AI server market statistics, every number sourced.
The headline figures behind the AI server buildout: who ships what volume, who grew how fast, and what the backlogs look like. Each statistic links to its source; the revenue table derives from our vendor profiles. Updated 2026-07-15. Cite freely with attribution.
§ 01 · Headline figures
~1,000 racks/week
Foxconn AI rack output
~40% of each rack's components made in-house (chairman statement)
source: blogs.nvidia.com~29,000 racks (2025), 70,000-80,000 forecast (2026)
GB200/GB300 NVL72 industry shipments
industry tracking estimate
source: technetbooks.com53.2%
Top-4 Taiwanese ODM share of the world server market, Q4 2025
Foxconn, Quanta, Wistron, Inventec combined
source: taipeitimes.com40-50%
Supermicro share of AI GPU server deployments, 2024
down from roughly 80% in 2022 as competition intensified
source: en.wikipedia.org$51.3B
Dell AI server backlog, after Q1 FY2027
FY2027 AI server revenue guidance ~$60B
source: futurumgroup.comover 60%
HPE cumulative AI orders from sovereign and enterprise buyers
rather than hyperscalers; $6.8B new AI systems orders in FY2025
source: hpe.com+183% YoY
ASRock Rack FY2025 revenue growth
AI servers ~80% of sales; gross margin compressed from 17.1% to 8.2%
source: digitimes.com+164% YoY (NT$950.7B, ~$30B)
Wiwynn FY2025 revenue growth
Meta reportedly over 50% of revenue
source: digitimes.com+107% YoY (NT$2.18T, first time over NT$2T)
Wistron FY2025 revenue growth
AI products ~70% of revenue by early 2026
source: finance.biggo.com32-52 weeks
GPU-optimized HPE ProLiant lead times, 2025
secondary-source report, driven by industry-wide GPU allocation
source: hpe.com+117% YoY ($5.5B in one quarter)
Hyve Solutions gross billings growth, Q2 FY2026
deals with all five largest US hyperscalers
source: digitalcommerce360.com§ 02 · Vendor revenue and identity
Latest disclosed revenue per vendor, as recorded on each profile (group revenue unless noted; sources on the profile pages).
| Vendor | Tier | Revenue | Ownership |
|---|---|---|---|
| Supermicro | Global OEMs | $21.97B (FY2025, ended June 2025) | public (NASDAQ: SMCI) |
| Dell Technologies | Global OEMs | $113.5B (FY2026, ended Jan 2026) | public (NYSE: DELL) |
| HPE | Global OEMs | $34.3B (FY2025, ended Oct 2025) | public (NYSE: HPE) |
| Lenovo | Global OEMs | $83.1B group, $19.2B Infrastructure Solutions Group (FY2025/26, ended March 2026) | public (HKEX: 992) |
| Cisco | Global OEMs | $56.7B (FY2025, ended July 2025) | public (NASDAQ: CSCO) |
| Fujitsu | Global OEMs | JPY 3,502.9B group (FY2025, ended March 2026) | public (TSE: 6702) |
| Bull (ex Eviden) | Global OEMs | ~EUR 0.7B (FY2025, Advanced Computing activities) | 100% owned by the French State since March 31, 2026 (carved out of Atos for up to EUR 404M) |
| Hitachi Vantara | Global OEMs | TBD (not disclosed separately by Hitachi) | subsidiary of Hitachi, Ltd. (TSE: 6501) |
| IBM | Global OEMs | $67.5B (FY2025, +8% YoY); Infrastructure segment $15.7B | public (NYSE: IBM) |
| NEC | Global OEMs | JPY 3,582.7B group (FY2025, ended March 2026, ~$23B) | public (TSE: 6701) |
| Foxconn / Ingrasys | ODM system designers | NT$8.1 trillion (FY2025, +18% YoY); cloud and networking became the largest product category in Q4 2025, surpassing consumer electronics for the first time | public (TWSE: 2317); FII public (Shanghai: 601138, ~70% Hon Hai); Ingrasys private subsidiary |
| Quanta / QCT | ODM system designers | NT$2.12 trillion (~$67B, FY2025, +50% YoY, first time over NT$2T); servers ~80% of revenue in Q1 2026 | public (TWSE: 2382) |
| Wistron | ODM system designers | NT$2.18 trillion (~$68B, FY2025, +107% YoY, first time over NT$2T); AI products ~70% of revenue by early 2026 (chairman statement) | public (TWSE: 3231) |
| Wiwynn | ODM system designers | NT$950.7B (~$30B, FY2025, +164% YoY); AI products over half of revenue | public (TWSE: 6669); spun off from Wistron, which retains 35.45% |
| Inventec | ODM system designers | NT$691.1B (~$21.7B, FY2025, +7% YoY, record); servers crossed 50% of company revenue for the first time | public (TWSE: 2356) |
| Pegatron | ODM system designers | NT$1,117.2B (FY2025) | public (TWSE: 4938) |
| Compal Electronics | ODM system designers | NT$757.5B (FY2025) | public (TWSE: 2324) |
| MiTAC Computing (TYAN) | ODM system designers | MiTAC Holdings NT$105.6B (FY2025, +72% YoY); MiTAC Computing standalone TBD | subsidiary of MiTAC Holdings (TWSE: 3706) |
| GIGABYTE (Giga Computing) | ODM system designers | GIGABYTE consolidated record NT$336.9B (FY2025, ~$10.6B), driven largely by AI servers | subsidiary of GIGA-BYTE Technology (TWSE: 2376) |
| ASUS | ODM system designers | NT$738.9B (FY2025, +26% YoY); enterprise segment +85% YoY | public (TWSE: 2357) |
| ASRock Rack | ODM system designers | NT$24.9B (FY2025, +183% YoY); AI servers ~80% of sales | public (TPEx: 7711, listed Nov 2025); subsidiary of ASRock (TWSE: 3515), majority-controlled by Pegatron |
| MSI | ODM system designers | NT$230.2B (~$7.3B, FY2025, +16% YoY) | public (TWSE: 2377) |
| AIC Inc. | ODM system designers | ~$241M TTM (Dec 2025) | public (TPEx: 3693) |
| Hyve Solutions | Hyperscale design-manufacturers | Q2 FY2026 gross billings $5.5B (+117% YoY) | subsidiary of TD SYNNEX (NYSE: SNX) |
| Aivres | Hyperscale design-manufacturers | TBD (private subsidiary) | subsidiary of Inspur Electronic Information Industry Co. (SHE: 000977) |
| KAYTUS | Hyperscale design-manufacturers | TBD | Inspur Group entity (named alongside IEIT Systems and Aivres in HPE's 2024 lawsuit) |
| Celestica | Hyperscale design-manufacturers | $12.39B (FY2025, +28% YoY) | public (NYSE/TSX: CLS) |
| ZT Systems | Hyperscale design-manufacturers | ~$5-6B annualized (manufacturing business under Sanmina) | manufacturing business plus the ZT Systems brand owned by Sanmina (acquired from AMD Oct 2025, up to $3.0B); the ~1,000-engineer design business retained by AMD as AMD Design, LLC |
| Flex | Hyperscale design-manufacturers | $27.9B (FY2026, ended March 2026); Cloud and Power Infrastructure segment $6.6B (+38% YoY) | public (NASDAQ: FLEX) |
| Aetina | Edge & specialist designers | TBD (parent Innodisk FY2025 group revenue NT$14.26B) | subsidiary of Innodisk Group (TPEx: 5289) |
| Advantech | Edge & specialist designers | $2,274M / NT$70.9B (FY2025, +19% YoY) | public (TWSE: 2395) |
| ADLINK | Edge & specialist designers | NT$11.8B (FY2025, +17% YoY) | public (TWSE: 6166); AUO Corporation holds 32.8% and board majority since June 2025 |
| One Stop Systems | Edge & specialist designers | $32.2M (FY2025, continuing operations, +31% YoY) | public (NASDAQ: OSS) |
| Inspur | China domestic (export-restricted) | RMB 164.78B (FY2025, +43% YoY) | public (SHE: 000977), majority owned by state-linked Inspur Group |
| H3C | China domestic (export-restricted) | RMB 75.98B (FY2025, +38% YoY) | majority-owned subsidiary of Unisplendour (SHE: 000938), controlled by New Tsinghua Unigroup |
| xFusion | China domestic (export-restricted) | RMB 58.2B (~$8.6B, FY2025) | private, Henan provincial SOE-backed (~65%), China Telecom and China Mobile investors; Shenzhen ChiNext IPO in progress (accepted May 2026) |
| Sugon | China domestic (export-restricted) | RMB 14.97B (FY2025, +14% YoY) | public, largest shareholder Chinese Academy of Sciences (~23%) |
NOTE — Figures span different fiscal years and currencies as disclosed; do not sum across rows. One source of record per number: each value lives on the vendor's profile with its citation.