集邦咨询：预估2026年全球AI服务器出货年增逾28%

Core Insights - North American cloud service providers (CSPs) are significantly increasing investments in AI infrastructure, which is expected to drive global AI server shipment growth of over 28% annually by 2026 [1] - The substantial computational load generated by AI inference services is leading to a replacement and expansion cycle for general servers [1] - TrendForce forecasts that the total global server shipments, including AI servers, will grow by 12.8% annually by 2026, with an increased growth rate compared to 2025 [1]