Server Market Bulletin - Jan. 8, 2026

Last Modified

2026-01-08

Update Frequency

Biweekly

Format

PDF

Driven by strong demand from US and China CSPs, 2026 AI server shipments will surge. Key drivers include NVIDIA and Google's ASICs, accelerating liquid cooling adoption. While general server refresh cycles aid growth, supply chain lead times remain a potential bottleneck.

Key Highlights

Dual Growth Engines: Strong demand from US and China CSPs is driving significant growth in both AI infrastructure and general server refresh cycles.
Tech Evolution: NVIDIA's rack solutions and Google's proprietary ASICs are dominant drivers, significantly boosting liquid cooling adoption rates.
Regional Strategy: As AI investment expands, Chinese CSPs are adopting domestic chips alongside permitted US GPUs to mitigate geopolitical supply risks.
Supply Constraints: Despite robust demand, long lead times for key components like PCBs pose supply chain bottlenecks that may limit deployment scale.