Hewlett Packard Enterprise is launching Nvidia Blackwell-powered graphics processing unit servers to tap into the surge in demand for AI technology. IDC projects a growth of 46.7% year-over-year in servers with embedded GPUs, potentially leading to a market value of $283.9bn by 2025. Hyperscalers like Microsoft are deploying tens of thousands of Blackwell GPUs weekly, which may delay shipment of HPE's new servers. HPE retains a 13% market share in the global server market in 2025, eclipsed by Dell Technologies' 19.3% share, facing additional export restrictions on this new technology.
Hewlett Packard Enterprise (HPE) is positioning itself to leverage strong demand for AI technology with the launch of Nvidia Blackwell-powered GPU servers.
IDC forecasts that servers with embedded GPUs, including Nvidia's Blackwell architecture, will experience a year-over-year growth of 46.7%, contributing nearly half of the total server market value.
Nvidia's recent earnings call indicated that hyperscalers like Microsoft are deploying close to 72,000 Blackwell GPUs weekly, potentially affecting delivery timelines for HPE servers.
HPE holds a 13% share of the 2025 global server market, while Dell Technologies leads with a 19.3% share, amidst challenges including export restrictions on new AI technology.
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