Table of Contents
Report Overview
The North America AI Server encompasses the systems designed to manage and accelerate artificial intelligence (AI) workloads across various industries. These servers are equipped with specialized hardware such as GPUs, ASICs, and FPGAs, which are essential for handling the intensive computational tasks associated with AI applications. The market includes a broad range of server types tailored to specific needs, from data management to AI model training and inference.
The North America AI server market is set for robust expansion, with its size projected to increase from USD 13.78 billion in 2024 to approximately USD 161.17 billion by 2034. This growth reflects a strong compound annual growth rate (CAGR) of 27.8% during the forecast period from 2025 to 2034. The rise of AI-powered workloads in data centers, driven by applications in machine learning, computer vision, and generative AI, is a key factor propelling this market.
Within the region, the United States remains the dominant contributor, with its market size recorded at USD 12.88 billion in 2024, and is expected to maintain momentum at a CAGR of 27.82%. This growth is underpinned by substantial investments from hyperscale cloud providers, rapid deployment of AI models across industries, and increasing demand for high-performance computing infrastructure. As AI adoption accelerates in sectors such as finance, healthcare, and automotive, the U.S. is positioned to lead innovation and scale in AI server deployment.
The demand for AI servers in North America is largely fueled by the need for high-speed data processing and the ability to perform complex calculations required for real-time analytics and decision-making systems. This is critical for sectors that rely heavily on data-driven strategies to maintain competitiveness and operational efficiency.
Current trends in the market include the integration of AI in edge devices, the use of AI for automated decision systems, and real-time analytics. The adoption of cloud-based AI servers is also on the rise, offering scalability and flexibility to businesses looking to deploy AI solutions efficiently. Investment opportunities in the North American AI Server market are vast, particularly in developing AI-driven applications for sectors like healthcare, which require robust data analysis capabilities.
The business benefits of investing in AI servers include enhanced operational efficiency, better data management, and gaining a competitive edge through advanced analytics. Recent technological advancements in the AI server market include the development of energy-efficient AI servers, incorporation of next-generation AI chips, and significant improvements in network connectivity, which are pivotal in supporting the increasing demands for AI services.
Key Takeaways
- North America AI server market reached USD 13.78 billion in 2024, expected to grow strongly to USD 161.17 billion by 2034 at a robust 27.8% CAGR.
- United States dominated the regional landscape with USD 12.88 billion in 2024, reflecting a steady growth path with 27.82% CAGR.
- AI data servers led the market by type, contributing 39.63% share in 2024, driven by rising demand for data-intensive AI workloads.
- GPUs remained the top hardware choice, capturing 58.55% market share in 2024, due to their efficiency in parallel processing for AI applications.
- IT and Telecom sector emerged as the key adopter, holding 27.71% share in 2024, backed by increasing AI integration across network operations and data centers.
Regional Analysis
The U.S. AI server market is witnessing rapid acceleration, with its valuation expected to grow from approximately USD 12.9 billion in 2024 to about USD 149.9 billion by 2034. This surge represents a strong compound annual growth rate (CAGR) of 27.82% between 2025 and 2034. In the near term, the market is projected to expand to USD 16.5 billion by 2025, driven by increasing reliance on artificial intelligence across enterprise and government sectors.
Market Share By Country from 2019 to 2024 (%)
| Country | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| US | 93.70% | 93.66% | 93.62% | 93.57% | 93.60% | 93.46% |
| Canada | 6.30% | 6.34% | 6.38% | 6.43% | 6.40% | 6.54% |
The expansion is fueled by growing deployment of AI models requiring high-performance computing infrastructure, including GPUs and specialized server architectures. The rise of generative AI, autonomous systems, and intelligent analytics is reshaping demand in data centers, compelling enterprises to scale up their AI processing capabilities. As a result, the U.S. is expected to remain at the forefront of global AI infrastructure development, supported by strong R&D investment, robust cloud ecosystem, and rapid AI adoption across healthcare, finance, defense, and manufacturing sectors.
Server Type Analysis
In 2024, the AI data server segment played a pivotal role in shaping the North American AI server market, capturing a substantial 39.63% of the overall market share. This segment’s strength stems from its ability to manage, store, and retrieve massive datasets generated by AI-powered applications across sectors such as healthcare, finance, and automotive. As AI models grow in complexity, data servers serve as the foundational infrastructure supporting real-time processing and continuous learning environments.
Market Share By Server Type Analysis from 2019 to 2024 (%)
| Server Type | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| AI Data | 40.41% | 40.25% | 40.10% | 39.94% | 39.79% | 39.63% |
| AI Training | 31.46% | 31.62% | 31.79% | 31.95% | 32.12% | 32.28% |
| AI Interence | 18.35% | 18.43% | 18.52% | 18.60% | 18.69% | 18.77% |
| Others | 9.78% | 9.69% | 9.60% | 9.51% | 9.41% | 9.32% |
Hardware Type Analysis
Market Share By Hardware Type Analysis from 2019 to 2024 (%)
| Hardware Type | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| GPU | 58.77% | 58.74% | 58.70% | 58.66% | 58.71% | 58.55% |
| ASIC | 20.27% | 20.39% | 20.51% | 20.63% | 20.79% | 20.87% |
| FPGA | 11.08% | 11.10% | 11.12% | 11.14% | 11.09% | 11.20% |
| Others | 9.88% | 9.77% | 9.67% | 9.57% | 9.41% | 9.38% |
On the hardware front, the GPU segment emerged as the clear leader, commanding over 58.55% of the market share in 2024. GPUs are widely recognized for their parallel processing capabilities, which are essential for executing large-scale AI computations, including training deep learning models and enabling real-time inference. Their performance advantages and scalability make them the preferred choice for high-performance AI server deployments in both commercial and academic environments.
Industry Vertical Analysis
From an industry perspective, the IT and telecom sector held a dominant share of 27.71% in 2024, underscoring the sector’s intensive demand for AI-driven infrastructure. The need for fast data processing, low-latency communications, and network automation has accelerated AI server adoption in this vertical. Moreover, AI is increasingly embedded in services such as predictive maintenance, customer experience enhancement, and intelligent network management – further solidifying the sector’s reliance on advanced AI server capabilities.
Market Share By Industry Vertical Analysis from 2019 to 2024 (%)
| Industry Vertical | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| IT & Telecom | 27.25% | 27.34% | 27.43% | 27.52% | 27.62% | 27.71% |
| BFSI | 21.05% | 21.10% | 21.15% | 21.20% | 21.19% | 21.33% |
| Retail | 11.73% | 11.66% | 11.59% | 11.52% | 11.49% | 11.38% |
| Healthcare | 19.95% | 20.11% | 20.27% | 20.42% | 20.61% | 20.74% |
| Manufacturing | 9.45% | 9.38% | 9.31% | 9.24% | 9.21% | 9.10% |
| Other Industry Verticals | 10.57% | 10.41% | 10.25% | 10.08% | 9.89% | 9.75% |
Key Market Segments
By Server Type
- AI Data
- AI Training
- AI Interence
- Others
By Hardware Type
- GPU
- ASIC
- FPGA
- Others
By Industry Vertical
- IT & Telecom
- BFSI
- Retail
- Healthcare
- Manufacturing
- Other Industry Verticals
Top Key Players in the Market
- Intel
- NVIDIA
- AMD
- ARM
- Samsung
- Micron
- Others
Report Scope
| Report Features | Description |
|---|---|
| Market Value (2024) | USD 13.78 bn |
| Forecast Revenue (2034) | USD 161.17 Bn |
| CAGR (2025-2034) | 27.8% |
| Base Year for Estimation | 2024 |
| Historic Period | 2020-2023 |
| Forecast Period | 2025-2034 |
| Report Coverage | Revenue forecast, AI impact on market trends, Share Insights, Company ranking, competitive landscape, Recent Developments, Market Dynamics and Emerging Trends |
| Segments Covered | By Server Type (AI Data, AI Training, AI Inference, Others), By Hardware Type (GPU, ASIC, FPGA, Others), By Industry Vertical (IT & Telecom, BFSI, Retail, Healthcare, Manufacturing, Other Industry Verticals) |
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