The global server market reached a new all-time high in Q3 2025, according to IDC’s Worldwide Quarterly Server Tracker. Total revenue climbed to $112.4 billion, representing a 61% year-over-year increase compared with Q3 2024 and marking another quarter of exceptionally strong double-digit growth.
For the first three quarters of 2025, cumulative global server revenue reached $314.2 billion, nearly doubling the total market size of 2024. IDC attributes this unprecedented expansion primarily to large-scale investments in AI infrastructure, especially accelerated computing platforms deployed by hyperscale data center operators and cloud service providers.
📈 Key Growth Drivers in Q3 2025 #
The structure of server demand clearly reflects the accelerating shift toward AI and high-performance workloads.
| Server Segment | YoY Revenue Growth | Revenue Scale | Market Insight |
|---|---|---|---|
| x86-based servers | 32.8% | $76.3 billion | Continued growth, but increasingly eclipsed by non-x86 platforms |
| Non-x86 servers | 192.7% | $36.2 billion | Explosive growth fueled by AI and accelerator-heavy systems |
| GPU-integrated servers | 49.4% | Over 50% of total revenue | Primary engine of market expansion |
GPU-equipped systems accounted for more than half of total server revenue, underscoring the dominance of AI training and inference workloads in today’s infrastructure investments.
IDC notes that demand remains exceptionally strong as enterprises and cloud providers race to deploy higher-density compute platforms capable of supporting next-generation AI models.
🌍 Regional Market Performance #
Server market growth in Q3 2025 varied significantly by region, reflecting differences in AI investment intensity and cloud infrastructure maturity.
| Region | YoY Growth | Key Driver |
|---|---|---|
| United States | 79.1% | Accelerated computing servers grew 105.5% YoY |
| Canada | 69.8% | Strong uptake of AI-oriented infrastructure |
| China | 37.6% | Contributed nearly 20% of global quarterly revenue |
| Japan | 28.1% | Sustained enterprise and cloud demand |
| Asia/Pacific (excl. Japan) | 37.4% | Broad regional expansion |
| EMEA | 31.0% | Consistent double-digit growth |
| Latin America | 4.1% | Relatively flat market conditions |
The United States remained the fastest-growing region globally, reflecting aggressive AI infrastructure buildouts by hyperscalers and cloud service providers.
🏭 Global Server Vendor Rankings (Q3 2025) #
IDC’s revenue-based vendor rankings highlight shifting dynamics in the competitive landscape, particularly around accelerated computing platforms.
| Rank | Vendor | Revenue Share | YoY Change | Commentary |
|---|---|---|---|---|
| 1 | Dell Technologies | 8.3% | Not disclosed | Strong performance in AI and accelerated servers |
| 2 | Supermicro | 4.0% | –13.2% | Competitive pressure amid rapid market expansion |
| 3 (Tie) | Inspur | 3.7% | –10.5% | Statistically tied with Lenovo |
| 3 (Tie) | Lenovo | 3.6% | +26.1% | Significant year-over-year growth |
| 5 | HPE | 3.0% | –2.3% | Stable but facing intensifying competition |
IDC defines a statistical tie as a revenue share difference of 0.1 percentage point or less, placing Inspur and Lenovo effectively neck-and-neck in Q3 2025.
🚀 Outlook: AI Infrastructure Drives the Next Phase #
IDC expects continued strong momentum in the global server market, driven by:
- Ongoing AI model scaling and inference deployment
- Expansion of hyperscale and sovereign cloud projects
- Rising demand for high-density, accelerator-rich platforms
As AI transitions from experimentation to large-scale production, server infrastructure has become a strategic asset—positioning accelerated computing at the core of data center investment for years to come.