ODM sales soar as hyperscalers and cloud providers go direct
TechInsights'' 2023 server market analysis shows that the world spent $120 billion on over 13.5M servers in 2023. Original design manufacturers (ODMs) now represent 40% of direct server
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Looking ahead to 2025, the value of the AI server segment is expected to rise to US$298 billion due to persistently high demand and a higher ASP for this product category. Additionally, AI
AI Servers Now One-third of Global Server Market
The server market has grown steeply during Q2 2024 due to the strong demand for AI servers, increasing 35% YoY. Dell, Supermicro, HPE are the big 3. But ODM direct sales dominate as
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AI Servers Now One-third of Global Server Market
Dell, Supermicro, HPE are the big 3. But ODM direct sales dominate as Microsoft, Amazon, Google and Meta continue to custom order their own servers. Counterpoint Research has published its new “
ODM Sales Soar as Hyperscalers and Cloud Providers Go Direct
AI-driven demand is creating the biggest memory shortage in history. Discover why DRAM and NAND prices are expected to remain elevated through the rest of the decade.
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Global Server Shipments Expected to Increase by 2.05% in 2024,
Overall, AI server shipments from ODMs are expected to be robust in 2024—primarily driven by orders from North American cloud data centers—with both the growth rate and market
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