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1 / 3On-premises AI server revenue rises 20% while units rise 4%, and higher prices explain the gap×

The numbers

Hyperion Research put first-half sales of on-premises HPC and AI servers at $16.5 billion, up 19.9%, with shipments up 4.4%.

The reason

Its CEO credits higher system prices for much of the gain, and memory costs are reportedly up three to fourfold from last year.

The leaders

Dell leads at 24%, ahead of HPE at 21%.

Sources and the full story

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On-premises AI server revenue rises 20% while units rise 4%, and higher prices explain the gap

Hyperion Research put first-half sales of on-premises HPC and AI servers at $16.5 billion, up 19.9%, with shipments up 4.4%. Its CEO credits higher system prices for much of the gain, and memory costs are reportedly up three to fourfold from last year. Dell leads at 24%, ahead of HPE at 21%. SourcesB

Sources

• BBare metal boom: on-prem server sales up 20% (The Register)theregister.com

This story ran in the Afternoon Brief of November 4th 2026.