US hyperscalers keep expanding, but midterm-driven backlash may raise costs and delay permits for later-stage projects.
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
Robust CSP capex drives AI server growth, led by NVIDIA racks, as ASICs, China's supply chain, and liquid cooling advance.
Leveraging TrendForce’s extensive research on the AI supply chain, this report expands its focus to high-growth cloud service providers (CSPs). It offers comprehensive medium-to-long-term forecasts fo...
Grid bottlenecks drive AI data centers to BTM power. Next-gen AI liquid cooling boosts thermal content per rack.
Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction.
Global server growth accelerates in 2026 as CSPs expand AI infrastructure investment and custom silicon adoption reshapes procurement strategies.
TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.
On February 16th 2026, MediaTek CEO Rick Tsai stated in his ISSCC 2026 keynote that the basic unit for measuring AI compute efficiency will no longer be just the AI chip, but the entire AI system, inc...
NVIDIA FY1Q27 hit a record high with Data Center share above 92%，with GB/VR Rack rollout boosting liquid cooling and HBM supply chains.
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
AI server demand surges on hyperscale and inference workloads, lifting CSP rack-scale buildout amid grid constraints.
CSP Capex fuels AI server growth; GPU and ASIC engines drive market upgrades as liquid cooling adoption accelerates.
