The global artificial intelligence server market is facing many challenges, and its year-over-year growth rate is expected to decline significantly. This phenomenon is mainly affected by the uncertainty of U.S. export restrictions and supply chain disruptions caused by geopolitical tensions. Although the enthusiasm for artificial intelligence continues to rise globally, especially with large tech companies in North America increasing their investments in AI infrastructure, market forecasts remain bleak.
Image source note: The image is AI-generated, and the image licensing service provider is Midjourney
According to TrendForce's analysis, the expected growth in AI server shipments has dropped from 28% to 24.3%. Although this still represents double-digit growth, this decline reflects the negative impact of current changes in trade policies and regional tensions on the market. In this context, although capital expenditures by large tech companies in AI development have not slowed down, future growth potential faces pressure.
For example, Microsoft's investment in AI servers continues, especially in deploying NVIDIA's new servers. Currently, the Blackwell Ultra GB300 series AI servers are widely popular among tech giants, and NVIDIA's dominant position in this field over the past few quarters remains unchallenged. At the same time, although Microsoft's project to develop internal AI chips has not progressed as expected, demand for AI infrastructure by tech giants remains strong.
Additionally, companies such as Google and Meta continue to invest in R&D of AI servers, especially in developing their own ASIC chips. These companies have been major customers of NVIDIA. At the same time, they are exploring AMD's rack-level solutions to diversify the market. Despite this, NVIDIA still holds a leading position in the AI server market.
Technology giants have significantly increased their emphasis on developing their own AI chips. Google has taken the lead in this area with its Tensor Processing Units (TPUs). In the future market, although spending on AI infrastructure has not significantly slowed, the market outlook has become complex due to uncertainties.
Key Points:
🌐 The global AI server market is expected to see its year-over-year growth rate drop from 28% to 24.3%.
💼 Large tech companies such as Microsoft, Google, and Meta are still actively investing in AI infrastructure.
🔍 The trend of developing AI chips independently is becoming more prominent, and NVIDIA still holds a leading position in the market.