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Server Market Bulletin - Sep. 17, 2026
Last Modified
2026-09-17
Update Frequency
Biweekly
Format
AI server demand stays firm as CSPs order NVIDIA racks, Tier-2 centers gain share, and hyperscalers expand ASIC plans.
Key Highlights
- CSP Demand: NVIDIA rack orders stay strong; Tier-2 centers drive growth.
- ASIC Push: Google, Amazon add custom chips, cutting GPU reliance.
- Capex Robust: Oracle, Microsoft keep expanding on strong order visibility.
- OEMs Diverge: Dell excels on new wins; HPE targets enterprise, edge AI.
Table of Contents
- TrendForce's View
- Forecast on Global Server Shipments, 1Q25-4Q26
- CSP Dynamics
- OEM Dynamics
<Total Pages: 4>
Sector: AI Server / Data Center
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