Back
Hardware6/day by emailEstimate
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
Verified 2026-09-16
THE INTELLIGENCE CLUB
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Free forever. Six emails a week — The Daily Receipts on weekdays, The Weekly Brief on Saturday — drop either in one click.
Read this morning's edition →Meta’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Hardware
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year
- Amphenol's Communications Solutions segment, whose interconnects and cabling carry AI-related IT datacom traffic, reported net sales of $5.38 billion in the quarter ended 30 June 2026, up 85% year-over-year $5.38 billion