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Server Market Bulletin - Nov. 13, 2025
Last Modified
2025-11-13
Update Frequency
Biweekly
Format
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>
Category: DRAM , AI/HBM/Server , Cloud / Edge Computing , Artificial Intelligence
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