The large CSPs in North America remain the main driver of demand for AI servers, supported by tier-2 data centers and sovereign cloud projects in the Middle East and Europe, keeping overall demand stable.
Driven by customer demand from North American CSPs and OEMs, AI server shipments are expected to continue growing at double-digit rates in 2025. However, due to changes in the international situation, the year-over-year growth rate for global AI server shipments in 2025 has been revised downward to 24.3%.