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 Tren...
Industry Information Global AI server shipments are expected to reach 1.81 million units in 2025, with high-end models no longer concentrated among the four major US CSPs.
Industry Information DIGITIMES believes that the global high-end AI server market will evolve towards greater diversification. Global shipments of high-end AI servers are expected to
Industry Information U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk of illegal diversion to China, according to two people
Industry Information Global AI server shipments are projected to rise 24.3% in 2025, slightly below forecasts due to U.S. export restrictions and geopolitics – but strong nonetheless.
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Industry Information The AI server market was valued at USD 128 billion in 2024 and is expected to grow at a CAGR of 28.2% between 2025 and 2034, driven by the explosive enterprise AI adoption and proven return on
Industry Information Driven by scaled adoption and structural momentum, Arm-based CPUs are on track to surpass legacy x86 deployments with major hyperscalers'' AI ASIC server platforms. By early 2029,
Industry Information AI computing demand is boosting general-purpose server shipments, making them a key growth area for the server supply chain by 2026. While AI servers will grow faster, the expansion of AI inference
Industry Information Overview: This workbook provides granular unit shipment forecasts and supply chain market share data from 2024 through 2027, supporting our latest research note and PR: "AI Server
Industry Information The share of AI servers in total server shipments is expected to reach 12.2% for an increase of about 3.4 percentage points from 2023. In terms of
Industry Information CPU computing power plays a key role in AI, with Global server shipments in 2026 expected to see a significant yearly growth of 19.2%. Abstract Demand for agentic AI applications is expected
Industry Information B200 DGX ~$275K, H100 secondhand $12-18K. Cloud H100 from $0.99/hr spot. Why B200 is constrained and H100 is oversupplied. Updated April 2026.
Industry Information Gartner estimates end-user spending on servers in 2023 to be $140 billion, an annual increase of 9.5% — influenced by strong demand for AI-optimized servers. In contrast, shipments
Industry Information Global AI server shipments will jump by 38.4 percent in 2023, according to market analysis firm TrendForce.
Industry Information Dell Technologies raised its full-year outlook as it expects more AI shipments. The Round Rock, Texas, company on Tuesday said it expects full
Industry Information According to the latest survey by TrendForce, the total global server shipment volume (including AI servers) in 2024 is estimated to reach 13.7M units...
Industry Information AI servers are specialized computing systems designed for handling artificial intelligence (AI) tasks, including machine learning model training, large dataset processing, and AI algorithm execution.
Industry Information NVIDIA continues to reign supreme in the discrete GPU segment, but AMD & Intel did manage to increase market share in Q3 2025.
Industry Information Global demand for AI servers remains strong in 2025, with ''tier-one'' North American cloud service providers (CSPs) continuing to lead market growth, according to new analysis from market
Industry Information North American CSPs'' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026,
Industry Information This increase resonates with the mounting demand for AI servers and chips, resulting in AI servers poised to constitute nearly 9% of the total server
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Industry Information Dell Q3 FY 2026 highlights AI momentum, record ISG, and disciplined supply management, with higher outlook and Q4 shipments set to accelerate.
Industry Information Projections for AI capex are rising but share price divergence shows investors are becoming more selective about which companies will benefit.
Industry Information Dell overtook Supermicro to lead accelerated server revenue among OEMs, supported by large-scale shipments of NVIDIA Blackwell platforms. White
Industry Information DIGITIMES Research projects that over 80% of global high-end AI server shipments will be delivered to the global top-5 cloud service providers and server brands right out of the factories in
Industry Information Global shipments of AI servers are projected to increase at a CAGR of 27.2% during 2022-2027. By 2027, AI servers are forecasted to account for around 19% of the total annual server shipments.
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