格隆汇5月20日丨根据TrendForce集邦咨询最新AI产业研究，预估2026年AI训练机种将占AI Server出货比例约55%，中长期则将由AI推理机种转成市场主力；以北美五大CSP建置的GB/VR整柜式方案估算，2026年五大厂商的总AI训练算力将年增56%以上、总AI推理算力年增约122%；2026年，NVIDIA（英伟达）、AMD（超威）以及CSP自研ASIC平台同步放量，将推升五大C ...

根据TrendForce集邦咨询最新发布的AI产业研究报告，北美五大云端服务供应商正加速布局人工智能领域，计划在2026年大幅增加整柜式AI服务器的采购规模。这些企业为强化AI训练与推理应用部署，预计将占据全球超六成NVIDIA GB/VR系列芯片需求，推动自身AI训练算力实现56%以上的年度增长，同时AI推理算力增速更将达到122%左右。

Dell unveiled a suite of new products for modern data centers and AI, including advanced PowerStore storage and next-gen ...

DIGITIMES believes that the global high-end AI server market will evolve towards greater diversification. Global shipments of high-end AI servers are expected to grow from 639,000 units in 2024 to ...

High power density DCDC converters from 800 V to point-of-load use EPC’s latest-generation GaN devices. EL SEGUNDO, CA, ...

Dell overhauls data center portfolio with AI-focused storage, servers and cyber resilience tools - SiliconANGLE ...

SoftBank Group Corp. has reportedly bought a Foxconn plant in Ohio to advance its Stargate data center collaboration with OpenAI. Bloomberg revealed the purchase today. Foxconn, officially Hon Hai ...

Hewlett Packard Enterprise’s HPE server business grew 5.6% in the second quarter of fiscal 2025. It expects its third-quarter revenues to rise in mid-teens sequentially and fiscal 2025 server revenues ...

TL;DR: NVIDIA's next-gen GB300 "Blackwell Ultra" AI servers, set to ship in late 2025, will be the most powerful AI servers globally. Foxconn leads manufacturing orders, prioritizing GB300 over ...

For as long as we can remember, the high performance computing business was one where it has been difficult for the manufacturers that build systems to make a buck. With the advent of GenAI and ...

Defined by JEDEC, SOCAMM2 brings LPDDR5X into a compact, server-friendly module format. Instead of soldering memory directly ...

On Monday, Melius Research raised its price target on Micron to $1,100 from $700 and maintained a ‘Buy’ rating on the shares, indicating upside potential of more than 57%. ・Investors are watching out ...