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Server Market Bulletin - May 7, 2025
Last Modified
2026-05-07
Update Frequency
Biweekly
Format
CSP Capex fuels AI server growth; GPU and ASIC engines drive market upgrades as liquid cooling adoption accelerates.
Key Highlights
- CSP Momentum: Hyperscaler Capex fuels AI server growth.
- Twin Engines: NVIDIA GPU and Google TPU drive demand.
- ODM Outlook: Wistron, Wiwynn, Quanta lift shipment forecasts.
- New Platforms: Rubin, Helios, Trainium 3 ramp in 2H.
- Thermal: Liquid cooling boosts AVC and Vertiv long-term.
Table of Contents
- TrendForce's View
- ODM Dynamics
- Latest Revisions to ODMs' Server Shipment Growth Rates for 2026
- Major Chips Dynamics
- Thermal/Power Related Updates
<Total Pages: 4>
Category: DRAM , Cloud / Edge Computing , Artificial Intelligence , AI/HBM/Server
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