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Bernstein forecasts $1T server market by 2028, boosts shipment estimates as AI infrastructure spending surges

Bernstein raises global server market forecast to $1 trillion by 2028, boosting GPU AI server estimates with 22% CAGR as data center investments

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cryptobriefing.comStai leggendo7 g fa

Bernstein forecasts $1T server market by 2028, boosts shipment estimates as AI infrastructure spending surges

Bernstein projects $1T server market by 2028, with 22% GPU CAGR and cloud capex reaching $1.1T in 2027. Proprietary ASICs (45% of AI chips, Google TPU +90% YoY) become ROI-critical as Meta and SoftBank commit $135B to data center infrastructure.

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taipeitimes.com7 g fa

AI server shipments to surge 31% - Taipei Times

AI server shipments jump 31% to 2.8M units; nine CSPs raise CapEx 90% ($886.7B) for rack-scale and ASIC systems. 2027 CapEx forecast ($1.3T, +50% YoY) signals sustained agentic AI demand—justifies enterprise GPU/liquid-cooling infrastructure scaling.

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Bernstein forecasts $1T server market by 2028, boosts shipment estimates as AI infrastructure spending surges

AI server shipments to surge 31% - Taipei Times

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Bernstein forecasts $1T server market by 2028, boosts shipment estimates as AI infrastructure spending surges

AI server shipments to surge 31% - Taipei Times