AI server tracker: AI infrastructure arms race boosts
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese
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Servers Surge Times
AI brings soaring emissions for Google and Microsoft, a
The tech giants both report surges in greenhouse gas emissions as they double-down on adding artificial intelligence to all of their products.
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AMD and Intel Consumer CPU Prices Jump 10% in a Month With
AMD and Intel CPU prices are rising 5-20% due to AI demand, with further hikes expected through Q3 2026, totaling 16-17% increases.
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Tech Giants Fuel AI Server Boom, Contributing 30% to
The biggest surge in the demand for AI servers happened in the second quarter of 2024, with an increase of 35% due to high demand.
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Intel warns AI shift driving server CPU shortages, price hikes
Intel says AI workloads moving from training to inference are driving a sharp rise in server CPU demand, tightening CPU-to-GPU ratios in data centers and pushing prices up by as much as 20% since
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AI becomes leading server workload as shipments of
Sales of AI servers for training will keep increasing, but now that many AI models have been trained, it is time to make some money on them.
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AI-Driven Growth: The Future of Compute Servers
Discover the future of compute servers in our latest report, exploring AI-driven growth and the rise of accelerated servers. Gain insights into market
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Global AI Server Shipments Forecast to Grow Over 28
The rapid growth of AI inference services is boosting demand for general-purpose servers, supporting both replacement and expansion efforts.
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The AI Power Surge: Growth Scenarios for GenAI Datacenters
This paper examines the feasibility and implications of sustained growth in generative AI (genAI) infrastructure through 2030, focusing on three potential constraints: financing, hardware
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Strong Demand from CSPs and Sovereign Cloud to
TrendForce''s latest analysis of the AI server market shows that demand from CSPs and sovereign cloud deployments will remain robust through
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Samsung warns of memory shortages driving industry
Samsung Electronics warned that memory chip shortages will drive price increases across the electronics industry in 2026, with the world''s largest
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DIGITIMES Special Report：Global AI server market
According to DIGITIMES'' forecast, the AI server market demand will remain strong, with growth rates in 2024 and 2025 projected to exceed triple digits. The increase
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AI server market: cloud giants to command 60% demand in 2024
Microsoft, Google, AWS, and Meta will collectively account for over 60% of global demand for high-end AI servers in 2024, according to a report from Trendforce. Microsoft will account
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AI Server Market Size & Share, Statistics Report 2025
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
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Energy demand from AI – Energy and AI – Analysis
Accelerated servers account for almost half of the net increase in global data centre electricity consumption, while conventional servers account for only around 20%.
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What we know about energy use at U.S. data centers
This is especially true at AI-optimized hyperscale data centers, whose advanced servers are equipped with powerful computer chips that can perform
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AI Power Consumption: Rapidly Becoming Mission
Generative AI and rising GPU shipments is pushing data centers to scale to 100,000-plus accelerators, putting emphasis on power as a mission
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Ars Technica
News and reviews, covering IT, AI, science, space, health, gaming, cybersecurity, tech policy, computers, mobile devices, and operating systems.
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Global AI Server Demand Surge Expected to Drive 2024 Market
AI server market value is projected to reach over $187 billion in 2024, with a growth rate of 69%, accounting for 65% of the total server market.
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AI Servers Set to Skyrocket to $29.8 Billion by 2025!
The global AI server market is poised for phenomenal growth, expected to reach $29.8 billion by 2025. With a whopping CAGR of 36.1% from 2021 to 2025, the surging demand for AI
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Dell raises forecasts as demand surges for Nvidia
Dell Technologies servers are engineered to handle AI systems'' intense computational demands, including training large language models.
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Dell lifts annual forecasts on AI server sales boom
Dell raised its annual revenue and profit forecasts on Thursday, buoyed by demand for its artificial intelligence-optimized servers that are powered
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3Q25 global top 20 EMS/ODM rankings: Chinese firms
EMS watch: The year AI servers broke the EMS rankings Tariff wars and AI demand reshape electronics supply chain structure in 2025 3Q25 Global
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Surge in AI server demand from cloud service providers:
TrendForce''s latest industry report reveals a sustained high demand for advanced AI servers from major cloud service providers (CSPs) and brand
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AI data center growth: Meeting the demand | McKinsey
Soaring demand for AI data centers has ushered in a new area of growth. We explore these new opportunities for companies and investors across the value chain.
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AI Servers Market Size, Share & Trend 2035
The report analyzes different market portions; counting AI information servers, AI preparing servers, and AI deduction servers, alongside their applications over BFSI, IT & telecom,
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Global AI Server Demand Surge Expected to Drive 2024
TrendForce''s latest industry report on AI servers reveals that high demand for advanced AI servers from major CSPs and brand clients is expected
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