to double in 2024 and reach US$135 billion in 2025, which is 4.5 times the size in 2022. Among them, GPU accounts for the highest cost in AI servers. Aletheia believes that the GPU market will triple by 2025 compared to 2023. In order to meet the huge demand of the AI server market, Nvidia will start to increase AI GPU production capacity significantly. It is estimated that Nvidia AI GPU production capacity will increase by 2.5 times in 2024; the company’s data center business revenue will have a compound annual growth rate of 2023-2026. 85%.
On the other hand, from a shipment perspective, server brands were weak last quarter, and shipments in the second quarter were down slightly compared to the previous quarter, due to weak demand from enterprise customers and pending new server products. hardware problem. However, demand from data center operators in mainland China started to rebound from a relatively low base last quarter.
According to the latest research data from DIGITIMES Research, global server shipments are expected to moderately rebound by 1.5% in the third quarter. As the demand for traditional cloud services shows no signs of recovery, CSPs in North America will increase their investment in high-end AI servers, which are dozens of times more expensive than ordinary servers, resulting in a slight quarter-on-quarter decline in overall server shipments.
As the shipments of new server brand products continue to increase in the fourth quarter, data center operators in the United States and mainland China will increase their purchases of general-purpose servers and artificial intelligence servers. As a result, global server shipments are likely to see mid-single-digit percent sequential growth.
Post time: Aug-10-2023