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Server Market Bulletin - May 21, 2026
Last Modified
2026-05-21
Update Frequency
Biweekly
Format
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
Key Highlights
- Outlook: AI and general server demand both rise, growth upgraded.
- CSPs: Top five North American CSPs expand CAPEX, rack demand robust.
- Cloud: Google TPU ramps, AWS advances ASIC, Meta diversifies AI mix.
- OEMs: Dell leverages enterprise scale, Supermicro pushes liquid cooling.
Table of Contents
- TrendForce's View
- AI Server Shipments and Total Server Shipments (Including All Types), 1Q25-4Q26
- CSP Dynamics
- OEM Dynamics
<Total Pages: 4>
Category: DRAM , Cloud / Edge Computing , Artificial Intelligence , AI/HBM/Server
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