Jim Hsiao
- Indexed articles, last 90 days
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- Aug 20, 2026
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- Aug 20, 2026
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Global server market, 2Q 2026: Supply constraints curb shipment momentum, global server shipments up 2.8% in 3Q26 (opens the original)
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In the second quarter of 2026, global server shipments were below prior expectations, growing 3.8% quarter-over-quarter. The main reason was tight supply of key components such as memory, CPU, and IC substrate, which curbed overall system shipment momentum. Even so, procurement by large US cloud service providers still grew 11.6% quarter-over-quarter, and the development of agentic AI applications has shifted cloud service providers' compute deployments away from accelerator-led AI servers towar
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