North American CSPs' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026, according to the latest market research from TrendForce. Global server shipments are expected to grow by only around 1. 9% in 2024, continuously being squeezed out by budgets for AI servers. export restrictions and geopolitics. Cloud strategies – AWS, Google, Microsoft, Meta and Oracle are expanding AI infra with varying mixes of Nvidia GPUs and in-house chips. The rapid growth of AI inference services is boosting demand for general-purpose servers. The global AI server market was valued at US$12.