According to Caoxiang Research, a Goldman Sachs report dated September 15, 2026, raised its forecast for the overall server market size in 2030 to $1.5 trillion, with a CAGR of 39% from 2025 to 2030. AI servers are projected to reach $1.3 trillion, with a CAGR of 46%, while traditional servers are expected to reach approximately $192 billion, with a CAGR of 17%. Dell’s market share in traditional servers rose to 29% in the second quarter, and its AI server share increased to 17%. NVIDIA holds a 42% market share in the AI server market, with white-box manufacturers accounting for 24%. Goldman Sachs believes the AI server market remains dominated by chipmakers and white-box manufacturers, leaving limited room for branded server vendors. Goldman Sachs maintains a Buy rating on Dell with a price target of $570, a Buy rating on HPE with a price target of $75, and a Sell rating on SMCI with a price target of $34.
Goldman Sachs: Server Market to Reach $1.5 Trillion by 2030, Dell Gains Market Share
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Summary
Goldman Sachs raised its 2030 global server market forecast to $1.5 trillion, with AI servers accounting for $1.3 trillion. Altcoins to watch may benefit from this growth. Dell’s traditional server market share reached 29%, while NVIDIA leads the AI server market with 42%. White-box vendors hold 24% of the AI server market. The crypto market could experience ripple effects as server demand increases. Goldman Sachs maintains a buy rating on Dell at $570 and a sell rating on Super Micro at $34.
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