# Global annual AI server shipments, 2025-2026 — retained record

> Retained news record from news:digitimes.

Canonical: https://highsignal.app/data/records/1b7b87398e35d093

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source: [news](https://highsignal.app/data/news) (news:digitimes)  published 2026-10-02 10:10 ingested 2026-10-03 02:54

[original source ↗](https://www.digitimes.com/news/a20261001RS400/high-end-ai-server-shipments-2026.html?chid=2)

## retained text



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Continued advances in top-tier LLM capabilities, coupled with the potential for business automation enabled by agentic AI, are prompting major North American cloud providers, Neo Clouds, and leading AI labs to accelerate AI data center buildouts in 2026. DIGITIMES estimates global AI server shipments will exceed 2.5 million units in 2026, including 2.37 million high-end AI servers equipped with HBM, up 56% from 2025 and accounting for more than 15% of total server shipments for the first time.
By XPU type, GPUs are expected to account for nearly 60% of high-end AI servers in 2026, driven by smoother shipments of Nvidia’s GB300 NVL72 compared with its predecessor. Among non-GPU systems, TPU-based servers will remain the largest segment. However, their shipment share will decline from 2025 due to a high comparison base and more severe supply constraints in 2026.
This report covers the supply and demand factors that impact global AI server shipments, as well as the share for major suppliers and key customers.
- Introduction
- 2026 Global AI server market supply/demand factors
- Chart 1: Factors affecting 2026 AI server shipment demand
- Chart 2: Factors affecting 2026 AI server shipment supply
- 2026 global AI server shipments outlook
- Chart 3: Global high-end and general AI server shipments, 2022-2026
- Global high-end AI server XPU and rack-form-factor shipment, 2023-2026
- Chart 4: Global high-end AI server XPU adoption form factor shipment share, 2023-2026
- Chart 5: Change and forecast in global high-end AI server XPU supplier shipment share, 2023-2026
- Chart 6: Change and forecast in global high-end AI server system shipment mix, 2023-2026
- 2026 Global high-end AI server procurement volume forecast for major customers
- Chart 7: Global high-end AI server customer procurement share, 2023-2026
- Chart 8: Top 10 global customers' high-end AI server procurement volume and YoY growth, 2024-2026
- 2026 global high-end AI server shipment forecast for major suppliers
- Chart 9: Global high-end AI server shipment share by supplier type, 2023-2026
- Chart 10: Top 10 global suppliers' high-end AI server shipments and YoY growth, 2024-2026
- Summary
- Chart 11: 2026 global high-end AI server shipments expected to grow 56% annually
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