Research Reports

USD

55,000

Download Report

Global AI Server & Supply Chain Outlook 2026

Last Modified

2026-05-05

Update Frequency

Aperiodically

Format

PDF

AI server market expands robustly in 2026 amid hyperscaler capex, NVIDIA racks, and tight HBM-CoWoS supply chains.

Key Highlights

Market: AI server shipments expand strongly, led by hyperscalers.
GPUs: NVIDIA Blackwell, Rubin dominate; rack-scale GB/VR rises.
ASICs: US CSPs ramp in-house silicon; Google TPU leads peers.
Supply: CoWoS, HBM tight; liquid cooling goes mainstream.
Risks: US-China tensions accelerate China localization.

Table of Contents

Outlook of Global AI Chip and Server Market
Capex and Self-Developed ASIC AI Solutions Among CSPs
Key Supply Chain Dynamics of AI Servers
HBM Market Trends for AI Servers
Key Takeaways

<Total Pages: 49>

Projection on Global Server Shipments

Sector: AI Server / Data Center

Tag: HBM CoWoS NVIDIA Blackwell NVIDIA Rubin Liquid Cooling ASIC Google TPU Hyperscaler Server GPU Google NVIDIA

Spotlight Report

AI Server PackageRelated Reports

NVIDIA Rubin Ramp Delayed to 2027 on HBM Snag

2026/09/21

AI/HBM/Server

PDF

AI Compute Surges as ASICs Challenge GPU Dominance

2026/09/15

AI/HBM/Server

PDF

CSP ASIC Demand Fuels Advanced Packaging Evolution

2026/09/11

AI/HBM/Server

PDF

AI Server Boom Outpaces U.S. Grid Buildout

2026/09/07

AI/HBM/Server

PDF

NVIDIA Data Center Boom Fuels GB/VR Rack Demand

2026/08/27

AI/HBM/Server

PDF

AI Server Boom Reshapes Global Supply Chain

2026/08/03

AI/HBM/Server

PDF

Download Report

Sign in and Download Report

USD

55,000

Membership

AI Server Package

Spotlight Report