TrendForce recently reported a significant surge in AI server demand, substantially driving shipments of NVIDIA's latest Blackwell GPUs. This trend underscores AI technology's pivotal role in shaping current and future server market dynamics. After several quarters of fluctuation, the overall server market has stabilized, enabling Original Design Manufacturers (ODMs) to strategically focus on developing AI-centric servers, recognizing the growing need for advanced AI processing capabilities. Starting from Q2, ODMs have progressively ramped up production of new servers built on NVIDIA's cutting-edge Blackwell platform, including the GB200 Rack and HGX B200 servers. These leverage Blackwell GPUs' powerful computational efficiency to enhance AI performance, demonstrating the industry's commitment to integrating the latest GPU technologies to meet rising AI workload demands. Meanwhile, the more advanced B300 and GB300 series have reached critical sampling and verification stages, undergoing rigorous testing to ensure performance, reliability, and compatibility before mass production. Progress through these phases signals strong confidence in their readiness for diverse, demanding AI applications. TrendForce projects that Blackwell architecture-based GPUs will dominate NVIDIA's high-end GPU shipments throughout the year, expected to represent over 80% of high-end shipments in the coming months. This highlights Blackwell GPUs' central role in powering advanced AI servers and the industry's rapid shift toward AI-driven computing solutions. The increased adoption of Blackwell GPUs aligns with broader technology trends, where AI remains a primary driver of innovation and investment.

Enterprises across sectors are increasingly adopting AI to enhance analytics, automate processes, and develop intelligent applications, fueling demand for powerful, AI-optimized hardware platforms. Moreover, the server market stabilization alongside a focus on AI server development reflects a maturation phase, as manufacturers and ODMs align products with emerging technological priorities to meet evolving needs of data centers, cloud providers, and enterprise IT infrastructures that require robust AI capabilities. NVIDIA’s Blackwell GPU architecture marks a significant advancement, offering superior performance, energy efficiency, and scalability tailored for AI workloads. As AI models grow more complex and compute-intensive, such advanced GPU solutions become vital. By capturing a substantial share of the high-end GPU market, Blackwell-driven servers are poised to become foundational to next-generation AI infrastructure. In summary, TrendForce’s analysis highlights how AI server demand is accelerating NVIDIA’s Blackwell GPU shipments. ODMs’ increased production of Blackwell-based products and progress of newer series through validation stages indicate a robust, growth-oriented server market centered on AI capabilities. With Blackwell GPUs expected to dominate over 80% of NVIDIA’s high-end shipments this year, the AI server segment is positioned for significant expansion, reflecting the wider integration of AI across computing environments and industry sectors.