According to reports, Microsoft will spend nearly $10 billion renting servers from AI startup CoreWeave between 2023 and 2030. This amount accounts for more than half of the total $17 billion contract signed between CoreWeave and its customers. Neither CoreWeave nor Microsoft responded immediately to requests for comment. Previously, it was reported that CoreWeave is preparing for an initial public offering (IPO) in 2025. The company recently secured a $650 million credit line from several investment banks.

["Dell predicts earnings for fiscal year 2025 will exceed expectations, primarily due to the growing demand for AI servers.", "AI servers equipped with Nvidia graphics processing units are experiencing a surge in orders.", "The personal computer market is recovering, and there is an optimistic long-term outlook due to AI."]

Dell's revenue for Q4 of Fiscal Year 2024 reached $22.3 billion, a 25% year-over-year increase, with total revenue for the year at $88.4 billion. Operating income stood at $5.2 billion, and cash dividends were raised by 20% to $1.78 per share. The Infrastructure Solutions Group reported Q4 revenue of $9.3 billion, with server and networking business generating $4.9 billion. The Client Solutions Group achieved Q4 revenue of $11.7 billion, with the commercial customer segment contributing $9.6 billion. Dell maintains an optimistic outlook for Fiscal Year 2025.

Apple is expected to spend $4.75 billion to purchase over 20,000 servers to support artificial intelligence technology. Apple aims to carve out a new territory in the field of generative AI. The global server shipment volume is estimated to be around 13.654 million units, with the market still focusing on the deployment of AI servers. Companies like Foxconn, Quanta, and Supermicro have performed well in AI server orders.

Estimated global server shipment growth of 2.05% in 2024, with AI servers making up approximately 12.1%.

Ming-Chi Kuo expects Apple to invest $4.75 billion in purchasing AI servers in 2024. He believes that Apple will use these servers to train its self-developed AI models to enhance security. Apple is set to purchase AI servers equipped with Nvidia chips. Kuo notes that Apple's investments in AI still lag behind those of Microsoft, Meta, and others. He expresses concerns that Apple will need to continue making substantial investments in its AI business in the future.

In the first half of 2023, China's accelerated server market size significantly increased by 54% compared to the same period last year, reaching 3.1 billion USD. GPU servers continue to dominate with an 88% market share, but domestic AI chips are also developing rapidly. Domestic chips still need further development in technology and ecosystem construction to achieve in-depth cooperation between industry, academia, and research. By 2027, the market size of China's accelerated server market is expected to reach 16.4 billion USD.