- 53%
- Accuracy
- 30 of 50
- Analyst ranking
- 4
- Predictions scored
- 4
- Still to fall due
Infrastructure & Telecoms ▾
Wrong · 0%we are expecting about 20% revenue growth in server and storage spending this year, on the heels of the 50+% growth that we saw last year.
What happened. IDC's server tracker put 2025 server revenue at a record $444.1bn, up 80.4% on 2024, and IDC's December 2025 IT spending release said service-provider datacenter infrastructure spending (server/storage and network) would rise 86% in 2025. No published IDC server-plus-storage total was found, but servers alone grew about four times the forecast rate. Forecast about 20% growth vs roughly 80% for servers (the bulk of server/storage spending): missed by far more than 10 points. Scope is not exactly like for like (servers only), but no plausible storage figure closes the gap. Sources: idc.com, idc.com.
Source: Navigating The Impact of The March 4th Tariffs on IT Spending (IDC blog)
Caveat. No independent evidence available. Scored on IDC’s own figures.