"This reaffirms our thesis that end users are prioritising investment in highly configured server clusters for AI to the detriment of other projects, including delaying the refresh of older server fleets," the report states.and A100 are in high demand for accelerating the training of AI models in particular. Nvidia GPUs now account for about 44 percent of the server bill of materials on average, Omdia estimates.
Nvidia's importance to the server market is now so great that Omdia says the GPU builder is effectively a kingmaker, and a close working relationship with the Santa Clara-based biz will be key for any server maker wanting to grow its share of the market in 2024.
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