Research Reports

USD

11,000

Download Report

Server Market Bulletin - Jun. 18, 2025

Last Modified

2026-06-18

Update Frequency

Biweekly

Format

PDF

Global server growth accelerates in 2026 as CSPs expand AI infrastructure investment and custom silicon adoption reshapes procurement strategies.

Key Highlights

Market Outlook: AI rack server demand surges, lifting full-year server shipment growth well above initial estimates, with 2027 poised for record expansion.
North America CSPs: AWS ramps Trainium 3, Google scales TPU output while pivoting to Axion CPU, and Oracle sharply raises capex to meet surging OCI demand.
China CSPs: ByteDance and Alibaba accelerate custom ASIC and domestic chip adoption to hedge geopolitical risk, driving strong double-digit shipment growth.
2027 Outlook: Advanced node capacity ramp eases supply constraints, enabling a synchronized rebound in general-purpose and AI inference server demand.

Table of Contents

TrendForce's View
- AI Server Shipments and Total Server Shipments (Including All Types), 1Q25-4Q26

<Total Pages: 5>

AI Server Shipments and Total Server Shipments (Including All Types), 1Q25-4Q26

Category: Artificial Intelligence , Cloud / Edge Computing , AI/HBM/Server , DRAM

Spotlight Report

Server Market BulletinRelated Reports

Server Market Bulletin - Jun. 4, 2025

2026/06/04

DRAM

PDF

Server Market Bulletin - May 21, 2026

2026/05/21

DRAM

PDF

Server Market Bulletin - May 7, 2025

2026/05/07

DRAM

PDF

Server Market Bulletin - Apr. 23, 2026

2026/04/23

DRAM

PDF

Server Market Bulletin - Apr. 9, 2026

2026/04/09

DRAM

PDF

Server Market Bulletin - Mar. 19, 2026

2026/03/19

DRAM

PDF

Download Report

Sign in and Download Report

USD

11,000

Membership

Server Market Bulletin

Spotlight Report