India, July 2 -- TrendForce reports that major North American CSPs remain the primary drivers of AI server market growth. Steady demand is also being bolstered by tier-2 data centers and sovereign cloud projects in the Middle East and Europe. With sustained demand from North American CSPs and OEM customers, global AI server shipments are projected to maintain double-digit growth in 2025.

However, geopolitical tensions and US export restrictions impacting the Chinese market have led TrendForce to slightly revise its forecast, projecting a 24.3% YoY increase in global AI server shipments for the year.

Microsoft continues to focus investments in AI this year, which has partially suppressed purchases of general-purpose servers. For its AI i...