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Server Market Bulletin - Nov. 5, 2026
Last Modified
2026-11-05
Update Frequency
Biweekly
Format
Rising CSP capex, AI inference, agentic AI and custom ASICs lift AI server shipments, tighten CPU supply and speed liquid cooling.
Key Highlights
- Capex: Major CSP investment keeps expanding, with next year's growth above earlier expectations.
- AI Servers: Rack-scale systems, custom ASICs and sovereign AI demand support shipment growth.
- CPU Race: Supply is tight; AMD gains share while Intel faces capacity and delay limits.
- ODM and Cooling: Foxconn moves toward AI Factory, Wiwynn backs AMD, and liquid cooling extends to memory and CDUs.
Table of Contents
- Introduction
- ODM Dynamics
- Latest Revisions to ODMs’ Server Shipment Growth Rates for 2026
- Major Chips Dynamics
- Thermal Industry Updates
<Total Pages: 6>
Sector: AI Server / Data Center
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