Ironically, according to a study by the Information Technology Association of America (ITAA) entitled Race to the Horizon -- "U.S. leadership in high technology faces challenges domestically and abroad. This pressure comes from global competitors who share America�s appreciation for the economic, political and social benefits of high tech; and from domestic legislators who would subject parts of the IT industry to burdensome regulation or discriminatory taxation. Foreign nations are willing and able to do what it takes to race ahead of today�s market incumbents and our own lawmakers seem to always rationalize the need for further control � despite the negative impacts this control would have on the industry. Over the next four years the next Administration, the Congress and the states will play a critical role in determining whether the U.S. retains its lead or, through lack of clear vision and halting public policy resolve, allows itself to slip into also ran status."
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...