The latest TrendForce report has revealed the expected size of the AI server industry in 2025.
The server industry is projected to reach a value of $306 billion in 2024, with the AI server segment comprising $205 billion, reflecting stronger growth than standard servers.
By 2025, the AI server segment is expected to rise to $298 billion, accounting for over 70 percent of the industry’s total value due to sustained high demand and higher average selling prices.
AI server shipments are driven by demand for systems using Hopper chips from server OEMs and CSPs in the US and China, resulting in a 46 percent YoY increase in 2024 and a forecasted 28 percent YoY growth in 2025, with their share of total server shipments exceeding 15 percent.
NVIDIA’s Blackwell platform is set to dominate the high-end GPU market by 2025, with the GB Rack series gaining momentum from 2Q25 and further boosted by the launch of B300 and GB300 solutions in 3Q25.
CSPs are ramping up investments in in-house AI chips, with Google leading shipment volumes in 2024. However, AWS is projected to surpass with a YoY growth rate above 200 percent in 2024 and over 70 percent in 2025, driven by its focus on Trainium chips for public cloud infrastructure and e-commerce applications.
Rajani Baburajan
