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Server Market Bulletin - Oct. 8, 2026
Last Modified
2026-10-08
Update Frequency
Biweekly
Format
CSP and Neocloud demand lifts the AI server outlook as NVIDIA shifts to VR200, AMD and ASICs gain, and cooling upgrades.
Key Highlights
- Outlook Raised: CSPs, Neoclouds and sovereign AI lift growth.
- NVIDIA Shift: VR200 overtakes GB300 as the main platform.
- AMD and ASICs: Helios racks and in-house ASICs gain momentum.
- ODM Expansion: Quanta, Wistron and Foxconn ride GB300 racks.
- Thermal Upgrades: Liquid cooling and new lids lift value.
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: 4>
Sector: AI Server / Data Center
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