TrendForce provides industry research reports on AI servers and data centers, covering GPU server shipments, CSP capex trends, and liquid cooling adoption.
Reports cover GPU and ASIC server shipment forecasts, hyperscaler capex, and data center build-out dynamics; in-depth tracking of HBM (HBM3e, HBM4) supply-demand balance, market pricing, and vendor competition; alongside analysis of liquid cooling penetration, co-packaged optics (CPO) mass production progress, server CPU demand shifts, and monthly Server DRAM and DIMM contract price updates.
DDR4 prices rise due to EOL effects and buying demand, focusing on certain players. DDR5 sees slight growth from CSP order returns with steady pricing. AMD's server market penetration grows, bene...
North American CSPs & OEMs drive AI market growth; new Blackwell platform shipments will expand. China's market faces variables due to geopolitics affecting AI solution supply. Overall AI ser...
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 power consumption and thermal density in AI servers soar, traditional air-cooling methods are increasingly inadequate when it comes to meeting the demand of high-performance computing (HPC). Liquid...
HBM4 pricing shows a premium over HBM3e due to increased complexity and cost in manufacturing and design.
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs ca...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
As 2025 progresses, CSPs continue to build out AI infrastructure, with Meta driving growth in the demand for the B300 and GB300...
According to TrendForce, NVIDIA's data center revenue grew by 73% year-over-year in FY1Q26, driven by the gradual ramp-up of the new Blackwell GPU platform. After 2Q25, NVIDIA is expected...
Global market intelligence firm TrendForce reports that NVIDIA achieved a total revenue of US$44.1 billion for FY1Q26...
As indicated by the survey of global market intelligence firm TrendForce, contract prices for server DRAM continued to show divergences in May...
This week’s Bulletin focuses on the latest market changes and development of CSPs and enterprise OEMs...
Global market intelligence firm TrendForce reports that total server DRAM revenue for 1Q25 reached US$10.688 billion, marking a marginal QoQ growth of 1.4%...
Global market intelligence firm TrendForce reports that now in the middle of May, contract negotiations between DRAM suppliers and buyers of DDR4 PC and...
According to TrendForce’s latest supply chain survey, new export control rules issued by the US government in April 2025 require additional export licenses for exporting NVIDIA’s H20 or other chips wi...
