Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
AI data centers are driving power and thermal architecture upgrades. Delta and LiteOn report cloud revenues exceeding half their totals, expanding capital expenditure to counter material shortages and...
This report analyzes the capital expenditure structure of a typical hyperscale AI data center, breaking down the spending into physical infrastructure, IT computing facilities, and networking equipmen...
As indicated by TrendForce’s observations, the growth of AI servers in 2023 yielded by generated AI applications, such as ChatBOT, are seen with particularly heavy engagement from major CSPs...
As indicated by the Semiconductor Research division of global market intelligence firm TrendForce, smartphones, compared to other consumer products...
