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Global AI Server Shipment

Global AI Server Shipment Forecasts See a Noticeable Decline Following Geopolitical Tensions & Tariff Uncertainty



The AI server market is expected to see a decline in YoY growth forecasts, following the uncertainty from US export restrictions, and disruptions in supply chain from geopolitical tensions.
Microsoft, Meta & Google Are Continuing With Their AI Spending With Full Force, But There's a Short-term Slowdown

The AI bandwagon is moving around with full force around the globe, particularly in North America, where Big Tech is spending massive revenue on creating AI infrastructure. However, based on a report by TrendForce, the uncertainty around President Trump's tariff policies and the recent geopolitical tensions have revised the global AI shipment forecasts, and have now seen a decline, from 28% to 24.3%. While they are still expected to maintain double-digit growth, the decrease is mainly attributed to the supply chain disruptions with evolving trade polices and regional tensions.

As far as Big Tech is concerned, TrendForce says that their CapEx towards AI development isn't slowing down anytime soon, as firms like Microsoft are deploying NVIDIA's new servers at a consistent rate. The Blackwell Ultra GB300 AI servers are more popular among the tech giants for now, but more importantly, NVIDIA has seen a widespread dominance over the AI server segment in the past few quarters. Microsoft also invested into creating an in-house AI chip, but it didn't manage to meet expectations, and the project is now delayed to 2026.



Similarly, firms like Google and Meta are also consistently deploying AI servers, with both firms focusing on their in-house ASICs. The firms are core NVIDIA customers, but they are said to be focusing on AMD's rack-scale solutions as well, which shows that the market wants diversity in the segment, but still, Team Green retains its lead by a considerable margin. However, the focus on homegrown AI chips is more than ever, with Google leading the space with their Tensor Processing Units (TPUs).

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