Microsoft, Google, AWS, and Meta will collectively account for over 60% of global demand for high-end AI servers in 2024, according to a report from Trendforce.
Microsoft will account for 20.2% of the demand, followed by Google at 16.6%, AWS at 16%, and Meta at 10.8%.
Nvidia, along with AMD and other leading ASIC chip manufacturers, is poised to drive the supply. However, ongoing restrictions on exports to China increased proprietary technologies, and intensified competition may present hurdles.
