Driven by expanding CSP capital expenditures, AI server demand remains robust. Liquid cooling adoption accelerates as the high-end standard. Strong demand pushes HBM3e prices up amid tight supply, while high-capacity QLC SSDs and PCIe 6.0 upgrades lead storage growth.

Key Highlights

• Mainstream Liquid Cooling: Liquid cooling is shifting from optional to standard for high-end systems, driven by GPU and CSP chip adoption.
• Memory Price Hikes: HBM3e prices and profits are revised upward due to strong demand and capacity constraints, with HBM4 supply remaining tight.
• Storage Upgrades: AI inference surges drive high-capacity QLC SSD adoption, while training pushes interfaces toward PCIe 6.0.
• Industry Outlook: Despite some platform delays, substantial capital expenditure increases by cloud giants sustain robust overall market growth.

Table of Contents

1. Major AI Chip Market Trends
   • Overview of the World's Major AI Chips
   • High-End AI GPUs Expected to Remain Dominant in 2026
2. AI Server Market Trends
   • AI Servers Expected to Gain a Larger Share by 2026
3. Changes in the Global AI Server Market
4. Major AI Chip Categories in AI Servers
   • Share of ASIC Chip Category Estimated to Rise Nearly 28% in 2026
     ASIC Chip Share Expected to Continue Rising in 2026
5. AI Servers by Chip Supplier
   • Combined Share of CSP ASIC and “Others” Categories to Rise 27.6% in 2026
6. Trends in the AI Server Cooling Market
   • Liquid Cooling Adoption for AI Chips Expected to Further Increase in 2026
   • Enterprise SSD Adoption Expected to Gradually Rise on the Back of Growing AI Server Demand
7. AI Server and HBM Demand Projections 
   • Driven by High-End AI Chip Requirements, HBM Demand Bit Growth Continues 
   • Supply-Side Analysis of HBM Memory for AI Servers 
   • Projected Price Trends for HBM Used in AI servers, 2023-2026
8. AI Server Industry Trends – Observations and Forecasts

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