Geopolitical Tensions Impact: Global AI Server Shipments Expected to Decline Significantly
The growth rate of the global AI server market is slowing down, with the expected year-over-year growth rate dropping from 28% to 24.3%. Supply chain uncertainties have increased due to U.S. export controls and geopolitical factors. Despite continued investments by tech giants like Microsoft and Google in AI infrastructure, NVIDIA still dominates the market, but there is a clear trend of companies developing their own AI chips. Self-developed solutions such as Google's TPU are emerging, and companies are also exploring alternatives like AMD. While Blackwell Ultra servers are currently popular, the market outlook has become more complex due to external conditions.
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