数据中心市场洞察- 第一部分：服务器整体情况-Hardware Technology-Datacenter Market Insights – Part 1 Overall Servers

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 March 24, 2026 06:52 AM GMT Hardware Technology | Asia Pacific Datacenter Market Insights – Part 1: Overall Servers Total server shipments grew 10% y/y in 4Q25, as cloud remains the main driver, but enterprise demand was also recovering from troughs. We continue to expect AI and non-AI servers to see strong growth throughout 2026. Global server shipments totaled 4.4mn units in 4Q25 (+4% q/q, +10% y/y): The sequential increase continued to be driven by cloud, particularly for gen ...