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Server Market Bulletin - May 7, 2026

Last Modified

2026-05-07

Update Frequency

Biweekly

Format

PDF

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>

Latest Revisions to ODMs' Server Shipment Growth Rates for 2026

Sector: AI Server / Data Center

Tag: NVIDIA Rubin GPU Rack Liquid Cooling ASIC AI Infrastructure AI Chip Google TPU General Server AWS Trainium Hyperscaler Cloud Server AI Capex CSP Demand Shift Geopolitical Risk Market Bulletin Shipments Supply & Demand NVIDIA AMD Wiwynn Wistron AVC Vertiv Quanta Computer

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