2Q26 Server Market Report
Last Modified
2026-04-29
Update Frequency
Quarterly
Format
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
- Analysis of Server Market Dynamics – Worldwide and China
- Dynamics of CSPs, Server OEMs (Brands), and Server ODMs
- Key Trends in Server Supply Chain for 2026
- TRI’s View
<Total Pages: 25>
Category: DRAM , AI/HBM/Server
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Membership
Spotlight Report
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AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
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Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
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NAND Flash Monthly Datasheet Apr. 2026
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