Counterpoint Research: Global server revenue reached US$45.422 billion in the second quarter, up 35% year-on-year

Zhitongcaijing · 10/18 00:49

The Zhitong Finance App learned that the “Global AI Server Market Report for the 2nd Quarter of 2024” released by Counterpoint Research shows that after the launch of ChatGPT in 2022, demand for AI servers increased under the GenAI boom, and the server market grew rapidly. Global server revenue reached US$45.422 billion in the second quarter of 2024, up 35% from last year. AI servers, which are leading the rise of the server market, now account for nearly 30% of all servers in the second quarter of 2024.

Figure 1 shows server revenue, AI server revenue, and AI server market share from the first quarter of 2023 to the second quarter of 2024.

pictures

The largest AI server provider is ODM Direct, that is, servers manufactured by ODM for cloud providers. It was mainly commissioned by the big four tech giants Microsoft, Amazon, Google, and Meta.

pictures