The article discusses the impact of US tech sanctions and supply chain issues on AI server sales, anticipated to cool off in 2025. While shipments of AI-configured systems surged by 46% due to demand from cloud service providers, uncertainty looms with stricter regulations on AI chip exports to China and potential delays in Nvidia's new systems. TrendForce forecasts various growth scenarios, with the most likely predicting an annual increase of around 30%. Continued investment from major tech companies could support demand, but broader market conditions remain a concern.
US tech sanctions and supply chain readiness for Nvidia gear may lead to a cooling of AI server sales in 2025, despite growing demand.
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