2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
Cloud giants are drastically expanding Capex for AI infrastructure, driving explosive demand for GPU/ASIC racks. However, immense computing demand faces structural component shortages. Meanwhile, OEMs...
AI servers lead growth; cloud build-outs lift ODMs/thermal. AMD ramps; TPU up; shift to L2L cooling. Supply chain heat-up end to end.
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...
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...
