Research Reports

USD

11,000

Download Report

Server Market Bulletin - Oct. 22, 2026

Last Modified

2026-10-22

Update Frequency

Biweekly

Format

PDF

US and China CSPs keep expanding AI infrastructure with GPU racks and in-house ASICs, lifting 2027 shipments despite supply risks.

Key Highlights

Overall Demand: Strong US and China CSP demand should lift 2027 AI server shipment growth above this year, with a rising share.
Google and Microsoft: Google leans on TPUs, also sold externally; Microsoft favors GPU racks, with Maia as a supplement.
Oracle and Meta: Oracle centers on NVIDIA GPUs; Meta pairs GPUs with ASICs and leads AMD Helios adoption.
Alibaba and Risks: Alibaba speeds up in-house chips, but component shortages may constrain shipments.

Table of Contents

Introduction
- AI Server Shipments and Total Server Shipments (Including All Types), 1Q26-4Q27

<Total Pages: 4>

AI Server Shipments and Total Server Shipments (Including All Types), 1Q26-4Q27

Sector: AI Server / Data Center

Tag: Server CSP Market Bulletin Shipments Supply & Demand

Spotlight Report

Server Market BulletinRelated Reports

Server Market Bulletin - Oct. 8, 2026

2026/10/08

AI/HBM/Server

PDF

Server Market Bulletin - Sep. 17, 2026

2026/09/17

AI/HBM/Server

PDF

Server Market Bulletin - Sep. 3, 2026

2026/09/03

AI/HBM/Server

PDF

Server Market Bulletin - Aug. 20, 2026

2026/08/20

AI/HBM/Server

PDF

Server Market Bulletin - Aug. 6, 2026

2026/08/06

AI/HBM/Server

PDF

Server Market Bulletin - Jul. 23, 2026

2026/07/23

AI/HBM/Server

PDF

Download Report

Sign in and Download Report

USD

11,000

Membership

Server Market Bulletin

Spotlight Report