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.
With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...
TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. St...
As indicated by the survey of global market intelligence firm TrendForce, the stronger demand for high-end GPU solutions from major CSPs and OEMs has generated...
As indicated by the survey of global market intelligence firm TrendForce, negotiations for server DRAM prices have not come to a final conclusion for this quarter...
TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing...
Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...
Inside DeepSeek AI Software Ecosystem AI Hardware Ecosystem Implications & Impact Opportunities
Global market intelligence firm TrendForce reports that the arrival of NVIDIA’s H series in 4Q24 spurred enterprise SSD orders...
This week’s Bulletin provides an update on the respective markets of US CSPs and corresponding OEMs...
According to research by global market research firm TrendForce, AI has experienced rapid development in recent years, with enterprises actively exploring ways to use related technologies to...
The three major HBM suppliers—Micron, SK Hynix, and Samsung—each held their quarterly earnings calls on December 18, January 23, and January 31, respectively...
TrendForce forecasts uncertain growth for AI server shipments in 2025, influenced by US export controls, the rise of DeepSeek, and GB rack preparation progress. The base case projects 28% growth; the...
According to the latest supply chain survey by TrendForce, CSPs, OEMs, and other enterprises maintained strong growth momentum for AI servers in 2024...
This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPU, as well as updates on the supply chain of server cooling...
TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reasses...
