Global AI Server Shipments Forecast to Grow Over 28% YoY in 2026,
The rapid growth of AI inference services is boosting demand for general-purpose servers, supporting both replacement and expansion efforts. Consequently, TrendForce predicts that
Outlook for 2H25 and 2026 Global AI Server Market and Supply Chain
The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and
Global AI Server Shipments Forecast to Maintain Double-digit Growth
With sustained demand from North American CSPs and OEM customers, global AI server shipments are projected to maintain double-digit growth in 2025.
Artificial Intelligence Infrastructure Spending to Surpass the $200Bn
The AI infrastructure market has sustained double-digit since 2019, driven primarily by investment in servers for AI deployments. In 1H24, servers accounted for 95% of the total spending,
Geopolitical pressures are impacting AI server growth – but
Global AI server shipments are projected to rise 24.3% in 2025, slightly below forecasts due to U.S. export restrictions and geopolitics – but strong nonetheless.
Global annual AI server shipments, 2024-2025
As a result, global AI server shipments are projected to reach 1.81 million units in 2025, with shipments of high-end models equipped with high bandwidth memory (HBM) surpassing one
AI Server Market report 2024-2030 [314 Pages & 252 Tables]
The AI server market is experiencing rapid expansion, driven by rising demand from cloud providers to support hyperscale environments and generative AI workloads. Advancements in GPUs, ASICs, and
Global AI Server Shipments Forecast to Grow Over 28% YoY
North American CSPs'' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026, according to the latest market
DIGITIMES Special Report：Global AI server market and industry
Global shipments of high-end AI servers are expected to grow from 639,000 units in 2024 to 1.323 million units in 2025. US hyperscale data center operators will be the primary customers.
Server shipments to grow 6%, AI servers to rise 24.1%
Next year, the global server market is expected to grow by more than 4 percent, with the AI server segment set to expand by about 21 percent, it said.
Custom ASIC Market 2026: Why Hyperscalers Are Ditching NVIDIA
Custom ASIC shipments are projected to triple by 2027 compared to 2024 levels. By 2028, ASIC shipments will surpass GPU shipments for the first time in history. And the market enabling all of this
Supply chain shortages delay tech sector''s AI bonanza
The KGI brokerage predicts that shipments of servers for training AI algorithms will triple next year, while Dell''Oro, a California-based tech research
Memory Pullback: The AI Bill Is Being Repriced Daily
LearnInvest (@LearnInvest2026). 193 views. 💾 Memory Pullback: The AI Bill Is Being Repriced Daily · 2026-07-08 Today''s semiconductor pullback does not mean the market suddenly
Global Memory Shortage Crisis: Market Analysis and
AI servers and enterprise environments require far more memory per system than consumer devices, so the AI build-out is pulling a disproportionate
Shipments of NVIDIA''s next-generation AI server rack system
Shipments of NVIDIA''s next-generation AI server rack system, the "Kyber NVL144," are expected to be delayed by more than a year, pushing the launch to 2028, due to issues stemming from design
Gartner Says Electricity Demand for Data Centers to Grow 16% in
Adoption of AI-Optimized Servers to Account for 44% of Data Center Power Consumption by 2030 Electricity demand for data centers worldwide is projected to grow 16% in
AI memory is sold out, causing an unprecedented surge
Three primary memory vendors — Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they''re benefitting
PR | Omdia
US PC shipments declined 7.0% in Q1 2026, the sharpest drop since 2023, as component supply constraints and surging memory prices weighed on
This reference is intended for preliminary fiber and communications infrastructure research. Optical interface, fiber type, port or core capacity, electrical input and output, enclosure protection, cooling, installation limits and applicable standards must be verified for the specific project.