- Global server revenues in Q2 2024 reached $45,422 million, up 35% from last year driven by strong demand for AI servers.
- Dell, Supermicro and HPE are the Big 3 OEMs of the AI server market. But “ODM direct” sales dominate as Microsoft, Amazon, Google and Meta continue to have their servers custom-made.
- The AI server market is expected to continue to see growth and expansion in the coming quarters.
Seoul, Beijing, Buenos Aires, Hong Kong, London, New Delhi, San Diego, Taipei, Tokyo – October 15, 2024
