US and China CSPs keep expanding AI infrastructure with GPU racks and in-house ASICs, lifting 2027 shipments despite supply risks.
CSP and Neocloud demand lifts the AI server outlook as NVIDIA shifts to VR200, AMD and ASICs gain, and cooling upgrades.
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.
AI server demand stays firm as CSPs order NVIDIA racks, Tier-2 centers gain share, and hyperscalers expand ASIC plans.
Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.
CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction.
Global server growth accelerates in 2026 as CSPs expand AI infrastructure investment and custom silicon adoption reshapes procurement strategies.
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