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PUBLISHER: TrendForce | PRODUCT CODE: 1892155
PUBLISHER: TrendForce | PRODUCT CODE: 1892155
CSP CapEx Fuels 12.8% Server Growth: 2026 Forecast
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PAGES: 5 Pages
DELIVERY TIME: 1-2 business days
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CSP AI investment fuels robust server growth.
Key Highlights
- Record CSP CapEx: North American CSPs are hiking spending for AI and server replacements, driving strong market growth.
- Inference Drives Demand: Rising inference loads are pushing tech giants to aggressively expand general server fleets alongside AI servers.
Table of Contents
1. AI Is Pushing the General Server Replacement Wave; 2026 Server Shipments Will Grow 12.8%
2. CSPs' Strong Capex Growth Drives Server Demand
- Five Major North American CSPs' Capex Figures
3. Growing Inference Workloads Fuel General Server Deployment
- Server Shipment Volume and YoY Growth
Product Code: TRi-0108
Table of Contents
1. AI Is Pushing the General Server Replacement Wave; 2026 Server Shipments Will Grow 12.8%
2. CSPs' Strong Capex Growth Drives Server Demand
- Five Major North American CSPs' Capex Figures
3. Growing Inference Workloads Fuel General Server Deployment
- Server Shipment Volume and YoY Growth
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