Global shipments of high-end AI servers are expected to grow from 639,000 units in 2024 to 1. US hyperscale data center operators will be the primary customers. However, as the supply chain capacity increases to meet the demands of other customers, their. North American CSPs' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026, according to the latest market research from TrendForce. Steady demand is also being bolstered by tier-2 data. A comprehensive report by Global Market Insights Inc. 56 trillion in 2034, at a CAGR of 28.