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Server Market Bulletin - Jul. 9, 2026
Last Modified
2026-07-09
Update Frequency
Biweekly
Format
CSP capex growth lifts server and AI shipments, chip forecasts rise, ODMs shift to racks, cooling gains traction.
Key Highlights
- CSP Capex: Hyperscaler spending lifts server and AI server shipment growth.
- ODM Moves: Quanta, Wistron, Wiwynn accelerate shift to rack-scale systems.
- Chip Updates: NVIDIA and AMD raise CPU shipment growth forecasts.
- Cooling Chain: Microloop and Kaori gain from rising liquid cooling demand.
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: 5>
Category: Artificial Intelligence , Cloud / Edge Computing , AI/HBM/Server , DRAM
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