Looking to 2026, sustained AI infrastructure build-outs will drive server demand. High CAPEX from North American CSPs supports NVIDIA's new platforms and ASICs. While Tier-2 risks exist, robust m...
CSP AI investment fuels robust server growth.
The global server market is expanding, driven by robust AI infrastructure investments from CSPs and a general server replacement cycle. Major tech giants like Alibaba, Oracle, and Google are increasin...
Google and Amazon leverage custom chips for superior AI cost-efficiency. Google pursues aggressive infrastructure expansion to meet demand, while Amazon uses retail cash flow to sustain high capital i...
2026 marks the GW-level data center era. CSPs prioritize AI dominance with massive spending. OpenAI shifts to co-developing infrastructure, driving a structural power demand surge.
The report shows AI-driven demand reshaping the server market, with cloud and enterprise deployments accelerating, core focus on GB rack solutions and all-in-one enclosures, and partnerships to streng...
This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.
North American cloud giants are substantially increasing Capex, signaling an investment peak in AI infrastructure over the next two years. Shifting to large-scale, long-term strategies, they are focus...
AI servers lead growth; cloud build-outs lift ODMs/thermal. AMD ramps; TPU up; shift to L2L cooling. Supply chain heat-up end to end.
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
The server market notes North American cloud providers as the growth engine, with enterprise OEMs cautious, and AI servers plus efficient cooling as priorities. Key players like Compal and Supermicro...
Cloud providers lift AI Capex to new highs; rack-scale GPU and custom ASICs rise, liquid cooling spreads.
This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penet...
The global server market sees moderate growth driven by AI investments and major cloud providers adopting advanced AI chips amid trade uncertainties.
