DIGITIMES Research projects that over 80% of global high-end AI server shipments will be delivered to the global top-5 cloud service providers and server brands right out of the factories in 2023.
Among these firms, Microsoft, which invested in OpenAI's ChatGPT and devoted heavy resources to generative AI cloud services, will obtain the largest portion of the volumes with all the shipments procured directly from its ODM partners.
DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers short of demand by more than 35% in 2023, but high-end AI server shipments worldwide are still expected to grow fivefold from a year ago to reach around 172,000 units.
Chart 1: Global AI server shipments by high-end and general model, 2022-2024 (k units)
Chart 2: Global high-end AI server shipments by top customer, 2023 (k units)
Chart 3: Global high-end AI server shipments by production model, 2023 (k units)
Chart 4: End customers high-end AI server procurement, 2023 (k units)
Chart 5: Global high-end AI server shipments by accelerators equipped, 2023 (k units)
Chart 7: Global high-end AI server shipments by CPU, 2023 (k units)
Chart 8: Global high-end AI server shipments by L6 ODMs/OEMs, 2023 (k units)
Chart 9: Global high-end AI server shipments by L10-12 ODMs/OEMs, 2023 (k units)
