AI Infrastructure

NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network

Mar 19, 2025 | PDF

"TrendForce reports NVIDIA announced next-gen B300, Rubin, and Vera at GTC 2025, emphasizing memory, liquid-cooling, and CPO network advancements, shifting from GB NVL72 to VR NVL144 and Rubin Ul...

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

Mar 03, 2025 | PDF

With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

Jan 28, 2025 | PDF

TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reasses...

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

Jan 28, 2025 | PDF

According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Dec 13, 2024 | PDF

2023-2028F Global AI Server Market Supply and Demand Analysis 2023-2028F Forecast for Global AI Server Market Future Trends and Outlook for Key AI Server Supply Chain Development Key Takeaways

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

Nov 11, 2024 | PDF

Global AI Server Market Forecast Introduction of Transceiver Transformation from Pluggable Transceiver Optics to CPO Dynamics of the CPO Development Key Takeaways

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

Sep 05, 2024 | PDF

Global AI Servers Market Forecast Outlook of the Leading CSPs’ AI Servers Infra and self-developed ASICs Global Footprint of CSPs’ Data Centers Dynamics of Key Supply Chain Players of CSPs’ ASIC...

Opportunities in Markets for PSUs and Liquid Cooling Solutions Generated by Rapid Growth of AI Servers

Jun 14, 2023 | PDF

1. Projection on Development of AI Server Market 2. Comparison of AI Servers and Convention Servers in Terms of Energy Consumption 3. Development Trends in Higher-Spec PSUs and Liquid Cooling Soluti...