The GPU server market is experiencing its best moment, with NVIDIA as the key player. According to the latest report from IDC (International Data Corporation), during the fourth quarter of 2024, the sector saw a spectacular growth of 192.6%. The company founded by Jensen Huang ended the year with a market share of over 90% in integrated GPU servers, reinforcing its absolute leadership in infrastructure for artificial intelligence.
This unprecedented growth can be attributed to the explosion in demand for AI solutions, which has transformed the technology sector worldwide. In just one quarter, the market generated revenues of $235.7 billion, reflecting a 91% increase compared to the third quarter of 2024. This marks the second-highest growth rate for the sector since 2019.
Artificial Intelligence: NVIDIA’s New Revenue Engine
The AI server business has become the real golden goose for NVIDIA. The world’s largest companies are investing in the most advanced infrastructure, utilizing the company’s latest GPUs, such as the highly anticipated Blackwell series. Tech giants like Amazon, Google, and Microsoft are bolstering their data centers with this hardware to meet the growing market demands.
x86 Market Grows, But Alternative Architectures Advance Even Faster
In parallel, servers based on x86 processors—mainly from AMD and Intel—grew by 59.9% year-over-year, reaching approximately $54.8 billion in revenue. However, the true explosive growth came from alternative architectures such as ARM and RISC, which saw a staggering increase of 262.1% compared to the previous year, generating $22.5 billion. These non-x86 servers are primarily allocated for AI and cloud computing workloads.
Canada and the United States Lead in Adoption
By region, Canada led the growth with an impressive increase of 118.4% in server demand. The United States holds the second position, accounting for 56% of total market revenue, followed by China, which, with a year-over-year growth of 93.3%, represents 25% of global revenue.
Japan, the Asia-Pacific region, and EMEA (Europe, the Middle East, and Africa) also recorded significant increases of 66.9%, 43.8%, and 28.2%, respectively. In contrast, Latin America exhibited a much slower growth rate, limited to just 7%.
The Weight of Manufacturers and ODM Suppliers
In terms of manufacturers, Dell Technologies experienced a growth of 20.6%, achieving a market share of 7.2% during the fourth quarter of 2024. It is followed by Super Micro with 6.5% and Hewlett Packard Enterprise (HPE) with 5.5%.
However, the biggest share still belongs to ODMs (Original Design Manufacturers), who manufacture custom servers for large companies. These providers experienced a growth of 155.5% and account for 47.3% of the market share, nearly half of the business. Companies like Quanta Computer, Foxconn, and Wiwynn (a subsidiary of Wistron) are the major beneficiaries of this boom, supplying infrastructure to clients like Google, Amazon AWS, Microsoft Azure, and Meta.
The outlook is clear: artificial intelligence has spurred a new cycle of investment in servers and data centers, with NVIDIA at the forefront of this global technological transformation.