The global server market is going through an unprecedented expansion. According to recent data from the International Data Corporation (IDC), the sector generated a record $112.4 billion in revenue during the third quarter of 2025. This figure represents a 61% increase compared to the same period last year—an unusually high growth rate for such a mature hardware market.
Three years have passed since the launch of ChatGPT, and since then, the main driver of this financial boom has been the massive adoption of infrastructure for artificial intelligence. Servers equipped with integrated GPUs have seen their revenue grow by almost 50% year over year and, for the first time, account for more than half of the entire server market. Large cloud service providers, known as hyperscalers, are buying hardware at a frantic pace to meet the growing demand for high-density computing power required by new AI models.
Dell Leads Among Traditional Brands While Hyperscalers Set the Pace
The competitive landscape shows a clear divide between original equipment manufacturers and custom-designed systems. Among branded companies, Dell stands out as the leader, with an 8.3% market share and solid growth thanks to its focus on accelerated servers. In contrast, other players like Supermicro, despite holding second place, saw their revenue fall by 13.2% compared to 2024.
However, the most striking data from the report is the dominance of ODM Direct manufacturers. These companies sell directly to tech giants such as Google, Amazon, and Meta, and now control nearly 60% of the total market after growing 112%. This confirms that most infrastructure investments are being made in large public cloud data centers rather than traditional corporate server rooms.
Geographically, the United States leads as the fastest-growing region, with a 79.1% increase driven by the accelerated server segment. It is followed by Canada, and then China, which grew by 37.6%. Analysts note that not only tech companies are driving these purchases; major research and education projects based on AI are also emerging, helping to maintain this upward trend in the near future.
