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PUBLISHER: TrendForce | PRODUCT CODE: 1848188
PUBLISHER: TrendForce | PRODUCT CODE: 1848188
Global AI Server Trend for 2025: CSPs Expediting Investment and In-House ASICs
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PAGES: 7 Pages
DELIVERY TIME: 1-2 business days
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Cloud providers lift AI Capex to new highs; rack-scale GPU and custom ASICs rise, liquid cooling spreads.
Key Highlights:
- AI Capex accelerates; capital intensity climbs.
- Rack-scale systems drive data center and network upgrades.
- Dual track: GPUs plus custom ASICs across leaders and challengers.
- Liquid cooling adoption increases for performance and efficiency.
- New investment cycle reshapes share and costs.
SAMPLE VIEW
Product Code: TRi-0093
Table of Contents
1. Introduction
2. Due to Major CSPs Upgrading Their 2025 CapEx Projections and Maintaining a Bullish Outlook for 2026, Capex Intensity Is Projected to Reach a Historic High
- TrendForce Projects That Capex Intensity Will Increase in 2025, Indicating That the Industry's Investment Strategy Is Taking a More Aggressive Pace in AI Infrastructure Deployment
3. CSPs Expand AI Server Infrastructure Investments, Anticipating Growing Demand for GB and VR Full-Rack Solutions in 2026
- North America's Top Five CSPs Focus Heavily on GB Rack Full-Rack AI Server Solutions, Becoming the Primary Driver of Overall Demand
4. US CSPs to Welcome Rapid Growth in Shipment from Expedited Deployment of In-House AI Chips
- US CSPs to Continue Shipment Momentum of In-House ASICs in 2026
5. Investment in AI Infrastructures to Enter a New High; CapEx among CSPs Actuates Next Round of Market Competitions
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