The global AI server market continues to demonstrate remarkable resilience despite mounting international challenges, according to market intelligence provider TrendForce's July 10 report.
While geopolitical tensions and U.S. export controls targeting China have slightly tempered growth expectations, the sector still projects a robust 24.3% year-over-year increase in global AI server shipments for 2025. This double-digit growth underscores the sustained momentum in AI infrastructure investments worldwide.
North American cloud service providers (CSPs) remain at the forefront of market expansion. Microsoft continues prioritizing AI infrastructure investments using primarily NVIDIA GPU-based solutions, while its in-house ASIC development progresses more slowly. Meta is expanding both AI server capacity and general-purpose server footprint, with shipments of its MTIA chips expected to double by 2026.
Google has experienced significant server demand growth, driven by sovereign cloud initiatives and new data center completions in Southeast Asia. As a company with high adoption of self-developed chips, Google has successfully mainstreamed its AI inference-focused TPU v6e chips in the first half of 2025. Meanwhile, AWS is focused on its Trainium v2 platform while developing multiple versions of Trainium v3 for 2026 production.
Beyond the major CSPs, steady demand is also coming from tier-two data centers and sovereign cloud projects across Europe and the Middle East. These regional initiatives reflect growing concerns about data sovereignty and regulatory compliance, with countries investing in local AI infrastructure to maintain control over their data and AI capabilities.
Many server enterprise OEMs are currently reassessing their market strategies for the second half of 2025 in response to recent changes in international tariff policies. Despite these adjustments, TrendForce estimates that total server shipments—including both general-purpose and AI servers—will see approximately 5% year-over-year growth, aligning with previous projections.