Research Reports

2Q26 Server Market Report

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Last Modified

2026-04-29

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Update Frequency

Quarterly

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Format

PDF


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Global Server Market – Trends and Outlook for 1Q26

Key Highlights

  • AI Inference Market Is Heating Up Rapidly, Driving a Significant Increase in the Demand for AI and General-Purpose Servers
  • China’s AI GPU Market Shifts as Policies Push NVIDIA’s Market Share Down and Huawei’s Market Share Up
  • Arrival of the AI Factory Era: ODMs Aggressively Expand from L6 to L11 and L12
  • To Secure Dominance in Terms of CPO Production Capacity, NVIDIA Invests Heavily in Lumentum, Coherent, and Marvell

Table of Contents

  1. Analysis of Server Market Dynamics – Worldwide and China
  2. Dynamics of CSPs, Server OEMs (Brands), and Server ODMs
  3. Key Trends in Server Supply Chain for 2026
  4. TRI’s View

<Total Pages: 25>





USD

18,000

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Get in touch with us