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Server Market Bulletin - Jul. 23, 2026

Last Modified

2026-07-23

Update Frequency

Biweekly

Format

PDF

Global AI server momentum builds as CSPs expand rack buys, hyperscalers advance in-house chips, and OEM orders grow.

Key Highlights

Outlook: CSPs ramp rack buys, lifting server growth.
Google: Advances Agentic Enterprise, prioritizes TPUs.
Amazon: Scales ASICs, deploys GB300, deepens LLM ties.
Meta: Leans on NVIDIA/AMD racks; MTIA trimmed, reaccelerating.
OEMs: Dell gains cloud pull-in; Gigabyte orders rise.

Table of Contents

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

<Total Pages：3>

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

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

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