India, July 25 -- TrendForce's latest investigations find that the overall server market has recently stabilized, with ODMs concentrating efforts on AI server development. Starting in Q2, shipments of new Blackwell-based platforms-such as the NVIDIA GB200 rack and HGX B200-have gradually ramped up, while next-generation B300 and GB300 series products have entered the sampling and validation phase.

TrendForce projects that Blackwell GPUs will account for over 80% of NVIDIA's high-end GPU shipments in 2025.

Oracle's expansion of AI data centers in North America has generated significant order growth for Foxconn, while also benefiting suppliers like Supermicro and Quanta. Supermicro's primary growth driver this year is its AI server busine...