The worldwide server market skilled a record-breaking fourth quarter in 2024, producing $77.3 billion in income, in keeping with IDC’s Worldwide Quarterly Server Tracker. This determine represents a 91% year-over-year enhance, marking the second-highest development fee since 2019 and signaling a big acceleration in world server infrastructure investments, significantly in GPU-powered programs.
x86 servers introduced in $54.8 billion in This autumn, reflecting a 59.9% enhance in comparison with the identical interval in 2023. In the meantime, non-x86 servers surged by 262.1% to $22.5 billion, highlighting rising diversification in compute architectures. Notably, income from servers with embedded GPUs soared by 192.6% year-over-year, underscoring the explosive demand for accelerated computing pushed by synthetic intelligence (AI), machine studying, and high-performance information workloads.
For the total yr 2024, the server market reached $235.7 billion in complete gross sales, greater than doubling in measurement since 2020. Embedded GPUs performed a pivotal position, accounting for over half of the yr’s server income. NVIDIA maintained its dominant place within the GPU server market, capturing greater than 90% of all server shipments with embedded GPUs within the fourth quarter, confirming its stronghold as AI workloads change into mainstream throughout sectors.
“The adoption of AI continues to develop at a exceptional tempo,” stated Lidice Fernandez, Group Vice President of IDC’s Worldwide Enterprise Infrastructure Trackers. “Hyperscalers, cloud service suppliers, enterprises, and governments globally are prioritizing these investments. On the identical time, considerations round power consumption in information facilities are prompting organizations to re-evaluate architectures for effectivity and sustainability.”
Dell, Supermicro, HPE, Lenovo
Regionally, North America led the cost, with Canada posting the very best year-over-year development fee on the shut of 2024, adopted intently by the US, which noticed a 118.4% enhance. The U.S. accounted for 56% of world server income in This autumn, whereas Canada contributed 1.1%. China additionally recorded a sturdy 93.3% development fee, capturing about 25% of world quarterly income. Japan, the Asia/Pacific excluding Japan and China (APeJC) area, and EMEA skilled robust double-digit development charges of 66.9%, 43.8%, and 28.2% respectively. Latin America noticed a extra modest 7% development.
By way of vendor rankings, Dell Applied sciences and Supermicro ended the quarter in a statistical tie for the highest place, with income shares of seven.2% and 6.5% respectively. Supermicro recorded the very best development amongst high distributors at 55% year-over-year, whereas Dell achieved a strong 20.6% enhance. Hewlett Packard Enterprise, IEIT Programs, and Lenovo adopted intently, every with income shares between 4.9% and 5.5%, leading to a statistical tie for the second tier.
The ODM Direct group of producers, which builds servers instantly for hyperscale prospects, captured a dominant 47.3% of complete income. This section grew by 155.5% year-over-year in This autumn, producing $36.57 billion, emphasizing the growing reliance on customized server options tailor-made to the particular wants of large-scale operators.
Total, the IDC information displays an accelerating shift towards GPU-powered, AI-optimized infrastructure, with the market responding strongly to calls for for scale, efficiency, and sustainability.
