2026 marks the GW-level data center era. CSPs prioritize AI dominance with massive spending. OpenAI shifts to co-developing infrastructure, driving a structural power demand surge.
Global Server Market – Trends in 4Q25 and Outlook for 2026
The report highlights AI data center expansion by U.S. and Chinese CSPs. U.S. firms scale globally and invest more at home, while Chinese firms expand with self-developed chips, but both prioritize en...
The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and account for a signi...
The AI ASIC market is rapidly expanding, with TPUs shifting from internal use to external commercialization due to their energy efficiency and customization. Leading cloud and tech firms actively deve...
