IDC says global server revenue hits USD $444.1 billion
Worldwide server market revenue reached USD $444.1 billion in 2025, according to IDC, with fourth-quarter revenue totalling USD $125.3 billion.
The annual total was a market record, up 80.4% from 2024.
Growth also remained strong in the final quarter, as vendor revenue rose 52.4% year on year, driven by demand for systems used in artificial intelligence workloads.
x86 servers generated USD $69.8 billion in quarterly revenue, up 16.9% from a year earlier. Non-x86 servers brought in USD $55.5 billion, a rise of 146.4%.
Servers with an embedded GPU accounted for more than half of total server market revenue in the quarter. Revenue from those systems climbed 59.1% year on year.
Hyperscalers and cloud service providers remained the main source of investment, while spending in the traditional on-premise segment stayed cautious. The figures suggest that large buyers continued to expand data centre infrastructure even as concerns persisted about slower global economic growth and geopolitical tensions.
Regional trends
The United States was the fastest-growing regional market in the quarter, with revenue up 72.4% from the same period a year earlier. That growth was driven by an 80.1% increase in the accelerated server segment.
Canada followed with a growth of 70.7%. EMEA posted an increase of 43.6%, while Asia/Pacific excluding Japan and China recorded growth of 27.9%.
China grew 17.7%, and Latin America rose 12.8%. Japan was the only listed region to decline, with revenue down 4.7%, reflecting the difficulty of matching a large investment made a year earlier.
Vendor rankings
Among original equipment manufacturers, Dell Technologies held the largest share of server revenue in the quarter at 10.0%, supported by strong growth in accelerated servers.
Supermicro ranked second with a 9.5% share after recording triple-digit growth, also in accelerated systems. IEIT Systems and Lenovo were statistically tied for third place with shares of 4.1% and 4.0% respectively, while Hewlett Packard Enterprise ranked fifth with 3.1%.
The rankings underline how fragmented the market remains despite the sharp increase in spending. They also show how demand for AI-related systems has reshaped competitive positions among server suppliers.
Price pressures are emerging across key components. Rising prices for GPUs, DRAM, and SSDs have increased concern about the near-term outlook, with some companies trying to lock in pricing in advance as supply remains tight.
The pressure could become more visible in 2026 because demand continues to exceed available capacity. That could change buying patterns, particularly if customers accept fewer units at higher average selling prices.
"The race for AI adoption is setting the pace of the market, with companies hungry for infrastructure seeking not only GPUs but also more CPUs and other components to meet their needs. We expect more price pressure, which may affect market dynamics, with fewer units but higher average selling prices going forward," said Juan Seminara, Research Director for Worldwide Enterprise Infrastructure Trackers at IDC.