북미의 데이터센터 서버 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the North America data center server market size is expected to grow from USD 63.87 billion in 2025 to USD 72.33 billion in 2026 and is forecast to reach USD 134.58 billion by 2031 at 13.24% CAGR over 2026-2031.

This report Segments the Industry Into Type (Tier 1, Tier 2, and More), Form Factor(Half-Height Blades, and More), End-User Verticals (BFSI, Manufacturing, and More), Data Center Type(Hyperscalers/Cloud Service Provider, and More) and by Application / Workload (Virtualisation and Private Cloud, Storage-Centric and More). The Market Forecasts are Provided in Terms of Value (USD).

North America Data Center Server Market Trends and Insights

AI/ML Training Demand for GPU-Dense Servers

Artificial-intelligence workloads already consume up to one-fifth of data-center electricity, forcing operators to revamp racks for extreme densities and liquid cooling coresite. NVIDIA's US 1.4 trillion data-center opportunity projection has accelerated procurement of specialized servers that can host as many as eight GPUs per chassis. Super Micro's 100,000-GPU liquid-cooled cluster illustrates the market's pivot toward direct-cooling architectures. HPE's USD 1 billion order from X signals that large private buyers now rival hyperscalers on single-deal size. These shifts cement high-density AI racks as the primary growth engine for the North America data center server market.

Commercial 5G Roll-outs Driving Edge Build-outs

Ultra-low-latency 5G services are steering compute away from core campuses toward metropolitan edge sites that sit within a one-digit-millisecond round-trip of end users. GPU-as-a-service launches inside micro-colo hubs such as Cologix Toronto provide proof that AI inference will increasingly reside at the edge. Server OEMs have responded by releasing quarter-height and other micro-blade designs tuned for shallow racks and constrained footprints. This distributed topology unlocks new revenue for regional fiber operators and municipal utilities that can guarantee clean power and right-of-way permits. The trend sustains a double-digit expansion streak for edge systems within the broader North America data center server market.

Escalating Data-Center CapEx and Land Costs

Speculative real-estate bidding in Loudoun County and Santa Clara has doubled parcel prices within 18 months, inflating greenfield project budgets well above earlier pro-formas. Build costs rise further when liquid-cooling loops and high-amp busways required by AI servers are included. Microsoft and Amazon have slowed several planned sites, choosing to redeploy capital to secondary regions with cheaper acreage while demand remains intact. Locked-in land premiums cascade through lease rates, potentially delaying smaller entrants' expansion. Unless permitting fast-tracks or rezoning unlocks fresh parcels, the North America data center server market could experience periodic supply gaps.

Other drivers and restraints analyzed in the detailed report include:

1. Rising Adoption of Cloud and IoT Workloads
2. Data-Sovereignty Mandates in Canada and Mexico
3. Grid-Power Constraints in Key Metros

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Tier 3 facilities captured 74.60% of 2025 revenue in the North America data center server market, underscoring their appeal for enterprise workloads requiring N+1 resilience without the premium of 2N architectures. Tier 3 build specifications satisfy most virtualization, backup and cloud-gateway tasks while retaining favorable operating economics. Yet hyperscalers training multi-trillion-parameter models now prize Tier 4 environments where concurrent maintenance and fault tolerance are mandatory for uninterrupted GPU clusters that cost tens of millions of USD. As a result, Tier 4 revenue is projected to rise 18.56% CAGR through 2031, gradually lifting its North America data center server market size contribution.

The Tier 4 surge has spurred innovations in modular data halls pre-configured with lithium-ion UPS, rear-door heat exchangers and redundant spine-leaf fabrics. Vendors such as Vertiv recently introduced factory-integrated "360AI" blocks that shorten deployment to under 26 weeks, shaving months off customary greenfield schedules. Meanwhile, Tier 1 and Tier 2 camps remain useful for content caching, local manufacturing execution systems and other edge roles. Over the forecast window, the coexistence of multiple tiers improves workload placement flexibility, sustaining diverse revenue streams inside the North America data center server market.

Half-height blades held a commanding 61.55% share in 2025 as enterprises continue to favor familiar 42-U racks that balance compute density with airflow requirements. The design supports two-socket x86 boards paired with modest power budgets, keeping cooling retrofits minimal. However, the North America data center server market size for micro-blade and quarter-height systems is projected to grow fastest at 17.92% CAGR, propelled by the edge build-out associated with IoT and 5G workloads.

Quarter-height frames can slip into telco street cabinets or factory closets where space and weight are constrained. Advancements in system-on-chip architecture and PCIe Gen5 have allowed vendors to embed AI accelerators onto these compact sleds, making them useful for real-time inference. Full-height blades continue to serve HPC and oil-and-gas seismic imaging, yet their marginal growth underscores a pivot toward smaller, power-efficient nodes. The net effect is an expanding portfolio that lets operators mix dense AI training racks at the core with lightweight micro-blades in metro rings, enriching the overall value proposition of the North America data center server market.

Complete Report Scope:

• By Data-Center Tier
  • Tier 1 and 2
  • Tier 3
  • Tier 4
• By Form Factor
  • Half-height Blades
  • Full-height Blades
  • Quarter-height / Micro-blades
• By Application / Workload
  • Virtualisation and Private Cloud
  • High-Performance Computing (HPC)
  • Artificial Intelligence/Machine Learning and Data Analytics
  • Storage-centric
  • Edge / IoT Gateways
• By Data Center Type
  • Hyperscalers/Cloud Service Provider
  • Colocation Facilities
  • Enterprise and Edge
• By End-use Industry
  • BFSI
  • IT and Telecom
  • Healthcare and Life-Sciences
  • Manufacturing and Industry 4.0
  • Energy and Utilities
  • Government and Defence
• Geography
  • United States
  • Canada
  • Mexico

List of Companies Covered in this Report:

1. Dell Technologies Inc.
2. Hewlett Packard Enterprise Co.
3. Lenovo Group Ltd.
4. Cisco Systems Inc.
5. IBM Corporation
6. Super Micro Computer Inc.
7. Quanta Computer Inc.
8. Wiwynn Corp.
9. Inspur Group
10. Foxconn Technology Group
11. Gigabyte Technology Co. Ltd.
12. Fujitsu Ltd.
13. Oracle Corporation
14. NEC Corp.
15. AMAX Information Technologies
16. Penguin Computing (SMART Global)
17. ASUStek Computer Inc.
18. Hewlett-Packard Enterprise Services
19. Huawei Technologies Co. Ltd.*
20. Tyan Computer Corp.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rising adoption of cloud and IoT workloads
  • 4.2.2 Commercial 5 G roll-outs driving edge build-outs
  • 4.2.3 AI/ML training demand for GPU-dense servers
  • 4.2.4 Data-sovereignty mandates in Canada and Mexico
  • 4.2.5 Evergreen hardware refresh cycles (Opex model)
  • 4.2.6 On-prem sovereign cloud designs for U.S. public sector
• 4.3 Market Restraints
  • 4.3.1 Escalating data-center CapEx and land costs
  • 4.3.2 Supply-chain volatility for custom silicon
  • 4.3.3 Grid-power constraints in key metros
  • 4.3.4 Sustainability / Scope-3 emissions compliance
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry
• 4.8 Assessment of the Impact on Macro Economic Trends on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUES)

• 5.1 By Data-Center Tier
  • 5.1.1 Tier 1 and 2
  • 5.1.2 Tier 3
  • 5.1.3 Tier 4
• 5.2 By Form Factor
  • 5.2.1 Half-height Blades
  • 5.2.2 Full-height Blades
  • 5.2.3 Quarter-height / Micro-blades
• 5.3 By Application / Workload
  • 5.3.1 Virtualisation and Private Cloud
  • 5.3.2 High-Performance Computing (HPC)
  • 5.3.3 Artificial Intelligence/Machine Learning and Data Analytics
  • 5.3.4 Storage-centric
  • 5.3.5 Edge / IoT Gateways
• 5.4 By Data Center Type
  • 5.4.1 Hyperscalers/Cloud Service Provider
  • 5.4.2 Colocation Facilities
  • 5.4.3 Enterprise and Edge
• 5.5 By End-use Industry
  • 5.5.1 BFSI
  • 5.5.2 IT and Telecom
  • 5.5.3 Healthcare and Life-Sciences
  • 5.5.4 Manufacturing and Industry 4.0
  • 5.5.5 Energy and Utilities
  • 5.5.6 Government and Defence
• 5.6 Geography
  • 5.6.1 United States
  • 5.6.2 Canada
  • 5.6.3 Mexico

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Dell Technologies Inc.
  • 6.4.2 Hewlett Packard Enterprise Co.
  • 6.4.3 Lenovo Group Ltd.
  • 6.4.4 Cisco Systems Inc.
  • 6.4.5 IBM Corporation
  • 6.4.6 Super Micro Computer Inc.
  • 6.4.7 Quanta Computer Inc.
  • 6.4.8 Wiwynn Corp.
  • 6.4.9 Inspur Group
  • 6.4.10 Foxconn Technology Group
  • 6.4.11 Gigabyte Technology Co. Ltd.
  • 6.4.12 Fujitsu Ltd.
  • 6.4.13 Oracle Corporation
  • 6.4.14 NEC Corp.
  • 6.4.15 AMAX Information Technologies
  • 6.4.16 Penguin Computing (SMART Global)
  • 6.4.17 ASUStek Computer Inc.
  • 6.4.18 Hewlett-Packard Enterprise Services
  • 6.4.19 Huawei Technologies Co. Ltd.*
  • 6.4.20 Tyan Computer Corp.

7 MARKET OPPORTUNITIES and FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment