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Invest Implications: Forecast: Servers, All Countries, 2019-2025, 2Q21 Update
Server demand will remain robust through 2025, primarily because of demand from cloud. Enterprise customers are expected to rebound in 2021, but the mix continues to shift to the cloud. The 2Q21 update reflects the impact of shortages in 2021, but is largely unchanged from the 1Q21 update.