Artificial intelligence servers have accounted for 1/3 of the world, and Dell has become the largest giant

The latest global AI server market report for the second quarter of 2024 was released by the market research organization Counterpoint Research. The report reveals a striking trend: Driven by the boom in artificial intelligence technology, the demand for AI servers has risen sharply, which in turn has promoted the rapid growth of the entire server market.

AI server revenue and market share

Specifically, in the second quarter of 2024, global server revenue soared to US$45.422 billion, a year-on-year increase of 35%. This significant growth highlights the market's thirst for advanced computing capabilities.

It is worth noting thatAI servers have become a key force driving this growth, accounting for nearly 30% of all server sales in the second quarter.

In terms of market competition,The three major vendors, Dell, Super Micro and HPE, continue to dominate.

But as Microsoft, Amazon, Google and Meta continue to customize their own servers, ODM direct sales dominate.