TrendForce's latest analysis of the AI server market shows that demand from CSPs and sovereign cloud deployments will remain robust through 2026. This momentum will fuel stronger pull-ins for GPUs and ASICs, alongside the rapid expansion of AI inference applications. As the customer base. The enterprise adoption of AI‑optimized servers is fueling revenue surges at both Dell Technologies and Hewlett-Packard Enterprise (HPE) despite ongoing economic and trade uncertainties. In its Q2 FY 2026 earnings call, Dell's Chief Operating Officer Jeff Clarke stated, “We have shipped more AI. AI momentum – Global AI server shipments are projected to rise 24. 3% in 2025, slightly below forecasts due to U. 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 Dell corporate logo in Bracknell, England, on Jan. AI server revenue is projected to grow by more than 30% in 2026, accounting for 74% of total server market value.
