One quarter of server sales now covers what used to take far longer. IDC counts $166.3B spent in the three months to June, a record for the market.
Revenue climbed 52 percent year on year and 35.7 percent from the prior quarter, while unit shipments grew just 15.4 percent. Price did most of the work, pushed by memory costs and continued component allocation.
Accelerators dominate the mix. GPU-accelerated machines produced $87.4B, or 52.6 percent of revenue, while other accelerated systems surged 237.6 percent to $27.5B.
The architecture split is shifting. Non-x86 servers reached $74.4B, up 146 percent, or 44.8 percent of total revenue, while x86 systems grew 16.1 percent to $91.9B.
Branded vendors gained ground on the direct-sales model. ODM Direct fell to 53.9 percent of revenue from 60.6 percent a year earlier, even as its own revenue grew 35.2 percent.
Canada led the regions by a wide margin. IDC attributes the run to hyperscaler and cloud spending broadening across geographies with no sign of a pullback.
