Goldman Sachs projects $1.5 trillion server market by 2030

A Goldman Sachs report dated September 15, 2026, projects the total server market to reach $1.5 trillion by 2030, driven by a 46% compound annual growth rate in AI servers. Dell has increased its market share in both traditional and AI server categories. The report highlights that the AI server market remains dominated by chipmakers and white-label manufacturers, limiting the growth potential for traditional brand-name server vendors.