Servers running x86 processors from AMD and Intel used to rule the market, both unit and money-wise, less than a decade ago, but fast forward to today, Arm-based machines command well over 45% of the server market, according to data released by IDC. While technically x86 machines still control 52% of the market in terms of revenue, the real winner is a different category altogether: GPU- and ASIC/FPGA-accelerated systems, which generated over 70% of the global server revenue in the first quarter of 2026.
Server market reaches $122.6 billion in a single quarter, Dell leads the game
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Company | Q1 2026 Revenue | Q1 2026 Share | Q1 2025 Revenue | Q1 2025 Share | YoY Growth |
Dell Technologies | $20,280.8M | 16.5% | $5,893.3M | 6.3% | +244.1% |
Super Micro | $9,331.0M | 7.6% | $4,075.8M | 4.3% | +128.9% |
Lenovo | $5,621.8M | 4.6% | $4,118.4M | 4.4% | +36.5% |
IEIT Systems | $4,012.0M | 3.3% | $4,313.7M | 4.6% | -7.0% |
HPE | $3,719.5M | 3.0% | $3,173.9M | 3.4% | +17.2% |
ODM Direct | $61,537.9M | 50.2% | $60,278.9M | 64.1% | +2.1% |
Rest of Market | $18,114.7M | 14.8% | $12,212.4M | 13.0% | +48.3% |
Total | $122,617.8M | 100.0% | $94,066.4M | 100.0% | +30.4% |