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Server Market Bulletin - Oct. 16, 2025
Last Modified
2025-10-16
Update Frequency
Biweekly
Format
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
Key Highlights
- Global AI server market is driven by cloud providers expanding infrastructure and platforms.
- Beyond GPUs, CSPs invest in self-developed ASICs for efficiency and compute.
- Regional dynamics and cross-border collaboration shape R&D and procurement.
- New generation platforms and integrated solutions push toward more complete server configurations.
Table of Contents
- TrendForce's View
- AI Server Shipments and Total Server Shipments (Including All Types), 1Q25-4Q26
- CSP Dynamics
- OEM Dynamics
<Total Pages:4>
Category: DRAM , Cloud / Edge Computing , Artificial Intelligence , AI Server/HBM/Server
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