According to the latest survey by TrendForce, the overall server market has recently reached a stage of stabilization, indicating a period of steady development and adjustment within the industry. A key trend highlighted in the report is the growing focus of Original Design Manufacturers (ODMs) on developing AI servers, in response to the rising demand for artificial intelligence applications across various sectors. Beginning in the second quarter of the year, these ODMs have steadily increased production of new products based on NVIDIA's latest Blackwell platform. Notably, the GB200 Rack and HGX B200 have been leading this production surge. This strategic effort reflects the industry’s expectation of growing demand for high-performance computing tailored specifically to AI workloads. Furthermore, the report notes that NVIDIA’s newer B300 and GB300 GPU series have entered the crucial sampling and verification phase—a significant milestone in their product lifecycle—indicating they are on track for future market deployment and adoption. These series are expected to enhance the performance and efficiency of AI servers significantly once fully integrated. TrendForce estimates that Blackwell GPUs will make up over 80% of NVIDIA’s high-end GPU shipments within this year. This dominant market share underscores the success and importance of the Blackwell platform in meeting increasing computational demands for AI applications.

It also marks a shift toward more advanced and capable server hardware solutions. Looking ahead to 2025, the expansion of GB200 and GB300 Rack shipments is projected to drive continued growth in the adoption of liquid cooling solutions for high-end AI chips. Liquid cooling provides superior heat dissipation compared to traditional air cooling, which is critical for maintaining the performance and reliability of high-density, power-intensive servers running demanding AI workloads. The increasing preference for liquid cooling reflects a broader trend toward improving data center efficiency and sustainability while addressing the thermal challenges posed by next-generation AI hardware. As AI servers become more powerful and widespread, effective cooling solutions, particularly liquid cooling, are becoming essential components in server design. In summary, the server market is undergoing a phase of consolidation and technological progress, largely driven by the expansion of AI computing demands. ODMs are strategically scaling production of AI-focused servers based on NVIDIA’s Blackwell platform, which is emerging as a dominant force in the high-end GPU market segment. At the same time, advances in cooling technologies, especially the growth of liquid cooling adoption, are gaining momentum to support the intense heat output from these cutting-edge AI chips. Together, these developments point to a dynamic, evolving server market landscape poised for strong growth and technological advancement in the years ahead.