Some companies are growing in a big way during this crisis. Most others are struggling. Overall, the economy is way down, so it is no surprise the server market didn't grow.
My guess is that it just happens that the most agile companies which are able to grow right now despite the well known challenges, also happen to be the most agile about their hardware vendors as well, and willing to switch, increase density, etc. Other companies may be looking to save money, as well.