Global server shipments slid slightly from a quarter ago in the first quarter of 2024 and will rise around 2% both sequentially and on-yearly in the second quarter.
As air cooling grew insufficient for the heat dissipation of datacenters when running AI applications, L2A and L2L cooling methods are likely to see rising penetration to datacenters in the upcoming years.
After a double-digit on-year decline in 2023, global server shipments are expected to resume growth in 2024, but the volumes will fall back to slightly above the 2019 level.
Based on DIGITIMES Research's statistics, fourth-quarter 2023 global server shipments grew 3.1% from the prior quarter, coming somewhat short of expectation.
The three primary high performance computing (HPC) chip suppliers, Intel, AMD, and Nvidia, all experienced lackluster sales in the first half of 2023 amid weak demand for HPC applications, according to a survey of DIGITIMES Research.
In response to explosive generative AI and large language model (LLM) demand, major cloud service providers and leading server brands are stepping up efforts toward AI servers, with a focus on ramping up their procurement of high-end AI servers featuring accelerators with high bandwidth memory (HBM) integrated.
