Global AI Server Shipments Anticipated to Decline Sharply Amid Geopolitical Tensions and Tariff Uncertainties

2 day ago / Read about 0 minute

Author：小编

Amid the uncertainties stemming from US export restrictions and supply chain disruptions exacerbated by geopolitical tensions, the forecast for year-on-year growth in the AI server market is poised for a downward revision. Despite the global AI boom, particularly in North America where major technology firms are vigorously investing in AI infrastructure development, external factors are taking their toll. A TrendForce report reveals that the volatility of tariff policies during the Trump administration, coupled with the ongoing geopolitical tensions, has necessitated a reduction in the global AI server shipment forecast from 28% to 24.3%.

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