TrendForce raised its 2026 global AI server shipment forecast to nearly 31% year-over-year growth, up from its earlier estimate of 28%, citing stronger-than-expected demand from cloud service providers and sovereign AI projects
TrendForce, a market research company, revised its forecast for global AI server shipments in 2026. The new estimate predicts nearly 31% year-over-year growth, an increase from its previous forecast of 28%. This adjustment is attributed to stronger procurement demand from hyperscale cloud service providers and Tier-2 data center operators, as well as accelerated deployment of domestic AI solutions by Chinese cloud service providers.
Verified 2026-09-30
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A raised forecast means analysts see cloud firms and governments buying more AI servers than expected.
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