Global server shipments to reach 15m: consultancyBy Meryl Kao / Staff reporterGlobal server shipments are expected to surge to 15 million units next year, from 4 million units this year, with artificial intelligence (AI) servers accounting for about 30 percent, driven by massive capital spending by major cloud service providers, the Market Intelligence and Consulting Institute (MIC) said on Thursday last week. Cloud operators Oracle Corp and CoreWeave Inc are also expected to ramp up purchases of AI and general-purpose servers for their data centers, Lin said. People examine an Nvidia GPU at the Pegatron Corp booth during the Computex Taipei trade show on May 20. Photo: Annabelle Chih, BloombergThe institute projected servers powered by Nvidia Corp’s graphics processing units to account for about 80 percent of total AI servers next year, with application-specific integrated circuit-based servers making up the remaining 20 percent. Meanwhile, for server and related component makers, “those who can integrate power, cooling, server racks and infrastructure are expected to secure more critical positions in the next wave of data center expansion, while those only sell components risk being commoditized,” Wei said.

Source: Taipei Times December 22, 2025 17:13 UTC