Once TrendForce's data is released, the supply chain will have to recalculate its accounts again.

TrendForce Jibang Consulting predicts that by 2026, AI training machines will account for approximately 55% of AI server shipments, with AI inference machines becoming the market mainstay in the medium to long term. Based on the GB/VR full cabinet solutions of the five major CSPs in North America, the total AI training computing power of the five major manufacturers will increase by over 56% year-on-year in 2026, with AI inference computing power increasing by about 122%; NVIDIA, AMD, and CSP self-developed ASIC platforms will also ramp up production, driving the power consumption of the five major CSP servers to grow by approximately 116% year-on-year.