TrendForce:
-AI server shipments will grow 28% in 2026:-AI inference computing power will grow 122% year-on-year-AI training compute will grow 56%. -The top 5 US cloud firms will spend US$770 billion in 2026 on capex, 87% more than last year, and account for 60% of global demand for Nvidia GB and VR servers.-Google TPU chip volume will grow 80% in 2026, over last year-Amazon Trainium chip-based servers will account for 40% of its demand in 2026-Servers for latest Nvidia, AMD, and ASICs all use liquid cooling systems $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) $NVIDIA(NVDA.US)Source: Dan Nystedt
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