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 Estimated by Server Type (General and AI)
10. Major CSP Total Server Demand Power Capacity
11. CSP HBM Consumption by AI Server Type
12. Server HBM Consumption of Major CSPs
13. Server HBM Consumption per GW
14. Major CSP Data Center Distribution
15. Major CSP Cloud Region Availability Zones
16. Major CSP Data Center Capacity
17. Major CSP Cloud Region Modeled Capacity
18. China CSP Data Center Distribution
19. China CSP Cloud Region Availability Zones
20. China CSP Data Center Capacity
21. China CSP Cloud Region Modeled Capacity
22. Global Data Center Capacity by Equipment
23. Liquid Cooling Penetration by Brand
24. AI Liquid-Cooling Penetration Forecast
25. Server Thermal Total Addressable Market (TAM)
26. Global Optical Transceiver Shipments Forecast

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