-
Analysis of AI Server Shipments
North American CSPs' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026, according to the latest market research from TrendForce. Global server shipments are expected to grow by only around 1. 9% in 2024, continuously being squeezed out by budgets for AI servers. export restrictions and geopolitics. Cloud strategies – AWS, Google, Microsoft, Meta and Oracle are expanding AI infra with varying mixes of Nvidia GPUs and in-house chips. The rapid growth of AI inference services is boosting demand for general-purpose servers. The global AI server market was valued at US$12.
-
Optical module chip shipments
BOSTON (January 7, 2025) – Total shipments of leading-edge datacom optical modules are projected to tally over $9 billion for 2024, according to the latest Optical Components Report from research firm Cignal AI. Optical module chips are semiconductor devices that enable high-speed data transmission in fiber optic networks. While chip rankings differ by segment (100G, coherent modules, or silicon photonics), reviewing supplier rankings. Optical Module Chip by Application (10/25G Optical Moulde, 100G Optical Moulde, 200G Optical Moulde, 400G Optical Moulde, 800G Optical Moulde), by Types (Laser & Detector Chip, Amplifiers, Drivers and MUX/DEMUX Chip), by North America (United States, Canada, Mexico), by South America (Brazil. The global optical modules market was valued at $14. 8 billion in 2025 and is projected to reach $39. 5% during the forecast period from 2026 to 2034. Hyperscale data centers now account for over 60% of optical component demand, with cloud services and AI workloads pushing higher-speed modules.
[PDF Version]