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.
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...
Global market intelligence firm TrendForce reports that NVIDIA achieved a total revenue of US$44.1 billion for FY1Q26...
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...
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...
Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Trends in Server Supply Chain for 2025 TRI’s View
According to TrendForce’s latest supply chain survey, NVIDIA announced an ambitious series of plans at Computex 2025 to expand its investment and enhance supply chain cooperation in Taiwan...
"TrendForce reports that NVIDIA announced plans at Computex 2025 to expand investments and strengthen AI server supply chain cooperation in Taiwan, including building AI supercomputers, expan...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs, as well as updates on the supply chain of server cooling...
In April, TrendForce initiated quarterly data tracking with the publication of the 2Q25 datasheet. This month’s bulletin provides an analysis of the balance between...
As the demand for AI servers continues to climb, CSPs choose to increase capital expenditure despite facing inflationary pressure following the announcements of tariffs by the US government...
