Core Insights - The North American large CSPs are the main drivers of AI Server market demand expansion, with a forecasted 24.3% year-on-year growth in global AI Server shipments for this year, slightly revised down due to international circumstances [1][4] Group 1: North American CSPs - Microsoft is focusing on AI investments, which has somewhat suppressed the procurement of general-purpose servers, primarily utilizing NVIDIA's GPU AI solutions for AI Server deployment [1] - Meta has significantly increased its demand for general-purpose servers due to new data center openings, primarily using AMD platforms, and is actively expanding its AI Server infrastructure with self-developed ASICs expected to double in shipments by 2026 [1] - Google has benefited from sovereign cloud projects and new data centers in Southeast Asia, significantly boosting server demand, and has begun mainstream production of its TPU v6e for AI inference [2] - AWS is focusing on its self-developed Trainium v2 platform, with plans for Trainium v3 development expected to launch in 2026, anticipating a doubling of its self-developed ASIC shipments by 2025 [2] - Oracle is emphasizing the procurement of AI Servers and In-Memory Database Servers, actively integrating its core cloud database and AI applications [3] Group 2: Market Outlook - Due to international circumstances, many Server Enterprise OEMs are reassessing their market plans for the second half of 2025, with an overall forecast of approximately 5% year-on-year growth in total server shipments, including both general-purpose and AI Servers [4]