McKinsey suggests that the time is ripe for an industrial revolution, and details a Deutsche Telekom case study -- "The costly build-to-order approach of typical IT infrastructures may soon be a thing of the past, thanks to advances in technology and to new management practices. Leading companies are moving toward a less complex model characterized by standard and reusable products, transparent pricing, and better use of IT resources. Companies can make their information technology systems up to 30 percent more productive by adopting a standardized model. To undertake this shift, CIOs must rethink the organization, architecture, and procurement processes of their IT organizations."
The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles. The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements. IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...