The global server shipments are projected to have a CAGR of approximately 5% from 2025 to 2030, with AI demand driving technological innovation.
Abstract
DIGITIMES estimates that global server shipments will grow at a CAGR of 5.1% from 2025 to 2030. In 2025, large North American cloud service providers (CSPs), in addition to aggressively purchasing high-end AI servers, will not slow down their purchases of general-purpose servers, which is expected to result in a higher-than-expected annual growth rate.
Global server shipment growth will slow in 2026, while a recovery in general corporate purchasing is expected to stimulate shipments by brand vendors. Significant progress is expected in AI and general-purpose server-related technologies in 2027, making 2027 the year with the highest annual growth rate in server shipments.
Server shipment growth is expected to slow from 2028 to 2029, and in 2030, the full maturity of co-packaged optics (CPO) technology is expected to significantly reduce energy consumption and drive a new wave of server upgrade demand.
Table of contents
Introduction
Global server shipments
Chart 1: Global server shipments, 2024-2030 (k unit)
Shipments breakdown
Vendor type
Chart 2: Shipment share by vendor type, 2024-2030
Top-4 CSPs in North America
Chart 3: Top-4 North American CSPs capex growth, 2022-2027
Components
CPUs
Chart 4: Global server shipment share by CPU, 2024-2030
CPU development roadmap
Chart 5: CPU roadmaps by player, 2025-2029
Memory and storage
Chart 6: Server memory and storage development, 2026-2030
High-end AI server
Shipments of high-end and general AI servers
Chart 7: High-end and general AI server shipments, 2022-2026 (k units)
GPU player roadmaps
Chart 8: GPU roadmaps of AMD, Nvidia, 2025-2029
AI ASIC development roadmaps
Chart 9: AI ASIC roadmaps of top-3 CSPs, 2025-2029
Summary
Chart 10: Global server shipment summary for 2026 and beyond
