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Server manufacturers accelerate their push into "localized production."
Driven by the dual forces of accelerating global digital economic integration and profound geopolitical realignment, the server industry is undergoing a transformative shift centered on "localized production." In the first quarter of 2025, global server market revenue surged to $95.2 billion, representing a staggering 134.1% year-on-year growth—a record-breaking quarterly increase in history. Behind this remarkable figure lies not only a rebound in market demand but also a clear signal that the value of localized infrastructure is being redefined. Caught in the delicate balance among data sovereignty, regulatory compliance, and performance efficiency, server manufacturers are responding by pioneering technological innovation and strategically reshaping their operations to build comprehensive, locally integrated ecosystems spanning R&D, manufacturing, and services.
09
2021
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11
AI computing power surges, driving a revolution in server architectures.
The explosive growth of AI computing power is driving multi-dimensional technological innovations that, in turn, are compelling upgrades to server architectures—and propelling the industry toward a comprehensive overhaul, spanning from the hardware to the system level. At the heart of this transformation lies the exponential demand for computational resources fueled by large-scale AI models, spurring breakthroughs and innovations in areas such as computing units, storage systems, interconnect technologies, power management, and cooling solutions.