Unleashing Opportunities in the AI Server Supply Chain Amid the GenAI Wave (pre-order)

The global server market is being reshaped by three key forces: cloud service providers, GPU computing vendors, and major server brands. While cloud hyperscalers and GPU suppliers continue to expand their own infrastructure, they are also driving strong demand for AI servers to support AI-as-a-service offerings. According to MIC (Market Intelligence & Consulting Institute), global server shipments are projected to reach 14.5 million units in 2025, representing a year-on-year growth rate of 7%. Notably, AI servers are expected to account for 27% of total shipments by that year, a clear signal of AI’s accelerating impact on the server ecosystem. This report provides a deep dive into the evolving dynamics of the AI server market, analyzing shipment trends, supply chain impacts, and strategic implications for industry stakeholders.