Leveraging TrendForce’s extensive research on the AI supply chain, this report expands its focus to high-growth cloud service providers (CSPs). It offers comprehensive medium-to-long-term forecasts for AI servers, global data center deployment, and critical AI infrastructure—including power, thermal management, and networking.

Table of Contents

1. Index
2. Main AI Server Platforms and Power Spec.
3. Worldwide AI Chips Shipments Forecast
4. Global Server and AI Shipments Forecast
5. Major CSP Capex Track
6. Major CSP Server and High-end AI Server Shipments Forecast
7. Major CSP High-end GPU and ASIC Server Distribution Estimation
8. Major CSP GB and VR Rack Shipments Forecast
9. CSP Capacity Estimation by Server and AI Types
10. Major CSP Total Server Power Consumption
11. CSP HBM Consumption by AI Server Types
12. Major CSP Total Server HBM Consumption
13. Estimated AI Server Rack HBM and Power Usage Ratio
14. Major CSP Data Center Distribution
15. Major CSP Data Center Capacity Estimation
16. China CSP Data Center Regions
17. Global Data Center Capacity by Equipment
18. Liquid Cooling Penetration by Brand
19. AI Liquid-Cooling Penetration Forecast
20. Server Thermal Total Addressable Market (TAM)
21. Global Optical Transceiver Shipments Forecast

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