2025-07-02 17:49:35.AIbase.19.4k
Institution: Downgrade the year-over-year growth rate of AI server shipments in 2025
North American large CSPs remain the main driving force behind the demand for AI servers, supported by tier-2 data centers as well as sovereign cloud projects in the Middle East and Europe. Overall demand remains stable. Driven by the demand from North American CSPs and OEMs, it is expected that AI server shipments will continue to grow at double-digit rates in 2025. However, due to changes in the international situation, the year-over-year growth rate of global AI server shipments in 2025 has been revised downward to 24.3%.
