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According to the latest survey by TrendForce, the overall server output value is estimated to reach US$306 billion in 2024, among which AI Server has better growth momentum than general servers, with an output value of approximately US$205 billion. As AI Server demand continues to grow in 2025 and the average selling price (ASP) contributes more, the output value has the opportunity to increase to nearly US$298 billion, and the proportion of overall server output value will further increase to more than 70%.
Chinese and American CSPs and Server OEM customers have increased their momentum to purchase Hopper series models, which will drive the total AI Server shipments in 2024 to increase by 46% year-on-year. Looking ahead to 2025, TrendForce estimates that AI Server annual shipments will increase by nearly 28% year-on-year, and the proportion of overall Server shipments will further increase to more than 15%.
As for the performance of major AI chip suppliers, the new Blackwell platform is expected to become the mainstream of NVIDIA's high-end GPU in 2025. However, the GB Rack series has a more complex design verification, and the supply chain still needs time to prepare. In addition, there are fewer working days in the first quarter due to seasonal factors. It is estimated that shipments will increase significantly after the second quarter. In addition, it is estimated that NVIDIA will launch solutions such as B300 and GB300 in the third quarter of 2025, which is expected to further boost the shipment momentum of HGX and GB Rack equipped with Blackwell.
In addition to NVIDIA, it is also worth noting that large CSPs are more actively investing in self-developed ASICs. In 2024, Google will still be the main shipper, but AWS's shipment growth will be stronger, with an annual growth rate of more than 200%. It is expected that AWS shipments will grow by more than 70% in 2025, and it will focus more on the development of Trainium chips and invest in AI applications such as AWS public cloud infrastructure and e-commerce platforms.
Reposted from: International Electronic Commerce, automatically translated by Google
