Bernstein Sees $1T Server Market By 2028
Bernstein raises global server shipment forecasts
BERNSTEIN SEES $1T SERVER MARKET BY 2028 Bernstein raised its global server and GPU AI server shipment forecasts to 15% and 22% CAGRs through 2028. 8-GPU-equivalent server shipments are expected to grow 48% in 2026, with rack shipments reaching 61,000 this year and 88,000 in 2027. $NVDA Rubin and $AMD Helios racks are expected to begin shipping in Q4. 2T.
1T by 2027. Bernstein expects custom ASICs to represent roughly 45% of CoWoS-based AI chip shipments, while Google TPU shipments are projected to grow about 90% in 2026.