Global CSPs expand AI infrastructure investment, with Google and Microsoft leading on TPU and GPU racks while Chinese peers diversify amid geopolitical constraints.
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...
AI drives huge server memory demand. Depleted inventory sparks surging prices. Custom chips disrupt processor markets.
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...
Global Server Market – Trends and Outlook for 1Q26
Google integrates TPU v7/v8, Ironwood racks, and Apollo OCS into a unified fabric, shifting the scaling unit from servers to racks. This drives 800G+ optical module penetration above 60% by 2026. Supp...
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...
North American CSPs' expanded investment in AI and general servers has confirmed a DRAM industry upcycle. With supplier inventory bottoming out and buyers actively restocking, prices and revenue...
Global Server Market – Trends in 4Q25 and Outlook for 2026
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...
Companies have been accelerating the construction of AI data centers and soaring in AI server shipment since 2024. The electricity consumption of data centers in the US has also entered a high-growth...
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
The server market notes North American cloud providers as the growth engine, with enterprise OEMs cautious, and AI servers plus efficient cooling as priorities. Key players like Compal and Supermicro...
AI servers and chips up; GPU and in‑house ASIC advance. Liquid cooling grows; storage favors higher capacity.
Cloud providers lift AI Capex to new highs; rack-scale GPU and custom ASICs rise, liquid cooling spreads.
