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全球服务器 -推出 2027 年预期；随着 ASIC 渗透率上升，上调基于基板的 AI 服务器预期-Global Server_ 2027E estimates introduced; Raising baseboard-based AI servers with rising ASIC penetration
2025-09-28 14:57
We update our global servers TAM across: (1) ASIC AI server TAM, (2) AI training servers - full rack / high power, (3) AI inferencing servers, (4) general servers, (5) HPC servers, and (6) leading US and China cloud capex. With better visibility, we introduce our server forecasts for 2027E, and raise our volume estimates for high power AI servers and inferencing AI servers (Exhibit 9). Our global AI server volume outlook implies demand for 10m/ 14m/ 17m AI chips in 2025-27E, with a rising ASIC shipment cont ...