Summary of Datacenter Market Insights – Overall Servers Industry Overview - The report focuses on the **datacenter market**, specifically the **server segment** within the **Asia Pacific** region, highlighting trends and insights for the third quarter of 2025 (3Q25) [1][8]. Key Insights - **Total Server Shipments**: There was a **14% year-over-year (y/y)** growth in total server shipments in 3Q25, primarily driven by demand from the **cloud sector** for both **AI** and general servers [1][2]. - **Global Shipments**: Global server shipments reached **4.2 million units** in 3Q25, remaining flat quarter-over-quarter (q/q) but showing a **14% y/y** increase. The growth was largely attributed to cloud demand, despite some impacts from tariff pull-ins [2][11]. - **AI Server Demand**: AI servers continue to be a strong growth area, with expectations for robust demand throughout 2026. The report notes that AI server yields are improving as original design manufacturers (ODMs) and original equipment manufacturers (OEMs) enhance testing capacities [3][5][15]. Vendor Performance - **Dell**: Experienced a **1% decline** in total server shipments q/q, but its average selling price (ASP) increased by **11%** [3]. - **Lenovo**: Reported a **14% increase** in total server shipments, attributed to strong performance from Microsoft's general servers, although its ASP declined by **17%** [3]. - **Super Micro**: Saw a **20% decline** in total server shipments q/q, but its ASP increased by **9%** [3]. - **Aggregate ODM Shipments**: Totaled **1,827k units**, down **4% q/q** but up **37% y/y**. The market share for ODMs decreased by **1.8 percentage points** to **43.5%** [4][15]. Segment Performance - **High-End Servers**: Shipments grew **384% y/y** and **3% q/q** in 3Q25, indicating strong demand for AI servers [12]. - **Mid-Range Servers**: Increased by **32% y/y** and **6% q/q** [12]. - **Entry-Level Servers**: Grew by **10% y/y** but saw a **1% decline** q/q [12]. Regional Insights - The **US** market outperformed others with a **18% y/y** increase in shipments, followed by **APxJ** at **17%**. Other regions like **Western Europe**, **Japan**, and **Rest of World (RoW)** experienced declines [11]. Future Outlook - The report anticipates continued growth in AI server shipments through 2026, with general compute servers expected to grow in the **5-10% range** [15]. - **Preferred Picks**: The report highlights several companies as preferred investment picks, including **Wistron**, **Hon Hai**, **FII**, **Wiwynn**, and **Quanta** [6]. Additional Notes - The report emphasizes the ongoing transition in server technology, particularly the shift from traditional GPU servers to more advanced rack-scale systems [3]. - The ASP for ODM direct servers increased by **7% q/q** to approximately **US$36.5k**, reflecting a higher contribution from AI servers [14]. This summary encapsulates the key findings and insights from the datacenter market report, providing a comprehensive overview of the current state and future expectations within the server segment.

【中关村在线北京行情】近日，浪潮英信NF5468M5服务器在中关村在线商家"北京科创腾达(渠道经销商)"特价促销，价格优惠，【商家活动】赠品： 京东E卡 (购买一件及以上，赠完即止）更多优惠详情请致电或微信 13146627892。浪潮英信NF5468M5是一款专为现代数据中心打造的4U双路机架式服 务器，依托双Intel Xeon Gold 5218处理器构建的强大计算平台，展现出卓越的并行处理能力与系统稳定性。其架构设计充分融合了高密度扩展性与灵活 的I/O配置，支持多达20条PCIe 3.0扩展槽，可灵活适配AI加速卡、高速网卡及存储控制器，满足多样化的业务负载需求。内存方面采用ECC DDR4技 术，保障数据完整性；存储配置支持多盘位热插拔，兼顾容量与性能，为关键业务提供可靠的数据底座。整机采用模块化设计理念，便于运维与升级， 同时优化的散热与电源管理机制，确保在高负载下持续稳定运行，是构建企业核心计算环境的理想选择。 QQ号码：317273859 联系我 该服务器广泛适用于人工智能训练与推理、虚拟化平台、大规模数据库集群及实时数据分析等企业级场 景。在AI领域，其支持多种GPU拓扑结构，可无缝对接主 ...

【中关村在线北京行情】近日，浪潮英信NF5280M5服务器在中关村在线商家"北京科创腾达(渠道经销商)"特价促销，价格优惠， 【商家活动】赠品：京东E卡 (购买一件及以上，赠完即止）更多优惠详情请致电或微信 13146627892。浪潮NF5280M5服务器搭载 双路Xeon Gold 5218处理器，构建起强劲的计算核心，凭借多核多线程架构带来卓越的并行处理能力，可轻松应对高密度计算负 载。搭配128GB大容量内存，为多任务并行运行提供充足支撑，有效降低内存瓶颈对业务处理效率的影响。存储方面，6块1.2TB硬 盘组成的大容量存储阵列，不仅能满足海量数据的本地存储需求，还可通过灵活的RAID配置保障数据安全与读写性能。整机采用 全模块化设计，拥有丰富的扩展插槽，支持多种网络接口与加速卡配置，兼具智能管理功能，可实时监控运行状态并简化部署维护 流程，展现出稳定可靠、灵活适配的产品特性。 依托出色的硬件配置与性能优势，该服务器适配多种核心应用场景。在云计算领 域，其强劲算力可支撑虚拟化集群部署，为公有云、私有云平台提供稳定的算力输 出；面对大数据分析任务时，大容量内存与存储的协同配合，能高效处理海量数据 检索与分 ...

Summary of Global Server and AI Server Market Insights Industry Overview - The report focuses on the global server market, particularly AI training servers, AI inferencing servers, general servers, and high-performance computing (HPC) servers. It also discusses the capital expenditure (capex) trends of leading cloud service providers (CSPs) in the US and China. Key Insights Market Estimates and Growth Projections - The total addressable market (TAM) for global servers is projected to grow significantly, with estimates of **US$433 billion**, **US$606 billion**, and **US$764 billion** for the years 2025, 2026, and 2027 respectively, reflecting year-over-year growth rates of **71%**, **40%**, and **26%** [18][27]. - AI server shipments are expected to increase to **2,605k units** by 2027, with a notable rise in high-power AI servers, which are projected to grow by **56%**, **67%**, and **34%** YoY from 2025 to 2027 [14][12]. AI Server Segment Insights - The report anticipates a total of **19k**, **55k**, and **80k** full rack AI servers to be shipped in 2025, 2026, and 2027 respectively, with a TAM size of **US$55 billion**, **US$165 billion**, and **US$255 billion** for the same years [12][9]. - ASIC adoption in AI chips is expected to rise, accounting for **38%**, **40%**, and **50%** of AI chips in 2025, 2026, and 2027 respectively, up from previous estimates [1][3]. Capital Expenditure Trends - Leading US CSPs are forecasted to increase their capex budgets by **78%**, **37%**, and **15%** YoY from 2025 to 2027, an increase from previous estimates of **67%**, **23%**, and **15%** [10][27]. - Chinese CSPs are also expected to grow their capex by **62%**, **17%**, and **9%** YoY during the same period, up from **55%**, **8%**, and **6%** [30][31]. AI Chip Demand - The demand for AI chips is projected to reach **11 million**, **16 million**, and **21 million** units in 2025, 2026, and 2027 respectively, driven by the increasing volume of AI servers [1][9]. - The implied number of AI chips for training and inferencing is expected to be **20,838k units** by 2027, with a mix of **50%** GPU and **50%** ASIC chips [22][23]. Additional Insights - The growth in AI server shipments is supported by the increasing applications of AI technologies and the introduction of new chip platforms, including AMD's "Helios" AI server rack [1][9]. - The report highlights the importance of baseboard-based AI servers, which offer greater customization and lower costs for clients, contributing to a more positive demand outlook [12]. Conclusion - The global server market, particularly in the AI segment, is poised for substantial growth driven by increased demand for AI infrastructure and significant capital investments from leading cloud service providers. The shift towards ASIC chips and diversified chip platforms is expected to further enhance market dynamics in the coming years.

Group 1 - Goldman Sachs has updated its global server market forecast, expecting total revenue to reach $433.1 billion, $606.1 billion, and $763.9 billion in 2025, 2026, and 2027 respectively, with year-on-year growth rates of 71%, 40%, and 26% [2] - AI training servers are identified as the core growth engine, with projected revenues of $234.8 billion, $369.8 billion, and $506.2 billion for the same years, reflecting year-on-year growth rates of 97%, 57%, and 37% [2] - The report highlights a structural transformation in the global server market, driven by accelerated ASIC server penetration and significant capital expenditure growth from global cloud service providers, maintaining a high prosperity period from 2025 to 2027 [1][2] Group 2 - ASIC chip penetration in AI servers is expected to increase, with forecasts of 38%, 40%, and 50% for 2025, 2026, and 2027 respectively, up from a previous estimate of 45% for 2027 [3] - The demand for AI chips corresponding to AI servers is projected to reach 11 million, 16 million, and 21 million units in 2025, 2026, and 2027, representing increases of 7%, 17%, and 26% from previous forecasts [3] - The AI rack server market is shifting from reliance on Nvidia to a more diversified competition, with non-Nvidia solutions like AMD's Helios expected to gain market share [4] Group 3 - High-power AI training servers are projected to see significant growth, with shipment forecasts of 692,000, 952,000, and 1,227,000 units for 2025, 2026, and 2027, and corresponding market sizes of $180.2 billion, $205.2 billion, and $251.1 billion [5] - AI inference servers are expected to grow steadily, with shipment forecasts of 470,000, 539,000, and 656,000 units, and market size increasing from $29.8 billion to $48.4 billion from 2025 to 2027 [6] - The general server market is returning to normal growth, with shipment growth rates of 11%, 8%, and 2% for 2025, 2026, and 2027, and revenue growth rates of 51%, 19%, and 5% [7] Group 4 - Key companies in the server supply chain include ODM manufacturers like Wistron, Quanta, and Hon Hai, with Hon Hai being a leader in AI server market share [8] - Liquid cooling manufacturers such as AVC and Auras are highlighted for their roles in the cooling solutions for AI servers, with AVC providing custom cooling solutions for Nvidia's platforms [10][11] - TSMC is recognized as a foundational player in the AI chip and ASIC manufacturing sector, while companies like Chenbro and GCE are noted for their roles in critical components for server manufacturing [12]

【中关村在线北京行情】近日，华为 FusionServer Pro 2288H V5服务器在中关村在线商家"北京神州普华 (钻石经销商)"特价促销，现货价58800元含 13%专票，【商家活动】赠品：京东E卡 (购买一件及以上，赠 完即止）更多优惠详情请致电或微信 13911719964。华为FusionServer 2288H V5作为一款2U机架式服务 器，在性能与扩展性上表现卓越。它搭载英特尔至强可扩展处理器，多核心多线程的设计使其在多任务处 理时游刃有余。内存方面，支持多条DDR4 ECC内存，不仅确保了数据的准确性，还大幅提升了读写速 度。存储配置十分灵活，多种硬盘配置方案可满足不同规模的存储需求，全SSD配置更是显著增强了I/O性 能。网络功能丰富，板载网卡与灵活网卡插卡的搭配，提供了多样的网络接口选择，众多的PCIe扩展插槽 也为服务器的扩展提供了广阔空间。此外，华为iBMC芯片以及可选配的FusionDirector管理软件，赋予了 它强大的智能管理能力，可实现全生命周期的智能化管理。 在应用场景上，华为FusionServer 2288H V5有着广泛的适用 性。在云计算虚拟化领域，它能够高 ...

Core Insights - Lenovo has launched its first 2U single-socket server, the Lenovo Wentiang WR5215 G5, based on the AMD EPYC processor, featuring a 50% increase in CPU core count compared to the previous generation [1][3] - The server is designed to provide robust computing power for high-load scenarios such as AI training, virtualization, and scientific computing, with up to 3TB of TruDDR5 memory and 14 PCIe expansion slots [1][3] Performance and Efficiency - The Lenovo Wentiang WR5215 G5 achieves a 25% significant improvement in AI workload performance through deep software-hardware integration optimization [1][3] - Its single-socket design can save up to 25% in overall power consumption compared to traditional dual-socket solutions, while the Lenovo Wentiang Haishen liquid cooling technology enhances cooling capacity by 100% [1][2][4] Compatibility and Cost Savings - The server is fully compatible with mainstream domestic software and hardware ecosystems, having completed deep adaptation and mutual certification with operating systems like Tongxin UOS and Kirin, as well as various domestic databases and virtualization platforms [2][4] - This compatibility helps users achieve smooth migration to domestic platforms and significantly reduces core CPU software licensing costs by up to 50% [2][4] Green Computing Initiatives - The Lenovo Wentiang WR5215 G5 can be equipped with Lenovo Wentiang Haishen liquid cooling technology, which covers CPU, memory, power supply, and GPU, effectively supporting the construction of data centers with a PUE value below 1.2, aligning with sustainable development goals [2][4]

【环球网科技综合报道】1月4日消息，联想集团宣布推出首款基于AMD EPYC™处理器的2U单路 （2U1S）标准机架服务器——联想问天 WR5215 G5。该产品集成了第五代AMD EPYC™处理器，CPU 核心数较上一代大幅提升50%，并配备高达3TB的TruDDR5内存及14个PCIe扩展插槽 。 具体来看，联想问天 WR5215 G5搭载第五代AMD EPYC™处理器，其核心数量较上一代提升高达 50%，结合128条PCIe Gen 5通道及高性能TruDDR5内存，可带来高达25%的AI工作负载性能提升。而其 灵活的架构设计支持最多8个单宽或4个双宽GPU，能为深度学习训练与推理提供强大的并行计算能力。 据介绍，通过深度软硬一体化优化，联想问天 WR5215 G5服务器不仅在AI工作负载性能上实现25%的 显著提升，更在能效与成本层面实现双重突破：其单路设计可比传统双路方案节省高达25%的整机功 耗，配合联想问天海神液冷技术实现关键部件全覆盖，散热能力提升100%。 在绿色计算方面，联想问天 WR5215 G5服务器可选配联想问天海神液冷技术，通过CPU、内存、电源 及GPU的全方位液冷覆盖，将系统散 ...

Core Insights - Super Micro Computer, Inc. (SMCI) reported adjusted earnings per share of $0.35 for fiscal first quarter 2026, missing Wall Street expectations of $0.40, with revenue of $5.02 billion compared to analyst expectations of $6 billion [1][2] - Goldman Sachs highlighted that SMCI's earnings fell short due to customer deliveries being pushed to the next quarter as customers upgrade their designs [2] - The firm has a Sell rating on SMCI due to long-term profitability concerns in a competitive AI server market, while Bank of America has an Underperform rating with a price target of $34 [3] Financial Performance - SMCI's fiscal first quarter 2026 EPS of $0.35 missed the guidance range of $0.40-$0.52, attributed to revenue miss driven by delivery delays [2] - The guidance for fiscal second quarter 2026 indicates a doubling of revenue quarter-over-quarter, but a sequential decline of approximately 300 basis points in gross margins is expected [2] Market Position and Competitive Landscape - SMCI is recognized for its large manufacturing capacity and ability to ship thousands of liquid-cooled racks monthly, which are seen as competitive advantages [3] - Analysts caution that the AI server market is becoming increasingly competitive, with larger deals often resulting in tighter margins due to competitive bidding processes [4] Investment Outlook - While SMCI shows potential as an investment, analysts suggest that other AI stocks may offer greater upside potential with less downside risk [5]

Core Viewpoint - Super Micro Computer, Inc. has introduced a new high-density server platform aimed at enhancing compute workloads, leading to a notable increase in its stock price. Group 1: Product Announcement - The company unveiled a new 6U SuperBlade platform that features both liquid and air cooling systems [1] - The SBI-622BA-1NE12-LCC system is equipped with dual Intel Xeon 6900 Series processors, each capable of supporting up to 256 P-cores [1] Group 2: Performance and Efficiency - The new platform can accommodate up to 10 blades within a 6U enclosure, achieving a maximum of 25,600 cores per rack [1] - The design allows for a reduction in cabling by up to 93% and decreases space requirements by approximately 50% compared to traditional 1U servers [2] Group 3: Target Applications - The system is specifically designed for high-performance computing (HPC) and artificial intelligence (AI) workloads, including applications in research, finance, and modeling [2] Group 4: Memory and Connectivity - Each blade supports up to 3TB of DDR5 memory and offers multiple storage options, including PCIe 5.0 NVMe [3] - The chassis includes two 25G Ethernet switches with 100G uplinks and flexible PCIe expansion capabilities [3] Group 5: Management Features - The chassis management system enables remote control of blades, power, cooling, and networking, along with BIOS access [3] Group 6: Stock Performance - Following the announcement, Super Micro Computer shares increased by 6.82%, reaching a price of $31.26 [3]