BOSTON, March 12, 2026 – The server market reached a record $125.3 billion dollars in revenue during the fourth quarter of 2025, fueled by the accelerated AI Infrastructure investment path that keep outpacing any geopolitical tensions, according to the International Data Corporation’s (IDC) Worldwide Quarterly Server Tracker.
The global server market has maintained its resiliency throughout economic challenges. Leading companies continue investing in infrastructure especially in top hyperscalers while large Service providers race to lead in the AI era.
- This quarter showed another high double digit-growth rate by reaching a year-over-year (YoY) increase of 52.4% in vendor revenue compared to the same quarter of 2024.
- Revenue generated from x86 servers increased 16.9% in 2025Q4 to $69.8 billion while Non-x86 servers increased 146.4% YoY to $55.5 billion.
- Revenue for servers with an embedded GPU in the fourth quarter of 2025 grew 59.1% year-over-year representing more than half of the total server market revenue.
- For calendar year 2025 the market finished growing 80.4% compared to 2024, reaching a yearly record of $444.1 billion dollars revenue.
- Hyperscalers and cloud service providers keep leading investment demand while traditional on-premise segment remain cautious on their spending path.
- Even though recession fears remain low, the global economy slow growth and geopolitical tensions represent the main worry for the future
The volatile increasing prices on certain components such as GPUs, DRAM and SSDs sparks worries over the future, some companies have been trying to secure prices ahead while the industry is accommodating to the new reality. The impact could be hitting harder during 2026 as demand keeps outpacing offering capacity in the near term.
“The race for AI adoption is settling the market pace with companies starving for infrastructure looking not only GPUs but also consuming more CPUs among other components in order to feed their needs, we are going to see more price pressures and that may impact on market dynamics with less units but higher average selling prices going forward,” said Juan Seminara, research director, Worldwide Enterprise Infrastructure Trackers.
Server Regional Market Results
The United States is the fastest growing region in the server market with an increase of 72.4% compared to the fourth quarter of 2024, fueled by 80.1% growth in the accelerated server segment. Canada grew 70.7% pushed by the same reason. EMEA and APeJC also showed doble digit growth with 43.6%, and 27.9% respectively. PRC and Latin America showed smoother but healthy growth of 17.7% and 12.8% each while Japan declined by 4.7% as couldn’t match an important investment a year ago.
Overall Server Market Standings, by Company
Dell Technologies clearly led the OEM market with 10.0% revenue share thanks to an outstanding growth on accelerated servers, Supermicro reached second place with 9.5% revenue share by growing triple digit also on accelerated servers. IEIT Systems and Lenovo statistically tied* for the third position in the market with 4.1% and 4.0% share respectively while Hewlett Packard Enterprise finished in the fifth position in the market, with 3.1% share.
| Top 5 Companies, Worldwide Server Market, Fourth Quarter of 2025 (Vendor Revenue in US$ millions) | |||||
| Company | 4Q25 Vendor Revenue | 4Q25 Market Share | 4Q24 Vendor Revenue | 4Q24 Market Share | 4Q25/4Q24 Revenue Growth |
| 1. Dell Technologies | $12,562.51 | 10.0% | $5,540.42 | 6.7% | 126.7% |
| 2. Super Micro | $11,695.91 | 9.3% | $5,005.07 | 6.1% | 133.7% |
| 3. IEIT Systems * | $5,185.68 | 4.1% | $3,878.11 | 4.7% | 33.7% |
| 3. Lenovo * | $5,070.69 | 4.0% | $3,783.65 | 4.6% | 34.0% |
| 5. Hewlett Packard Enterprise | $3,873.11 | 3.1% | $4,239.04 | 5.2% | -8.6% |
| ODM Direct | $66,623.20 | 53.2% | $41,511.46 | 50.5% | 60.5% |
| Rest of Market | $20,286.15 | 16.2% | $18,277.91 | 22.2% | 11.0% |
| Total | $125,297.26 | 100.0% | $82,235.67 | 100.0% | 52.4% |
| Source: IDC Worldwide Quarterly Server Tracker, March 12, 2026. | |||||
Notes:
* IDC declares a statistical tie in the worldwide server market when there is a difference of 0,1 percent or less in the share of revenues among two or more vendors.
Taxonomy Notes
IDC defines a server system as a multiuser computing device that accesses and delivers services via a network. The server and the applications that run on it are typically shared by multiple users. Unlike a client device, a server does not usually have a user interface that is intended for human-machine interaction. A typical server system entails one or more processors, a motherboard, memory, internal disk or flash storage, a bundled operating system (OS), power supply units, and network interfaces.
Accelerator Type Definitions
- Non-accelerated: These servers do not have an embedded accelerator. Servers where the accelerator is added by end users that have purchased the acceleration technology directly from an acceleration vendor and have installed it themselves are considered non-accelerated in IDC’s Server Tracker. Servers with an integrated graphics processor (IGP) (i.e., fused to the motherboard) are also considered non-accelerated in IDC’s Server Tracker.
- GPU (Graphics processing units): A GPU is a processor specialized for rendering images, animations, or video to a computer display. In the context of server-based accelerated computing, a GPU is typically a programmable discrete (removable) graphics card but may also be an integrated graphics processor (i.e., fused to the motherboard). In addition to its graphical applications, a GPU may also be used to perform operations traditionally handled by a central processing unit, a concept known as a general-purpose graphics processing unit (GPGPU).
- Other accelerated: This category combines servers with a discrete embedded accelerator FPGA or ASIC. In detail:
- A field-programmable gate array is an integrated circuit designed to be configured by a customer after manufacture. FPGAs are made up of an array of programmable logic blocks, interconnects, and input/output (I/O) blocks.
- An application-specific integrated circuit is a purpose-built integrated circuit that cannot be reconfigured after manufacture.
About IDC
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