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The global server market generated a record $125.3 billion in revenue in the fourth quarter of 2025, driven by accelerating investments in artificial intelligence infrastructure, according to new data from International Data Corporation (IDC).
The research firm said the market grew 52.4% year over year compared with the same period in 2024, highlighting the rapid expansion of data center capacity as companies build infrastructure to support AI workloads.
Demand from hyperscale cloud providers and large service operators continued to dominate the market, while traditional enterprise buyers remained more cautious in their spending.
Revenue from x86 servers rose 16.9% year over year to $69.8 billion, while non-x86 servers surged 146.4% to $55.5 billion, reflecting increased adoption of specialized systems designed for AI computing.
Servers equipped with embedded GPUs recorded particularly strong growth. IDC said revenue from GPU-accelerated systems climbed 59.1% year over year and accounted for more than half of total server market revenue in the quarter.
For the full year, global server revenue reached $444.1 billion in 2025, representing 80.4% growth compared with 2024.
Juan Seminara said companies are aggressively expanding infrastructure to support artificial intelligence deployments.
He noted that demand for both GPUs and CPUs is rising rapidly as organizations invest in systems capable of supporting large AI models and data-intensive applications. However, he warned that increasing component costs could push average server prices higher even if unit shipments slow.
IDC also highlighted potential risks for the market, including supply constraints and volatile pricing for key components such as GPUs, DRAM and solid-state drives.
Regionally, the United States recorded the fastest growth, with server revenue increasing 72.4% year over year, driven by an 80.1% surge in accelerated server deployments.
Canada followed with 70.7% growth, while Europe, the Middle East and Africa (EMEA) and the Asia-Pacific excluding Japan and China (APeJC) regions grew 43.6% and 27.9%, respectively.
Growth in China and Latin America was more moderate at 17.7% and 12.8%, while Japan’s server market declined 4.7%, largely due to unusually strong investment in the previous year.
Among server vendors, Dell Technologies led the original equipment manufacturer market with 10% revenue share, driven by strong demand for AI-optimized systems.
Supermicro ranked second with 9.3% share, supported by rapid growth in accelerated servers.
IEIT Systems and Lenovo were statistically tied for third place with about 4% share each, while Hewlett Packard Enterprise ranked fifth with 3.1% market share.
IDC also noted that original design manufacturers (ODMs)—companies that build servers directly for hyperscale cloud providers—accounted for more than half of total market revenue, reflecting the growing dominance of large cloud infrastructure deployments.
The research firm said the market grew 52.4% year over year compared with the same period in 2024, highlighting the rapid expansion of data center capacity as companies build infrastructure to support AI workloads.
Demand from hyperscale cloud providers and large service operators continued to dominate the market, while traditional enterprise buyers remained more cautious in their spending.
Revenue from x86 servers rose 16.9% year over year to $69.8 billion, while non-x86 servers surged 146.4% to $55.5 billion, reflecting increased adoption of specialized systems designed for AI computing.
Servers equipped with embedded GPUs recorded particularly strong growth. IDC said revenue from GPU-accelerated systems climbed 59.1% year over year and accounted for more than half of total server market revenue in the quarter.
For the full year, global server revenue reached $444.1 billion in 2025, representing 80.4% growth compared with 2024.
Juan Seminara said companies are aggressively expanding infrastructure to support artificial intelligence deployments.
He noted that demand for both GPUs and CPUs is rising rapidly as organizations invest in systems capable of supporting large AI models and data-intensive applications. However, he warned that increasing component costs could push average server prices higher even if unit shipments slow.
IDC also highlighted potential risks for the market, including supply constraints and volatile pricing for key components such as GPUs, DRAM and solid-state drives.
Regionally, the United States recorded the fastest growth, with server revenue increasing 72.4% year over year, driven by an 80.1% surge in accelerated server deployments.
Canada followed with 70.7% growth, while Europe, the Middle East and Africa (EMEA) and the Asia-Pacific excluding Japan and China (APeJC) regions grew 43.6% and 27.9%, respectively.
Growth in China and Latin America was more moderate at 17.7% and 12.8%, while Japan’s server market declined 4.7%, largely due to unusually strong investment in the previous year.
Among server vendors, Dell Technologies led the original equipment manufacturer market with 10% revenue share, driven by strong demand for AI-optimized systems.
Supermicro ranked second with 9.3% share, supported by rapid growth in accelerated servers.
IEIT Systems and Lenovo were statistically tied for third place with about 4% share each, while Hewlett Packard Enterprise ranked fifth with 3.1% market share.
IDC also noted that original design manufacturers (ODMs)—companies that build servers directly for hyperscale cloud providers—accounted for more than half of total market revenue, reflecting the growing dominance of large cloud infrastructure deployments.
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