US Export Restrictions Impact Global AI Server Shipments Growth in 2025
ByAinvest
Thursday, Jul 3, 2025 3:45 pm ET1min read
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Global AI server shipments are projected to grow by 24.3% YoY in 2025, driven by sustained demand from North American CSPs and OEM customers. However, geopolitical tensions and US export restrictions have tempered growth. Microsoft, Meta, Google, and AWS are leading the market with investments in AI infrastructure and in-house ASIC development. Oracle is focusing on purchasing AI servers and integrating its core cloud database services with AI applications. Server enterprise OEMs are reassessing their market strategies due to changes in international tariff policies.
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