A long article, but the real quote is "The truly remarkable thing is that the market for servers continues to be diverse. ". But then if you look at the table,

A long article, but the real quote is "The truly remarkable thing is that the market for servers continues to be diverse. ". But then if you look at the table, which is ranked by revenue you see the ODM market is moving into 3rd place (its behind IBM by accelerating past them) with a 13% growth. Which is just large sections of the market realizing that paying $800+ for BMC features from HP/Dell that everyone else gives away, or 5x the street price for storage/ram differing only in who's sticker is stuck on top of the micron/WD/etc hardware is dumb. So, the revenue numbers hide the volume difference which is strongly shifing away from the IBM's and to the smaller whitebox manufactures. The only question is will Dell/HP wake up before supermicro/levnovo finish off what amazon/microsoft have started.