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WHTop → 📋 News → TrendForce Study: Global AI Server Shipments Surge 28% in 2026
TrendForce Study: Global AI Server Shipments Surge 28% in 2026
📅 - Global shipments of AI servers are set to accelerate sharply in 2026, driven by rising inference workloads, renewed cloud investment cycles, and the growing adoption of custom silicon. According to new market research by TrendForce, worldwide AI server shipments are forecast to grow by more than 28% year over year, significantly outpacing the broader server market, which is expected to expand by 12.8% during the same period.
The outlook reflects a structural shift in how cloud service providers deploy AI infrastructure and monetize artificial intelligence at scale.
The forecast comes as North American hyperscalers continue to pour capital into AI-focused data center expansion. TrendForce [...][... Check source for end of article ...]
📅 - Dell’Oro: Distributed Cloud Networking Set to Redefine the WAN - Distributed Cloud Networking is emerging as a core architectural model for enterprise connectivity as organizations adapt their wide area networks to the realities of AI-era applications. According to a recently published report by U.S.-based research firm Dell'Oro Group, global Distributed Cloud Networking (DCN) revenue is projected to reach $21 billion by 2029.
The forecast, released this year and covering worldwide enterprise and service provider adoption, reflects a compound annual growth rate of 30 percent and signals a structural shift in how WANs are designed and operated.
The timing of the report reflects mounting pressure on traditional WAN architectures. Enterprises are [...]
📅 - Intel Shows Stabilization, but AI Transition Still Unproven - Intel's fourth-quarter and full-year 2025 results underline a company still in the middle of a difficult transition, showing operational stabilization but limited evidence yet of a sustained growth inflection. While management points to progress in execution and technology milestones, the financials reveal an organization that remains under margin pressure, heavily reliant on cost control, and exposed to intense competitive dynamics in both CPUs and AI.
At the top line, Intel's performance remains muted. Fourth-quarter revenue of $13.7 billion declined 4 percent year over year, while full-year revenue of $52.9 billion was effectively flat. This lack of growth stands in contrast to broader [...]
📅 - Tencent Cloud Pushes Open AI Strategy at Davos - Tencent Cloud used the global stage of the World Economic Forum Annual Meeting in Davos last week to outline how it sees artificial intelligence moving from hype to practical value. Speaking in Davos, Switzerland, Dowson Tong, Senior Executive Vice-President of Tencent and CEO of Tencent Cloud and Smart Industries Group, argued that the next phase of AI adoption will be driven not by a single dominant model, but by open ecosystems.
These open AI models would allow enterprises and consumers to select models best suited to real-world use cases. The message comes as governments, businesses, and technology leaders gathered in Davos to debate how AI can support economic growth while remaining [...]
📅 - Sapience AI Targets European AI Compute Market with New Funding - Society Pass is making a strategic move into the fast-growing artificial intelligence infrastructure market as global demand for AI computing accelerates. The Nasdaq-listed company, which operates a digital consumer ecosystem across Southeast Asia, announced this week that it has completed a US$8.8 million minority investment in Slovakia-based Sapience AI, an emerging AI data center startup focused on high-performance GPU cloud services.
The investment comes amid projections from Markets and Markets that the global AI market will expand from an estimated US$371 billion in 2025 to US$2.4 trillion by 2032, driven by a compound annual growth rate of more than 30 percent.
The investment was [...]
📅 - Edge Computing and Serverless Hosting Set to Reshape Web Hosting in 2026 - Web Hosting provider Hosted.com notes that the move to edge-based and serverless environments is increasing to lower latency, enhancing user experience, and making website management easier. These trends are especially important as businesses increasingly rely on cloud applications, remote work, and global customer bases.
Edge computing moves processing and data storage closer to users by distributing tasks across multiple locations rather than relying on a single data center. Serverless hosting, on the other hand, enables applications to run without the need for direct server management, automatically adjusting resources as needed. Combined, they are beginning to change content delivery [...]
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