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Server Market Bulletin - Nov. 13, 2025

Last Modified

2025-11-13

Update Frequency

Biweekly

Format

PDF

This report notes AI investment drives cloud and server demand as CSPs and OEMs expand capex and deployment, with in-house chips advancing.

Key Highlights

Overview: AI investment boosts cloud/server demand; investments and deployments rise.
Main strategy: CSPs and OEMs expand capex, growing general and AI servers.
Chips & services: Google, Microsoft, Meta push in-house chips and AI services.
Trends: Focus on AI Agents, cloud data center integration, and scalable enclosures.
Outlook: High capex and AI investment sustain momentum.

Table of Contents

TrendForce's View
- Forecast on Global Server Shipments, 1Q25-4Q26
CSP Dynamics
OEM Dynamics

<Total Pages: 5>

AI Server Shipments and Total Server Shipments (Including All Types) 1Q25-4Q26

Category: DRAM , Cloud / Edge Computing , Artificial Intelligence , AI Server/HBM/Server

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