研报 | 预估2026年全球AI服务器出货年增逾28%，ASIC类别占比扩大

Core Insights - The article highlights the significant growth in the AI server market, driven by increased investments from North American Cloud Service Providers (CSPs) and the rising demand for AI infrastructure, predicting a global AI server shipment growth of over 28% in 2026 [2][5]. Group 1: Market Growth Projections - Global server shipments are expected to grow by 12.8% in 2026, with AI server shipments contributing to this growth at over 28% [5][6]. - Major CSPs like Google and Microsoft are anticipated to increase their procurement of general servers to meet the rising demand for inference traffic [5][7]. Group 2: Technological Developments - The server market from 2024 to 2025 will focus on training advanced large language models (LLMs) using AI servers equipped with GPUs and HBM for parallel computing [6]. - By the second half of 2025, the development of AI inference services will accelerate, with CSPs shifting towards monetization and profit models [6]. Group 3: Capital Expenditure Trends - The total capital expenditure of major North American CSPs, including Google, AWS, Meta, Microsoft, and Oracle, is projected to increase by 40% in 2026, driven by large-scale infrastructure investments and the replacement of older general servers [7]. - Google and Microsoft are expected to be the most aggressive in increasing their general server procurement to support daily inference traffic demands [7]. Group 4: AI Server Market Dynamics - The AI server market in 2026 will be primarily driven by North American CSPs, government sovereign cloud projects, and the acceleration of ASIC development by large CSPs [8]. - GPU is expected to account for 69.7% of AI chip usage, with NVIDIA's GB300 models becoming the mainstream shipment [8]. Group 5: ASIC Server Developments - The shipment share of ASIC AI servers is projected to rise to 27.8% in 2026, marking the highest level since 2023, with growth rates surpassing those of GPU AI servers [8]. - Google is expected to lead the ASIC market, with significant investments in self-developed ASICs for its cloud services and external sales [8].