Hyperscalers fuel $112B server spending spree in Q3

The global server market went into overdrive in the third quarter of 2025, racking up a record $112.4 billion in revenue as AI demand pushed vendor sales up 61 percent year-on-year, according to the latest figures from IDC. The surge marks another quarter of unusually high, double-digit growth for a market that was once …

[UCAP]

$112 billion???

This is all going to end in tears.

[Anonymous Coward]

Re: $112 billion???

Or we may find some bargains on eBay?

[JacobZ]

Bubblenomics

Phase 1: Everybody is afraid to be the last one in. Goldrush!

Phase 2: Everybody is afraid to be first one out. Surely the last one standing will make a fortune?

Phase 3: Everybody is afraid to be last one out. Game over.

We entered phase 2 somewhere around mid-year. It's in the nature of bubbles that nobody can predict when we tip into phase 3 - personally I thought it would come as early as Novemner - and when we do, it will happen extremely rapidly.

[Groo The Wanderer - A Canuck]

Those are all paper and digital deals that will not come to pass (or at least not be paid for) when this rather obvious stock-pumping bubble goes "Pop" and takes 3/4 of North America with it...

[Sorry that handle is already taken.]

Hyperscalers are the reason RAM has more than doubled in price. Can the bubble burst, already?

[Sorry that handle is already taken.]

Correction

Quadrupled