Driven by AI and general servers, industry value grows robustly. Despite geopolitical risks and custom chip delays, NVIDIA and AMD's push for premium integrated racks significantly boosts average pric...
Rapid AI factory scaling is reshaping data center infrastructure. In the near term, independent power racks stabilize power delivery, while the mid-to-long-term roadmap points to centralized HVDC dist...
AI data centers are undergoing structural upgrades, with HVDC and independent power racks becoming the standard. As power density exceeds critical thresholds, demand for liquid cooling and power suppl...
As data centers adopt HVDC architectures to reduce grid-to-chip power losses, demand for advanced power conversion and next-gen semiconductors surges. Meanwhile, Asian manufacturers continue to domina...
NVIDIA expands its AI factory via integrated GPU, CPU, and LPU racks for training and inference, securing its market lead.
North American CSP CAPEX expansion drives dual demand for NVIDIA and custom chips. ODMs like Foxconn benefit from rack solutions and are expanding US/Mexico production. Power leaders Delta and LiteOn...
NVIDIA achieved record revenue driven by cloud AI and data center dominance. North American CSPs lead demand, establishing the GB series as mainstream and accelerating liquid cooling. However, HBM4 de...
As AIDC enters a high-power era, competition shifts to power and cooling infrastructure. Power architectures move toward HVDC, while cooling upgrades to liquid systems. Leading firms are integrating "...
Global Server Market – Trends and Outlook for 1Q26
In 2026, benefiting from strong capital expenditure by North American CSPs, AI server shipments and revenue share are expected to rise significantly, driving supply chain expansion and the development...
Global political and economic turbulence marks the start of 2026. CES unveils the era of Embodied AI. While AI thrives in robotics and autonomous driving, consumer electronics grapple with tariffs and...
Driven by strong demand from US and China CSPs, 2026 AI server shipments will surge. Key drivers include NVIDIA and Google's ASICs, accelerating liquid cooling adoption. While general server refresh c...
Driven by expanding CSP capital expenditures, AI server demand remains robust. Liquid cooling adoption accelerates as the high-end standard. Strong demand pushes HBM3e prices up amid tight supply, whi...
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...
This report focuses on NVIDIA data-center growth and rack-based solutions, highlighting large architectures and liquid cooling as core innovation drivers, with regional markets and risk management not...
