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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

Category: AI/HBM/Server

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