AI Demand Seen Driving Server Market to Near $1T by 2030 -- Market Talk

Dow Jones

2025/07/10

11:40 ET -- Strong growth in artificial intelligence servers should continue and help drive the overall server market to close to $1 trillion in sales by 2030, BofA Securities analysts say in a note. AI server revenue will likely rise at an average rate of 28% until then, with double-digit growth from those for both training and inference, the analysts say. Dell and Hewlett Packard Enterprise are best poised to directly benefit from such trends, and already have large existing AI server backlogs, the analysts say.(kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

July 10, 2025 11:40 ET (15:40 GMT)

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