Global AI Server Delivery Forest

The AI ​​server market is expected to see a decrease in the estimated growth of yoy, following uncertainty from restrictions on US exports, and disruption in the supply chain due to geopolitical tension.

AI music train moves with full force throughout the world, especially in North America, where Big Tech spends a large income to create AI infrastructure. However, based on reports by trendforce, uncertainty about President Trump’s tariff policy and new geopolitical tensions has revised the estimated Global AI shipping, and has now seen a decline, from 28% to 24.3%. Although they are still expected to maintain two -digit growth, this decline is mainly caused by supply chain disorders with developing trade policies and regional tensions.

As far as large technology, trendforce said that their capex against AI development did not slow down in the near future, because companies such as Microsoft use a new NVIDIA server at a consistent level. The AI ​​Blackwell Ultra GB300 server is more popular among the technology giant for now, but more importantly, Nvidia has seen a broad dominance of the AI ​​server segment in the last few quarters. Microsoft also invested to create AI In-house chips, but did not succeed in fulfilling expectations, and the project was now postponed until 2026.

Likewise, companies like Google and Meta also consistently use AI servers, with both companies that focus on their Asics In-house. The company is a nvidia core customer, but they are said to focus on the AMD rack scale solution as well, which shows that the market wants diversity in the segment, but still, Team Green maintains its excellence with a fairly large margin. However, focusing on homemade chips is more than before, with Google leads space with their Tensor Processing Unit (TPU).

For now, the technological giant expenditure for AI infrastructure does not slow down, and Yoy’s estimation shows an upward trend on a larger scale, which tells us that Hype AI has run out and runs.