This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.
This issue highlights server ODMs, CPUs, GPUs, and key changes in the thermal supply chain. AI servers are the focus, CSPs keep ordering, ODMs prep for new platforms, Meta and Google push in-house CPU...
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...
As 2025 progresses, CSPs continue to build out AI infrastructure, with Meta driving growth in the demand for the B300 and GB300...
