{
  "id": 6773708,
  "title": "Higher prices can't crimp server sales as AI drives demand",
  "url": "https://urgent.news/2026/09/11/higher-prices-cant-crimp-server-sales-as-ai-drives-demand-6773708",
  "topic": "ai",
  "section": "AI",
  "published": "2026-09-11T14:27:00.000Z",
  "source": {
    "name": "The Register Science",
    "slug": "the-register-science",
    "url": "https://www.theregister.com/systems/2026/09/11/higher-prices-cant-crimp-server-sales-as-ai-drives-demand/5295827"
  },
  "original_language": "en",
  "account": "The server market continues to expand, buoyed by artificial intelligence (AI) infrastructure spending that extends beyond hyperscalers to encompass corporate and government clients. In the second quarter, server sector revenue hit an all-time high of $166.3 billion, marking a 52 percent surge compared to the same period last year. This contrasts with PC shipments, which have declined due to higher prices caused by memory component shortages. Despite average selling prices (ASPs) being driven up by elevated memory costs and ongoing supply issues with other components, larger vendors managed to maintain their revenue through server sales. In fact, server shipments rose by 15.4 percent year-on-year during Q2, even as ASPs for GPU-accelerated systems jumped by nearly 44 percent to $170,200, and for non-accelerated systems increased by over 33 percent to nearly $13,000.\n\nAI infrastructure investment from hyperscalers and large cloud providers is the primary driver of demand, according to market intelligence firm IDC. GPU-accelerated servers for AI purposes accounted for nearly 53 percent of total revenue during Q2. However, AI server adoption is extending beyond the largest players into enterprise and government applications across numerous countries. This growing demand is largely resistant to commercial budget cycles, driven by policy and capital expenditures. The shift in the server market can be seen in the expanding customer base, beyond the major hyperscalers to specialized cloud providers, sovereign AI programs backed by public funds, and enterprises starting to adopt agentic and inferencing workloads. Non-x86 servers now represent 44.8 percent of all server market revenue, a rise from the first quarter when they constituted nearly half of the total. The primary share holders are Dell Technologies (13.4 percent), Supermicro (6.1 percent), Lenovo (5.1 percent), and HPE (3.5 percent). The United States leads the server market, accounting for $112.2 billion in Q2 or 67.4 percent of global revenue, followed by China with $26.4 billion, Asia-Pacific excluding China and Japan at $10.9 billion, and Western Europe with $9.1 billion.",
  "summary": "Shipments rise with enterprise and government buyers joining the hyperscaler spending spree",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "The Register",
        "title": "Higher prices can't crimp server sales as AI drives demand",
        "url": "https://urgent.news/2026/09/11/higher-prices-cant-crimp-server-sales-as-ai-drives-demand",
        "published": "2026-09-11T14:27:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}