J.P. Morgan: AI Server Market
"The AI Server market is estimated to expand to $356bn in 2026 from $195 bn in 2025, implying +83% y/y growth, while the long-term CAGR from 2026 through 2030 is expected to track at +37%. With respect to customer types, Hyperscalers are expected to track to a CAGR of +28% from 2026 through 2030, while Enterprise and Rest of Cloud are expected to drive faster growth at +47% and +49% CAGRs, respectively, over the same period."AI Server Market Growth> Rapid Expansion: The total AI server market is projected to skyrocket from $14.7 billion in 2022 to $1.24 trillion by 2030.> Hyperscale Dominance: Hyperscalers are driving the vast majority of the demand, growing from $8.09 billion in 2022 to an estimated $611.6 billion in 2030.> Massive Peak Growth: The market saw its highest year-over-year percentage growth in 2024 at 211%, with steady, strong growth projected through the rest of the decade.Total Server Market Share > Nvidia's Surge: Nvidia's total market share expanded significantly from 18% in 2023 to 33% in 2025.> Competitor Stability: Major hardware vendors like Dell and Super Micro maintained or moderately increased their standing, with Dell holding 14% and Super Micro at 9% by 2025.AI Server Market Share by Vendor> Nvidia Leadership: Nvidia maintains dominance in dedicated AI servers, commanding 47% of the market in 2025 (down slightly from a peak of 58% in 2024 due to rising competition).> Gaining Competitors: Dell and Super Micro are prominent players in the AI server space, each holding an 11% market share as of 2025.
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