IDC: accelerated servers dominate

IDC’s tracker shows servers with embedded accelerators captured 91.8% of server-related AI infrastructure spending in Q2 2025, expanding 207.3% year‑over‑year that quarter. (my.idc.com) The firm forecasts accelerated servers will exceed 95% of server AI spending by 2029 and that AI infrastructure will grow at a roughly 42% five‑year CAGR. (my.idc.com) Vendor revenue for the global server market hit $112.4 billion in Q3 2025, a 61% year‑over‑year gain driven primarily by GPU‑ and accelerator‑heavy systems. (storagereview.com) IDC data show the United States led regional growth in 2025, with accelerated server deployments jumping about 105.5% and U.S. server revenue up 79.1% year‑over‑year. (techloy.com) Market share concentration is high: IDC and coverage note Nvidia accounted for more than 90% of shipments of servers with embedded GPUs in late‑2024, underscoring why validated GPU + networking stacks are the common platform choice. (networkworld.com) IDC also notes cloud‑deployed servers will represent roughly 75% of the market by 2028, signaling hyperscalers and cloud providers will remain the primary buyers of accelerated, validated systems. (businesswire.com) While storage growth is outpaced by servers, IDC reported OEM external enterprise storage revenue of $9.683 billion in Q4 2025 and a $33 billion full‑year total for 2025, marking the segment’s first positive year‑over‑year move in that cycle. (cloudnews.tech)