India, Jan. 26 -- 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.

The rapid growth of AI inference services is boosting demand for general-purpose servers, supporting both replacement and expansion efforts. Consequently, TrendForce predicts that total global server shipments, including AI servers, will accelerate from 2025, with a 12.8% YoY growth in 2026.

The server market from 2024 to 2025 primarily centered on training advanced large language models (LLMs), utilizing AI servers with GPUs and HBM for parallel computing. However, starting in the second half of 2025, the growth of AI ...