The server market has grown steeply during Q2 2024 due to the strong demand for AI servers, increasing 35% YoY. Dell, Supermicro, HPE are the big 3. But ODM direct sales dominate as Microsoft, Amazon, Google and Meta continue to custom order their own servers. Counterpoint Research has published. The AI server ODM market is undergoing a profound transformation, driven by cloud service providers (CSPs) bypassing traditional OEMs like Dell and HPE to collaborate directly with ODMs. This shift has propelled Taiwan-based manufacturers—Foxconn, Quanta, Wistron, and Inventec—to dominate the. ODM Direct outgrows the market as demand of datacenters and cloud computing is strong. Malaysia: Wiwynn has activated its server assembly plant in Johor since October 2023. US: Foxconn underwent another expansion for its fabs in Wisconsin and Texas in 1H24, while Wistron has initiated pilot runs. How can server vendors align with the market needs of Artificial Intelligence (AI) domain-specific deployments? Learnings from best practices in the AI data center ecosystem. Recommendations for differentiating an AI server Go-to-Market (GTM) strategy. GTM analyses of the top four AI server. Taiwan now commands a staggering 90%+ share of the global AI server build market and accounts for about 80% of all server shipments worldwide.
