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  • AI server shipments in the next five years

    AI server shipments in the next five years

    AI momentum – Global AI server shipments are projected to rise 24. 3% in 2025, slightly below forecasts due to U. export restrictions and geopolitics. Cloud strategies – AWS, Google, Microsoft, Meta and Oracle are expanding AI infra with varying mixes of Nvidia GPUs and in-house. 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 research from TrendForce. The rapid growth of AI inference services is boosting demand for general-purpose servers. Geopolitical tensions and US export restrictions impacting the Chinese market have led TrendForce to revise its AI server market forecast. Steady demand is also being bolstered by tier-2 data. NEEDHAM, Mass. 88 billion in 2024, at a CAGR of 34. The growth of the AI server market is driven by the increase in data traffic and need for high computing power.

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