The server market reached a record figure of 77.3 billion dollars in revenue during the last quarter of 2024. The quarter registered the second highest growth rate since 2019, with a year -on -year increase of 91% in the income of the suppliers, according to the IDC data.
The revenues generated by servers with X86 architecture increased 59.9% in the fourth quarter of 2024, to reach 54.8 billion dollars, while non -X86 servers increased even more, 262.1% year -on -year, to 22.5 billion dollars.
Servers market: AI and GPU
Income from servers with GPU integrated in the fourth quarter of 2024 grew by 192.6 % year -on -year and, throughout the year 2024, More than half of the income From the server market they came from servers with integrated graphics. And it is that these accelerators based on graphic chips are replacing typical servers based on general processors or CPUS. It is not surprising to know that Nvidia monopolizes the market, occupying 90% of total server shipments with GPU included.
The rapid rhythm with which hyperscators and cloud service providers have adopted these components has been the real responsible to boost the server market. A segment that has doubled its size since 2020with total revenues in 2024 of 235.7 billion dollars, according to IDC.
Nor is it surprising to know that hardware needs for Artificial Intelligence Technologies They are responsible for a good part of this climb: “IDC provides that the adoption of AI will continue to grow at a remarkable pace, since hyperscaders, communications service providers (CSP), private companies and governments around the world prioritize these investments more and more”They comment from the consultant.
As for energy consumption, a problematic section before an insatiable AI, will be a key factor in the future of servers: “The growing concern for the energy consumption of server infrastructure will become a key factor for data centers to look for alternatives to optimize their architectures and minimize energy consumption”Dice IDC.
Manufacturers
The battle of the main suppliers is closed by occupying the Top-5 and Dell Technologies y Supermicro They closed the fourth quarter of 2024 in a technical tie at the head of the sector, with a 7.2 % and 6.5 % income fee, respectively, and two -digit growth in the quarter.
The next three companies, Hewlett Pckard Enterprise, Ieit Systems and Lenovo, are also at similar levels in a fairly fragmented market, with quotas between 5.5 % and 4.9 %. It must be said that the large group of ODM Direct suppliers represented 47.3% of the total income in the fourth quarter of 2024, an increase of 155.5% interannual to 36,570 million dollars.
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