TrendForce keeps raising its AI server shipment forecast as hyperscaler capex resets higher. Citing surging demand for Nvidia's GB/VR rack-scale AI platforms, it lifted its 2026 shipment growth estimate on 3 August 2026 from 28% year-over-year to nearly 31% year-over-year
TrendForce, a market research company, raised its forecast for AI server shipment growth in 2026 from 28% year-over-year to nearly 31% year-over-year. This revision, published on August 3, 2026, is attributed to surging demand for Nvidia's GB/VR rack-scale AI platforms and a projected 90% year-over-year increase in the combined capital expenditure of the world's nine largest cloud service providers (CSPs) in 2026.
Verified 2026-09-26
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Raised forecasts show demand for Nvidia's full AI racks running ahead of earlier expectations.
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