2023-10-19
CSPs increase AI investment, driving a 38% growth in AI server shipments by 2024
Major CSPs such as Microsoft, Google, and AWS are ramping up their investments in AI in light of the growing popularity of ChatBOTs, generative AI, and other applications, boosting demand for AI servers. TrendForce estimates that shipments of AI servers (including those equipped with GPUs, FPGAs, and ASICs) will exceed 1.2 million units in 2023—a YoY increase of 37.7%—making up nearly 9% of total server shipments. This number is expected to grow 38% in 202...
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