AI Computing

AI Compute Surges as ASICs Challenge GPU Dominance | TrendForce

AI Compute Surges as ASICs Challenge GPU Dominance

Sep 15, 2026 | PDF

AI compute surges in 2026 as ASICs rise, NVIDIA defends its ecosystem, and bandwidth becomes the bottleneck.

Mutual Empowerment of AI Computing Power and Electricity: Power Grid, Long-Duration Energy Storage, and New Power System Transformation | TrendForce

Mutual Empowerment of AI Computing Power and Electricity: Power Grid, Long-Duration Energy Storage, and New Power System Transformation

May 20, 2026 | PDF

This report provides an in-depth analysis of the mutual empowerment relationship between AI computing power and power systems in 2026. As global data center electricity consumption is expected to exce...

AI Memory Bottleneck: HBF & AI SSD Reshape NAND Flash Value | TrendForce

AI Memory Bottleneck: HBF & AI SSD Reshape NAND Flash Value

Sep 03, 2025 | PDF

AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining...

The convergence of Artificial Intelligence and Quantum Computing is poised to inaugurate a new era of global computational prowess | TrendForce

The convergence of Artificial Intelligence and Quantum Computing is poised to inaugurate a new era of global computational prowess

Jul 03, 2025 | PDF

Global tech powerhouses are actively advancing the integration and development of AI and quantum computing, ushering in the next wave of computing power revolution. Quantum computing, with its inheren...

AI ASIC Market Outlook: Cloud Giants' Deployment and Competitive Edge | TrendForce

AI ASIC Market Outlook: Cloud Giants' Deployment and Competitive Edge

Jun 24, 2025 | PDF

Cloud giants accelerate self-developed AI ASICs, boosting market scale and projects. Driven by internal needs and geopolitics, ASIC share will rise, with next-gen ASICs from major cloud providers expe...

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs | TrendForce

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

Apr 29, 2025 | PDF

TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2...

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs | TrendForce

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

Apr 29, 2025 | PDF

With the rapid penetration of generative AI models, recommendation systems, and virtual assistants into the global market, the demand for AI computing shows explosive growth...

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