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CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction.
3Q26 humanoid competition shifts from specs to scene penetration and data loops, with diversified forms, China's 107% YoY shipment lead, and emerging chip and companion economies.
NVIDIA unveils Halos for Robotics with a three-tier safety stack and Outside-In Safety, extending its autonomous driving expertise to humanoids and redefining Physical AI platform competition.
TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' analysis, and the adoption of AI memory.
Huang backs Korea robotics as memory and manufacturing strengths align with the K-Humanoid Alliance, advancing Physical AI while edge computing and AI chip gaps remain to be closed.
Global server growth accelerates in 2026 as CSPs expand AI infrastructure investment and custom silicon adoption reshapes procurement strategies.
TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.
Fraunhofer IPA unveils six-dimension humanoid testing standards exposing real-world limits, while China advances a full-chain framework, signaling a multi-pole global standards landscape ahead.
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
Figure AI locks Figure 04 design for mass production, while Figure 03 proves long autonomous warehouse runs and home collaboration, advancing its industry-first, home-next commercialization roadmap.
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