"According to Parks Associates, approximately 30 million U.S. households have a broadband connection, 50 million have either digital cable or direct broadcast satellite (DBS) television service, 18+ million households have a data networking solution, and 75% of U.S. households have a DVD player. As the number of advanced products and services increases, also boosting the number of companies involved in these digital markets, both the complexity and potential for these markets have escalated."
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...