Server Market Bulletin - Jun. 4, 2025

Last Modified

2026-06-04

Update Frequency

Biweekly

Format

PDF

TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.

Key Highlights

Forecast Upgrade: TrendForce raised its 2026 server shipment growth outlook, with AI server YoY growth exceeding 28%; double-digit growth expected to extend into 2027.
ODM Momentum: Foxconn and Wistron are expanding rack-level production for North American CSPs; Huaqin targets China's AI infrastructure with aggressive growth plans.
Platform Shift: NVIDIA GB/VR Rack dominates AI server shipments; Vera CPU ramps up. CSP in-house Arm CPUs from AWS and Google add meaningful incremental demand.
Liquid Cooling Expansion: Vera Rubin's fanless architecture extends liquid cooling beyond GPUs to NICs and power boards. AVC and Sunon are scaling up, boosting per-rack thermal value.