TrendForce sees a slow shift away from merchant GPUs inside AI servers as Google, Meta and other North American cloud providers scale up in-house chips. It expects GPUs to still lead 2026 AI server shipments at 69.7%, while pegging the ASIC-based share at 27.8% in 2026, the highest since 2023
TrendForce, a market research firm, forecasts that GPUs will account for 69.7% of AI server shipments in 2026. This projection is based on an analysis of the global AI server market, which is expected to grow over 28% year-over-year in 2026. The firm also anticipates that ASIC-based AI servers will reach a 27.8% share of shipments in 2026, marking the highest percentage since 2023.
Verified 2026-09-16
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Cloud giants are slowly building more of their own AI chips, a gradual challenge to Nvidia's GPUs.
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