According to TrendForce Jibang Consulting's latest AI server industry research, as AI service vendors actively launch AI agent-related applications, server CPU demand has been growing steadily since the second half of 2025, and it is estimated that the annual increase in shipments will reach 31% in 2026. In 2027, server CPU shipments are expected to increase by more than 40% per year due to continued growth in AI inference demand and increased penetration rate of Agentic AI services, but the market pattern dominated by the x86 camp may change.

Zhitongcaijing · 5d ago
According to TrendForce Jibang Consulting's latest AI server industry research, as AI service vendors actively launch AI agent-related applications, server CPU demand has been growing steadily since the second half of 2025, and it is estimated that the annual increase in shipments will reach 31% in 2026. In 2027, server CPU shipments are expected to increase by more than 40% per year due to continued growth in AI inference demand and increased penetration rate of Agentic AI services, but the market pattern dominated by the x86 camp may change.