Recent #Dell Technologies news in the semiconductor industry
➀ The server market grew 91% year-over-year in Q4 2024, with revenue reaching a record $77.3 billion. Revenue from x86 servers increased 59.9% to $54.8 billion, and non-x86 servers increased 262.1% to $22.5 billion. Servers with embedded GPUs saw a 192.6% year-over-year growth.
➁ Nvidia dominated the server GPU market with over 90% of shipments with embedded GPUs in 2024Q4. The adoption of servers with embedded GPUs by hyperscalers and cloud service providers has been a significant driver of market growth.
➂ The U.S. was the second fastest-growing region in the server market, with China also experiencing significant growth. Dell Technologies and Supermicro tied for the number one position in the market, followed by Hewlett Packard Enterprise, IEIT Systems, and Lenovo.