Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival

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Agentic AI drives general server demand; global server shipments to top five million units in the second quarter of 2026. Table of contents Chart 1: Key factors affecting 2Q26 global server shipments: Supply/demand Chart 3: Global shipments by top-10 player, 4Q24-2Q26 (k units) Chart 5: Taiwan server shipments and global share, 4Q24-2Q26 (k units) Chart 38: Taiwan and global server shipments, 2021-2025 (k units) Chart 39: Global server shipments by top-10 player, 2024-2025 (k units) Chart 40: Taiwan server shipments by top maker, 2024-2025 (k units)