TrendForce集邦咨询：预估2026年全球AI服务器出货同比增逾28%

智通财经网01-20

智通财经APP获悉，根据TrendForce集邦咨询最新AI Server研究报告，北美云端服务供应商(CSP)持续加强对AI基础设施投资力道，预估将带动2026年全球AI Server出货量年增28%以上。此外，AI推理服务产生的庞大运算负荷，将通用型Server (General Server)带入替换与扩张周期。因此，TrendForce集邦咨询预估2026年全球Server (含AI...

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Server研究报告，北美云端服务供应商(CSP)持续加强对AI基础设施投资力道，预估将带动2026年全球AI  Server出货量年增28%以上。此外，AI推理服务产生的庞大运算负荷，将通用型Server (General  Server)带入替换与扩张周期。因此，TrendForce集邦咨询预估2026年全球Server (含AI  Server)出货量也将年增12.8%，成长幅度较2025年扩大。TrendForce集邦咨询表示，2024至2025年Server市场主要聚焦先进大型语言模型(LLM)训练，并依赖配套GPU、HBM的AI  Server执行平行运算。2025年下半年起，AI  Agents、LLaMA模型应用、Copilot升级等AI推理服务持续发展，CSP积极转向推理服务以发展变现及获利模式。基于不同应用场景，AI推理除了可采用AI  Server机柜，亦包括通用型Server，以支撑推理前后的运算和存储需求。根据TrendForce集邦咨询统计， Google、AWS（亚马逊云科技）、Meta、Microsoft、Oracle（甲骨文）等北美五大CSP  2026年的资本支出总额年增率高达40%，除了为布局大规模基础建设，也有部分是汰换2019至2021年云端投资热潮购置的通用型Server。预计Google和Microsoft将最积极提升通用型Server采购量，以应对每日需实体提供的Copilot、Gemini推理流量需求。观察2026年AI  Server市场，出货动能主要来自北美CSP、各地政府主权云项目，以及大型CSP加快自有ASIC研发、边缘AI推理方案的助力。从使用的AI芯片分析，预估GPU占69.7%，仍为最大宗；其中，搭载NVIDIA（英伟达）  GB300的机种将成为出货主流，VR200则于下半年后逐步放量。然而，在Google、Meta等北美业者积极扩张自研ASIC方案的情况下，预计2026年ASIC AI  Server的出货占比将提升至27.8%，为2023年以来最高，出货增速也超越GPU AI  Server。Google对自研ASIC的投资力道明显强于多数CSP，将成为ASIC市场领头羊，其TPU除了自用于Google Cloud  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