研究報告

2026年第三季AI鑽石產業數據

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發佈日期

2026-07-31

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更新頻率

每季

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報告格式

EXCEL



該產品結合TrendForce針對AI市場供應鏈的長期調研基礎,延伸針對最具成長力的雲端服務供應商 (CSP)AI server中長期預估、全球資料中心建置分布、重要AI 基礎設施包含Power, Thermal和Networking等提供更全面性的趨勢預測觀察。

Table of Contents

  1. Index
  2. Main AI Server Platforms and Power Spec.
  3. Worldwide AI Chips Shipments Forecast
  4. Global Server and AI Shipments Forecast
  5. Major CSP Capex Track
  6. Major CSP Server and High-end AI Server Shipments Forecast
  7. Major CSP High-end GPU and ASIC Server Distribution Estimation
  8. Major CSP GB and VR Rack Shipments Forecast
  9. CSP Capacity Estimated by Server Type (General and AI)
  10. Major CSP Total Server Demand Power Capacity
  11. CSP HBM Consumption by AI Server Type
  12. Server HBM Consumption of Major CSPs
  13. Server HBM Consumption per GW
  14. Major CSP Data Center Distribution
  15. Major CSP Cloud Region Availability Zones
  16. Major CSP Data Center Capacity
  17. Major CSP Cloud Region Modeled Capacity
  18. China CSP Data Center Distribution
  19. China CSP Cloud Region Availability Zones
  20. China CSP Data Center Capacity
  21. China CSP Cloud Region Modeled Capacity
  22. Global Data Center Capacity by Equipment
  23. Liquid Cooling Penetration by Brand
  24. AI Liquid-Cooling Penetration Forecast
  25. Server Thermal Total Addressable Market (TAM)
  26. Global Optical Transceiver Shipments Forecast

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