The Server & HPC Report provides structured analysis of data center infrastructure, AI servers, cloud computing, and high-performance computing technologies. Coverage includes server platforms, processors, accelerators, networking technologies, and storage systems supporting next-generation computing workloads.
The report examines market developments driven by generative AI, hyperscale cloud providers, enterprise digital transformation, and advanced computing requirements. It serves as a practical reference for tracking technology innovation, market demand, and ecosystem evolution across the server and HPC landscape.
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According to DIGITIMES, Agentic AI, AI server expansion, cloud service provider (CSP) in-house CPU ramp-up, and replacement demand for general-purpose servers will lift global server CPU shipments to 52.6 million units in 2027, up 45.7% year-over-year, with x86 and Arm architectures rising 35.3% and 79.1%, respectively.
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 believes that 2026 will be a pivotal year in the stabilization of 800VDC power architectures for AI data centers.
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.
AI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and supply-chain coordination determine system performance
AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up
Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.
XFusion's server export value in 2025 saw a yearly growth of 30%, with three major export routes targeting the ASEAN, African, and Latin American markets.
CPU computing power plays a key role in AI, with Global server shipments in 2026 expected to see a significant yearly growth of 19.2%.
Under the AI boom, microLED optical communication is expected to become a key opportunity for the display industry's transformation.