[Goldman Sachs Predicts Server Market to Reach $1.5 Trillion by 2030, Dell's Share Rises to 29%] Goldman Sachs' research report indicates that the overall server market size will reach $1.5 trillion by 2030, with AI servers accounting for $1.3 trillion and traditional servers approximately $192 billion. Dell's share of the traditional server market rose to 29% in the second quarter, while its AI server share increased to 17%. NVIDIA holds a 42% share in the AI server market, while white-box manufacturers account for 24%. Goldman Sachs maintains a "Buy" rating for Dell with a target price of $570; a "Buy" rating for HPE with a target price of $75; and a "Sell" rating for SMCI with a target price of $34.