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AI server shipments over 25 years
Global AI server shipments grew by 46% in 2024, driven by strong demand from CSPs and OEMs, according to TrendForce. However, multiple factors, including US chip restrictions, the DeepSeek effect, and supply chain readiness for GB200/GB300 racks, could impact AI server shipments in. 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. The rapid growth of AI inference services is boosting demand for general-purpose servers. 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. OEM shifts. Dell Technologies (NYSE: DELL), one of the largest technology giants, delivered a strong third quarter for fiscal 2026, with earnings improving 39% to $2.
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