Research Reports

Research Reports

CSPs and HPC AI Applications to Play Vital Roles in Shaping AI Server Market during 2023~2024

Last Modified

2023-09-07

Update Frequency

Aperiodically

Format

PDF

Overview

The market for AI servers can be segmented into CSPs, supercomputer (HPC) projects, and server brands. Major CSPs represent the largest group of customers, accounting for a growing share of AI server shipments during 2022-2026. By 2026, major CSPs are forecasted to account for 76% of the annual total shipments of high-end AI servers...

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AI Server Package

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CSPs and HPC AI Applications to Play Vital Roles in Shaping AI Server Market during 2023~2024

Overview

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Contract Price Sep. 2024

DRAM Contract Price Nov. 2024

AI Server PackageRelated Reports

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Contract Price Sep. 2024

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CSPs and HPC AI Applications to Play Vital Roles in Shaping AI Server Market during 2023~2024

Overview

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Contract Price Sep. 2024

DRAM Contract Price Nov. 2024

AI Server PackageRelated Reports

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

AI/HPC Boost Co-Packaged Optics (CPO) Market Opportunities after 2025

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Contract Price Sep. 2024

DRAM Contract Price Nov. 2024

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