Punching Out: How to Stay Focused in Business and M&A
It’s Only Common Sense: Just Imagine…
According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, the server market reached a record $112.4 billion dollars in revenue during the third quarter of the year. This quarter showed another high double digit-growth rate by reaching a year-over-year (YoY) increase of 61% in vendor revenue compared to the same quarter of 2024.
Revenue generated from x86 servers increased 32.8% in 2025Q3 to $76.3 billion while Non-x86 servers increased 192.7% YoY to $36.2 billion.
Revenue for servers with an embedded GPU in the third quarter of 2025 grew 49.4% year-over-year representing more than half of the server market revenue. The fast pace at which hyperscalers and cloud service providers have been adopting servers with embedded GPUs has fueled the server market growth which almost doubled in size compared to 2024 with revenue of $314.2 billion dollars for the first three quarters of 2025.
“IDC expects AI adoption keep growing at an outstanding pace as major vendors continue reporting record orders and showing strong backlogs. Hyperscalers and cloud providers are still ahead with new, large deployments that require much higher compute density. Additionally, we started to see major AI based Research and Education projects that will help fuel further growth path in the market,” 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 79.1% compared to the third quarter of 2024, fueled by a 105.5% growth in the accelerated server segment. Canada grew 69.8% pushed by the same reason. PRC is growing at 37.6% year-over-year growth in 2025Q3 accounting for almost a fifth of the quarterly revenue worldwide. APeJC, EMEA and Japan also showed very healthy doble digit growth with 37,4%, 31.0% and 28,1% respectively, while Latin America showed a low single digit growth with 4.1% increase in the quarter.
Overall Server Market Standings, by Company
Dell Technologies clearly lead the OEM market with 8.3% revenue share thanks to an outstanding growth on accelerated servers, Supermicro reached the second place with 4.0% revenue share even though declining 13.2% compared to 2024Q3. IEIT Systems and Lenovo statistically tied* for the third position in the market with 3.7% and 3.6% share respectively while Hewlett Packard Enterprise finished in the fifth position in the market, with 3.0% share.
