#United States #Redwood City #NVIDIA #Dell'Oro Group #AI Accelerators

AI Accelerators Propel Growth in Data Center Components

In a recent report by Dell'Oro Group, a notable upward trend in global data center server and storage component revenues has been noted for the third quarter of 2025, with a remarkable 40% year-over-year increase. This growth has been predominantly driven by heightened demand for AI accelerators, alongside complementary components such as High Bandwidth Memory (HBM), Network Interface Cards (NICs), and storage drives. Baron Fung, a Senior Research Director at Dell'Oro Group, attributed this surge primarily to NVIDIA's Blackwell Ultra ramping up across major hyperscalers and emerging cloud providers in the U.S.

Key Drivers of Growth

The dramatic increase in component revenue has been multifaceted. Key factors influencing this spike include:

• - The strong performance from NVIDIA, particularly the launch of their Blackwell Ultra accelerator, which has gained traction within both hyperscale environments and new cloud markets.
• - Deployment of custom accelerators from hyperscale clients, particularly notable players like Google and Amazon, which have geared up extensive training and inference projects for foundational AI models.
• - Significant cloud agreements with major companies, including Anthropic and Meta, have also propelled the demand for these advanced computing components.

Fung further elaborated, stating that while hyperscalers demonstrated robust demand for general-purpose CPU and storage, the enterprise market showed signs of uneven growth. The recent server refresh cycle provided a temporary boost, though it is showing signs of tapering off.

Forecast for the Future

Looking ahead, the Server and Storage Systems Component market is predicted to experience an impressive 48% growth in 2025. NVIDIA not only led the revenues in data center IT components but was closely followed by other key players like SK Hynix and Samsung. The demand for HBM, in conjunction with the rising prices of DRAM and SSD components, contributed significantly to this thriving marketplace.

In 2026, high-end accelerators are expected to remain the primary growth catalyst. New launches such as NVIDIA’s Vera Rubin and AMD's MI400 rack-scale platforms are set to dominate the revenue growth landscape, along with further custom accelerator innovations from Google and Amazon.

Insights from the Report

Dell'Oro Group has been diligently tracking market dynamics since 2018, focusing on the revenue, unit shipments, pricing trends, and market shares of key semiconductor and component manufacturers within the data center sector. Their detailed quarterly analysis encompasses major semiconductors and components, including:

• - Central Processing Units (CPUs)
• - Accelerators like Graphics Processing Units (GPUs), FPGAs, and custom AI ASICs
• - Networking components such as Ethernet adapters and Smart NICs
• - Memory components like HBM and DRAM, alongside traditional HDDs and NAND/SSDs

For comprehensive insights and to purchase this revealing report, interested parties can reach out to Dell'Oro Group at their official contact points.

About Dell'Oro Group

Dell'Oro Group is a prominent market research firm with a focus on strategic competitive analysis across telecommunications, security, enterprise network infrastructure, and data center markets. They deliver profound qualitative and quantitative insights to aid businesses in making informed decisions in a rapidly evolving technological landscape. For more information, you can connect with Dell'Oro Group directly via their website or contact them at +1.650.622.9400.