AI servers constitute nearly 9% of the total server shipments and are expected to be 15% of the market by 2026.
Between 2022 and 2026 AI server shipments are expected to grow at 22% CAGR.
AI chip shipments in 2023 are slated to increase by an impressive 46%.
NVIDIA’s GPUs currently dominate the AI server market with 60–70% market share.
In second place coms ASICs independently developed by CSPs with over 20% of the market.
HBM, a high-speed RAM interface deployed in advanced GPUs, is poised for a significant uptick in demand.
The forthcoming H100 GPU from NVIDIA, slated for release this year, is equipped with HBM3 technology.
As the need for cutting-edge GPUs—including NVIDIA’s A100 and H100, AMD’s MI200 and MI300, and Google’s proprietary TPU—continues to escalate, TrendForce forecasts a 58% YoY increase in HBM demand for 2023, with an estimated further boost of 30% expected in 2024