AI Computing Demand Surges Continuously: Global AI Server Shipments Expected to Rise by 28.3% in 2026

Research institution TrendForce stated in its latest report that the global AI servers market is experiencing a new wave of growth. It is expected that the global AI servers shipment will see a year-on-year growth of 28.3% by 2026, while the overall market including general-purpose servers is also expected to grow by 12.8%, showing a significantly faster expansion rate than in 2025.

The core driving force behind this growth is undergoing structural changes. As the focus of the artificial intelligence industry gradually shifts from "model training" to "inference applications," a large amount of inference load is creating additional demand for the general-purpose server market. At the same time, a new round of general-purpose server replacement cycle has already been launched globally, further increasing the demand for equipment upgrades.

In terms of capital investment, competition among tech giants is intensifying. Data shows that the capital expenditures of the five key companies—Google, Amazon AWS, Meta, Microsoft, and Oracle—are expected to increase significantly by 40% this year. Notably, these giants are accelerating the development of their own custom ASIC chip solutions, with the shipment share of AI servers based on ASICs expected to rise to 27.8%, while the market share of traditional GPU servers may fall below 70% for the first time.

Start-up Majestic Labs Secures $1 Billion in Funding, Focused on Efficient AI Servers

Majestic Labs, founded by three former Google and Meta engineers, has secured $1 billion in funding, focusing on developing high-capacity AI servers to reduce data center costs. Its patented silicon architecture can increase server memory capacity by 1000 times, with a single system capable of replacing up to ten traditional server racks.

Dell Forecasts Positive Earnings for Fiscal Year 2025 Driven by Strong Demand for AI Servers

["Dell predicts earnings for fiscal year 2025 will exceed expectations, primarily due to the growing demand for AI servers.", "AI servers equipped with Nvidia graphics processing units are experiencing a surge in orders.", "The personal computer market is recovering, and there is an optimistic long-term outlook due to AI."]

Dell Reports Strong Demand for AI Servers in Q4 and Full Year Fiscal 2024

Dell's revenue for Q4 of Fiscal Year 2024 reached $22.3 billion, a 25% year-over-year increase, with total revenue for the year at $88.4 billion. Operating income stood at $5.2 billion, and cash dividends were raised by 20% to $1.78 per share. The Infrastructure Solutions Group reported Q4 revenue of $9.3 billion, with server and networking business generating $4.9 billion. The Client Solutions Group achieved Q4 revenue of $11.7 billion, with the commercial customer segment contributing $9.6 billion. Dell maintains an optimistic outlook for Fiscal Year 2025.

Apple to Spend $4.75 Billion on 20,000 AI Servers, Supermicro and Others Competing for Orders

Apple is expected to spend $4.75 billion to purchase over 20,000 servers to support artificial intelligence technology. Apple aims to carve out a new territory in the field of generative AI. The global server shipment volume is estimated to be around 13.654 million units, with the market still focusing on the deployment of AI servers. Companies like Foxconn, Quanta, and Supermicro have performed well in AI server orders.

China's AI Server Market Growing Rapidly, Accelerated Server Market Size Reaches 3.1 Billion USD in the First Half of the Year

In the first half of 2023, China's accelerated server market size significantly increased by 54% compared to the same period last year, reaching 3.1 billion USD. GPU servers continue to dominate with an 88% market share, but domestic AI chips are also developing rapidly. Domestic chips still need further development in technology and ecosystem construction to achieve in-depth cooperation between industry, academia, and research. By 2027, the market size of China's accelerated server market is expected to reach 16.4 billion USD.