According to IDC's recent report, server revenue has soared to $77.3 billion in Q4 2024, marking a significant increase compared to $40.5 billion the previous year. Notably, x86 servers generated $54.8 billion, a 59.9% rise, while revenue from non-x86 servers, likely driven by Arm-powered processors, jumped 262.1% to $22.5 billion. Original Design Manufacturers led in growth, with Dell emerging as the top seller. Growth in servers with embedded GPUs hints at an increasing focus on AI workloads. Analyst Lidice Fernandez anticipates continued significant investment in AI from various sectors.
"IDC expects AI adoption to continue growing at a remarkable pace as hyperscalers, cloud service providers, private companies, and governments around the world are increasingly prioritizing those investments."
"Growing concerns around energy consumption for server infrastructure will become a factor in datacenters looking for optimal performance and sustainability as they expand their AI capabilities."
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