Looking ahead to 2026, major global CSPs are significantly increasing capital expenditures on AI infrastructure, focusing on high-density GPU racks and self-developed ASICs to optimize costs. North American giants are leading the adoption of NVIDIA solutions and proprietary chips, driving the share of AI servers and ASICs. Meanwhile, OEMs like Dell and IEIT are aggressively deploying AI solutions amidst intense competition and geopolitical challenges.

Key Highlights

• CSP Investment & ASIC Trend: North American CSPs are aggressively boosting Capex, procuring NVIDIA/AMD rack solutions while expanding self-developed ASICs to optimize computing costs and autonomy, driving significant AI server growth.
• Cloud Giants' Strategy: Amazon accelerates the deployment of next-gen Trainium and Graviton to increase proprietary architecture share; Meta focuses on Superintelligence Labs, though its proprietary chips face software integration hurdles; Microsoft pushes high-density racks and mass-produces Maia chips to enhance inference efficiency.
• OEM Dynamics: Dell targets high-end AI racks and key clients but faces competition and budget crowding in traditional servers; IEIT leverages Chinese policies and Southeast Asian expansion for localized AI solutions, despite risks from Entity List constraints.

Table of Contents

1. TrendForce's View
   • AI Server Shipments and Total Server Shipments (Including All Types), 1Q25-4Q26
2. CSP Dynamics
3. OEM Dynamics

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