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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 gameSwipe to scroll horizontallyCompany 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%
Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
