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Server Market Bulletin - Aug. 6, 2026

Last Modified

2026-08-06

Update Frequency

Biweekly

Format

PDF

Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.

Key Highlights

CSP Capex: Hyperscale CSPs raise AI spend, lifting server shipments.
ODM Orders: Foxconn, Wistron, Quanta expand GPU rack fulfillment.
Chip Rollout: NVIDIA, AMD advance new platforms, boosting performance.
Cooling Upgrade: Thermal vendors scale liquid cooling for denser racks.

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: 6>

Latest Revisions to ODMs’ Server Shipment Growth Rates for 2026

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

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