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Server Market Bulletin - Sep. 3, 2026
Last Modified
2026-09-03
Update Frequency
Biweekly
Format
Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
Key Highlights
- Capex: Hyperscalers raise spend, extending AI server growth.
- Supply: Tight CPU, memory, power supply caps output.
- ODMs: Foxconn, Inventec, Wiwynn gain as CSP orders expand.
- Chips: NVIDIA platforms ramp as Arm CPU demand climbs.
- Cooling: Liquid cooling adoption lifts BOYD and AVC.
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>
Category: Artificial Intelligence , Cloud / Edge Computing , AI/HBM/Server , DRAM
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